WIS '22 Agenda

4th Annual WIS

Notre Dame's Professional Investing Summit

Thursday, February 10 - Friday February 11, 2022

Thursday, February 10  |  Jordan Auditorium, Mendoza College of Business

4:00 – 5:00 pm | Student Stock Pitch Competition Sponsored by William Blair

In Partnership with the ND Investment Club


5:30 – 6:30 pm | Keynote: Mala Gaonkar, Founder, Surgo Capital

Moderated By: Ana Marshall, CFA, Chief Investment Officer, William & Flora Hewlett Foundation


6:45 – 9:00 pm | Networking Dinner (By Invitation Only)

Friday, February 11  |  Dahnke Ballroom, Duncan Student Center

8:00 – 8:15 am | Welcome Remarks: Martijn Cremers, Martin J. Gillen Dean, Bernard J. Hank Professor of Finance, Mendoza College of Business


8:15 – 9:00 am | Keynote: Rosie Rios, 43rd Treasurer of the U.S., Chief Executive Officer, Red River Associates

Moderated By: Katie Koch '02, Chief Investment Officer, Public Equity, Goldman Sachs Asset Management


9:00 – 9:45 am | Panel: Creating an Investment Edge in Public Markets

Liz BarneyPartner, Beck, Mack & Oliver

Laura Destribats, Managing Director, Portfolio Manager, Global Equity, Goldman Sachs Asset Management

Debra Netschert, Managing Director, Portfolio Manager, Jennison Associates

Moderated By: Jessica Mattes '06, Vice President, Private Wealth Advisor, Goldman Sachs


9:45 – 10:30 am | Keynote: Olga Bitel, Global Strategist, William Blair

Moderated By: Lauren Thompson '11, CFAInvestment Portfolio Manager, William Blair


10:30 – 11:15 am | Keynote: Teresa O'Flynn, Managing Director & Founding Member, Decarbonization Partners, BlackRock

Moderated By: Student Panel, Dublin, Ireland


11:15 – 11:45 am | Case Study

Sophie Cougle, Vice President, Sixth Street

Alyana Verjee, Associate, Sixth Street


11:45 am – 12:30 pm | Panel: Private Equity Trends

Elizabeth Davis '12, Principal, Female Innovators Lab at Anthemis Group

Lisa Lee, Managing Director, PSG & Providence Equity Partners

Jennifer Reid, Partner, L Catterton

Moderated By: Kristina Pierce '05, CFAManaging Director, Private Equity, Mesirow Financial


12:30 pm | Closing Remarks: Patty Brady '00, CFA, Director of Strategic Projects, Notre Dame Institute for Global Investing


Wis 22 Sponsors