Moving Past "Making the Case" for Gender-Smart Investing

Friday, 2 nOVEMBER

1:45-3:00pm

Location: ulster

 

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Moderator: Jacki Zehner, Women Moving Millions

Conversation Starters:

Deborah Christie, Cambridge Associates

Lawler King, League of Allies

Olga Miler, Innovation Architect

Session Description:

How do we move past “making the case” for gender-smart investing? It is likely most of us understand the value of, and urgency for, gender-smart investing. Yet there remain significant barriers to engagement and activation amongst internal and external stakeholders. This session will quickly frame some of those barriers and move us toward shared solutions and strategies.

Resources:

Gender Lens Investing - Impact Opportunities through Gender Equity

Bios:

 Jacki Zehner

Jacki Zehner

 Deborah Christie

Deborah Christie

 Lawler King

Lawler King

 Olga Miler

Olga Miler

Jacki Zehner dedicates her time and resources towards the advancement of women and girls. As the President of The Jacquelyn and Gregory Zehner Foundation, a role she has held for the past 20 years, Jacki funds and champions a wide variety of projects and organizations, with a particular focus on women's rights, women's entrepreneurship, philanthropic movement building, and social issue media. Jacki is...

...the Co-Founder and Founding President of Women Moving Millions (WMM), a community of over 300 members who have collectively given over $1 billion to organizations and programs that focus on females, making WMM the largest philanthropic network in the world of women funding women. Jacki remains a board member of WMM and served as its Chief Engagement Officer from 2012-2016. Prior to her philanthropic focus, Jacki was a Partner and Managing Director at Goldman Sachs, where she was the youngest woman and first female trader to make partner. In addition to her work with WMM, Jacki serves on a number of boards and advisory committees, and is an active writer, speaker, and consultant on topics relating to women and wealth, philanthropy, and leadership. She is a featured Influencer on LinkedIn, attracting over 600,000 subscribers to date, and has been recognized for her leadership with many awards, including being named to the 2015, 2016, and 2017’s Economist’s Global Diversity List as a top 50 diversity figure in public life, being profiled for MAKERS, and has been recognized as one of the top 50 most powerful women in US philanthropy.

Deborah Christie is a Managing Director in Cambridge Associates’ Arlington office. She specializes in manager research for U.S. and Canadian equities and index funds. She also specializes in Women & Diverse managers and Gender Lens investing. Prior to rejoining Cambridge Associates in 2011, Deborah co-founded...

...Great Oak Investment Management. As Director of Research and Chief Compliance Officer, Deborah oversaw the firm’s research efforts on small-cap equities and managed the firm’s compliance program. Before starting her own firm, she was a research consultant at Cambridge Associates, where she identified and monitored equity managers and funds. In addition, Deborah spent several years at consulting firms where she valued businesses and assets for merger and acquisitions, stock option valuations, venture capital analysis, Employee Stock Ownership Plans (ESOP), estate and gift tax planning, and litigation.

Lawler Kang is the Founder of League of Allies, a professional services firm that builds equity via gender parity, balance and inclusion. We believe gender synergy is the key to superior financial, and ESG, results. We provide...

...executive and board briefs re: the accretive power of gender synergy, gender lens diagnostic and due diligence products for both corporations and investors, Inclusion & Diversity program guidance, and workshops. Prior to starting The League, Lawler served in positions such as Chief People Officer in technology companies, Managing Director of a global consulting practice, a variety of executive positions running turnarounds, Partner in an executive search practice, and a stint doing M&A strategy consulting. He started his career in a Customer Service position at a Japanese multi-national while simultaneously running a socially responsible import firm out of Yogyakarta, Indonesia. He has also written two books, Passion at Work (Pearson Prentice Hall), which led to an engagement and belonging workshop business servicing firms such as Cisco, HP, and Pfizer,and The E Ticket, a fictional thriller with 200+ footnotes that has been hailed as being “a groundswell for the next wave of feminism.” Lawler earned a MBA in Entrepreneurial Management and Finance from The Wharton School of the University of Pennsylvania and a BA in International Studies from Vassar College.

Olga Miler is a marketing and innovation expert, and a specialist in gender-lens investing, and women and finance. She is co-founded and developed UBS’ Wealth Management segment strategy for women. This groundbreaking program has...

...pledged to better serve female clients; increase one million women’s financial confidence; and help the UN reach its Sustainable Development Goal number 5 – to achieve gender equality and empower all women and girls. Under Olga’s leadership, the program reached 27 million people worldwide in its first year and generated a gender-smart financial product with over 100m CHF in AuM in only 8 months. Olga regularly speaks about gender equality, financial confidence and female empowerment; and has been the program’s face for BBC News, CNBC, the Financial Times, The Times, Bloomberg and The Guardian. Olga’s awards and achievements include a place on the International Finance Center Power Women Top 200 list; being nominated for Gender Diversity Role Model of the Year (Magic Circle Awards ‘18); Disruptor of the Year 2018 (Women in Finance Awards ‘18), recognized as International Game Changer (ACQ ‘18) and nominated as Inspirational Women of the Year (upcoming Power Women Awards). She also received the UBS Entrepreneur of the Year 2015 Award and Innovator of the Year 2016 Award.