|
|
EDUCATION SESSION #692
Alternative Investment Opportunities: 2017
|
|
|
In 2017, we enter a new era for investing. Political changes are reverberating in global markets, creating new challenges for asset allocation and manager selection. In recent years, passive equity and fixed income strategies outperformed many alternative investments, ranging from hedge funds to private equity. At the same time, political uncertainty and central bank decisions play an increasing role in global economic growth and market volatility.
Our panel of long-time women investors in major alternative strategies will guide us in this challenging market and make the case for the promising opportunities they see in their respective areas.
|
|
|
4:30 PM Registration
5:30 PM Event Begins
|
|
We will begin promptly at 5:30 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.
|
|
Networking and cocktails prior to session.
|
|
Winston & Strawn LLP
101 California Street, 35th Floor
San Francisco, CA CA 94111-5840
|
|
|
PARTICIPANTS
Lara Banks
Makena Capital Management LLC
Freda Lam Zietlow
Bingham, Osborn & Scarborough LLC
Jean Lu
CA Capital Management
Leanne Karns
Pacific View Asset Management
Moderator
|
|
|
If you have any questions about this event, please contact the
California, North
committee.
|
|
|
Lara Banks
Portfolio Manager, Natural Resources, Makena Capital Management LLC
Makena Capital Management is a global, multi-asset class investment manager that provides a range of pooled investment vehicles with the objective of long-term, risk adjusted capital appreciation.
Lara Banks is responsible for portfolio management and manager selection for the Natural Resources portfolio. Prior to joining Makena, Lara was an Associate at GE Energy Financial Services, a financial division investing across the capital structure of energy assets. At GE, Lara analyzed investments in domestic and foreign oil & gas fields. Prior to GE, Lara was a power markets analyst at DC Energy, a proprietary energy trading firm. Lara earned an MBA from Harvard Business School and a BA in Economics and Government from Cornell University where she graduated Magna Cum Laude.
Freda Lam Zietlow
Portfolio Manager & Director, CFA, Bingham, Osborn & Scarborough LLC
BOS is a San Francisco-based wealth management firm that emphasizes the building of lasting relationships with clients based on fiduciary responsibility, integrity, and comprehensive, personalized service.
Freda brings extensive investment management and financial planning expertise to the group as the Director of the Portfolio Management team, who also leads the firm’s socially responsible investment research. Prior to joining BOS, Freda was a Vice President of Fremont Realty Capital, responsible for over $1 billion of real estate private equity and debt investments. Prior to Fremont, Freda was an investment banker and fixed income research analyst with JPMorgan in New York and Hong Kong. Freda began her career at the Trump Organization in New York managing various luxury real estate development projects. Her professional experience also includes working with large financial institutions such as G.E. Investments and Deutsche Bank. Freda speaks fluent Mandarin and Cantonese Chinese. She lives in Piedmont with her husband and two children.
Jean Lu
Director of Investments, CFA, CA Capital Management
CA Capital Management is the dedicated outsourced investment management office (OCIO) business of Cambridge Associates, a leading global investment firm that has been pioneering innovative portfolio management solutions for more than 40 years.
Jean is a Director of Investments in CA Capital Management. Her OCIO team manages $2 billion across all asset classes, including hedge funds, private equity, venture capital, and real assets. In addition, Jean also serves as a firm-wide resource on the application of derivatives in client portfolios. Prior to joining Cambridge Associates, Jean worked at J.P. Morgan Asset Management in the U.S. Behavioral Finance Small Cap Equities team and held a MBA internship in finance and corporate social responsibility (CSR) at Visa, Inc. She received an MBA with honors from the University of California at Berkeley and holds undergraduate degrees in business and math from the Massachusetts Institute of Technology.
Leanne Karns
Senior Analyst, CFA, Pacific View Asset Management
Pacific View Asset Management is a San Francisco-based firm offering highly specialized investment strategies, each seeking above average long-term capital appreciation for clients. A number of these strategies capitalize on investment opportunities within inefficient market segments such as micro-cap securities; others utilize state of the art factor-based portfolio management tools designed to improve risk-adjusted returns.
Leanne is a Senior Analyst on Pacific View’s U.S. Growth Equity team. Previously, Leanne worked at Cannell Capital, a small-cap hedge fund, and Polestar Capital as an equity analyst. She began her investment career in the Private Equity Group of Marsh & McLennan. Leanne has a Bachelor of Science in Mathematics and Economics from the University of Illinois and a Master of Business Administration from the University of California, Los Angeles.
|
|
|
Winston & Strawn
For more than 160 years, Winston & Strawn LLP has served as a trusted adviser and advocate for clients across virtually every industry. In that time, through careful growth and thoughtful fiscal management, we have built a law practice with tremendous breadth and a global reach.
We are proud of the many accolades we have received over the years—a tribute to our lawyers’ creativity, flexibility, depth of experience, and commitment. The most meaningful accolade to us, though, is the continued trust and confidence of our clients. With 18 offices in key financial centers across the world, we bring an understanding of the global legal issues our clients face to both transactional and dispute-related matters.
Winston’s team of attorneys are grounded in the issues facing financial services companies across the globe. We offer extensive experience advising some of the largest banks and financial institutions on a range of complex regulatory and transactional matters; litigation, dispute resolution and regulatory matters; privacy and data security breaches; intellectual property issues; and labor and employment disputes. In addition to financial services firms, we represent debt funds, specialty lenders, broker-dealers, investment managers, funds, exchanges, and insurance companies.
MSCI
For more than 40 years, MSCI's research-based indexes and analytics have helped the world's leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research. MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking.
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.
|
|
|
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.
|
|
Admission to this event is free, but there is a $25 charge if you register and do not attend (even if you cancel in advance). No-show proceeds will be donated to the beneficiary of 100WF's most recent US philanthropic initiatives.
If you have no-show fees in arrears, the system cannot register you for an event. You can view and pay for any outstanding no-show fees online from your
Member Profile
.
Space is limited. No walk-ins will be permitted.
100WF Access Fee
Have you paid your access fee? If not please go to
100WF Member Payment
. We appreciate your continued support!
|
|
|
Please do not reply to this email.
If you have any questions about this event, please contact us at the link shown above or visit our website at www.100women.org
You received this email because of your interest in 100 Women in Finance. You can update your email preferences and unsubscribe using the SafeUnsubscribe link below. If you are registered as a 100WF Member or Supporter you can update your registration details, change your email preferences or unsubscribe by logging into your Member Profile.
|
|
|
|
|
|
|
|
