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SPEAKERS

Alana Neptune
Partner Engagement Coordinator
Rock The Street, Wall Street

Biography

Alana Neptune, Rock The Street, Wall Street Partner Engagement Coordinator, is dedicated to building the pipeline of women and diversity in finance, in addition to ensuring that young women across the country are financially literate and prepared for their futures. Alana has dedicated her career to empowering women, with 5 years of experience in the nonprofit sector nationally and internationally.

Previously working with the immigrant population, Alana strives to diversify the talent pipeline.  She is committed to creating a more equitable future by breaking down stereotypes and exposing young women to the ample opportunities in the field of finance.

Anita Baldwin
VP & Managing Director, Head of Research & Sustainable Investing
Hartford Funds

Biography

Anita Baldwin is a Managing Director and Head of Research within the Investment Advisory Group and Head of Hartford Funds Sustainable Investing. Prior to joining Hartford Funds Anita was a Vice President and Director of Fixed Income Due Diligence within Investment Management & Guidance for Bank of America/ Merrill Lynch.

Prior to Bank of America Anita was Senior Vice President and Senior Credit Office for Moody’s Investors Service.  Anita has an M.P.A from Baruch College and a B.A from Binghamton University and has her series 24, series 66, and series 7 securities licenses.

Anne Mathias
Senior Strategist – Global Macro, Rates, Foreign Currency
Vanguard

Biography

Anne N. Mathias, CFA is the Rates & FX Strategist for Vanguard’s Fixed Income Group.  She is a member of the investment committee for Vanguard’s active taxable fixed income funds and is responsible for analyzing interest rates, currency valuations, economic developments, and political risks.  She advises the portfolio management team on strategic investments in sovereign bonds and foreign currencies across Vanguard’s active fixed income funds. 

Before joining Vanguard in 2017, Ms. Mathias was the macro strategist for Guggenheim Partners Investment Management in Los Angeles, working alongside the firm’s Chief Investment Officer. She also spent an earlier part of her career on the sell side as research director and corporate tax policy analyst for an Institutional Investor ranked Washington Research team.   Ms. Mathias spent the first part of her career in emerging markets private equity investing and emerging markets management consulting. 

Ms. Mathias earned a B.A. from the University of Maryland and an M.S. in international affairs from Georgetown University’s School of Foreign Service. She is a CFA® charterholder and a member of the CFA Society of Philadelphia and the CFA Institute.

Barbara Ann Bernard
Founder and CIO
Wincrest Capital 

Biography

Barbara Ann began her career working with Sir John Templeton and has pursued a career in finance at Goldman Sachs, Deutsche Bank and Holowesko Partners.  She founded Wincrest to run a global L/S equity portfolio built upon in-depth research.

She is a regular guest expert on TV, won her division of the 2012 Ironman World Championship and 2013 Half Ironman World Championship, was named “Top 50 Women in Hedge Funds” by Ernst & Young and Hedge Fund Journal, is a Young Global Leader at the World Economic Forum and founder of the Variant Perspectives: Women in Investing Conference.

Blerina Uruci
US Economist, Director
Barclays Investment Bank

Biography

Blerina Uruçi is a Director and senior economist at Barclays. She is responsible for writing thematic research and presenting her views to Barclays’ clients across asset classes as well as policy makers. Before joining the US team, Blerina was acting Chief UK Economist for Barclays, based in London. Prior to joining Barclays in 2010 Ms. Uruçi worked for Thomson Reuters as a European Economist in London, she was part of the Government Economic Services of the UK and worked as a development economist in Malawi. She studied economics at the London School of Economics.

Cheryl Cole
Editor
DiversityQ

Biography

Cheryl Cole is the Editor of DiversityQ and has worked for HSBC, GSK, The Birmingham Post, Investment Week and Bloomberg. 

Cheryl is an award-winning and innovative journalist, an editor with over 20 years’ experience in implementing effective communication and publishing strategies. 

Most recently, Cheryl was a Communications Business Partner for the Global Banking and Markets, and Commercial Banking divisions at HSBC. 

She was the editor of GSK’s UK Pharma print and online magazine for over 13 years, as well as other publications and internal communications for the business. 

Cheryl joined Trinity Mirror in 2001 as a business reporter before becoming City Editor of the Birmingham Post. Prior to that she worked at Incisive Media on Investment Week and Bloomberg Money magazines. 

Cheryl started her journalistic career in Bloomberg. She is also a qualified dispensing optician. Cheryl is passionate about affording equal opportunities to all in the workplace, regardless of their difference.

Dennis Owusu-Sem
Oversight Relationship Manager
Bank of Montreal Global Asset Management

Biography

Dennis is the Oversight Relationship Manager at Bank of Montreal Global Asset Management.

He is also the founder of Success Talks which profiles some of the leading BAME individuals throughout the world and has been featured in publications such as the Financial Times and Business Insider.

Dennis sits on the NatWest Advisory board for diversity where he helps develop the strategy for NatWest to achieve their targets in attracting, retaining and promoting individuals from ethnic minority backgrounds. He is the recipient of Investment Week’s Rising Star Award and listed as one of Forbes Top 25 Black British leaders to follow.

Dylan Emery
Editorial Director
Last Word Media UK

Biography

Dylan Emery is co-founder and director of research for Last Word, one of the world’s leading financial publishing, events and research houses and sister company to Women in Asset Management. When he set up the company he was the editorial director and in that role was responsible for creating a whole slew of global brands aimed at professional investors, including International Adviser, Portfolio Adviser and Expert Investor.  His background is as a financial journalist, working on investment specialist titles across the industry for more than 20 years.

Gordian Kemen
Head of EM Sovereign Strategy (West)
Standard Chartered Bank

Biography

Gordian is responsible for developing macro and credit views, trade ideas, and portfolio allocation for EM sovereign debt. He has 20 years of experience in fixed income research. He was previously Global Head of EM Fixed Income Strategy at Morgan Stanley and held senior roles in Latam Fixed Income Strategy at HSBC and Lehman Brothers.

He has been top-ranked in Latam sovereign debt and local market surveys, including by Institutional Investor. Gordian holds a Master’s degree in economics from the University of Konstanz, Germany and conducted PhD-level research and taught graduate classes in finance at the University of Mannheim.

Heidi Ridley
Co-Founder and CEO
Radiant ESG

Biography

Heidi is the co-founder of Radiant ESG, a consulting firm that advises on approaches to ESG investing and programs that promote diversity and inclusion with an emphasis on culture. Most recently, she was the CEO of Rosenberg Equities.  Under her leadership, Rosenberg became the first fully ESG integrated quantitative manager. 

She is a diversity advocate, forwarding the dialogue through speaking engagements worldwide. She has a Bachelor’s Degree in Economics from the University of California, Berkeley, a CFA charterholder, and a member of the Advisory Council for the Center for Equity Gender and Leadership at the HAAS School of Business.

Justin Onuekwusi  
Fund Manager – Head of Retail Multi-Asset Funds
Legal & General Investment Management

Biography

Justin is Head of Retail Multi-Asset Funds at LGIM and a member of the Asset Allocation team which manages over £50 billion for pension schemes and savers throughout the world. He leads on the management of the team’s retail and risk-profiled multi-asset funds managing the award-winning Multi-Index Funds.

Justin co-chairs the Legal & General Inclusion Team (LEGIT), which aims to create a culture that supports all of LGIM through networks and events across five key areas: leadership engagement, talent attraction and development, leadership development, marketing and communications and community engagement. Externally, Justin is an adviser to the board of City Hive Ltd, which focuses on driving diversity initiatives throughout the asset management industry.

In addition, he sits on the ethnicity workstream of the industry-wide Diversity Project and is a co-founder of the movement #talkaboutblack, which focuses on creating more black senior leaders in the asset management industry and beyond as well as addressing the taboo that surrounds conversations about ethnicity. Justin is a CFA charter holder, featured on the 2020 EMpower Senior Executive Leaders List and was a finalist for the 2019 Black British Business Awards (Financial Services). Earlier this year, Justin was awarded the honor of the Freedom of the City of London, due to his work within diversity and inclusion.

Justine Phoenix
Head of Diversity Project North America
Nicsa

Biography

Justine Phoenix has over thirty years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations.  She joined Nicsa in 2017 as VP of Product & Distribution and in June, 2020, assumed responsibility for the Diversity Project North America. 

Prior to joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments.  Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute.  

Justine received a BS in Business Administration from the College of Saint Rose and an MBA from Bentley University. 

Katherine Relle
Portfolio Manager
J.P.Morgan Asset Management

Biography

Katherine Relle joined the J.P. Morgan Private Equity Group as a Portfolio Manager in 2015. Prior to joining, Relle was a member of JPMorgan Chase & Co. Regulatory Strategy, where she interfaced with Heads of the OCC, FRB, and international regulators on the firm’s behalf. Relle began her career in J.P. Morgan Private Banking.

She holds a B.A., magna cum laude, from Georgetown University, M.Sc. with first class honors from the London School of Economics, and M.B.A. from Columbia Business School. Relle holds leadership roles within the JPMC NextGen Business Resource Group and Women On The Move initiative.

Kathryn McDonald
Co-Founder – Head of Investments and Sustainability
Radiant ESG

Biography

Kathryn is the co-founder of Radiant ESG, a consulting firm that advises on approaches to ESG investing and programs that promote diversity and inclusion with an emphasis on culture. Prior to this she was Head of Sustainable Investing at Rosenberg Equities, overseeing the integration of ESG information in Rosenberg’s investment process and leading the firm’s ESG and impact research effort.

Kathryn holds an undergraduate degree in Economics from Willamette University, and a Master of International Management from The American Graduate School of International Management. She is a member of the Board for the Responsible Investment Association of Australia (RIAA).

Liz Skinner
Special Projects Editor
Investment News

Biography

Liz Skinner is Special Projects Editor for InvestmentNews and Editor of ESG Clarity US. She has been a financial reporter and editor at InvestmentNews for 10 years. Liz joined InvestmentNews after five years as a reporter for Bloomberg News, where she covered the Securities and Exchange Commission, the Federal Energy Regulatory Commission and other business news out of the nation’s capital.

Off the clock, she’s raising two fearless girls and enjoys running, ice-skating and traveling to as many cities and beaches as possible. She has an MA in Environmental Resource Policy from George Washington University and you can connect with her on Twitter @SkinnerLiz.

Lori Keith
Portfolio Manager
Parnassus Investments

Biography

Lori Keith is the Director of Research and Portfolio Manager of the Parnassus Mid Cap Fund with responsibility for portfolio management for the firm’s Mid Cap strategy. She joined Parnassus Investments in 2005 after serving as a Parnassus research intern. Before joining the firm, Ms. Keith was a Vice President of Investment Banking at Deloitte & Touche Corporate Finance LLC and was a Senior Associate in Robertson Stephens & Company’s investment banking division.

Prior to that, she worked in the management consulting practice at Ernst & Young. Ms. Keith received her bachelor’s degree in economics from the University of California, Los Angeles and her master’s degree in business administration from Harvard Business School.

Maria Negrete-Gruson
Emerging Markets Portfolio Manager
Artisan Partners

Biography

Maria Negrete-Gruson, CFA, is a managing director of Artisan Partners and a portfolio manager on the Sustainable Emerging Markets team. In this role, she is the portfolio manager for the Artisan Sustainable Emerging Markets Strategy.

Prior to joining Artisan Partners in April 2006, Ms. Negrete-Gruson was the portfolio manager for DuPont Capital Management’s emerging markets equity portfolios. Before assuming responsibilities as portfolio manager, she was an international equity analyst at DuPont covering the developed Asia-ex Japan region. Earlier in her career, she was a foreign exchange trader for Banco Ganadero in Bogotá, Colombia.

Ms. Negrete-Gruson holds a bachelor’s degree in finance and international relations from Universidad Externado in Colombia and a master’s degree in business administration from Columbia Business School. She is fluent in Spanish and Portuguese. Negrete-Gruson has 29 years of investment experience.

Matt Orsagh
Director of Capital Markets Policy and Head of ESG Thought Leadership Development
CFA Institute

Biography

Matt Orsagh, CFA is Senior Director, Capital Markets Policy where he focuses on corporate governance and ESG issues. Matt has written a number of research reports on the topics of governance and ESG integration including an influential set of reports on ESG integration published in 2018 – 2019. Matt has authored a report on climate change that will be published in September 2020.

Matt is a member of the Diversity Project North America, a Nicsa initiative aimed at accelerating progress toward a diverse and inclusive asset management industry.

Mila Skulkina
Portfolio Manager Emerging Markets Fixed Income
Lord Abbett & Co.

Biography

Mila Skulkina is a Portfolio Manager at Lord Abbett, focusing on Emerging Market fixed income strategies.  Prior to joining Lord Abbett in 2013, Ms. Skulkina was a Research Analyst at Sanders Capital working across long-only, long/short, and multi-asset portfolios. Previously, she was a Strategy Consultant at Bain & Company and an Investment Banking Analyst at Merrill Lynch. 

She has 18 years of investment experience and holds an MBA from the UCLA Anderson School of Management. She received her undergraduate degree in business economics from UCLA, graduating summa cum laude. Additionally, Ms. Skulkina is a holder of the Chartered Financial Analyst (CFA) designation. 

Natalie Kenway
Editor
ESG Clarity

Biography

Natalie Kenway has been a journalist covering the retail asset management industry for almost 15 years. She spent much of this time at Incisive Media where she worked her through the ranks to acting editor, but also spent time at Fund Strategy and Research in Finance.

She joined Last Word Media as editor of ESG Clarity in February 2020. She has a particular passion for supporting greater diversity within the investment and savings sector.

Niamh Fitzgerald
Managing Director – Head of Client Management
BMO Global Asset Management U.S.

Biography

Niamh is the head of client management at BMO Global Asset Management (U.S.). Her responsibilities include the oversight and development of the firm’s client engagement and client service strategy across our institutional client base in North America. She joined the company in 2018. 

Prior to joining the company, Niamh was a managing director and head of client engagement at State Street Global Advisors where she led client engagement strategy across the full lifecycle of institutional clients’ experience in the Americas. Prior to this, she worked with Aalto Invest, a boutique asset management firm, where she was responsible for the development of the client and distribution strategy globally. Previously, she was a senior client relationship manager with Legal and General Investment Management in London and Chicago, where she played a key role in implementing their customized client solutions with a focus on active fixed income and LDI. Niamh began her career in the financial services industry in 2006 with KBC Asset Management. 

Niamh holds a Bachelor of Commerce from the National University of Ireland, Galway and an MSc in Finance from the University of Limerick, Ireland. She is a member of the Diversity Project North America, a Nicsa initiative aimed at accelerating progress toward a diverse and inclusive asset management industry.

Nidhi Chadda
Founder and CEO
Enzo Advisors

Biography

Nidhi is a seasoned generalist growth investor and Board advisor to early-stage companies, with a decade of experience investing in public markets.  She is the Founder and CEO of Enzo Advisors, a boutique global advisory firm focused on helping early-stage growth companies build best-in-class sustainable business models.  

Nidhi serves on several advisory boards and investment committees at angel associations and venture funds, is a sector lead at Harvard Business School Alumni Angels of Greater NY, and a mentor at various tech accelerator platforms.  Nidhi was formerly a portfolio manager at RBC Global Asset Management focused on US small and mid-cap growth equities, where she spearheaded the initiative to drive ESG integration across investment processes.  She has 20+ years of experience as an investment banker, strategic consultant, and investor.  

Nidhi is also actively involved with a number of diversity initiatives, including co-hosting a Women in Tech series through Harvard Business School Women’s Association of Greater New York where she is currently a Board member.  She earned an MBA from Harvard Business School and a BS in Economics from Wharton, University of Pennsylvania. 

Paul Olschwanger
Associate Partner, Strategic Initiatives & Human Capital Development
Aon

Biography

Paul provides senior-level support of Aon’s most important strategic initiatives (leveraging and monetizing investment consulting best practices), human capital development (performance coaching, mentoring and recruiting) and one of many passionate leaders helping to drive Diversity and Inclusion within multiple business segments and locations. In addition, Paul serves on Aon’s North American Investment Consulting People Initiatives Committee and is one of 15 global facilitators to help leaders bring the best of Aon to our clients. 

Paul is a member of the Diversity Project North America, a Nicsa initiative aimed at accelerating progress toward a diverse and inclusive asset management industry. 

Rupal Bhansali
CIO of Global Equities
Ariel Investments

Biography

Rupal is chief investment officer and portfolio manager of Ariel’s international and global equity strategies. In this capacity, she manages over $6 billion in portfolios for both institutional and retail clients.

Rupal Bhansali’s career and investment approach can be described in one word – “Unconventional.” Unlike most long-only managers, Rupal’s buy-side career began over 20 years ago on the long-short side, at Soros Fund Management. This formative experience taught Rupal how to think about both the long and short side of the trade. Rupal credits her uncommon investment success to her uncommon investment process – one where non-consensus thinking and the courage to go against the grain play a pivotal role. It is not surprising that Barron’s christened her a “Global Contrarian,” Forbes called her a “Global Guru,” and PBS’s Consuelo Mack referred to her as an “unconventional thinker.”

In January 2019, Rupal became the newest member of the prestigious Barron’s Investment Roundtable, which showcases “10 of Wall Street’s smartest investors.” Rupal was named the 2019 North America Industry Leadership Honoree by 100 Women in Finance, a global network of professional women and men in the finance and alternative investment industries. She is also the author of the book, Non-Consensus Investing: Being Right When Everyone Else Is Wrong, published by Columbia Business School Publishing.

Rupal earned a Bachelor as well as a Master of Commerce in finance from the University of Mumbai. She later earned an MBA in finance from the University of Rochester, where she was a Rotary Foundation Scholar.

Shaheen Contractor 
ESG Research Analyst
Bloomberg LP

Biography

Shaheen Contractor is an Environmental, Social and Governance (ESG) Research Analyst for Bloomberg Intelligence, a platform that provides research on industries, companies, government, litigation and the economy, available on the Bloomberg Professional Services at BI<GO>. Her research efforts include analyzing the performance of ESG Indexes and funds, material ESG risks and opportunities, the impacts from a low carbon transition, and company performance on the UN Sustainable Development Goals.

Ms. Contractor has a Master of Science degree in Sustainability Management from Columbia University and a Bachelor of Business Administration (BBA) degree from Symbiosis International University.

Shamaila Khan
Head-EM Debt Strategies
AllianceBernstein

Biography

Shamaila Khan is Head of AB’s Emerging Market Debt strategies, responsible for the management and strategy implementation of all portfolios within the Emerging Market Debt platform. She had shared responsibility for the management and oversight of the firm’s hard- and local-currency emerging-market strategies until 2018, when she was named sole Director, reporting directly to AB’s Co-Heads of Fixed Income, Gershon Distenfeld and Scott DiMaggio.

Khan also serves as a member of the Emerging Markets Multi-Asset Portfolio team. Given her involvement managing global credit and equities, she brings an established view of fundamental success factors on both sides of the spectrum.

Khan joined AB in 2011 as a senior vice president and portfolio manager, focusing on emerging-market corporate and quasi-sovereign issuers across all the firm’s Emerging Market Debt and Credit strategies. She has been actively managing and evaluating corporate and sovereign emerging-market debt issuance since 1997 and has participated in a number of emerging-market panels at investment conferences worldwide. Prior to joining AB, Khan served as managing director of emerging-market debt for TIAA-CREF. She is the author of several published papers and blogs, and has appeared in a wide range of global financial publications, including Barron’s, Citywire, Financial Times and Seeking Alpha, among others.

Khan is also a trusted guest commentator on financial television programs and has appeared on Bloomberg TV to discuss headlines affecting emerging markets, from Turkey’s political crisis and Russian sanctions to Venezuela’s economy and geopolitics in developing nations. In 2019, she received a Top Women in Asset Management Award from Money Management Executive.

Khan holds a BBA from Quaid-i-Azam University, Pakistan, and an MBA (with honors) from the Leonard N. Stern School of Business at New York University. Location: New York. 

Shundrawn Thomas 
President
Northern Trust Asset Management

Biography

Speaker information coming soon.

Tali Shlomo
Former Global People Engagement Director
Chartered Insurance Institute/ Personal Finance Society
 

Biography

An internationally recognized HR Director, Diversity & Inclusion (D&I) and Wellbeing thought leader whose achievements were recognized in the 2020 Insurance Business Global 100 influential people for creating inclusive workplace cultures. Shortlisted for Women In Finance Awards 2020 – Ambassador of the Year for her work in supporting women in the workplace and gender equality. Shortlisted for Diversity Champion of the Year 2020 – Financial Adviser Diversity in Finance Awards. 

Adviser to CEO and Board, leading organizational design requirements to ensure profitable and strategic business targets are met. Led a multi-discipline HR function including organizational design, reward, learning & development, employee relations, engagement and culture.

Successful track record in business and cultural transformation having set up global operations across AsiaPac, South Asia and Middle East ensuring operational and cultural alignment through a cohesive people strategy.  Creates a progressive, agile and commercial people strategy to ensure an enriched, inclusive culture.

An acknowledged D&I specialist who has sat on several insurance and financial services market led diversity, inclusion and wellbeing advisory groups and committees’, a regular spokesperson at events and panel sessions.  Regularly quoted in the trade press on progressive HR strategies, D&I, wellbeing and talent.  Tali is also a judge on several market awards from Chartered Institute Personnel and Development (CIPD), Insurance D&I, Business Culture and Mental Health and Wellbeing.

Vrinda Menon
Asset and Wealth Management Technology
JPMorgan Chase & Co.

Biography

Vrinda Menon is the Chief Technology Officer for Operations and Client Services for the J.P. Morgan Private Bank. In this role, she is responsible for delivering state of the art, transformational solutions to help provide first-class service to the firm’s  clients. Vrinda is also the co-head of Diversity for Asset & Wealth Management Technology.

Prior to joining J.P. Morgan, Vrinda was a Managing Director at Goldman Sachs and responsible for multiple Global Technology functions, including Margin & Collateral Management, Payments, Client Onboarding, Funding, Liquidity and Ledgers. In addition, she served as co-head of the firm’s Asian Professional Network.

Vrinda holds a master’s degree in Management Sciences and a Master of Science in Software Systems. She lives in New York with her husband and two children. In addition to her interest in all aspects of Technology, she loves traveling, cooking, and interior decoration.