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EDUCATION SESSION #758
Dive into New Portfolio Strategies
Start thinking ahead for 2018's investment strategies. Learn how current shifting economic trends and accompanying volatile market conditions will affect specific market sectors and asset classes. Consider how adjustments made by investors in global economies will impact the US markets. At our annual portfolio managers program, you'll be the first to hear about future trends within the investment management industry. Network with friends and colleagues as we approach the holiday season and the end of a memorable year.
DATE
6 December 2017
TIME
5:00 PM Registration
6:00 PM Event Begin s
We will begin promptly at 6:00 PM ; please arrive early. Since it is disruptive to everyone when latecomers enter the session, those arriving after an education session has begun will only be admitted at the discretion of 100WF and the host. Please note the start time on this invite and plan to arrive early.
LOCATION
Morgan Stanley
1585 Broadway, 26B Auditorium
Enter the building on West 47th Street
New York , NY 10036

Directions
Please Note: All visitors should enter the building on the West 47th street side. It will be necessary for you to provide valid photo identification at both the building entrance and lobby registration desk. At the lobby registration desk, you will receive a pass to the 26th floor. All bags will be screened.
PARTICIPANTS
Jane Castle
Avenue Capital Group

Ulrike Hoffmann-Burchardi
Tudor Investments

Katharine Procter
White Elm Capital, LLC

Amy Sutter
Jafra Capital

Leslie Picker
Moderator
CNBC
HOST
Morgan Stanley
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BIOGRAPHIES
Jane Castle
Senior Portfolio Manager - Avenue U.S. Strategy, Avenue Capital Group

Ms. Castle is responsible for assisting with the direction of the investment activities of the Avenue U.S. Strategy. Prior to joining Avenue in 2008, Ms. Castle was a Managing Director and Head of U.S. Distressed Research at Lehman Brothers, Inc. covering stressed and distressed companies across numerous sectors over a ten year period.. Prior to Lehman, Ms. Castle was a High Grade analyst at Citigroup Inc.

Ms. Castle received a B.A. in Economics from Yale University, where she graduated Phi Beta Kappa, summa cum laude (1994) and an M.B.A. in Finance from Stanford University (1999), where she was the recipient of the Alexander Robichek Award (finance achievement award).

Ulrike Hoffmann-Burchardi
Partner and Portfolio Manager, Tudor Investments

Ulrike Hoffmann-Burchardi is a Partner and Portfolio Manager at Tudor Investment where she oversees a global equity portfolio.

She joined Tudor Investment in 1999 as a macro-economic researcher in the firm's Quantitative Trading team before she transitioned to portfolio management of public equities in 2002. Since 2009 she oversees a global public equity portfolio inside Tudor's BVI fund.

Ulrike holds a Masters degree in Finance from the University of St. Gallen in Switzerland (1995) where she graduated first in her class and a PhD in Empirical Finance from the London School of Economics and Political Science (2000).

Katharine Procter
Managing Director, White Elm Capital, LLC

Katharine Procter is a Managing Director on the Investment Team at White Elm Capital, LLC, a global long/short equity investment firm founded in September 2007. Ms. Procter joined White Elm in 2011 and has been primarily responsible for Technology, Consumer and Healthcare investments. From 2002 to 2010, Ms. Procter was a Limited Partner of HHR Asset Management where she was responsible for investing in equities in a long/short hedge fund across a variety of sectors. From 2000 to 2002, Ms. Procter was a Principal at ABACUS Investments, where she was the technology analyst for the ABACUS telecom, media and technology hedge fund. From 1998 to 2000, Ms. Procter was an Assistant Vice President at T. Rowe Price Associates working as an International Pharmaceutical Analyst and a Healthcare Information Technology Equity Analyst based in London, UK and Baltimore, MD. From 1992 to 1997, Ms. Procter worked at J.P. Morgan & Co. as an Associate in the Latin American Investment Banking Group in New York, NY, São Paulo, Brazil and Mexico City, Mexico.

Ms. Procter is a trustee at the Pingry School, an independent, co-educational, K-12 day school, where she serves on the finance and investment committees, as chair of the committee on trustees and as secretary of the executive committee. She is also Vice President of the class of 1988 at Phillips Exeter Academy, and a class agent for Dartmouth College and the Stanford Graduate School of Business.

Ms. Procter received a B.A. in Government, cum laude, from Dartmouth College in 1992 and received an MBA from the Stanford Graduate School of Business in 1999.

Amy Sutter
Senior Analyst, Jafra Capital

Amy Sutter is a Senior Analyst with Jafra Capital Management LP, an alternative investment management firm. Ms. Sutter’s responsibilities include coverage of the global technology and media sectors. She has worked in financial services for more than 15 years, of which more than 10 years have been spent in the alternative investment management industry. Most recently, Ms. Sutter was a Senior Analyst at Soros Fund Management LLC, covering global technology companies. Prior to joining Soros, she held a similar position at Guggenheim Global Trading. Previously, Ms. Sutter was a Senior Analyst at Duquesne Capital Management LLC. Her analyst career in the hedge fund industry started at GLG Partners. Prior to this, she held positions at Pimco Equity Advisors, Deutsche Banc Alex. Brown, Microsoft Corporation, and Arthur Andersen. Ms. Sutter holds a Bachelor of Science in Accounting from Pepperdine University and a Master of Business Administration from the University of Pennsylvania’s Wharton School. She resides with her family in New York City.

Leslie Picker
Reporter, CNBC

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC's digital platforms.

Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television. She began her career as a booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor's degree in political science. She also earned a master's in journalism from Columbia University, graduating with honors, and an MBA from New York University's Stern School of Business, with a concentration in finance.
ABOUT
Morgan Stanley
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

Morgan Stanley is a proud member of 100 Women in Finance’s Leadership Council . 100WF Leadership Council is a select group of international banks, alternative investment firms, asset management firms and others in the industry who support the long run mission of 100 Women in Finance.
100 Women in Finance
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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