Speakers 2012

Anne F. Ackerley

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Anne F. Ackerley

Cheryl D. Alston

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Cheryl D. Alston

Michelle Bachelet

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Michelle Bachelet

Elizabeth A. Caldas

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Elizabeth A. Caldas

Connie Cassidy

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Connie Cassidy

Antoinette Chandler

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Antoinette Chandler

Douglas K. Chia

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Douglas K. Chia

Abigail E. Disney

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Abigail E. Disney

Natalie Eckford

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Natalie Eckford

Jody Fink

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Jody Fink

Vicki L. Fuller

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Vicki L. Fuller

Elizabeth Greenwood

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Elizabeth Greenwood

Deborah Harmon

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Deborah Harmon

Janet Hill

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Janet Hill

Gwen Ifill

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Gwen Ifill

Henry Jones

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Henry Jones

Nancy Lashine

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Nancy Lashine

Sophie L’Hélias

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Sophie L'Helias

Debbie McCoy

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Debbie McCoy

Robert A.G. Monks

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Robert A.G. Monks

Melissa Morales

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Melissa Morales

Mina Pacheco Nazemi

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Mina Pacheco Nazemi

Nicole Pullen Ross

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Nicole Pullen Ross

Lisa Garcia Quiroz

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Lisa Garcia Quiroz

Suzanne Shank

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Suzanne Shank

Anne Sheehan

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Anne Sheehan

Tessie Shih

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Tessie Shih

Anne Simpson

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Anne Simpson

Anne-Marie Slaughter

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Anne-Marie Slaughter

Jeanne M. Sullivan

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Jeanne M. Sullivan

Geri Thomas

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Geri Thomas

Erika Trautman

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Erika Trautman

Sharon Vosmek

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Sharon Vosmek

Kelly M. Williams

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Kelly Williams

Penny Zuckerwise

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Penny Zuckerwise

Anne F. Ackerley

Anne F. Ackerley

Chief Marketing Officer
BlackRock

Anne F. Ackerley, Managing Director, is the Chief Marketing Officer of BlackRock, and the COO for the Marketing and Communications Group. In these global roles, she drives BlackRock’s marketing and communications strategy, including the Firm’s ongoing efforts to build the BlackRock brand. Ms. Ackerley also manages all aspects of marketing operations. Prior to her current roles, she was the Chief Operating Officer of BlackRock’s Global Client Group, developing and driving strategy across BlackRock’s client businesses from 2009 – 2011 and she held various key roles in BlackRock’s US Retail Group from 2000-2009. Ms. Ackerley is a member of the Global Operating Committee and the Human Capital Committee. Additionally, she is co-chair of BlackRock’s WIN East. She has also served as the business liaison to the mutual fund boards and was President of BlackRock’s open- and closed-end mutual funds.

Prior to joining BlackRock in 2000, Ms. Ackerley spent 15 years at Merrill Lynch, most recently as the chief operating officer for the mergers and acquisitions department.

Ms. Ackerley served on the board of Governors of the Investment Company Institute from 2002 to 2005. She serves on the Harvard-Radcliffe Alumni Schools Committee and on the board of the Ethical Culture Fieldston School.

Ms. Ackerley earned a BA degree, magna cum laude and Phi Beta Kappa, in economics from Harvard College in 1984, and an MBA degree from Harvard Business School in 1988.

Cheryl D. Alston

Cheryl D. Alston

Executive Director
Employees’ Retirement Fund of the City of Dallas, Texas

Cheryl D. Alston is the Executive Director for the Employees’ Retirement Fund of the City of Dallas, Texas (“ERF”), a $2.9 billion pension plan for the City’s civilian employees. Cheryl began her term as Executive Director in October 2004 and provides leadership for the Fund’s staff in implementing the programs necessary to achieve the mission, goals and objectives established by the Board of Trustees. Cheryl also serves as a Board member and Chair of the Investment Committee for CHRISTUS Health. Ranked among the top 10 Catholic health systems in the United States by size, the CHRISTUS Health system includes more than 40 hospitals and facilities in seven U.S. states and in Mexico.

In 2011, Cheryl was appointed by President Barack Obama to the Pension Benefit Guaranty Corporation (PBGC) Advisory Committee. The PBGC protects the retirement incomes of more than 44 million American workers in 27,500 private-sector defined benefit plans. In 2010, Cheryl was selected as one of the Rising Stars of Public Funds by the editors of Institutional Investor News as one of the up-and-coming professionals poised to be future leaders of the industry.

In addition to serving as Executive Director for the Fund, she is a member of the Council of Institutional Investors (CII), the National Council of Public Employee Retirement Systems (NCPERS), the Texas Association of Public Employee Retirement Systems (TEXPERS) and the National Association of Securities Professionals (NASP). Cheryl serves as Vice-Chair and Treasurer of the Volunteer Center of North Texas.

Cheryl has over twenty years of expertise in the financial services industry. She served as an Executive with CIGNA Retirement & Investment Services. Prior to CIGNA, Cheryl has served as a Corporate Banking Officer at Chase Global Services, providing investment banking services for Fortune 500 clients. Cheryl has an M.B.A. in Finance from the Leonard N. Stern School at New York University and a B.S. in Economics from the Wharton School at the University of Pennsylvania.

Michelle Bachelet

Michelle Bachelet

Under-Secretary-General and Executive Director
UN Women

Ms. Michelle Bachelet is the first Under-Secretary-General and Executive Director of UN Women, which was established on 2 July 2010 by the United Nations General Assembly. UN Women works with the entire UN system, governments, civil society and the private sector to advance women’s empowerment and gender equality worldwide.

Ms. Bachelet most recently served as President of Chile from 2006 to 2010. A long-time champion of women’s rights, she has advocated for gender equality and women’s empowerment throughout her career.

One of her major successes as President was her decision to save billions of dollars in revenues to spend on pension reform, social protection programmes for women and children, and research and development, despite the financial crisis. Other initiatives included tripling the number of free early child-care centres for low-income families and the completion of some 3,500 child-care centres.

She also held ministerial portfolios in the Chilean Government as Minister of Defence and Minister of Health. As Defence Minister, Ms. Bachelet introduced gender policies to improve the conditions of women in the military and police forces. As Minister of Health, she improved primary care facilities with the aim of ensuring better and faster health care response for families.

Elizabeth A. Caldas

Elizabeth A. Caldas

Director of Private Markets
New York City Office of the Comptroller

Elizabeth A. Caldas is the Director of Private Markets at the New York City Office of the Comptroller John C. Liu. In this capacity, she helps to manage the Private Equity program on behalf of the New York City Retirement System (“NYCRS”), an over $8 billion private equity portfolio with more than $14 billion of commitments across 170+ funds. Investments include buyout, mezzanine, distressed, secondary and special situation funds. Ms. Caldas serves on the LP Advisory Boards of 40+ private equity funds. NYCRS overall assets are in excess of $120.0 billion.

Prior to her tenure at the NYC Comptroller’s office, Ms. Caldas served as an associate for a media niche private equity fund called Platform Equity. Before that she held two leadership positions under New York City Mayor Michael Bloomberg’s Administration first as Deputy Director of the New York Empowerment Zone and later as the founding Executive Director of the NYC Latin Media & Entertainment Commission. Prior to the NYC Mayor’s Office, Ms. Caldas served as business strategy consultant to various social venture and media enterprises including, Latina Magazine, Dorado Entertainment, Emerging Venture Network, and Management Leadership for Tomorrow, to name a few. She launched her initial career in business strategy consulting and economic development first as a consultant with the Monitor Company Country Competitiveness Practice, where she was part of a team that advised the Heads of State of developing nations on economic development initiatives, and later as an Investment Associate with the Upper Manhattan Empowerment Zone Development Corporation. She received her B.S. in Economics from Northeastern University in Boston.

Connie Cassidy

Connie Cassidy

Partner, Transaction Advisory Services
Ernst & Young LLP

Connie Cassidy is a Partner in Transaction Advisory Services at Ernst & Young LLP. With over 25 years of advisory experience of which sixteen years is dedicated to transaction support in mergers and acquisitions, she has led EY teams assisting clients on nearly 200 transactions with values ranging from $100M to exceeding $15B. Connie works primarily with private equity investors and strategic corporate clients in acquisitions and divestitures within the Financial Services Industry.

She also has significant experience in aerospace and defense, aviation and related services, infrastructure and engineering and construction industries. Connie has extensive experience with transaction structuring as well as analyzed, structured and supported purchase price adjustments and disputes. Connie’s transaction experience includes leveraged recapitalizations, management buy-outs, PIPE, carve-outs, going private transactions, and public financings.

Based in New York, she is the Global Transaction Leader on several of Ernst ’ Young’s largest corporate and private equity clients and has significant experience advising on large, complex, multinational transactions and coordinating the firm’s network specialists for successful execution. Connie has led several cross border transactions into a number of countries in Western and Eastern Europe, India, South America, Middle East and Asia.

Connie has held advisory positions within EY’s Transaction Advisory Service line, including two years on the Global Markets Advisory Board, a founding member of the Diversity and Inclusiveness Task Force and is currently the Operations Leader for the Financial Services office sub-area.

Connie is a CPA in New York, Virginia and Maryland and is a member of the AICPA and the Maryland and Virginia Associations of CPAs. Connie graduated from The Catholic University of America in Washington, DC. She resides in New York with her husband and their daughter.

Antoinette Chandler

Antoinette Chandler

Chief Deputy Treasurer
County of San Diego Treasurer – Tax Collector’s Office

Ms. Chandler is the Chief Deputy Treasurer for the County of San Diego Treasurer - Tax Collector’s Office. As Deputy to the Treasurer, she is responsible for overall management of the Treasury and Investment Division and for the management of the County’s $7 billion fixed income investment portfolio. Prior to her role at the County, Ms. Chandler was a Senior Institutional Consultant with Morgan Stanley in San Francisco, California. While at Morgan Stanley, Ms. Chandler provided strategic investment advice to public and private foundations, endowments and institutional corporate pension plans in the areas of investment policy, asset allocation and portfolio construction. In 2001, Ms. Chandler was a Senior Vice President with the Private Banking Group at Bank of America in San Francisco. In 1995, Ms. Chandler worked at Citigroup (formerly Smith Barney) as an Assistant Vice President in the Public Finance Division in both New York and Chicago. There she was responsible for structuring bond financings for municipalities throughout the Midwest.

In 2006, Ms. Chandler was appointed to the Scholarshare Investment Board for the State of California’s $4 billion 529 College Savings Program. Additionally, Ms. Chandler served on several non-profit boards and was also the Secretary of the United Way of the Bay Area Investment Committee.

Ms. Chandler received her undergraduate degree in Business Administration from San Diego State University in 1988. She received a Masters degree in Business Administration, with a concentration in Finance and Entrepreneurial Studies, from the Anderson School at the University of California at Los Angeles in 1995. Ms. Chandler holds the Certified Investment Management Analyst (“CIMA”) and the Certified Financial Planner (“CFP”) designations and is a Level II candidate for the Charter Financial Analyst Program. Ms. Chandler is a Robert A. Toigo Fellow (Class of 1995).

Ms. Chandler is married with two children and enjoys reading, traveling and playing golf with her family.

Douglas K. Chia

Douglas K. Chia

Assistant General Counsel & Corporate Secretary
Johnson & Johnson

Douglas K. Chia is Assistant General Counsel & Corporate Secretary at Johnson & Johnson, the world’s most comprehensive and broadly-based manufacturer of health care products, headquartered in New Brunswick, New Jersey. His responsibilities include providing legal counsel to the corporation on matters of corporate governance, securities regulation, public company disclosure, and Dodd-Frank Act and Sarbanes-Oxley Act compliance.

Prior to joining Johnson & Johnson, Mr. Chia was Assistant General Counsel, Corporate at Tyco International. In private practice, Mr. Chia was an associate at the law firms of Simpson Thacher & Bartlett and Clifford Chance, practicing in the New York and Hong Kong offices of each firm. While in private practice, Mr. Chia provided legal counsel to issuers and underwriters on securities offerings and cross-border transactions.

Mr. Chia is a member of the Corporate Practices, Membership and Policy Advisory Committees of the Society of Corporate Secretaries & Governance Professionals. Mr. Chia is a former member of the Society’s Board of Directors and Executive Steering Committee and previously served as Chairman of the Society’s Membership Committee and Chairman for the Society’s 2012 National Conference. Mr. Chia is also a member of the Committee on Corporate Laws of the American Bar Association, the Corporate & Securities Law Committee of the Association of Corporate Counsel, as well as a member of the National Asian Pacific American Bar Association (NAPABA).

In 2008, Mr. Chia was the recipient of Corporate Secretary magazine’s “Rising Star” award and named by NAPABA as one of the “Best Lawyers Under 40.” In 2010, Mr. Chia was named a “Rising Star of Corporate Governance” by the Millstein Center for Corporate Governance and Performance at the Yale School of Management. Mr. Chia was recognized by Directorship magazine as one of the 100 “most influential people in corporate governance and the boardroom” in 2009, 2010 and 2011. Mr. Chia was recently named as one of the 100 Most Influential People in Finance for 2012 by Treasury & Risk magazine.

Mr. Chia received his AB from Dartmouth College and his JD from the Georgetown University Law Center. Mr. Chia currently lives in Princeton, New Jersey with his wife and their four children.

Abigail E. Disney

Abigail E. Disney

Filmmaker and Philanthropist

Abigail E. Disney is an executive producer of Women, War & Peace, producer of the film Pray the Devil Back to Hell and writer on Peace Unveiled, the third film in the series about Afghanistan. Her longtime passion for women’s issues and peacebuilding led her to producing films. She has executive produced films that address various social issues, including Family Affair, Playground, Sun Come Up (Academy Award® Nominee 2011, Best Documentary Short) and Return, and is involved in several more films in various stages of development and production.

Disney, also, along with her husband, Pierre Hauser, co-founded the Daphne Foundation, which works with low-income communities in the five boroughs of New York City. Her work in philanthropy, women’s engagement and leadership, and conflict resolution has been recognized through the Epic Award from the White House Project, the Changing the Landscape for Women Award from the Center for the Advancement of Women, and the prestigious International Advocate for Peace (IAP) Award from the Cardozo Law School’s Cardozo Journal of Conflict Resolution.

In addition, Disney holds degrees from Yale, Stanford, and Columbia. She has been a judge at the Tribeca Film Festival, sits on the advisory board of ITVS’s groundbreaking initiative, Women and Girls Lead, and is a sought-after public speaker. She frequently travels around the country and across the globe to deliver keynote addresses, commencement speeches and lectures, and has participated in panels in diverse locations such as The Hague, Davos, the United States Institute of Peace (USIP) and at dozens of universities and community centers. She is a member of the Writers Guild of America.

Natalie Eckford

Natalie Eckford

Senior Investment Consultant
Cambridge Associates

Natalie is a Senior Investment Consultant at Cambridge Associates in Arlington, VA. She works with a variety of clients, including foundations, independent schools, private families, and religious institutions, on investment issues such as asset allocation strategy, manager selection, and investment program evaluation. She also serves as a non-marketable specialist for select clients constructing and overseeing private equity, venture capital and private real estate portfolios. Prior to joining Cambridge Associates in 2006, Natalie divided her time between internships with BlackRock Realty Advisors’ acquisitions team and the real estate investment team at CalSTRS while in business school. At BlackRock, she evaluated opportunities for equity acquisitions in development, stabilized, and value-add investments for the firm’s real estate portfolios. At CalSTRS, she performed due diligence, research, and valuation analysis for potential investments in the plan’’s real estate portfolio. Prior to business school, Natalie spent three years as a financial analyst with MCI/WorldCom and two years as an analyst with Merrill Lynch’s Real Estate Investment Banking Group. She earned a BA in Economics from Spelman College and a MBA from Harvard Business School.

Jody Fink

Jody Fink

Co-Director of Consulting
Cambridge Associates, LLC

Jody is the firm’s Co-Director of Consulting and a Managing Director in the Boston office. In her role as Co-Director of Consulting, she works closely with the Boston, Dallas, London, and Menlo Park office group heads in areas such as staffing and professional development as well as in cross-office coordination for the firm’s consulting practice as a whole. She also manages the firm’s consultant recruiting efforts and our consultant performance evaluation and compensation process. In addition to her management responsibilities, she works with a select number of clients on general investment issues such as asset allocation strategy, manager selection, and investment program evaluation.

Before Jody re-joined Cambridge Associates in 1999, she was Manager of Team Operations with the National Basketball Association. In this role, she directed the league-wide Revenue Assistance Program, provided strategic consulting to the front offices of all 29 professional basketball teams, and helped to create the operational and strategic plan for a new developmental league now called the National Basketball Developmental League. Prior to this, she was an Associate with McKinsey & Company, Inc., a management consulting firm, in their Boston and New York offices. Prior to business school, she began her career with Cambridge Associates as a consulting analyst, eventually being promoted to senior consulting analyst and team leader. In these roles, she worked with a variety of clients, advising on investment and financial issues.

Vicki L. Fuller

Vicki L. Fuller

Chief Investment Officer
New York State Common Retirement Fund

Vicki L. Fuller is Chief Investment Officer for the $150 billion New York State Common Retirement Fund and is responsible for managing the Fund under the executive supervision of the Funds’ Trustee, the State Comptroller. Fuller was previously a managing director of AllianceBernstein, a global investment advisor. Before that she served as the firm’s co-head of the Global High Yield Group and as a portfolio manager for high yield, emerging markets and global high yield portfolios for institutional and individual investors.

Fuller has lectured extensively in the United States on issues of financial planning for young adults and business development for women of color. She earned a bachelor’s degree at Roosevelt University and an MBA at the University of Chicago. She is also a Certified Public Accountant.

Elizabeth Greenwood

Elizabeth Greenwood

Commissioner
Los Angeles City Employees’ Retirement System

Commissioner Elizabeth L. Greenwood was elected as Employee-Member to the LACERS Board of Administration by active LACERS members on July 1, 2009 for a five-year term ending June 30, 2014. She serves as the Chair of the Corporate Governance Committee.

Commissioner Greenwood is a Deputy City Attorney for the City of Los Angeles in the Safe Neighborhoods Division, Neighborhood Prosecutor Section, and has worked at the San Pedro Branch of the City Attorney’s Office in the Homeland Security and Gang Units. She has taught Micro and Macro Economics, International Trade Theory, Labor Economics, and Law at the college level. Commissioner Greenwood holds a Juris Doctorate from Loyola Law School, and a bachelor’s degree in Quantitative Economics and Political Science from California State University, Dominguez Hills.

Current Term: July 1, 2009 – June 30, 2014

Deborah Harmon

Deborah Harmon

Co-Founder and Chief Executive Officer
Artemis Real Estate Partners, LLC

Ms. Harmon is Co-Founder and Chief Executive Officer of Artemis Real Estate Partners, LLC, a real estate investment firm that manages institutional, third party capital in a variety of real estate strategies. She is responsible for establishing, implementing and overseeing the company’s strategic direction.

Ms. Harmon has over twenty-five years’ experience in the real estate industry. Prior to co-founding Artemis, Ms. Harmon spent 17 years with the J.E. Robert Companies (“JER”), a real estate investment firm where she was last President and Chief Investment Officer. Prior to JER, Harmon was a Managing Director at Bankers Trust Company in New York City where she worked in both the corporate finance and real estate groups.

Ms. Harmon currently serves on the Boards of Forest City Enterprises, Inc., a New York Stock Exchange publicly traded national real estate development company.

In June 2009, Ms. Harmon was appointed by President Obama to serve as a Commissioner for the White House Fellows program.

Much of Ms. Harmon’s philanthropy is directed toward improving the lives of women and children. She currently serves on the board of Women for Women International, a non-profit organization that supports women and children in war-torn countries. From 2008-2012, Ms. Harmon served on the Advisory Board of the School of Advanced International Studies Advisory Council, The John Hopkins University. From 2002 through 2010, Ms. Harmon served on the Board of Trustees for Sidwell Friends School (SFS) in Washington, DC, and was chairperson of Sidwell’s Investment Committee. She is currently a member the SFS Investment Committee. From 1999 to 2001 she served on the Board of Beauvoir, The National Cathedral Elementary School. From 1995 to 1998 she sat on the board for the National Children’s Research Center. She was also a member of the Young Presidents’ Organization from 1997 to 2002. Ms. Harmon is a member of Pension Real Estate Association, Urban Land Institute and Wharton Real Estate Center.

Ms. Harmon earned a B.A. from Johns Hopkins University and an M.B.A. from the Wharton School, University of Pennsylvania.

Janet Hill

Janet Hill

Principal
Hill Family Advisors

Mrs. Janet Hill is a principal in Hill Family Advisors, where she oversees the family’s assets and investments. She retired as the co-owner and Vice President of Alexander & Associates, Incorporated, a corporate consulting firm in Washington, D.C after 30 years in management and ownership. She provided corporate planning, advice and analyses to directors, executives and managers in the areas of human resource planning, corporate responsibility, corporate communications and government consultation. Mrs. Hill is a member of the Boards of Directors of Sprint Nextel, Inc.; The Wendy’s Company; Dean Foods, Inc. and the Carlyle Group. Mrs. Hill is also a Vice President of Hill Ventures, Inc., her son’s real estate investment business. Mrs. Hill has served on three boards from which she retired at the time of the sale of the underlying companies: Tambrands, Inc. (which was sold to Proctor & Gamble); Security Capital Group, Inc. (which was sold to G.E. Capital); and Houghton Mifflin Company (which was sold to Vivendi International). She served as a public member of the New York Cotton Exchange for 4 years ending in 1992. Mrs. Hill is a member of the Board of Trustees of Duke University. She also serves on the Board of the Wellesley Business Leadership Council and the Knight Commission on Intercollegiate Athletics. She is also a member of the board of the Military Bowl, A BCS-sanctioned football bowl series. From 1978 until 1981, Mrs. Hill was the Special Assistant to the Secretary of the Army. Prior to this period, she was a scientist with a private consulting firm in Virginia where she was responsible for data analysis regarding ambient noise levels and shipping distributions; coordination and analysis of technical evaluations of noise levels in the perfection of sonar detection systems; design of ship movement models under contract to the U.S. Navy; the research and editing of environmental regional assessments in the Northeast Pacific and Northeast Atlantic for various Navy intelligence units; and the development of computer programs to evaluate data on Soviet submarine surveillance. She graduated from Wellesley College in Wellesley, Massachusetts with a Bachelor of Arts in Mathematics. She attended the University of Chicago Graduate School and received a Masters of Arts in Mathematics.

Gwen Ifill

Gwen Ifill

Moderator and Managing Editor | Washington Week
Senior Correspondent and Co-anchor | PBS Newshour

Gwen Ifill is moderator and managing editor of Washington Week and senior correspondent and co-anchor for the PBS Newshour. She is also frequently asked to moderate debates in national elections, most recently the Vice Presidential debates during the 2008 and 2004 elections.

Ifill joined both Washington Week and the NewsHour in 1999, interviewing newsmakers and reporting on issues ranging from foreign affairs to politics. In 2009, Washington Week with Gwen Ifill was honored with the prestigious George Foster Peabody Award. In 2010, Ifill received the Fred Friendly First Amendment Award.

Before coming to PBS, she spent five years at NBC News as chief congressional and political correspondent. Ifill joined NBC News from The New York Times where she covered the White House and politics. She also covered national and local affairs for The Washington Post, Baltimore Evening Sun and Boston Herald American. She is the author of The Breakthrough: Politics and Race in the Age of Obama (Doubleday, 2009).

She has received more than 20 honorary doctorates and is the recipient of several broadcasting excellence awards, including honors from Harvard University’s Joan Shorenstein Center, the National Press Foundation, the Radio Television News Directors Association, American Women in Radio and Television and the Matrix Award.

A native of New York City and a graduate of Simmons College in Boston, Ifill is a lifetime member of the National Association of Black Journalists and serves on the board of the Committee to Protect Journalists and the News Literacy Project.

Henry Jones

Henry Jones

Elected representative of retired CalPERS members
California Public Employees’ Retirement System

Mr. Jones retired from the Los Angeles Unified School District in 1998 as Chief Financial Officer overseeing the $7 billion dollar annual budget. He also headed the Annuity Reserve Fund Board overseeing the pension fund for 7,000 schoolteachers and administrators.

Mr. Jones serves as a Personnel Commissioner for the Los Angeles Community College District. Mr. Jones is a CalPERS representative of the Advisory Council of California All, a nonprofit organization focused on closing the achievement gap from preschool to professional careers in law, financial services and technology. He has also served as State Finance Chair for the Association of California Schools Administrators; Treasurer for the National Council of Institutional Investors; and Chairman of the Schools Federal Credit Union.

Mr. Jones is a member of the Governing Board of the Robert Toigo Foundation, a non‐profit organization which encourages minorities to pursue careers in finance.

Mr. Jones is a member of the Board of Directors of Community Partners, a non‐profit organization which works with social entrepreneurs, grant makers, and civic leaders to design solutions, foster, launch and sustain powerful initiatives for change.

Mr. Jones served as a Business Development Executive for IBM Business Consulting Services and Principal Consultant for PricewaterhouseCoopers. Mr. Jones has also served as an Adjunct Professor at California State University, Los Angeles.

Mr. Jones has a Bachelor’s degree from California State University, Los Angeles, in business administration and finance.

Nancy Lashine

Nancy Lashine

Managing Partner and Founder
Park Madison Partners

Nancy Lashine is a Managing Partner and Founder of Park Madison Partners, a boutique real estate private equity placement firm. Over the past 6 years, Park Madison has raised funds of over $4 billion of equity for investment strategies in the U.S., Europe, and Latin America. In the past year Park Madison has closed a US$500 M “club deal” for a domestic multi-family manager, performed a top off for a EUR317 M Nordic focused fund, and closed a US$500 M comingled fund for a Brazilian manager.

Ms. Lashine has over 25 years of real estate and investment marketing experience. Prior to Park Madison Partners, Ms. Lashine was a strategic consultant advising leading institutional real estate investment managers on product development and the implementation of institutional marketing initiatives. Clients included Lehman Brothers, ING Clarion, Sentinel Real Estate and JER Partners. Ms. Lashine spent ten years with The O’Connor Group and four years at LF Rothschild, Unterberg and Towbin.

Ms. Lashine earned her MBA at Columbia University Graduate School of Business, and a BFA, cum laude, from Case Western Reserve in Dance Theatre. She is a member of ULI, WX (Executive Women in Real Estate) and is a past board member of PREA.

Sophie L'Helias

Sophie L’Hélias

Senior Fellow of The Samuel and Ronnie Heyman
Center on Corporate Governance
Principal | L’Hélias, LLC

A corporate governance expert, Sophie L’Hélias began her career as an M&A and corporate finance attorney in New York and Paris with leading international law firms before founding a corporate governance consulting and proxy solicitation firm in France in 1993. Her firm represented global institutional investors that sought to monitor and improve governance practices in companies in which they invested.

In 1998, she became managing director of a leading activist hedge fund in New York where she ran several investor campaigns targeting underperforming companies with poor governance practices. Upon leaving the hedge fund industry, she founded a strategic governance and communications firm where she developed investor risk tools and strategies for CEOs and CFOs to help them engage with investors.

In 1995 she joined leading international governance experts to found the International Corporate Governance Network (www.icgn.org). The London-based NGO has an investor membership with assets under management that exceed $10 trillion. A frequent speaker on governance and board diversity, issues she has been retained by the OECD and the Conference Board to address these issues in emerging financial markets such as Poland and China.

Ms. L’Hélias has published more than a hundred articles on corporate governance in Europe, Canada and the United States as well as a book on comparative governance in France, the UK and the United States (“Le Retour de l’Actionnaire” – Ed. Gualino 1996).

Sophie L’Hélias was admitted to practice law at the Paris and New York bars. She holds an MBA from INSEAD, an LLM from the University of Pennsylvania Law School, a Masters of Law from the Université Panthéon-Sorbonne and a DEUG degree from the European Law Institute at the University of Saarbrücken, Germany.

Sophie is Senior Fellow at the Samuel Heyman Center on Corporate Governance at the Cardozo School of Law in New York; Senior Fellow, The Governance Center, Conference Board in New York; and Adjunct Fellow, European Studies at the Center for Strategic International Studies (CSIS) in Washington, DC.

She was a member of the Board of Governors at the University of Ottawa, on the Board of Directors of C3E, Canada’s first Center of Excellence dedicated to new clean technology investment and product development, and was on the Corporate Governance Advisory Board formed by Ketchum Communications, a leading global public relations firm.

Debbie McCoy

Debbie McCoy

Director
SEED Institute, Stanford University

Debbie McCoy is a Director of the Stanford Institute for Innovation in Developing Economies (“SEED”), an institute working to advance economic opportunities for people living in poverty in developing economy countries through growth businesses. Ms. McCoy’s role at SEED is to increase available capital for enterprises with significant growth potential in these markets. Her professional background is global, with expertise in operating and advisory work in emerging and frontier markets. Prior to joining Stanford University, McCoy was a Vice President at a global infrastructure company, where she served as deputy chair of the Africa Steering Committee and supported Middle Eastern, Asian, and European operations. McCoy also worked at Citigroup. For two years at Citi, she was based in New Delhi leading portions of the firm’s Indian retail operations. Prior to that role, McCoy worked in Citi’s New York headquarters as an investment banker and as special assistant to the offices of the CEO and President & COO. She was also responsible for defining financial and execution strategies for a large scale infrastructure and real estate investment in Vietnam sponsored by a diversified holding company in the United Arab Emirates. McCoy’s expertise in global markets is broad and deep. Prior to attending business school at Harvard, she independently ran an advisory business that worked with entrepreneurs in distress and startup situations in the U.S., Central America, and sub-Saharan Africa, including Zephyr Management, L.P. as it assumed management of a pan-African private equity portfolio. She began her career at Bain & Company’s San Francisco office focusing on turnarounds, business restructuring, and private equity due diligence and later worked in the firm’s Johannesburg office improving operations for an apartheid-era state owned enterprise undergoing privatization.

McCoy graduated summa cum laude from Howard University with a Bachelor of Arts and received her MBA from Harvard Business School, where she was a Robert A. Toigo Fellow. She was a Term Member of the Council on Foreign Relations from 2006 – 2011 and serves as an advisor to the African Leadership Network.

Robert A.G. Monks

Robert A.G. Monks

Founder
Institutional Shareholder Services and GMIRatings

Robert A.G. Monks is a pioneer in the field of corporate governance. He is a founder of Institutional Shareholder Services and GMIRatings (formerly The Corporate Library), and was an administrator for the Department of Labor under President Reagan. He is the author of several books including New Global Investors and Corpocracy, and with Nell Minow, Watching the Watchers and Power & Accountability. He was featured in the documentary, The Corporation, and is the subject of the biography A Traitor to his Class. He blogs regularly at www.ragm.com and is currently at work on a new book.

Melissa Morales

Melissa Morales

Vice President
H/2 Capital Partners

Melissa Morales is a Vice President at H/2 Capital Partners, a multi-billion dollar AUM institutional investment manager focused on commercial real estate fixed income assets. At H/2, Melissa focuses both on new investments and on the asset management of a portfolio of performing and nonperforming commercial real estate debt. During her career in real estate finance, Melissa has been involved in structured real estate transactions totaling over $6 billion. Prior to joining H/2, Melissa spent six years at Hypo Real Estate Capital Corporation in New York, where she also focused on commercial real estate and held a variety of roles originating, structuring, underwriting, and syndicating debt.

Melissa earned an MBA with concentration in Finance from Columbia Business School and earned her undergraduate degree in Political Science from the University of Southern California. She is an alumni of the Robert Toigo Foundation, and she is a founding member and former President of Columbia Business School’’s Hispanic Alumni Association.

Melissa lives with her husband and two children in Manhattan.

Mina Pacheco Nazemi

Mina Pacheco Nazemi

Partner, Customized Investment Fund Group
Credit Suisse

Mina Pacheco Nazemi is a partner of Credit Suisse’s Customized Fund Investment Group (CFIG), which manages over $26 billion of client commitments to private equity, venture capital and real estate funds, and specializes in designing tailored private equity portfolios for investors. Pacheco Nazemi and her team work on a number of different client mandates but also invests for clients that have a specific interest in investing in emerging managers (women and minorities managers or companies) and the underserved sector. As head of Credit Suisse’s Los Angeles office Mina guides her team on all aspects of the business from investments, client management to business development. In the emerging market practice CFIG has approximately $5 billion of assets under management. Additionally, she is a senior investment professional on the co-investment team where CFIG invests directly in companies where the firm manages approximately $2.5 billion.

Pacheco Nazemi sits on the board of Sponsors for Educational Opportunity (SEO). She is both an alum and mentor for the Robert Toigo Foundation, whose mission is to bring increased diversity to the financial industry. She also actively supports the Hispanic Scholarship Fund. She is an active member of Credit Suisse’s Women’s network and has been instrumental in recruiting Latinos.

Nicole Pullen Ross

Nicole Pullen Ross

Managing Director – Mid-Atlantic Region Head
Goldman, Sachs & Co.

Nicole heads the investment management business for the Mid-Atlantic Region for Goldman, Sachs & Co. Previously, she advised wealthy family groups and institutions in New York for 12 years before relocating to Philadelphia. Nicole joined Goldman Sachs in 1998 as a summer associate in Private Wealth Management in New York. She was named managing director in 2011.

Prior to joining the firm, Nicole worked at J.P. Morgan providing strategic financial reporting and analysis to the Executive Office.

Nicole serves on the executive board of the Greater Philadelphia Chamber of Commerce and is a President’s Advisory member of the Smithsonian National Women’s History Museum in Washington, DC. She is a founding board member of Girls Prep Charter School in New York City and also serves on the Alumni Advisory Board of the Robert Toigo Foundation. She also serves on the board of the Legacy Youth Tennis and Education Center.

Nicole is also a corporate member of the Economic Club of Washington, DC.

Nicole earned an MBA from Columbia Business School and a BS in Accounting from Hampton University.

She and her husband, Brent, have two children and live in the suburbs of Philadelphia.

Lisa Garcia Quiroz

Lisa Garcia Quiroz

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

Lisa Garcia Quiroz is the Chief Diversity Officer and Senior Vice President, Corporate Responsibility, Time Warner Inc. In this role, Ms. Garcia Quiroz has a mandate to ensure that Time Warner’s workforce is reflective of a global media company that reaches cross-cultural audiences and that its workplace is one where the best talent can thrive and advance. In addition, Ms. Garcia Quiroz also leads efforts to identify areas of opportunity for Time Warner in new and emerging markets in the United States and to ensure that the company has access to the best market intelligence on domestic multicultural audiences.

Ms. Garcia Quiroz oversees corporate responsibility as well as Time Warner’s philanthropic outreach. Since 2004, she has worked to refocus the company’s philanthropic strategy, resulting in original programs which foster diverse new talent and build new audiences in the arts, and help make college more accessible to all talented youth.

Before joining Time Warner’s corporate division, Ms. Garcia Quiroz worked at Time Inc., where she launched two businesses that identified and successfully served new markets: People en Español and Time for Kids.

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. She currently serves as Vice-Chairperson of the board of the Hispanic Scholarship Fund, and on the board of the Apollo Theatre Foundation. Recently, Ms. Garcia Quiroz was nominated by President Obama and confirmed by the US Senate to serve on the board of the Corporation for National and Community Service. She resides in New York City with her husband, author Guy Garcia, and their son.

Suzanne Shank

Suzanne Shank

Vice Chair, President and CEO
Siebert Brandford Shank & Co., LLC

Ms. Shank has served as Vice Chair, President and CEO of Siebert Brandford Shank & Co., LLC. since its inception in October 1996. She is a founder of the firm, co-owner and member of the Board of Directors.

Siebert Brandford Shank is the top-ranked minority- and women-owned municipal bond underwriting firm in the country and is the only minority-owned firm nationally ranked in the top 10 among all such firms in the country. With 21 offices nationally, the firm has managed deals for state and local governments across the country totaling over $800 billion.

A 25-year veteran of the industry, Ms. Shank has led financings for large-scale infrastructure projects for a variety of issuers across the country. Ms. Shank has structured a variety of types of transactions including transportation projects, redevelopment projects, water and sewer projects, convention centers, sport facilities, jails and education facilities.

Ms. Shank has received numerous awards and honors throughout her years in the public finance industry, including being voted one of the “Top 50 Women in Wealth Management for 2010” by WealthManagerWeb.com and by US Banker magazine as one of the “Top 25 Nonbank Women in Finance” October 2009 and 2010. Ms. Shank was also recognized by Essence magazine in its “2008 Power List;” by Black Enterprise Magazine as one of the “50 Most Influential Black Women in Business” and as one of the “75 Most Powerful Blacks on Wall Street.” Ms. Shank was also selected by the Wharton School of Business from among 100,000 graduates as one of its “125 Influential People and Ideas” and was named the National Entrepreneur of the Year by the Madame CJ Walker Center. She has also appeared on CNBC and Bloomberg TV promoting the strength of the municipal bond market, and was featured in “The Boss” column in the New York Times in April 2011.

Ms. Shank has been a municipal industry advocate, having formerly served as a board member of the Municipal Securities Rulemaking Board (MSRB). She is currently serving on the Municipal Executive Steering Committee for the Securities Industry and Financial Markets Association (SIFMA). She is active in numerous industry and civic organizations and serves on several boards, including the Spelman College Board of Trustees, the Georgia Tech Advisory Board to the President, the New York Citizens Budget Commission, the New Economy Initiative, Detroit Institute of Arts, Detroit Regional Chamber, and the Michigan Chapter of the International Women’s Forum, among others.

Prior to her public finance career, Ms. Shank was an engineer with General Dynamics, Electric Boat Division, where she worked as a Design Engineer on various design projects.

Ms. Shank is a graduate of The Wharton School, University of Pennsylvania with a Master of Business Administration degree in Finance, and the Georgia Institute of Technology with a Bachelor of Science degree in Civil Engineering.

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 public 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 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 Post-Employment Benefits Commission. Ms. Sheehan serves as the Chair of the Council of Institutional Investors, is a member of the NASDAQ Listing Council and serves on the Board of the Northern California Chapter of the National Association of Corporate Directors. Ms. Sheehan was recently named to the Investor Advisory Committee of the Securities and Exchange Commission. Ms. Sheehan was named one of the 100 most influential people on corporate governance by Directorship magazine in 2008, 2009 and 2010.

Tessie Shih

Tessie Shih

Senior Associate in Strategic Development and Investor Relations
Welton Investment Corporation

Tessie Shih is a Senior Associate in Strategic Development and Investor Relations at Welton Investment Corporation, where she plays a key role in positioning the firm’s systematic flagship and carve-out funds in front of institutional investors around the world.

Immediately prior to joining Welton, Tessie attained an MBA from the Harvard Business School as a Robert Toigo Foundation and Eugene Sit AAAIM Fellow. Starting her career in Institutional Sales and Relationship Management at J.P. Morgan Asset Management, Tessie spent several years working with senior client advisors to deliver tailored alternative and traditional investment strategies to institutional investors. Tessie also worked as a Strategy Associate within J.P. Morgan Chase’s corporate office, partnering with senior business executives in the development of cross line-of-business strategic initiatives.

Tessie graduated summa cum laude with a BS in Business Administration and International Relations from the University of Southern California, where she also served as Vice President of the student body. She currently serves as Chair of San Marino High School’s Class of 2001 Reunion committee, Vice President of the University of Southern California Alumni Board of New York, and a Fundraising member for the Harvard Business School. Tessie is also actively involved with Sponsors for Educational Opportunity and the Robert Toigo Foundation, organizations that promote career development for underrepresented women and professionals of color in the finance industry.

Anne Simpson

Anne Simpson

Senior Portfolio Manager, Director of Corporate Governance
California Public Employees’ Retirement System

Anne Simpson is the Senior Portfolio Manager, Investments and Director of Corporate Governance at CalPERS. It is the largest public pension system in the United States with approximately $240 billion under management. The corporate governance program 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 environmental, social, and governance (ESG) across the total fund.

Anne is on the Advisory Board of the Capital Markets Project at Columbia University School of Law and Business. She sits on the Council of Institutional Investors Board and is a member of the Investor Advisory Group of the Public Company Accounting Oversight Board. Anne sits on the Editorial Advisory Board for the journal “Corporate Governance: An International Review” published by Blackwells. She is also the co-author of “Fair Shares: The Future of Shareholder Power and Responsibility”, published by Oxford University Press. Her former roles include: Executive Director of the International Corporate Governance Network, head of the World Bank-OECD Global Corporate Governance Forum and Joint Managing Director of Pensions and Investment Research Consultants, Ltd.

Anne-Marie Slaughter

Anne-Marie Slaughter

Bert G. Kerstetter ‘66 University Professor of Politics
and International Affairs
Princeton University

Anne-Marie Slaughter is the Bert G. Kerstetter ‘66 University Professor of Politics and International Affairs at Princeton University. From 2009 – 2011 she served as Director of Policy Planning for the United States Department of State, the first woman to hold that position. Upon leaving the State Department she received the Secretary’s Distinguished Service Award for her work leading the Quadrennial Diplomacy and Development Review, as well as a Meritorious Honor Award from the U.S. Agency for International Development (USAID) and a Joint Civilian Service Commendation Award from the Supreme Allied Commander for Europe. Prior to her government service, Dr. Slaughter was the Dean of Princeton’s Woodrow Wilson School of Public and International Affairs from 2002 – 2009, where she rebuilt the School’s international relations faculty and created a number of new centers and programs.

Dr. Slaughter is a frequent contributor to both mainstream and new media, publishing op-eds in major newspapers, magazines and blogs around the world and curating foreign policy news for over 40,000 followers on Twitter. She appears regularly on CNN, the BBC, NPR, and PBS, lectures widely, and has served on boards of organizations ranging from the Council of Foreign Relations and the New America Foundation to the McDonald’s Corporation and the Citigroup Economic and Political Strategies Advisory Group. She is a member of the Aspen Strategy Group. Foreign Policy magazine named her to their annual list of the Top 100 Global Thinkers in 2009, 2010, 2011, and 2012. She has written or edited six books, including A New World Order (2004) and The Idea That Is America: Keeping Faith with Our Values in a Dangerous World (2007), and over 100 articles. She was also the convener and academic co-chair, with Professor John Ikenberry, of the Princeton Project on National Security, a multi-year research project aimed at developing a new, bipartisan national security strategy for the United States.

From 1994 – 2002, Dr. Slaughter was the J. Sinclair Armstrong Professor of International, Foreign, and Comparative Law and Director of the International Legal Studies Program at Harvard Law School. She received a B.A. from Princeton, an M.Phil and D.Phil in international relations from Oxford, where she was a Daniel M. Sachs Scholar, and a J.D. from Harvard. She is married to Professor Andrew Moravcsik; they live in Princeton with their two sons.

Jeanne M. Sullivan

Jeanne M. Sullivan

General Partner
StarVest Partners

Jeanne M. Sullivan is a founding General Partner of StarVest Partners. StarVest is a New York-based venture capital firm with approximately $400 million under management and invests in technology-enabled business services companies. Jeanne has over 20 years of venture capital experience and has spent 28 years in the technology sector encompassing both extensive operating and investing experience with technology companies and with AT&T and Bell Labs.

Ms. Sullivan is a sought-after industry speaker on the subject of “how to get the wallets out of investors’ pocket”. Jeanne serves on the board of the New York Venture Capital Association and serves as a member of the Astia Board of Trustees. Her credentials also include: lousy golfer, baseball fanatic, sports addict, and oldest of eight kids where she learned the most about managing people and getting results. She was recently cited by Forbes as one of the VCs and entrepreneurs changing the world.

Geri Thomas

Geri Thomas

SVP, Global Diversity & Inclusion Executive,
Georgia Market President
Bank of America

Geri Thomas is global diversity and inclusion executive and Georgia market president for Bank of America. She serves as the chief strategist and leader for diversity and inclusion globally and serves on the ban’s Global Diversity & Inclusion Council. As Georgia market president, Thomas is responsible for driving business integration opportunities across Georgia to grow market share and deliver the full power of Bank of America to individuals, companies and institutional investors. She also oversees the company’s corporate social responsibility strategy locally, including philanthropic grants, community development lending and investing and volunteerism activities.

Thomas joined Bank of America in 1970 in Consumer banking support. Progressing through a number of Human Resources leadership roles, she became global diversity and inclusion executive in 2002, and was named the Georgia market president in 2009.

She is a member of the Consortium of Chief Diversity Officers at Georgetown University, where the country’s first diversity masters program resides. In 2012, Thomas was elected to the board of trustees of Georgia State University Foundation.

She served as a member of the State of Georgia Personnel Board for over 14 years, and is currently a member of the Board of Councilors of the Carter Center, the Buckhead Coalition, the Board of Directors of the Atlanta Committee for Progress, and Leadership Atlanta. In addition, Thomas is a member of the executive committee for the Metro Atlanta Chamber of Commerce, the Executive Leadership Council and serves as a trustee of Woodruff Arts Center.

The YWCA of Greater Atlanta recently inducted Thomas into their Academy of Achievers. She was also the recipient of the Atlanta Business League’s 2010 Millennium Pacesetter Award and was named by the Atlanta Business Chronicle as one of the 100 most influential Atlantans.

An Atlanta native, Thomas received a Bachelor of Science degree in Human Resources from Georgia State University.

She resides in Atlanta with her husband Ronald, has two children and is the proud grandmother of three.

Erika Trautman

Erika Trautman

CEO and Co-Founder
FlixMaster

Erika Trautman is the CEO and Co-Founder of FlixMaster, a web-based technology company that lets content creators easily build video experiences that are dynamic, interactive and deeply immersive. Trautman co-founded FlixMaster in 2011 with the premise that video experiences should take advantage of web-like functionalities and that content creators should be free to imagine and create in this new frontier. The company completed Boulder Tech Stars in August of 2011 and today has major media and eRetail customers like NBC Universal and One Kings Lane utilizing the platform to drive viewer engagement and sales.

Before founding FlixMaster, Trautman founded the Emmy-Winning production company Outlier Films, and worked as an award-winning documentary filmmaker, television producer and editor. Her work has aired on major networks, cable and PBS, and has shown at various film festivals.

She has a Bachelor’s degree from Yale University where she studied theater and biology and a Master’s degree in Journalism from UC Berkeley. She was also named one of Inc Magazine’s “15 women to Watch in Tech” in 2012.

Sharon Vosmek

Sharon Vosmek

Chief Executive Officer
Astia

Sharon Vosmek has been CEO of Astia since 2007, previously joining as COO in 2004. As CEO of Astia, Sharon has an unwavering passion and a uniquely well-suited background to drive forward the organization’s mission of propelling women’s full participation as entrepreneurs and leaders in high-growth businesses, fueling innovation and driving economic. Under her guidance, the Astia community of investors, entrepreneurs, and industry leaders has grown ten-fold and now spans North America, Europe and India.

Previously, Sharon founded SJ Vosmek & Associates and held management positions at American Express and in the office of U.S. Senator Dennis DeConcini. Ms. Vosmek currently serves as founder and lead of the We Own It Collaboration, an effort of over 65 organizations globally committed to exploring women’s participation in high growth businesses and identifying solutions to move us forward. She also serves on the Steering Committee for the Cherie Blair Foundation, the Stevenage Bioscience Catalyst Experts Advisor Group, Illuminate Ventures Advisory Board, and the City of San Francisco Mayor’s Commission on Biotech (MayBAC).

Sharon has a master’s in public policy and administration from the University of Wisconsin, Madison and a bachelor’s in political science from Arizona State 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; and was elected to the Board of the Toigo Foundation. Kelly was elected to the YWCA Academy of Women Leaders in 2007. She is a member of the Metro Chapter of the Young Presidents Organization and serves on the Board of Trustees for Union College. She is the founding board chair of the Private Equity Women Investor Network. She serves on the Board of Directors of the Council of Urban Professionals and the advisory board of the Association of Asian American Investment Managers. She is also the chair of the LP Advisory Board to the Sponsors for Educational Opportunity. She is a member of the advisory board of EX-IM Bank. Kelly was recognized in 2011 and 2012 by American Banker magazine as one of the 25 Most Powerful Women in Finance. Kelly will be honored as this year’s recipient of the 2012 Woman of Power and Influence Award given by the National Organization for Women.

Penny Zuckerwise

Penny Zuckerwise

Senior Managing Director, Head of Institutional Distribution
Guggenheim

Ms. Zuckerwise joined Guggenheim in 2011 as Senior Managing Director and Head of Institutional Distribution. In this role, she is responsible for the expansion of the firm’s institutional distribution business as well as consultant and client relationship management. Prior to joining the firm, Ms. Zuckerwise served as CEO of Russell Investments’ Americas Institutional division, where she managed the business and was a member of the Russell Executive Committee and Global Risk Management Committee. She successfully re-invigorated Russell’s relationships with over 100 institutional clients and led efforts to re-build Russell’s brand in the marketplace. Ms. Zuckerwise has over 35 years of industry experience which includes: President and CEO at Utendahl Capital Management, L.P.; President and COO of Chancellor LGT Asset Management (currently Invesco Institutional); and President, COO and CAO of Chancellor Capital Management (formerly Citicorp Investment Management). A pioneer and entrepreneur in the asset management industry, Ms. Zuckerwise was the founder and principal of Wiserock, LLC, which provides strategy management oversight and business advice to a select group of companies, CEOs, management teams, pensions and private equity funds. She also co-founded and was general partner of Boldcap Ventures LLC, the first New York women’s venture capital fund targeting early- to mid-stage private investments across the media, technology and health care industries. Ms. Zuckerwise is a member of several boards and councils, including UCM Partners, Boldcap Ventures LLC and Springboard Enterprises. She previously served on the boards of Automated Collection Control, Inc., Boston Advisors, LLC, Lebenthal & Co., Miavita, Liechtenstein Global Trust Asset Management, Chancellor LGT Asset Management and Chancellor Capital Management. She also held advisory roles for Stanfield Capital Partners and BBR Partners. Ms. Zuckerwise holds a B.A. in Psychology from Ithaca College.


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