WIS '20 Agenda

2nd Annual Women's Investing Summit

Friday, February 28, 2020 7:30 a.m. to 4:00 p.m.

7:30 – 8:15 am

Networking Breakfast

8:15 – 8:20 am

Welcome & Introductory Remarks

Dr. Kristen Collett-Schmitt, Associate Dean for Specialized Master's Programs & Associate Teaching Professor, Notre Dame

Molly McDonnell ‘99, Managing Director & CFO, Lone Pine Capital, NDIGI Advisory Board Member

8:20 – 8:50 am

Industry Insight: Investing on Purpose

Speaker Introduction: Katherine Berry Templin ‘89, Senior Vice President, Northern Trust

Ellen Quinn Bockius ‘01, Managing Director, BlackRock Investments*

Mary Collins White ‘90 MBA, Managing Director, BlackRock Investments*

8:50 – 9:35 am

Panel: Value Creation Through Active Management: Inside Insight from Venture to PE

Kathryn Cavanaugh ‘97, Managing Partner, Capstar Ventures

Dr. Sandra Coufal ‘86, Managing Director, Sibling Capital

Lisa Ondrula, Partner & Co-Head of the Operations Management Group, The Jordan Company

Moderated by: Erin Bellissimo, Managing Director, Notre Dame Institute for Global Investing

9:35 – 10:20 am

Executive Spotlight: The Future of Asset Management - Sustainability, Stewardship, & Returns

Wendy Cromwell, Vice Chair, Senior Managing Director & Partner, Wellington Management**

Moderated by: Molly Shannon ‘88, Partner & Director, Wellington Management**



10:30 – 11:00 am

Investment Case Study: Analyzing Spotify

Speaker Introduction: Dr. Stephannie Larocque, Associate Professor of Accountancy, Notre Dame

Jennifer Walsh ‘14, Vice President, Sixth Street Partners**

11:00 – 12:00 pm

Luncheon Keynote: A Fireside Chat with Kathy Murphy: Investing for Your Future

Kathleen Murphy, President, Personal Investing at Fidelity Investments

Moderated by: Nikki Kraus ‘94, Managing Director, Strategic Investment Group

12:00 – 1:00 pm


1:00 – 1:45 pm

Afternoon Keynote: Key Trends Driving Tomorrow’s Equity Markets

Speaker Introduction: Amy Brown ‘97, Managing Director, Goldman Sachs Asset Management*

Katie Koch ‘02, Co-Head of Fundamental Equity, Goldman Sachs*

1:45 – 2:30 pm

CIO Spotlight: Allocators - What is the Job and Where are the Investment Opportunities?

Collette Chilton, Chief Investment Officer, Williams College Investment Office

Catherine Molnar ‘93, Executive Director, CHS Management

Kim Sargent, Chief Investment Officer, Packard Foundation

Moderated by: Lauren Godlasky ‘08, Director of Client Relations, Gotham Asset Management

2:30 – 3:15 pm

Panel: It’s Not Just About Stocks - Real Assets to Credit and the Nuances in These Markets

Maggie Arvedlund, Managing Partner, Turning Rock Partners

Jacquelin Salon ‘09, Vice President, Bain Capital Real Estate

Corinne Still, Principal, Apollo Global Management

Moderated by: Patty Brady ‘00, Investment Manager, ND Investment Office

3:15 – 3:45 pm

Fireside Chat: A Portfolio Manager’s Perspective

Kelly Granat, Portfolio Manager & Analyst, Lone Pine Capital

Moderated by: Molly McDonnell ‘99, Managing Director & CFO, Lone Pine Capital, NDIGI AB

3:45 pm

Closing: Erin Bellissimo, Managing Director, Notre Dame Institute for Global Investing

*Premier Sponsor **Gold Sponsor