Speakers 2011

Erika Irish Brown

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Erika Irish Brown

Linda C. Crompton

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Linda C. Crompton

Julie Hembrock Daum

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Julie Hembrock Daum

Raudline Etienne

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Raudline Etienne

Nili Gilbert

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Nili Gilbert

Leslie D. Hale

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Leslie D. Hale

Carla Harris

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Carla Harris

Jane Hyun

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Jane Hyun

Ginger Lew

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Ginger Lew

Terri Ludwig

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Terri Ludwig

Maybel Y. Marte

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Maybel Y. Marte

Ana Duarte McCarthy

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Ana Duarte McCarthy

Jacqueline Novogratz

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Jacqueline Novogratz

Lisa Garcia Quiroz

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Lisa Garcia Quiroz

Charlotte Relyea

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Charlotte Relyea

Lisa Rickert

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Lisa Rickert

Rosie Rios

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Rosie Rios

Melody Rollins

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Melody Rollins

Yolanda Ruiz

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Yolanda Ruiz

Judith Samuelson

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Judith Samuelson

Anne Simpson

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Anne Simpson

Anne Sheehan

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Anne Sheehan

Felicia Taylor

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Felicia Taylor

Kelly M. Williams

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Kelly Williams

Alexandra Wilkis Wilson

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Alexandra Wilkis Wilson

Erika Irish Brown

Erika Irish Brown

Diversity Recruiting & Program Management Executive
Bank of America Merrill Lynch

Erika Irish Brown is Bank of America’s Diversity Recruiting and Program Management Executive. In this role, she is responsible for enhancing Bank of America’s employment brand in diverse communities, managing strategic partner relationships, recruiting diverse senior executives and on-boarding, developing and retaining diverse senior executives throughout the Enterprise.

Irish Brown background includes over 15 years of investment banking and capital markets experience in both the public and private sectors at organizations including Morgan Stanley, the U.S. Treasury and Lehman Brothers. Prior to joining Bank of America in December 2009, Irish Brown served as Senior Vice President and Head of Diversity Lateral Recruiting at Lehman Brothers where she established a strategic, diversity branding, coaching, recruiting and retention initiative for experienced hires firm-wide.

Irish Brown received her MBA from Columbia Business School and holds a BS in Economics from the State University of New York at Albany. She is Vice-Chairperson and Director of the Bedford Stuyvesant Restoration Corporation, the Nation’s first community development corporation, a Director of the Council of Urban Professionals and served on the Obama-Biden Treasury Transition Team. Irish Brown resides in Teaneck, New Jersey with her husband Frank and their three sons, Frank III, Evan and Bradford.

Linda C. Crompton

Linda C. Crompton

President & CEO
BoardSource

Linda C. Crompton joined BoardSource in the fall of 2007. She has more than 25 years of experience in business, finance, and organizational strategy and a strong commitment to social responsibility and exceptional governance. Before joining BoardSource Linda served as President and CEO of the Washington-based Investor Responsibility Research Center (IRRC), the leading source of independent, impartial research on corporations and shareholder issues.

In 1996, she founded Citizens Bank of Canada, Canada’s first branchless bank. Linda was a federal Commissioner on the 2001–2002 “Canadian Democracy and Corporate Accountability” Commission.

Over her career Linda has served as a director of more than 20 organizations in the nonprofit, for-profit, and public sectors. She was formerly a member of the Board of Governors of the University of British Columbia, the chair of the governance committee of Encorp Pacific, a Canadian nonprofit dedicated to recycling, and an advisory board member of Ethical Funds, Canada's first family of socially responsible mutual funds.

She holds an MBA from the University of Kent Canterbury (UK), a MA from the University of British Columbia (CAN), and a BA from Simon Fraser University (CAN).

Julie Hembrock Daum

Julie Hembrock Daum

Co-Leader for the North American Board & CEO Practice
Spencer Stuart

Julie Hembrock Daum is the practice co-leader for the North American Board & CEO Practice of Spencer Stuart, the leading executive search firm in the boardroom. She consults with corporate boards, working with companies of all sizes from the Fortune 10 to pre-IPO companies and has worked on over 850 director assignments. Her recent work includes recruiting outside directors for AOL, Delta Air Lines, Fannie Mae, Global Hyatt, The Home Depot and State Street. She serves on the board of directors of Spencer Stuart, Citymeals on Wheels and The James Beard Foundation and as a Commissioner for the Women’s Refugee Commission.

Julie helped found and develop Wharton’s Corporate Governance: Fresh Insights and Best Practices for Directors program. A recognized expert on governance topics she is regularly quoted in The New York Times, Financial Times, BusinessWeek, Time Magazine and The Wall Street Journal and is the co-author of You Need a Leader, Now What? How to Choose the Best Person for Your Organization, which will be released widely in October.

She has been selected as one of the 50 Most Influential People in Governance by Directorship Magazine every year since its inception and one of the 100 Most Influential Women in New York by Crain’s New York Business.

Prior to joining Spencer Stuart, Julie was the executive director of the corporate board resource at Catalyst. She managed all board of directors’ activities and worked with companies to identify qualified women for their board. After graduating with an M.B.A. in corporate finance from The Wharton School at the University of Pennsylvania, Julie began her career as a consultant with McKinsey & Company in Los Angeles.

Raudline Etienne

Raudline Etienne

Senior Director
Albright Stonebridge Group

Etienne joined the Albright Stonebridge Group in October 2011 to focus on expanding the global strategy firm’s ability to respond to market dynamics and opportunities in the investment sector.

In her previous employment, Etienne served as Chief Investment Officer (CIO) for the New York State Common Retirement Fund (CRF). Selected by the New York State Comptroller, the Honorable Thomas DiNapoli, to become his Deputy Comptroller for Pension Investment and Cash Management in March 2008, Etienne managed the nation’s third largest public pension fund with assets of approximately $140 billion. In her capacity as CIO, Ms. Etienne had decision-making responsibilities on all aspects of the CRF’s investment strategy and operations. These responsibilities included asset allocation, investment policy and governance, partner selection, and risk management. Her management responsibilities included the oversight of 60 professionals responsible for the daily management of a portfolio invested across the globe, and inclusive of equity, fixed income, hedge funds, real estate, and private equity. She also had oversight responsibility for CRF investment operations, including internal portfolio management, custodial services, and securities lending, as well as management of external investment managers, and investment consultants. Her team was also responsible for the College Savings Program with assets of $8 billion, and the State’s short-term investment pool of $9 billion that consists largely of tax-revenue collections and federal aid.

Prior to the CRF, Etienne was a Managing Director at Rogerscasey in Darien, Connecticut, responsible for investment consulting for a series of both large and small public retirement systems. During her more than 11 year tenure with Rogerscasey, she developed broad experience in a wide variety of asset classes and investment strategies. Etienne has a Bachelors of Science from the Massachusetts Institute of Technology and also holds an MBA in finance from the University of California at Berkeley where she was a Robert A. Toigo Foundation Fellow, and President of the Black Business Student Association.

Etienne was instrumental in the creation of the Connecticut Hedge Fund Association where she formerly served as a board member, as well as the Robert A. Toigo Alumni Endowment Board where she was elected the first president and is a former board member. Ms. Etienne was also appointed to the International Accounting Standards Board (IASB) and the US Financial Accounting Standards Board (FASB)’s “Financial Crisis Advisory Group (FCAG)” which was created to consider how improvements in financial reporting could help enhance investor confidence in financial markets.

Nili Gilbert

Nili Gilbert

Co-Founder
Matarin Capital Management

Nili Gilbert is a Co-Founder of Matarin Capital Management and a member of its Investment Team. In this capacity, she is responsible for model development, portfolio construction and management of Matarin’s Global Macro strategies.

Prior to joining Matarin, Nili was a Senior Director and Research Analyst at Invesco Quantitative Strategies, and was responsible for development of the firm’s global multi-asset models. While attending graduate school, Nili worked in Institutional Equities at Morgan Stanley and focused on derivatives trading. Prior to graduate school, Nili began her career in development at the Synergos Institute, an organization aimed at reducing poverty globally. Nili is now a member of the Board of Directors of the Synergos Institute, and Chairwoman of the Board’s Finance and Investment Committees.

Nili received her bachelor’s degree from Harvard University, graduating magna cum laude in a Special Concentration in Economics and Social Studies, and received her MBA in Finance and Economics from Columbia University, with a fellowship from the Toigo Foundation. Nili holds a CFA Charter and speaks English, French and German.

Leslie D. Hale

Leslie D. Hale

Chief Financial Officer and Senior Vice President
RLJ Lodging Trust

Leslie Hale is a seasoned real estate investment and finance executive, whose career spans nearly 20 years and involves more than $20 BN in transactions.

Ms. Hale has served as Chief Financial Officer and Senior Vice President of Real Estate for RLJ Development, LLC, since 2007. The firm was a privately-held real estate investment firm with more than $2BN of institutional capital under management. RLJ Development became RLJ Lodging Trust (RLJ), a publicly traded company, in May 2011. Ms. Hale is responsible for all financial matters across RLJ. As CFO, she is intricately involved in the company’s investment decision-making, daily operations and long-term strategic planning. In addition to her CFO responsibilities, Ms. Hale oversees the execution of all asset and corporate level transactions.

She joined RLJ in 2005, as its Director of Real Estate and Finance, with responsibility for obtaining financing for all assets and managing the execution process for each financing and real estate transaction. Ms. Hale was promoted to Vice President in 2006 and her responsibilities were expanded to include all treasury functions. In this role, she successfully created and oversaw the portfolio management arm of RLJ. Prior to her tenure at RLJ, she held several positions within General Electric Capital Corp. (GE), including as a Vice President in the Mergers and Acquisitions Group of GE Commercial Finance, and as an Associate Director in the GE Real Estate - Strategic Capital Group. Before GE, Ms. Hale was an investment banker at Goldman, Sachs & Co., advising clients across industries on mergers, acquisitions, and corporate finance matters. Prior to attending business school, Ms. Hale worked for GE Real Estate in both the Large Transactions Group and the European Mergers & Acquisitions Group.

Ms. Hale earned a BBA degree with a concentration in Finance from Howard University, graduating summa cum laude. Ms. Hale earned her MBA from Harvard Business School, where she was a Goldman Sachs and Robert F. Toigo Fellow.

Carla Harris

Carla Harris

Managing Director
Morgan Stanley Investment Management

Carla Harris is a Managing Director and heads the Emerging Manager Platform at Morgan Stanley Investment Management where she also provides investment advice to corporations, public pension plans, foundations and endowments. Prior to this role, she led Morgan Stanley’s equity capital markets effort for the consumer and retail industries and was responsible for equity private placements. Carla has extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors.

For more than a decade, Carla was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi

Automotive, and the $3.2 Billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transactions in U.S. history.

Carla was recently named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America”, U. S. Bankers Top 25 Most Powerful Women in Non-Bank Finance (2009), Black Enterprise’s Top 75 Most Powerful Women in Business (2010), to Black Enterprise Magazine’s “Top 50 African Americans on Wall Street”, and to Essence Magazine’s list of “The 50 Women Who are Shaping the World”, Ebony’s list of “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men’s Forum. She is also the author Expect to Win and a new CD entitled “Unceasing Praise”.

Carla began her career with Morgan Stanley in the Mergers & Acquisitions department in 1987. She holds an MBA from Harvard Business School and AB in economics (Magna Cum Laude) from Harvard University. Carla has received Honorary Doctorates of laws, humanities and business from Marymount Manhattan College, Bloomfield College and Jacksonville University, respectively.

Jane Hyun

Jane Hyun

Founder and President | Hyun & Associates
Leadership Strategist, Author | Breaking the Bamboo Ceiling

Jane Hyun, Author of Breaking the Bamboo Ceiling, Founder and President of Hyun & Associates, is an executive coach and leadership strategist to Fortune 500 companies, schools, and professional associations. Prior to starting this consulting firm, she was a Vice President of HR at JP Morgan, and Director of Recruiting at Deloitte & Touche and Resources Global. Her programs (Bamboo Ceiling® Leadership Series/The Art of Cultural Fluency™) have received international acclaim from Fortune 500 companies, who seek to leverage the cultural capital of their talent pool to compete in today’s global marketplace. She has advised senior management teams of a variety of organizations on the importance of leading effective teams.

Her firm is sought after for their expertise in the talent management of women and multicultural professionals. Her clients range from small companies to large multinationals in financial services/banking, consumer products, consulting and professional services, technology, retail, nonprofit, and academic sectors, who seek to adopt next generation leadership practices.

Her work has received international recognition, and Jane appears regularly on CNN, CNBC, National Public Radio, Marketwatch, Time, Newsweek, Fortune, Chief Executive, and other national media. A graduate of Cornell University with a degree in Economics/International Studies, she serves on the Women’s Alumnae Council, and is an advisor to the Hidden Brain Drain Taskforce/Center for Work Life Policy, the organization which authored recent Harvard Business Review studies, On-Ramps/Off Ramps, Sin Fronteras/Advancing Latina Women, The Athena Factor: Women in Science, Engineering and Technology, and The Sponsor Effect.

Her groundbreaking book, Breaking the Bamboo Ceiling released by HarperCollins, opened up a critical dialogue for the need for a culturally grounded talent approach. She has a passion for helping individuals realize their fullest potential in the workplace, community, and marketplace. Jane lives in New York City with her family.

Ginger Lew

Ginger Lew

Senior Counselor to the White House National Economic Council and the SBA Administrator

Ms. Lew is Senior Counselor to the White House National Economic Council and the SBA Administrator. She provides economic policy advice on a broad range of matters that impact small businesses, innovation and entrepreneurship. She co-chairs the White House Interagency Group on Innovation and Entrepreneurship, the White House Interagency Cluster Group, and the White House Interagency Commercialization/Tech Transfer Group. In addition, Ms Lew successfully led the White House efforts to include women’s economic issues as part of the 21 nations Leaders Asia Pacific Economic Cooperation Summit negotiations.

Ms. Lew brings extensive financial experience to her position. Prior to joining the Obama Administration, Ms. Lew was

the managing partner of a communications venture capital fund, TDF, and a venture advisor to Amplifier Venture Partners. From 1999 to 2009, Ms. Lew was a board member and chairman of an investment fund, SAEF, based in Europe. She also was a member and Co-Chair of the NASDAQ Listing Council. She served on the boards of publicly traded companies, private companies and not for profit organizations. She was also the co-founder of the Association of Asian American Investment Managers.

Under the Clinton Administration, Ms. Lew was the Deputy Administrator and Chief Operating Officer of the U.S. Small Business Administration where she provided day to day management and operational oversight of a $42 billion loan portfolio. Before joining SBA, Ms. Lew was the General Counsel at the U.S. Department of Commerce where she specialized in international trade issues. Ms. Lew was unanimously confirmed by the United States Senate for both positions.

Terri Ludwig

Terri Ludwig

President and Chief Executive Officer
Enterprise Community Partners, Inc.

Terri Ludwig is president and chief executive officer of Enterprise Community Partners, Inc., a national nonprofit provider of development capital and expertise creating affordable homes and rebuilding communities. Enterprise has pioneered neighborhood solutions through public-private partnerships and invested more than $11 billion to create more than 280,000 affordable homes. Terri is vice chair of the Enterprise Community Investment Board of Directors, chair of the Board of Directors of Enterprise Community Loan Fund, and serves as a member of the Enterprise Community Partners Board of Trustees.

With more than 23 years of experience in investment banking and nonprofit leadership, Terri joined Enterprise in 2009 as executive vice president and chief operating officer. She was named president and CEO a year later, beginning her tenure in January 2011.

From 2002 to 2009, Terri served as president of the Merrill Lynch Community Development Company, where she led community development, committed over $2 billion in loans and investments, launched a successful social investment platform for Merrill Lynch’s private clients and served as a senior advisor on diversity issues. Prior to Merrill Lynch, Terri was the president and CEO of ACCION New York, the largest nonprofit micro-lender in the United States, whose mission is to lend small business owners the capital and support they need to achieve success. Following the Sept. 11 tragedy, Terri mobilized a team to establish the American Dream Fund, a disaster relief fund delivering loans and technical assistance to small business owners who lost their livelihoods in the disaster.

Prior to her work at ACCION, Terri launched a highly successful international sales effort for Global Foreign Exchange at Credit Suisse First Boston with offices in London, New York and Hong Kong. In addition, Terri spent eight years with Merrill Lynch in the Structured Investment and Global Foreign Exchange groups, creating global investment strategies for institutional clients, including hedge and mutual funds, central banks and corporations.

Terri is a Presidential appointee to the U.S. Department of the Treasury Advisory Board for Community Development and Financial Institutions and the co-chair of ACCION USA. She serves on numerous executive and advisory boards and was selected for the Social Innovation Fellowship for Nonprofit Leaders at the Stanford Graduate School of Business and the David Rockefeller Fellows Program. Terri holds a bachelor’s degree from the University of Illinois at Urbana-Champaign, and a master’s degree from Harvard University’s John F. Kennedy School of Government.

Maybel Y. Marte

Maybel Y. Marte

Vice President and Institutional Client Servicing
Account Manager
PIMCO

Maybel Marte is a Vice President and institutional client servicing account manager at PIMCO, a premier fixed income and equity investment manager. Prior to joining PIMCO in 2010, she held positions in fixed income institutional sales at Goldman Sachs and FBR Capital Markets, working primarily with credit hedge funds. Prior to joining Goldman, she was an equity research associate at Merrill Lynch and Salomon Smith Barney Asset Management.

She has 14 years of investment experience and received an MBA from The Wharton School of Business and a bachelor»s degree in Economics from Wellesley College. She was awarded a number of academic scholarships for her graduate and undergraduate studies, most notably the Robert A. Toigo Graduate Fellowship and Andrew Mellon Undergraduate Fellowship.

Maybel’s first exposure to Wall Street came in the summer of 1993 when she was accepted into the Sponsors for Educational Opportunity (SEO) Investment Banking Program. Over the past eighteen years, Maybel has remained very close to the pulse of SEO—currently serving on the Board of Directors as the Chairperson of the Scholars Program Committee. Additionally, she is a founding member of the New York Needs You—an organization focused on closing the opportunity gap for first-generation, high potential college students.

In her free time, Maybel enjoys traveling, cooking for friends and attending Yankee games. She currently resides in Brooklyn with her golden retriever, Goldfinger.

Ana Duarte McCarthy

Ana Duarte McCarthy

Managing Director and Chief Diversity Officer
Citi

Ana Duarte McCarthy is Managing Director and Chief Diversity Officer, Citi. Appointed to the role in 2002, Ana is responsible for the development and integration of Citi’s workforce diversity strategy for attracting diverse talent, workforce development, fostering an inclusive work environment, and ensuring management accountability.

Ana joined Citi in 1995. Her roles at Citi have been within global diversity, including five years as Vice President, Diversity Management, Citibank, Director of Diversity, Global Consumer Group and her current role as head of diversity for the corporation.

Before coming to Citi, Ana held leadership position within educational opportunity and higher education at Passaic County College and the new School for Social Research culminating in her appointment as Assistant Dean of Parsons School of Design of The New School in 1992. Ana left the New School in 1994 when she joined Kidder, Peabody, Inc. as Assistant Vice President of Compliance and Diversity Programs.

Ana received her bachelor of arts degree in biology from Lafayette College in 1981 and a master of education degree in Counseling Psychology from Teachers College, Columbia University in October 1983 and is as an adjunct faculty member at Columbia University’s School of International and Public Affairs.

Ana serves on the member of the board of directors of the Families and Work Institute, the PhD Project, and the Corporate Advisory Board of the National Council on Research for Women. Among other recognitions, Ana was recently chosen as one of Hispanic Business Magazine’s 25 Elite Women for 2009 and in 2007 received Out & Equal Workplace Advocates’ Champion Award for her support and advocacy of workplace equality for the gay, lesbian, bisexual and transgender community. Ana currently resides in Basking Ridge, New Jersey, with her husband and 15-year-old daughter.

Jacqueline Novogratz

Jacqueline Novogratz

Founder and Chief Executive Officer
Acumen Fund

Jacqueline Novogratz is the founder and CEO of Acumen Fund, a non-profit global venture fund that uses entrepreneurial approaches to solve the problems of global poverty. Acumen Fund aims to create a world beyond poverty by investing in social enterprises, emerging leaders, and breakthrough ideas. Under Jacqueline’s leadership, Acumen Fund has invested more than $60 million in companies in South Asia and East Africa, all focused on delivering affordable healthcare, water, housing and energy to the poor in Pakistan, India and Kenya. Prior to Acumen Fund, Jacqueline founded and directed The Philanthropy Workshop and The Next Generation Leadership programs at the Rockefeller Foundation. She also founded Duterimbere, a micro-finance institution in Rwanda. She began her career in international banking with Chase Manhattan Bank. She is currently on the advisory boards of Stanford Graduate School.

of Business, MIT’s Legatum Center, and Innovations Journal published by MIT Press. Jacqueline serves on the Aspen Institute Board of Trustees and the board of IDEO.org, as well as a member of the Council on Foreign Relations and the World Economic Forum Global Agenda Council for Social Innovation. She was recently named to Foreign Policy’s list of Top 100 Global Thinkers and The Daily Beast’s 25 Smartest People of the Decade. Jacqueline is a frequent speaker at the Clinton Global Initiative and TED.

She has an MBA from Stanford and a BA in Economics/International Relations from the University of Virginia. Her best-selling memoir The Blue Sweater: Bridging the Gap Between Rich and Poor in an Interconnected World chronicles her quest to understand poverty and challenges readers to grant dignity to the poor and to rethink their engagement with the world.

For more information on Acumen Fund, please visit www.acumenfund.org.

Photograph by C Joyce Ravid

Lisa Garcia Quiroz

Lisa Garcia Quiroz

Senior Vice President, Corporate Responsibility
and Chief Diversity Officer
Time Warner Inc.

Lisa Garcia Quiroz is the Senior Vice President, Corporate Responsibility and Chief Diversity Officer, Time Warner Inc. In this role, Ms. Garcia Quiroz oversees the company’s community outreach and philanthropic programs in education and the arts. She is also responsible for ensuring that Time Warner attracts, retains and develops a talented, diverse workforce, and she leads company-wide efforts aimed at better serving and reaching a more diverse marketplace.

Prior to assuming her current position, Ms. Garcia Quiroz was the catalyst for two of Time Inc.’s successful brand extensions—People en Español and Time for Kids. Active in civic issues, Ms. Garcia Quiroz was nominated by President Obama to serve on the board of the Corporation for National and Community Service. She also serves on the executive committee of the board of the Hispanic Scholarship Fund.

Ms. Garcia Quiroz, of Puerto Rican and Mexican descent, was born and raised in New York City and received both her undergraduate degree and Masters in Business Administration from Harvard University.

Charlotte Relyea

Charlotte Relyea

Partner
McKinsey & Co.

Charlotte Relyea is a Partner with McKinsey & Company’s New York office. Charlotte leads McKinsey’s Women’s Initiative for the Northeast office complex, whose mission is to create an exceptional experience, foster a close community and increase recruiting and retention of women. Charlotte is a leader of McKinsey’s Tech, Media, Telecom practice, focusing on media and information services; and of McKinsey’s Marketing and Sales practice, where she focuses on sales and advertising. Prior to joining McKinsey, Charlotte spent two years at an internet strategy consulting firm and a year at an internet service provider. She also spent two years as an investment banking analyst. Charlotte holds a B.A. in English from Princeton University and an M.B.A. with high distinction from Harvard Business School.

Lisa Rickert

Lisa Rickert

Director
Clinton Global Initiative International

Lisa Rickert spent almost 10 years on Wall Street as a corporate finance professional advising environmental service and industrial companies on mergers, acquisitions, and capital-raising transactions. Following her time on Wall Street, Rickert served as deputy national director of Women’s Outreach for the Kerry-Edwards 2004 presidential campaign. She joined the William J. Clinton Foundation in the spring of 2005, serving as an integral member of a task force focused on exploring the issues of water and sanitation in the developing world. She continued this work as a senior member of the team that launched the Clinton Hunter Development Initiative in Malawi in 2006. In 2007 she moved to the Clinton Global Initiative (CGI) to launch CGI’s expansion as the Director of CGI International. In addition to her work at CGI, Rickert is a member of the advisory board of St. Jude school. Rickert received her bachelor’s degree from Georgetown University and a master's in business administration from The Wharton School at the University of Pennsylvania.

Rosie Rios

Rosie Rios

United States Treasurer

Rosie Rios serves as Treasurer of the United States. The U.S. Treasurer advises the Secretary on matters relating to coinage, currency and the production of other instruments by the United States. In addition, the Treasurer serves as a senior advisor and representative of the Treasury on behalf of the Secretary in the areas of community development and public engagement.

Prior to her confirmation as Treasurer, Rios worked at MacFarlane Partners, where she was Managing Director of Investments. Working with MacFarlane Partners’ development and global capital partners, Rios played a central role in facilitating equity transactions for large mixed-use development projects in major urban areas. Last November, Rios took

a leave of absence from MacFarlane Partners to serve on the Treasury/Federal Reserve Transition Team.

Most recently, Rios was a Trustee of the Alameda County Employees’ Retirement Association (ACERA) in California and served on the boards of the California Association of Local Economic Development (CALED), the Unity Council and the Toigo Foundation. In addition, she is a Fellow with the Royal Society for the Arts. Rios received her Bachelor’s degree from Harvard University.

Melody Rollins

Melody Rollins

Executive Vice President – Client Facing – Institutional Corporate Practice
PIMCO

Melody Rollins Downes is an Executive Vice President and client servicing account manager at PIMCO, one of the world’s leading fixed income investment managers. She joined PIMCO in 2000, previously having held positions in Debt Capital Markets at Salomon Brothers and Deutsche Bank. She has 15 years of investment experience and holds a bachelor’s degree in international economics from Georgetown University and an MBA from the MIT Sloan School of Management, focusing on financial engineering.

Outside of work, Melody is very active in the New York community, as a mentor to high school students, Chair of the Board of Trustees of Future Leaders Institute Charter School, a board member of the Neighborhood Defender Service of

Harlem, and a girls’ softball coach for Harlem Little League. Melody also currently serves on the Board of Regents of Georgetown University and is a founding member of the Council for Urban Professionals. Melody is an alumni of the SEO Career Program, Toigo Foundation Fellowship, and the Coro New York Leadership Program.

Yolanda Ruiz

Yolanda Ruiz

Partner
Pacific Community Management

Yolanda Ruiz is a Partner at Pacific Community Management, an affiliate of Pacific Community Ventures. She is involved in several aspects of the fund including analyzing and structuring transactions and helping manage the fund investments. She currently sits on the boards of PCV portfolio companies Freshology, New Leaf Paper, and on the board of Opportunity Fund.

Yolanda’s background includes roles in finance and strategy roles. Before PCM Yolanda worked for an M&A advisory firm focusing on acquisitions and growth financings in the food and beauty sectors. Previously, Yolanda worked for Gap Inc. in Financial Planning and Analysis and in Business Development in the International Division. Before joining Gap Inc., Yolanda was part of the founding team of Punto Com Holdings (PCH), a Mexican venture capital fund led by Cemex. At the start of her career, Yolanda worked as an associate consultant for The Boston Consulting Group.

Yolanda received an MBA degree from Stanford Business School and a BS degree in Industrial Engineering from ITESM (Monterrey, Mexico).

Judith Samuelson

Judith Samuelson

Executive Director
The Aspen Institute Business and Society Program

Judith Samuelson is a leading public policy advocate with a background in business, public-private partnerships, and philanthropy. Since the mid-1980s, her work has focused on the role and impact of business in society.

In 1998, Judith created The Aspen Institute Business and Society Program (Aspen BSP), which employs research and dialogue among business leaders to build a sustainable global society. Aspen BSP targets innovators and works with business managers at all levels, from MBA students to Fortune 500 CEOs. Among its signature programs are Beyond Grey Pinstripes (a global data base and report card on MBA business education), CasePlace.org (a teaching case clearinghouse), and the Corporate Values Strategy Group (a forum for business leaders to promote change in policy and business practice in pursuit of long-term value creation). Judith recently helped spearhead the creation of the Aspen Principles, a set of guidelines for long-term value creation for companies and institutional investors.

From 1989 to 1996, Judith led the Ford Foundation’s office of Program Related-Investments and created the Corporate Involvement Initiative, a comprehensive effort to encourage private-nonprofit partnerships and facilitate social “intrepreneurship.” From 1982 – 1989 Judith managed a sales and lending team at Bankers Trust Company. From 1974 – 1980 she worked in Sacramento as a lobbyist and legislative aid on California state health and education issues and in the Governor’s office of Planning and Research.

Judith holds a BA from UCLA and Masters Degree from the Yale School of Management. She was a member of the Advisory Board to ACCION-New York and is Chair Emeritus of Net Impact, a network of business students.

Anne Simpson

Anne Simpson

Senior Portfolio Manager, Investments
California Public Employees’ Retirement System

Anne Simpson, Senior Portfolio Manager, Investments, Global Equity, heads the corporate governance program at CalPERS, the largest public pension system in the United States with approximately $239 billion under management. She heads the corporate governance program which includes CalPERS Focus List of shareholder engagement with companies, global proxy voting, legal and regulatory reform agenda and CalPERS actively managed corporate governance investment strategy. She is leading CalPERS work to integrate ESG across the total fund through a cross asset class team. Anne is a Visiting Professor and Senior Faculty Fellow at the Yale School of Management and is a member of the Investor Advisory Group of the Public Company Accounting Oversight Board. Anne also sits on the Editorial Advisory Board for the journal “Corporate Governance: An International Review” published by Blackwells. Her former roles include: Executive Director of the International Corporate Governance Network, head of the World Bank’s Global Corporate Governance Forum and Joint Managing Director of the investment firm PIRC Ltd in London. Anne read Politics, Philosophy and Economics at St Hilda’s College, Oxford University and Development Economics as a Slater Fellow at Wellesley College. She is author of a number of publications including, with Jonathan Charkham, “Fair Shares: the future of shareholder power and responsibility” published by Oxford University Press.

Anne Sheehan

Anne Sheehan

Director Corporate Governance
California State Teachers’ Retirement System

Ms. Sheehan is the Director of Corporate Governance for the California State Teachers’ Retirement System (CalSTRS), the largest teacher’s pension fund in the USA, where she is responsible for overseeing all corporate governance activities for the fund including proxy voting, company engagements and managing $3 billion placed with activists managers. Prior to that, she served as the Chief Deputy Director for Policy at the California Department of Finance. During her tenure at Finance, Ms. Sheehan served on both the CalSTRS and CalPERS Boards as well as serving as the Executive Director of the Governor’s Pension Commission. Ms Sheehan serves as a Co-Chair of the Council of Institutional Investors, is a member of the NASDAQ Listing Council and a Board Member of the Northern California Chapter of the National Association of Corporate Directors (NACD). Ms. Sheehan was named one of the 100 most influential people on corporate governance by Directorship magazine in 2008, 2009 and 2010.

Felicia Taylor

Felicia Taylor

Business News Reporter
CNN

Felicia Taylor is a business news reporter for CNN.com’s live video feed. She previously reported business news for CNN from late 2006 until becoming the co-host of Retirement Living TV’s “Daily Café,” a 90-minute program produced in Washington, D.C., a position she held through November 2008.

Before her previous stint with CNN, she was the co-anchor of the 6 p.m. and 11 p.m. news on WNBC-NewsChannel 4 in New York City, from September 2003 to September 2006. She originally joined the TV station in October 1998 as the co-anchor for the station’s weekend morning news program, “Weekend Today in New York.” In addition to a broadcast role at CNBC, Felicia was a London correspondent for the Financial Times. She also has worked as an anchor, producer and writer for Financial News Network. Felicia holds a bachelor’s degree in communications from Northwestern University.

Kelly Williams

Kelly M. Williams

Managing Director and Head of Customized Fund Investment Group
Credit Suisse

Kelly is a Managing Director and Global Head of the Customized Fund Investment Group. CFIG manages over $27 billion of client commitments to private equity and venture capital funds, and specializes in designing tailored portfolios for investors. In addition, CFIG provides portfolio management services for over $90 billion of client commitments to private equity, including customized reporting and back office solutions. Ms. Williams was an Executive Director with Prudential’s private equity group where she co-founded CFIG in 1999. At Prudential, Ms. Williams was responsible for the management of the fund investment group as well as investing in private equity funds on behalf of Prudential and its clients. Ms. Williams was primarily responsible for product and business development, as well as legal support for the Private Equity Group from 1996 to 1999 during which time she was responsible for the development of eight global private equity funds. Ms. Williams joined Prudential in 1993 as counsel for a Prudential unit that specialized in providing private debt and equity for global infrastructure projects. Prior to joining Prudential, Ms. Williams was an associate with Milbank, Tweed, Hadley and McCloy, where she specialized in global project finance.

Ms. Williams graduated magna cum laude from Union College in 1986 with a Bachelor of Arts degree in Political Science and Mathematics and received her Juris Doctor degree from New York University School of Law in 1989. Kelly has served as a mentor to fellows of the Robert Toigo Foundation since 2006. Kelly was elected to the YWCA Academy of Women Leaders in 2007. She is also a member of the Metro Chapter of the Young Presidents Organization and serves on the Board of Trustees for Union College. She is also the founding board chair of the Private Equity Women Investor Network. She also serves on the Board of Directors of the Council of Urban Professionals and the Association of Asian American Investment Managers. She is also the chair of the LP Advisory Board to the Sponsors for Educational Opportunity.

Alexandra Wilkis Wilson

Alexandra Wilkis Wilson

Founder and Chief Merchandising Officer
Gilt Groupe

Alexandra Wilkis Wilson has over twelve years of international experience in luxury goods and retail. She is Founder and Chief Merchandising Officer of Gilt Groupe, an innovative online shopping destination that launched in November 2007 and has revolutionized the fashion industry and ecommerce in general. Gilt Groupe has grown to become a $500 million business. It offers its 5 million members the most coveted brands, including fashion for women, men and children, home décor, hotels and travel experiences on every continent, and unique activities in a growing list of cities and destinations.

Prior to co-founding Gilt Groupe, Alexandra oversaw retail operations at Bulgari, managing 15 North American stores. Before that she managed Leather Goods Sales Planning for Louis Vuitton North America. She began her career workingfor three years in investment banking at Merrill Lynch predominately based in London. She subsequently worked as a consultant for retail guru Marvin Traub at Financo Inc. Alexandra holds a B.A. from Harvard College where she graduated Magna Cum Laude and an M.B.A. from Harvard Business School. Alexandra speaks five languages.

Alexandra has been featured in many print publications including: The Financial Times, The Wall Street Journal, The New York Times, Forbes, Fortune, Crain’s, Women’s Wear Daily, The Associated Press, The LA Times, The Boston Globe, The Boston Herald, The Chicago Tribune, The Houston Chronicle, The Washington Post, The San Francisco Chronicle, The Miami Herald, Vogue, Town and Country, O Magazine, InStyle and several Niche Media magazines. She also makes frequent on-air TV appearances on: ABC, CBS, NBC, CNN, PBS, FOX, Telemundo and E!.

Alexandra is a regular speaker at national and international conferences and events. She is articulate on a range of topics from luxury, to retail, to entrepreneurship, to digital media, to social media. Speaking engagements of note include: Deutsche Bank’s “Women on Wall Street”, Liberty Media’s “Net Leaders Conference”, “Media Dealmakers Summit”, “Ladies Who Launch”, “Women Mean Business”, “New York Entrepreneur Week”, “Womensphere Emerging Leaders Summit”, “Women Entrepreneurs Festival” and “The Business of Fashion” hosted by Republic National Bank. Alexandra has been invited by established corporations including Pepsi to address employees on effective marketing strategies. Alexandra has given lectures or been keynote speaker at conferences at universities including Harvard Business School, Harvard College, Wharton, MIT, Columbia Business School, NYU, Parsons and FIT.

  • Alexandra has won a number of awards and recognitions including:
  • Ernst and Young Metro New York Entrepreneur of the Year Award for eCommerce, 2010
  • Crain’s The Next Generation: Emerging Leaders Under 40, 2009
  • Endeavor Entrepreneur of the Year, 2010
  • Member of the Vogue 100, since 2009
  • Ranked #4 of the Silicon Alley 100, 2009
  • Huffington Post Style Game Changer, 2009
  • NY Daily News “Fashion’s 50 Most Fashionable”, ranked #18, 2010
  • Voted in top 10 Most Powerful Moms: Entrepreneurs by Working Mother, 2011

Alexandra is involved in not for profits including: Dress for Success, Pro Mujer, Endeavor Global, Robin Hood Foundation. She is an active fundraiser for her alma maters The Brearley School, Phillips Exeter Academy and Harvard University. Alexandra is on the Board of Fashion Group International. She also serves on several New York start-up Advisory Boards including: Behind the Burner, Rent the Runway, Loosecubes and Birchbox. She is an official mentor for Tech Stars and an unofficial mentor for many budding entrepreneurs. She lives in New York City, her hometown, with her family.


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