MAY 16, 3:00PM
MAY 17, 11:00AM
MAY 17, 12:00PM
MAY 17, 1:00PM
AGENDA HIGHLIGHTS
Business Advancement: The WOCII Ecosystem - Doing Business Together - Strategic Partnering
Dive into the WOCII Ecosystem as we share deals and partnerships we've forged and learn how we leverage our powerful network for even greater success. Get ready for insights and strategies that'll have you eager to collaborate like never before!
Business Advancement: Supporting Women Launched Firms
Unlocking the full potential of women fund managers requires a concerted effort. In this interactive discussion, we will explore innovative ways to share resources to support the growth of women-led funds. sharing best practices and insights to providing access to capital, talent, and networks, collaboration is key to overcoming barriers and accelerating the success of women fund managers.
Personal Advancement: Converting Income to Wealth - Establishing an Investment Consortium
Discover the power of pooling resources in an investment consortium to access new opportunities, diversify portfolios, and mitigate risks. Let's journey together towards financial independence and prosperity.
Business Advancement: SWAP – Sharing with A Purpose
Exchange ideas, insights, and opportunities that could shape your business, professional or personal future. We will break out into small groups, ensuring meaningful interactions tailored to your interests. Whether you are seeking collaborations, partnerships, or simply looking to expand your network, this session is designed to help us do more business together.
Prepare to be immersed in an atmosphere of advancement and inspiration as we exclusively gather a select group of trailblazing senior women professionals from every corner of the investment industry, including LPs, GPs, consultants, and service providers.
This isn't just another event; it's a meticulously curated CONCLAVE, designed to ignite business collaboration, fuel personal and professional development, and promote wealth creation, all while tackling some of the unique challenges faced by WOC in the investment industry.
EVENT SPEAKERS
Cathleen Trigg Jones, Life and Business Coach, Award Winning Journalist
Shirley G. McAlpine, Self-Empowerment & Self-Care Coach; Founder, Shirley McAlpine & Associates
Renae Griffin, Co-Founder, WOCII; Managing Director, GCM Grosvenor
Carmen Ortiz-McGhee, Chief Operating Officer, National Association of Investment Companies
Johnita Mizelle, Managing Partner, Onyx Capital Advisors
Nia Gandy White, Co-Founder, Managing Partner, Arc Advisors
Angela Outlaw-Matheny, Director of Diverse Manager Equity, Crucial Partners LLC
Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund
Carra Wallace, Founder and CEO at Optimized Diversity Solutions
Machel Allen, CFA, President & CIO, Metis Global Partners
Kim Lew, CEO, Columbia Investment Management Company
Taffi Ayodele, Director of DEI & Emerging Manager Strategy, Office of NYC Comptroller
Jessica Holsey, Managing Director, GCM Grosvenor
Betina Dowdell, Client Development Director for Wealth Management USA, UBS
Angelique Brunner, Founder, EB5 Capital
Kirk A. Sykes, Co-Managing Partner, Accordia Partners, LLC.
Pamela Robertson, Partner, Squire Patton Boggs LLP
Tosh Ernest, Head of Catalyst 2045, SVB, A Division of First Citizens Bank
Lola C. West, Chairwoman, Chief Culture Officer, Co-Founder, Westfuller, Advisors, LLC
Sara Zulkosky, Co-Founder, Recast Capital
Kerstin Dittmar, Founder & Managing Parter, L2 Point
Diane T. Ashley, Founder and CEO, DTA Diversity Counts
Carmen Sierra, Treasurer, City of Hartford
Tiffany Junkins, Executive Director, Municipal Employees’ Annuity and Benefit Fund of Chicago
Debra Draughan, Head of Investor Relations, Atlantic Street Capital
Dr. Tegan Moore, ND, Executive Medical Director & CoFounder, Wheelhouse Center for Health and Wellbeing
HOW TO SECURE YOUR SEAT
REGISTER AND VIEW THE SCHEDULE:
Use the link below to register now. Space is limited!
RESERVE YOUR STAY:
Reserve your stay at the beautiful Crystal Spring Resort, Hamburg, NJ by May 2, 2024. Call 866-921-0422 ext 2. and mention "WOCIIGroup Retreat OR visit,
https://bit.ly/WOCII for direct booking.
All reservations are self pay. Room cost is $249 per night (excludes taxes). Double rooms available for pairing up. A deposit of one-night's room and tax is charged at time of booking. Limited rooms available!
GET EXCITED:
We can't wait to see you on May 16-18 for 2 days packed with business, professional, and personal advancement!
Questions? Email Jaye Washington, jwashington@naicpe.com
GET REGISTERED
OUR SUPPORTERS
Note: Event attendance is by invitation only. Invitations are non-transferable.
Sponsorship Questions? Email Nia Gandy White, ngandy@naicpe.com
