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EDUCATION SESSION

How to Move Into and Up in Portfolio Management

What does it take for women to enter and succeed in a career as a portfolio manager? Learn how financial professionals with diverse backgrounds, including international experience, achieved their positions as portfolio managers. Some overcame hurdles as non-traditional candidates; others followed the straight path from analyst on up.


Bring your questions to tap into their lessons learned, which will help you reach your career goal.


Share your thoughts as you network with colleagues over drinks and appetizers, following the panel.


You are encouraged to invite a guest in the financial services industry to attend, learn more about 100WF and become a member of the organization. Visit the 100WF website here.

DATE

12 March 2024

TIME

5:30 PM Registration

6:00 PM Event Begins


The program will begin promptly at 6:00 PM; please allow time to get through building security and to register before the event begins



Networking reception will follow.

LOCATION

Global Tower 15th Floor

Neue Mainzer Strasse 32-36

Frankfurt, 60311, Germany

PARTICIPANTS

Caroline Gauthier

Edmond de Rothschild Asset Management 


Anna E Lundén, CFA

Wellington Management


Daniela Savoia

Edmond de Rothschild


Dr. Katharina Seiler

DWS


Barbara Wokurka

FINVIA Family Office GmbH

Moderator

HOST

Edmond de Rothschild Asset Management SA, Niederlassung Deutschland

www.edmond-de-rothschild.com

RSVP NOW

IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

  

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend 100WF events, access the 100WF Job Board and other member benefits.

 

When you register or are registered for this event you will be Subscribed to 100WF’s Mailing List. You may unsubscribe at any time by clicking the "Unsubscribe" link in any 100WF invitation or announcement.


If you have any questions about this event,  please contact the Germany committee.



Visit your Member Profile RSVPs to view your event registrationIf you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your Member Profile. If you have any membership questions, please contact the Membership Committee.

 

This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.

 

Space is limited. No walk-ins will be permitted.

 

Click here to view global upcoming events.

 

Photographs, including of participants, may be taken during our events and used on our website and social media.

BIOGRAPHIES

Caroline Gauthier

Co-Head of Equities, Edmond de Rothschild Asset Management

 

Caroline Gauthier joined Edmond de Rothschild Asset Management on 1 st September 2021. She is a co-head of a team of more than twenty experts specialized in specific regions and/or themes. Caroline Gauthier studied corporate finance and financial engineering at the University of Paris IX-Dauphine and is a specialist in European small and mid-caps. She has more than twenty years of experience in European equities. She worked at Amundi for eighteen years, first as an analyst and fund manager for European small and mid-caps (2000-2014) and then as co-head of European small and mid-caps (2015-2018). Prior to joining Edmond de Rothschild Asset Management, she was co-founder and head of Comitium, the listed investment specialist subsidiary of Apax Partners.


Anna E Lundén, CFA

Senior Managing Director/Partner, Equity Portfolio Manager, Wellington Management


Anna is a portfolio manager on the Global/International Perspectives Team. She manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She works in our London office. Before joining Wellington Management in 2017, Anna was head of Investments at Montanaro Asset Management, a boutique specializing in European small- and mid-cap equities (2013 – 2016). Before that, she managed Pan-European small- and mid-cap funds at PineBridge Investments, formerly AIG Investments (2003 – 2012). Prior to this, she worked in specialist equity sales at Beeson Gregory (2000 – 2002) and later Jefferies International (2002 – 2003). She started her career in the pharmaceutical industry as a product manager at AstraZeneca (1996 – 2000). Anna earned her MSc in business administration from Jönköping International Business School. She holds the Chartered Financial Analyst designation and is a member of the CFA Society UK.


Daniela Savoia

Emerging Market Debt Fund Manager, Edmond de Rothschild


Daniela started her career ten years ago at J.P. Morgan in New York, first as part of their Latin America M&A team and then their Latin America Corporate research team. After several years at J.P. Morgan, Daniela returned to school to pursue an MBA. More recently, Daniela was a senior credit analyst at Fisch Asset Management in Zurich, where she was an active member of the Emerging Markets team. She previously held the positions of Associate, restructuring and special situations at PJT Partners. Daniela has an MBA from Harvard Business School and a dual degree in Electrical Engineering and Economics from the University of Pennsylvania.


Dr. Katharina Seiler

Equity Fund Manager, DWS

 

Katharina Seiler, equity fund manager from DWS. Studied Finance in Bremen and Canada (University of Victoria, British Columbia). Has PhD in finance from University of Bremen. For over 16 years has been working for DWS, managing mainly income-oriented funds. Founder of the Women for Women fund. Enjoying bringing people together and creating new business opportunities.


Barbara Wokurka

Head of Impact Investing, FINVIA Family Office GmbH


Barbara works for the Frankfurt based Multi Family Office FINVIA where she is responsible for impact investing in Private Equity. She started her career in 1994 in corporate finance at Deutsche Bank AG, based out of Frankfurt and London, before joining Porsche AG in 1999, where she established the company’s global asset management structure. In 2007, Barbara moved into asset management, joining Quoniam Asset Management to look after their corporate clients and develop Quoniam’s international reach by setting up and leading the firm’s London branch.

ABOUT

Edmond de Rothschild Asset Management SA, Niederlassung Deutschland

As a conviction-driven investment house founded upon the belief that wealth should be used to build the world of tomorrow, Edmond de Rothschild specialises in Private Banking and Asset Management and serves an international clientele of families, entrepreneurs and institutional investors. The group is also active in Corporate Finance, Private Equity, Real Estate and Fund Services. With a resolutely family-run nature, Edmond de Rothschild has the independence necessary to propose bold strategies and long-term investments, rooted in the real economy. Founded in 1953, the Group had nearly CHF 158 billion in assets under management at the end of December 2022, 2,500 employees, and 30 locations worldwide.

100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

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