Let's invest in public companies that are good for women:
How can data help us identify them?  

THURSDAY, 1 nOVEMBER

2:00-3:15PM

Location: ulster

 

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Moderator: Ruth Shaber, Tara Health Foundation

Conversation Starters:

Jo Andrews, Equileap

Rachel Robasciotti, Robasciotti & Phillipson

Rachel Whittaker, UBS

Session Description:

How do we determine which public companies are good for women? We have a growing body of data, but critical gaps remain. Come discuss the current state of the data, how we can use it to optimize our public investing strategy, and help us identify what is missing.

Bios:

 Ruth Shaber

Ruth Shaber

 Jo Andrews

Jo Andrews

 Rachel Robasciotti

Rachel Robasciotti

 Rachel Whittaker

Rachel Whittaker

Ruth Shaber MD is the founder and president of the Tara Health Foundation, which promotes health, well-being and opportunity for women and girls through innovative evidence-informed programs. She started her career as...

...an Obstetrician and Gynecology at the Kaiser Permanente South San Francisco Medical Center in 1990. From 1997 to 2003, she served as chief of Obstetrics and Gynecology and from 2001 to 2007 she served as the director of Women’s Health for the Northern California division of Kaiser Permanente. She is also the founder of the Women’s Health Research Institute in Kaiser Permanente’s Northern California Region. Ruth was the Medical Director at the Kaiser Permanente Care Management Institute (CMI) from 2007 to 2012. At CMI she worked with Kaiser Permanente's regional and national leaders to apply the best evidence and successful systems approaches to create reliable clinical performance. Ruth received her B.A. from Yale University and her medical degree from the University of Pennsylvania. She served her residency in Obstetrics and Gynecology at the University of California in San Francisco.

Jo Andrews is Co-Founder and Director of Social Impact at Equileap, a social venture that aims to accelerate gender equality in the workplace using the power of investments, knowledge and donations. Equileap (www.equileap.org) is recognised for...

...its global expertise on gender balance and gender equality in public companies. It publishes an annual Gender Equality Global Report and Ranking, which lists the Top 200 companies globally for gender equality. Its database is used to create change in companies around the world, and as the basis for new financial products that enable investors to align their values with their funds. Equileap seeks to grow the global community of investors using a gender lens to create impact and generate a return. Jo was previously Founder and Director of Ariadne, a network for European social change and human rights donors. The aim of Ariadne, which has over 700 members, is to increase the impact and effectiveness of social change funding in Europe by providing better information and skills for donors. Jo was also the first Director of the Sigrid Rausing Trust, a British based foundation that gives away over £20 million a year to support human rights, women’s rights, migrant rights, and environmental projects.

Rachel Robasciotti is the founder of Robasciotti & Philipson, an independent, progressive wealth management firm in San Francisco. Rachel started the company in 2004, at the age of 25, and is proud to have built a firm founded, led, and staffed entirely by women, people of color, and members of the LGBTQ+ community. Rachel is also the co-founder of RISE (Return on Investment & Social Equity), a set of investment ...

...portfolios that uses a first-of its-kind community-developed social screen, which among others, includes screens for racial justice, occupied territories, and gender equity. Among her many recognitions, Rachel was named one of Financial Advisor Magazine’s 10 Young Advisors to Watch in 2017 and, after more than a decade of providing clients with independent and impartial advice, she is currently featured in a national television and print advertising campaign by Schwab Advisor Services. As a founding member of the Women’s Wealth Initiative, a nationwide group of female wealth managers in the US, Rachel is especially proud of serving as a role model and creating pathways for more women and people of color in personal finance. Rachel holds a bachelor’s degree from the University of California, Berkeley where she studied Economics.

Rachel Whittaker is a Sustainable Investing (SI) Strategist at UBS Global Wealth Management's Chief Investment Office. Her expertise includes public equity SI fund solutions, integration of ESG into stock selection, gender lens investing, and...

...she is also a spokesperson for the UBS Women's Segment client strategy. Rachel started her career in 1996 as a trainee accountant, before moving to the investment industry in 2000 as an equity analyst at Merrill Lynch and Morgan Stanley in London. In 2007 she joined the Responsible Investment team of Mercer Investment Consulting to build up the manager research capability for SI funds. Now resident in Switzerland, she worked with the UN PRI, and Swiss asset managers Vontobel and RobecoSAM before joining UBS in June 2017. A graduate of the University of Cambridge, Rachel earned an MSc in Corporate Environmental Management from the University of Surrey, is a CFA charter holder, and currently sits on the Analyst Advisory Committee of the UK Sustainable Investment & Finance Association. She is passionate about the mobilization of capital towards sustainable development goals, and, as a parent to two children, is committed to securing the livelihood of future generations and empowering them with the values to facilitate it.