Date post: | 28-Mar-2016 |
Category: |
Documents |
Upload: | robert-toigo-foundation |
View: | 220 times |
Download: | 5 times |
Bre akThroug h
Bre akThroughBre akDecember 8, 2011 Waldorf=Astoria New York
wisdomwisdomwisdomUnlimited Networking Potential.
Hundreds of Inspiring Moments.
Dozens of Industry Pioneers.
Table of ContentsWelcome
Program Sponsors
Pioneers of Progress
Program
Speakers and Panelists
1
2
4
6
8
1GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
wisdomwisdomWelcome to Groundbreakers—Toigo’sfirstannualwomeninleadershipsummit—underscoringtheFoundation’scommitmenttofosteradvancementamongwomenleaders.
TheenergyforGroundbreakersisfueledbyourrecognitionofourFounder,SueToigo,whosegroundbreakingeffortsoverthepast25yearstopassionatelyadvocatefortheacademicandcareeraspirationsofthousandsofyoungminoritymenandwomenhasexponentiallybenefittedthefinanceindustrythroughthebrillianceofthoseindividualswhocarrythedistinctionofToigoFellow.Someofthosewonderful,newgenerationleaderswillbefeaturedintoday’sprogram.
Ourprogramfocusesonpersonalachievementandresults.Wearehonoredtofeatureanimpressiverosterofprominentgroundbreakers—womenfromindustry,governmentandphilanthropicventureswhowillsharestoriesofleadership,learningandlife.Thecombinationofinteractivesessions,thought-provokingspeakersandpanelshasbeendesignedtoenhanceyourinsightsandchallengeyourthinking.
For20+years,theToigoFoundationhashelpedbringgreaterdiversityintothefinanceindustryandareasofbusinessthatcontroltheflowofcapital.OurGroundbreakersSummitisbuildingonthatexperiencetofosterconversationsandconnectionsthattranscendindustrylines—animportantelementofleadershipintoday’senvironment.
Withwomenleaders—andthoseontheirway—intheroom,weencourageopensharingofknowledge.Throughoutthedaywewillexploreimportantstepstodrivechangeandopendoorstonewconnections,opportunitiesformentoringandsponsorshipandexpansionofyourleadershipprofile.
OnbehalfoftheToigoteamandourBoardofDirectors,Ithankyouforbeingapartofthe2011GroundbreakersSummit.
Nancy A. SimsPresident & CEO |ToigoFoundation
welcome
2 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Sponsors for Educational Opportunity (SEO) is pleased to be a marketing
partner of the 2011 GROUNDBREAKERS Women in Leadership and congratulates Toigo on this important summit.
Since its founding in 1963, SEO has made a lifetime of achievement possible for the most talented and motivated students from underserved and underrepresented communities.
www.seo‐usa.org
LAUNCH PARTNER
SUPPORTING PARTNERS
CONTRIBUTING SPONSORS BlackRock RG & Associates Starwood Capital Group UBS
The Toigo Foundation gratefully acknowledges its 2011 Groundbreakers sponsors for their support of this important initiative dedicated to the advancement of mid- and senior-level women.
Program Sponsors
3GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Credit Suisse believes supporting the pursuit of equality for women in finance is one of the best investments we can make.
credit-suisse.com
Breaking new ground, demolishing old habits.
©2011 CREDIT SUISSE GROUP AG and/or its affiliates. All rights reserved.
TOIGO Final Groundbreakers.indd 1 11/22/11 10:57 AM
4 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Sue ToigoFounderandBoardMemberRobertToigoFoundation
Solange F. BrooksPortfolioManager,InvestmentsExecutiveUnitCalSTRS
pioneers of progress
Ginger LewSeniorCounselortotheWhiteHouseNationalEconomicCouncilandSBAAdministrator
Kelly M. WilliamsManagingDirectorandHeadofCustomizedFundInvestmentGroupCreditSuisse
The Honorable Denise L. NappierTreasurerStateofConnecticut
Valerie Lancaster BealSeniorVicePresident-DirectorofInvestmentBankingOperationsandStrategic PlanningM.R.Beal&Company
Sandra HorbachManagingDirector,HeadofGlobalConsumerandRetailGroupTheCarlyleGroup
Maeley L. TomPresident Tom&Associates
5GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
The Toigo Institute gratefully acknowledges these Pioneers of Progress—a select group of senior finance leaders committed to the advancement of women and the launch of Groundbreakers.
Raudline EtienneSeniorDirectorAlbrightStonebridgeGroup
Carla HarrisManagingDirectorMorganStanleyInvestmentManagement
Shelley SmithPresidentandGeneralCounselGrayShellConsulting
Anne StausbollCEOCalPERS
Elizabeth SmithSeniorManagingDirector—PublicFundsAllianceBernstein
Virginia (‘Ginny’) Clarke President & CEOTalentOptimizationPartners
6 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
7:00am – 8:30am
8:30am – 8:35am
8:35 – 8:50am
8:50am – 10:45am
9:55am–10:45am
10:45am – 11:15am
11:15 – 12:15pm
Moderator
Registration and Networking
Welcome | Nancy Sims, President & CEO | Toigo Foundation
Introduction | Women—The Engine of the New EconomyKelly Williams, Managing Director, Head of Customized Fund Investment Group | Credit SuisseGroundbreakers | Pioneer of Progress
Keynote | Rosa “Rosie” Rios, Treasurer of the United StatesIt’sRios’signatureonyourcurrency—andherleadershipanddrivethatisexpandinggreateraccesstocapitalforwomen-runbusinessesacrossthecountry.Herbackgroundinpublicservice(inDCandAlamedaCounty)andwithatoprealestateinvestmentfirmprovidesRioswithaninvaluableperspective.
Introduction | Women in the LeadLisa Rickert, Director | The Clinton Global Initiative InternationalLisaRickertcametotheWilliamJ.ClintonFoundationinthespringof2005,servingasanintegralmemberofataskforcefocused on exploring the issues ofwater and sanitation in the developingworld. She continued thiswork as a seniormemberoftheteamthatlaunchedtheClintonHunterDevelopmentInitiativeinMalawiin2006.
Charlotte Relyea, Principal | McKinsey & Co.When senior leaders commit themselves to gender diversity, they reallymean it—but still, deeply entrenched beliefscancauseoldbehaviorstoresurface.McKinsey’sresearchshowsexecutivesperceivewomenasagreaterriskforseniorpositions,yettheydolittletoimprove“theodds”forsuccess.Relyeawillleadadiscussionofhowthiscyclemustchange.
Raudline Etienne, Toigo Alumna | UC Berkeley Haas School of Business, Class of 1994Senior Director | Albright Stonebridge Group | Groundbreakers | Pioneer of ProgressRecognizingthedifferencebetweenrespectandresponseisjustthefirststepinbuildingaprofessionalnetwork.Etiennewill share insights into the challenges—and rewards—ofbuilding a trustednetwork.We’ll hearher approach, and thelessonsshehaslearnedalongtheway.
Jacqueline Novogratz, Founder & CEO | Acumen FundJacquelineNovogratzandherteamattheAcumenFundhaveapprovedover$70millionofinvestmentsin65companiesthathavetouched86millionlives.HerinspiringstoriesofworkinAfricaasaconsultantfortheWorldBankandforUNICEF,and founding Duterimbere, Rwanda’s firstmicrofinance institution showcase how one personwith determination canmakeadifference.Shewillsparkideasandinspirationforusall.
Women in the Lead: Q & A
Networking Break | Sponsored by RG & Associates
360 Leadership PanelAswomen—andwomenofcolor—wehaveuniquecapabilitiesofdetermination,self-reflectionandfearlessnessthathavemadeussuccessfulinbusiness.Wewillprobetheseaspectsthatshapeourrolesasleaders--andmore.
Virginia “Ginny” Clarke, President & CEO | Talent Optimization Partners | Groundbreakers | Pioneer of Progress
Erika Irish Brown, Diversity Recruiting & Program Management Executive | Bank of America Merrill Lynch
Nili Gilbert, Toigo Alumna | Columbia Business School, Class of 2003 | Co-Founder | Matarin Capital Management
Leslie Hale, Toigo Alumna | Harvard Business School, Class of 2001 | CFO | RLJ Lodging Trust
Jane Hyun, Founder and President | Hyun & AssociatesLeadership Strategist, Author | Breaking the Bamboo Ceiling
Ana Duarte McCarthy, Managing Director and Chief Diversity Officer | Citi
Yolanda Ruiz, Partner | Pacific Community Ventures
event program 12.08.11
7GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
12:15pm – 1:30pm
1:30 – 2:30pm
Moderator
2:30pm – 2:45pm
2:45pm – 3:00pm
3:00pm – 4:30pm
Moderator
Co-Moderator
Panelists
4:30pm – 4:45pm
LunchTableDiscussionsledbyPioneersofProgress
The Crossroad: Where Purpose & Passion MeetAgreatbusinessmindbackedby truepassion foracausecanbeapowerful combination.We’llexplorehowdifferentleadershavechanneledwhatmattersmosttothemtotransformthewaythelead—andthepaththeyhavepursued.
Judith Samuelson, Executive Director | Aspen Institute Business and Society Program
Ginger Lew, Senior Counselor to the White House National Economic Council and SBA AdministratorGroundbreakers | Pioneer of Progress
Terri Ludwig, President & CEO | Enterprise Community Partners
Melody Rollins, Toigo Alumna | MIT Sloan School of Management, Class of 2001Executive Vice President | PIMCO
Carla Harris, Managing Director, Morgan Stanley Investment ManagementMember Toigo Governing Board of DirectorsGroundbreakers | Pioneer of Progress
Networking Break
Breaking Through & Igniting the Retail RevolutionAlexandra Wilkis Wilson, Toigo Alumna | Harvard Business School, Class of 2004Founder & Chief Merchandising Officer | Gilt GroupeWilkis Wilson and team revolutionized the way we shop—and the way the muliti-billion dollar luxury retail sectormerchandisesitswares.We’llenjoyacandid,personalperspectiveonherjourney.
All A Board: Strategies for Increasing Diversity in the BoardroomWe’llhearfromleadershipinstitutionsabouttheirperspectivesonboardperformanceandcompositionaswellasindivdualsatdifferentstagesofboardservice.Governanceissues,thepowerofthree,andhowtheboardnominating(andvetting)processworkswillbeexplored.Thepaneldiscussionwillincludetabletopbreakoutdiscussionstoaddressindividualboardstrategiesandexperiencesofaudienceparticipants.
Anne Simpson, Senior Portfolio, Investments | CalPERS
Anne Sheehan, Director of Corporate Governance | CalSTRS
Felicia Taylor, Business Correspondent | CNN
Linda Crompton, President & CEO | BoardSource
Julie Hembrock Daum, Co-Leader North America Board & CEO Practice | Spencer Stuart
Lisa Garcia Quiroz, Senior VP, Corporate Responsibility and Chief Diversity Officer | Time Warner, Inc.
Maybel Y. Marte, Toigo Alumna | Wharton, Class of 2001Vice President and Institutional Client Servicing Account Manager | PIMCO
Closing Remarks | Nancy Sims, President & CEO | Robert Toigo Foundation
8 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
RosieservesasTreasureroftheUnitedStates.TheU.S.TreasureradvisestheSecretaryonmattersrelatingtocoinage,currencyandtheproductionofotherinstrumentsbytheUnitedStates.Inaddition,theTreasurerservesasasenioradvisorandrepresentativeoftheTreasuryonbehalfoftheSecretaryintheareasofcommunitydevelopmentandpublicengagement.
PriortoherconfirmationasTreasurer,RiosworkedatMacFarlanePartners,whereshewasManagingDirectorofInvestments.WorkingwithMacFarlanePartners’developmentandglobalcapitalpartners,Riosplayedacentralroleinfacilitatingequitytransactionsforlargemixed-usedevelopmentprojectsinmajorurbanareas.LastNovember,RiostookaleaveofabsencefromMacFarlanePartnerstoserveontheTreasury/FederalReserveTransitionTeam.
Mostrecently,RioswasaTrusteeoftheAlamedaCountyEmployees’RetirementAssociation(ACERA)inCaliforniaandservedontheboardsoftheCaliforniaAssociationofLocalEconomicDevelopment(CALED),theUnityCouncilandtheToigoFoundation.Inaddition,sheisaFellowwiththeRoyalSocietyfortheArts.RiosreceivedherBachelor’sdegreefromHarvardUniversity.
Speakers
KellyisaManagingDirectorandGlobalHeadoftheCustomizedFundInvestmentGroup.CFIGmanagesover$27billionofclientcommitmentstoprivateequityandventurecapitalfunds,andspecializesindesigningtailoredportfoliosforinvestors.Inaddition,CFIGprovidesportfoliomanagementservicesforover$90billionofclientcommitmentstoprivateequity,includingcustomizedreportingandbackofficesolutions.Ms.WilliamswasanExecutiveDirectorwithPrudential’sprivateequitygroupwheresheco-foundedCFIGin1999.AtPrudential,Ms.WilliamswasresponsibleforthemanagementofthefundinvestmentgroupaswellasinvestinginprivateequityfundsonbehalfofPrudentialanditsclients.Ms.Williamswasprimarilyresponsibleforproductandbusinessdevelopment,aswellaslegalsupportforthePrivateEquityGroupfrom1996to1999duringwhichtimeshewasresponsibleforthedevelopmentofeightglobalprivateequityfunds.Ms.WilliamsjoinedPrudentialin1993ascounselforaPrudentialunitthatspecializedinprovidingprivatedebtandequityforglobalinfrastructureprojects.PriortojoiningPrudential,Ms.WilliamswasanassociatewithMilbank,Tweed,HadleyandMcCloy,whereshespecializedinglobalprojectfinance.
Ms.WilliamsgraduatedmagnacumlaudefromUnionCollegein1986withaBachelorofArtsdegreeinPoliticalScienceandMathematicsandreceivedherJurisDoctordegreefromNewYorkUniversitySchoolofLawin1989.KellyhasservedasamentortofellowsoftheRobertToigoFoundationsince2006.KellywaselectedtotheYWCAAcademyofWomenLeadersin2007.SheisalsoamemberoftheMetroChapteroftheYoungPresidentsOrganizationandservesontheBoardofTrusteesforUnionCollege.SheisalsothefoundingboardchairofthePrivateEquityWomenInvestorNetwork.ShealsoservesontheBoardofDirectorsoftheCouncilofUrbanProfessionalsandtheAssociationofAsianAmericanInvestmentManagers.SheisalsothechairoftheLPAdvisoryBoardtotheSponsorsforEducationalOpportunity.
Rosa “Rosie” RiosUnited States Treasurer
Kelly M. WilliamsManaging Director and Head of Customized Fund Investment Group | Credit Suisse
Treasurer Rios will be introduced by:
9GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
DIVERSITY = STRENGTH
I N C L U S I O N
C O M M I T M E N T
L E A D E R S H I P
Carlyle is proud to support
Women in Leadership
www.carlyle.com
10 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Speakers
Charlotte RelyeaPartner | McKinsey & Co.
Lisaspentalmost10yearsonWallStreetasacorporatefinanceprofessionaladvisingenvironmentalserviceandindustrialcompaniesonmergers,acquisitions,andcapital-raisingtransactions.FollowinghertimeonWallStreet,RickertservedasdeputynationaldirectorofWomen’sOutreachfortheKerry-Edwards2004presidentialcampaign.ShecametotheWilliamJ.ClintonFoundationinthespringof2005,servingasanintegral
memberofataskforcefocusedonexploringtheissuesofwaterandsanitationinthedevelopingworld.ShecontinuedthisworkasaseniormemberoftheteamthatlaunchedtheClintonHunterDevelopmentInitiativeinMalawiin2006.InadditiontoherworkatCGI,RickertisamemberoftheadvisoryboardofSt.Judeschool.Rickertreceivedherbachelor’sdegreefromGeorgetownUniversityandamaster’sinbusinessadministrationfromTheWhartonSchoolattheUniversityofPennsylvania.
CharlotteisaPartnerwithMcKinsey&Company’sNewYorkoffice.CharlotteleadsMcKinsey’sWomen’sInitiativefortheNortheastofficecomplex,whosemissionistocreateanexceptionalexperience,fosteraclosecommunityandincreaserecruitingandretentionofwomen.CharlotteisaleaderofMcKinsey’sTech,Media,Telecompractice,focusingonmediaandinformationservices;andofMcKinsey’sMarketingandSales
practice,whereshefocusesonsalesandadvertising.PriortojoiningMcKinsey,Charlottespenttwoyearsataninternetstrategyconsultingfirmandayearataninternetserviceprovider.Shealsospenttwoyearsasaninvestmentbankinganalyst.CharlotteholdsaB.A.inEnglishfromPrincetonUniversityandanM.B.A.withhighdistinctionfromHarvardBusinessSchool.
wom
en in
the
lead
Lisa RickertDirector | The Clinton Global Initiative International
Alexandrahasovertwelveyearsofinternationalexperienceinluxurygoodsandretail.SheisFounderandChiefMerchandisingOfficerofGiltGroupe,aninnovativeonlineshoppingdestinationthatlaunchedinNovember2007andhasrevolutionizedthefashionindustryandecommerceingeneral.GiltGroupehasgrowntobecomea$500million
business.Itoffersits5millionmembersthemostcovetedbrands,includingfashionforwomen,menandchildren,homedécor,hotelsandtravelexperiencesoneverycontinent,anduniqueactivitiesinagrowinglistofcitiesanddestinations.Priortoco-foundingGiltGroupe,AlexandraoversawretailoperationsatBulgari,managing15NorthAmericanstores.BeforethatshemanagedLeatherGoodsSalesPlanningforLouisVuittonNorthAmerica.ShebeganhercareerworkingforthreeyearsininvestmentbankingatMerrillLynchpredominatelybasedinLondon.ShesubsequentlyworkedasaconsultantforretailguruMarvinTraubatFinancoInc.AlexandraholdsaB.A.fromHarvardCollegewhereshegraduatedMagnaCumLaudeandanM.B.A.fromHarvardBusinessSchool.Alexandraspeaksfivelanguages.
Alexandra Wilkis WilsonToigo Alumna | Harvard Business School, Class of 2004Founder and Chief Merchandising Officer | Gilt Groupe
11GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
SSgA embraces inclusion, diversity, and
employee engagement.
©2011 State Street Corporation iD510-inSt-2774 1111
SSgA is a proud sponsor of the:
TOIGO Foundation
perspectiveYou always look at the world a little differently. It’s that unique thinking we look for at Bank of America. Join our team, and we’ll give you access to unrivalled opportunity – and expect you to seize it and make it your own.
Set opportunity in motion.bankofamerica.com/careers
© 2011 Bank of America Corporation. All rights reserved. US00187A
12 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Speakers
JacquelineisthefounderandCEOofAcumenFund,anon-profitglobalventurefundthatusesentrepreneurialapproachestosolvetheproblemsofglobalpoverty.AcumenFundaimstocreateaworldbeyondpovertybyinvestinginsocialenterprises,emergingleaders,andbreakthroughideas.UnderJacqueline’sleadership,AcumenFundhasinvestedmorethan$70millionincompaniesinSouthAsiaandEastAfrica,allfocused
ondeliveringaffordablehealthcare,water,housingandenergytothepoorinPakistan,IndiaandKenya.PriortoAcumenFund,JacquelinefoundedanddirectedThePhilanthropyWorkshopandTheNextGenerationLeadershipprogramsattheRockefellerFoundation.ShealsofoundedDuterimbere,amicro-financeinstitutioninRwanda.ShebeganhercareerininternationalbankingwithChaseManhattanBank.SheiscurrentlyontheadvisoryboardsofStanfordGraduateSchoolofBusiness,MIT’sLegatumCenter,andInnovationsJournalpublishedbyMITPress.JacquelineservesontheAspenInstituteBoardofTrusteesandtheboardofIDEO.org,aswellasamemberoftheCouncilonForeignRelationsandtheWorldEconomicForumGlobalAgendaCouncilforSocialInnovation.ShewasrecentlynamedtoForeignPolicy’slistofTop100GlobalThinkersandTheDailyBeast’s25SmartestPeopleoftheDecade.JacquelineisafrequentspeakerattheClintonGlobalInitiativeandTED.
ShehasanMBAfromStanfordandaBAinEconomics/InternationalRelationsfromtheUniversityofVirginia.Herbest-sellingmemoirTheBlueSweater:BridgingtheGapBetweenRichandPoorinanInterconnectedWorldchroniclesherquesttounderstandpovertyandchallengesreaderstograntdignitytothepoorandtorethinktheirengagementwiththeworld.
RaudlinejoinedtheAlbrightStonebridgeGroupinOctober2011tofocusonexpandingtheglobalstrategyfirm’sabilitytorespondtomarketdynamicsandopportunitiesintheinvestmentsector.Inherpreviousemployment,EtienneservedasChiefInvestmentOfficer(CIO)fortheNewYorkStateCommonRetirementFund(CRF).Appointedin2008,Etiennemanagedthenation’sthirdlargestpublicpensionfundwithassetsof
approximately$140billion.InhercapacityasCIO,Ms.Etiennehaddecision-makingresponsibilitiesonallaspectsoftheCRF’sinvestmentstrategyandoperations.Theseresponsibilitiesincludedassetallocation,investmentpolicyandgovernance,partnerselection,andriskmanagement.Hermanagementresponsibilitiesincludedtheoversightof60professionalsresponsibleforthedailymanagementofaportfolioinvestedacrosstheglobe,andinclusiveofequity,fixedincome,hedgefunds,realestate,andprivateequity.ShealsohadoversightresponsibilityforCRFinvestmentoperations,includinginternalportfoliomanagement,custodialservices,andsecuritieslending,aswellasmanagementofexternalinvestmentmanagers,andinvestmentconsultants. PriortotheCRF,EtiennewasaManagingDirectoratRogerscaseyinDarien,Connecticut,responsibleforinvestmentconsultingforaseriesofbothlargeandsmallpublicretirementsystems.Duringhermorethan11yeartenurewithRogerscasey,shedevelopedbroadexperienceinawidevarietyofassetclassesandinvestmentstrategies.RaudlinehasaBachelorsofSciencefromtheMassachusettsInstituteofTechnologyandalsoholdsanMBAinfinancefromtheUniversityofCaliforniaatBerkeleywhereshewasaRobertA.ToigoFoundationFellow,andPresidentoftheBlackBusinessStudentAssociation.Ms.EtienneisafoundingboardmemberoftheConnecticutHedgeFundAssociationandamemberoftheUSFinancialAccountingStandardsBoard(FASB)’s“FinancialCrisisAdvisoryGroup(FCAG)”whichwascreatedtoconsiderhowimprovementsinfinancialreportingcouldhelpenhanceinvestorconfidenceinfinancialmarkets.
wom
en in
the
lead
Jacqueline NovogratzFounder and Chief Executive Officer | Acumen Fund
Raudline EtienneSenior Director | Albright Stonebridge Group
13GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Work together. Make a difference.
Citi is proud to support the
2011 Groundbreakers Women in
Leadership Summit.
We commend their efforts and
thank them for making the world
a better place.
© 2011 Citibank, N.A. All rights reserved. Citi and Arc Design and Citi Never Sleeps are registered service marks of Citigroup Inc.
14 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Aswomen—andwomenofcolor—wehaveuniquecapabilitiesofdetermination,self-reflectionandfearlessnessthathavemadeussuccessfulinbusiness.Wewillprobetheseaspectsthatshapeourrolesasleadersanddiscussrealandperceivedchallenges.
ModeratorVirginia “Ginny” Clarke, President & CEO | Talent Optimization PartnersGroundbreakers | Pioneer of ProgressGinnyisaconsultant,diversityrecruitingspecialistandcareermanagementexpert.GinnyleadsTalentOptimizationPartners,LLC,atalentmanagementconsultingfirmservingcorporations,fast-growingcompaniesandgovernmententitiesinareasofleadershipassessment,talentacquisitionandretention,diversityrecruitingandexecutivecoachingservices.
Erika Irish Brown, Honorary Toigo AlumnaDiversity Recruiting & Program Management Executive | Bank of America Merrill Lynch ErikaIrishBrownisBankofAmerica’sDiversityRecruitingandProgramManagementExecutive.Inthisrole,sheisresponsibleforenhancingBankofAmerica’semploymentbrandindiversecommunities,managingstrategicpartnerrelationships,recruitingdiverseseniorexecutivesandon-boarding,developingandretainingdiverseseniorexecutivesthroughouttheEnterprise.
Nili Gilbert, Toigo Alumna | Columbia Business School, Class of 2003Co-Founder | Matarin Capital ManagementNiliisaCo-FounderofMatarinCapitalManagementandamemberofitsInvestmentTeam.Inthiscapacity,sheisresponsibleformodeldevelopment,portfolioconstructionandmanagementofMatarin’sGlobalMacrostrategies.
Leslie Hale, Toigo Alumna | Harvard Business School, Class of 2001; CFO | RLJ Lodging TrustLeslieisaseasonedrealestateinvestmentandfinanceexecutive,whosecareerspansnearly20yearsandinvolvesmorethan$20BNintransactions.Ms.HalehasservedasChiefFinancialOfficerandSeniorVicePresidentofRealEstateforRLJDevelopment,LLC,since2007.Thefirmwasaprivately-heldrealestateinvestmentfirmwithmorethan$2BNofinstitutionalcapitalundermanagement.RLJDevelopmentbecameRLJLodgingTrust(RLJ),apubliclytradedcompany,inMay2011.Ms.HaleisresponsibleforallfinancialmattersacrossRLJ.
Jane Hyun, Founder and President | Hyun & AssociatesLeadership Strategist, Author | Breaking the Bamboo CeilingJane,authorofBreaking the Bamboo Ceiling,FounderandPresidentofHyun&Associates,isanexecutivecoachandleadershipstrategisttoFortune500companies,schools,andprofessionalassociations.Priortostartingthisconsultingfirm,shewasaVicePresidentofHRatJPMorgan,andDirectorofRecruitingatDeloitte&ToucheandResourcesGlobal.
Ana Duarte McCarthy, Managing Director and Chief Diversity Officer | CitiAnaisManagingDirectorandChiefDiversityOfficer,Citi.Appointedtotherolein2002,AnaisresponsibleforthedevelopmentandintegrationofCiti’sworkforcediversitystrategyforattractingdiversetalent,workforcedevelopment,fosteringaninclusiveworkenvironment,andensuringmanagementaccountability.
Yolanda Ruiz, Partner | Pacific Community VenturesYolandaisaPartneratPacificCommunityManagement,anaffiliateofPacificCommunityVentures.Sheisinvolvedinseveralaspectsofthefundincludinganalyzingandstructuringtransactionsandhelpingmanagethefundinvestments.ShecurrentlysitsontheboardsofPCVportfoliocompaniesFreshology,NewLeafPaper,andontheboardofOpportunityFund.36
0 Le
ader
ship
360 Leadership Panel
15GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Our Sustainability & CleanTech PracticeWith global population growth, the increasing demands on the existing electric grid, the need forclean water and sustainable food supply, and the keen focus on energy security and energyindependence, the Sustainability & CleanTech sector has become one of the most important andcompelling areas of growth today. These key themes drive the accelerated secular movement towardthe deployment of clean and efficient technologies in economies worldwide.
With over 12 years of dedicated specialization in this sector, Canaccord Genuity understands theissues and challenges faced by Sustainability & CleanTech businesses that are focused on theefficient development, utilization and management of the world's energy, power and water resources- our clients target large global markets with innovative solutions.
Canaccord GenuityCanaccord Genuity is the global capital markets division of Canaccord Financial Inc. (CF:TSX | CF:AIM),offering institutional and corporate clients idea-driven investment banking, research, sales and tradingservices from 16 offices worldwide. We are committed to providing valued services to our clientsthroughout the entire lifecycle of your business and operating as a gold standard independentinvestment bank – expansive in resources and reach, but targeted in industry expertise, marketfocus and individual client attention.
Our Business is CleanTech. Our Focus is Sustainability. Our Approach is Global.
Joanita RickettsPrincipal, Sustainability & CleanTech Investment Banking535 Madison AvenueNew York, NY 10024(212) [email protected]
Canaccord Genuity Inc., Member FINRA/SIPCCanaccord Genuity is a division of Canaccord Financial,Member IIROC/CIPFCanaccord Genuity Limited is a Regulated and Authorized by the Financial Services Authority and Member of the LSEwww.canaccordgenuity.com
16 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Agreatbusinessmindbackedby truepassion foracausecanbeapowerful combination.We’llexplorehowdifferentleadershavechanneledwhatmattersmosttothemtotransformthewaythelead—andthepaththeyhavepursued.
ModeratorJudith Samuelson, Executive Director | Aspen Institute Business and Society ProgramJudithisaleadingpublicpolicyadvocatewithabackgroundinbusiness,public-privatepartnerships,andphilanthropy.Sincethemid-1980s,herworkhasfocusedontheroleandimpactofbusinessinsociety.
Ginger Lew, Senior Counselor to the White House National Economic Council and SBA AdministratorGroundbreakers | Pioneer of Progress GingerisSeniorCounselortotheWhiteHouseNationalEconomicCouncilandSBAAdministrator.Sheprovideseconomicpolicyadviceonabroadrangeofmattersthatimpactsmallbusinesses,innovationandentrepreneurship.Sheco-chairstheWhiteHouseInteragencyGrouponInnovationandEntrepreneurship,theWhiteHouseInteragencyClusterGroup,andtheWhiteHouseInteragencyCommercialization/TechTransferGroup.
Terri Ludwig, President & CEO | Enterprise Community PartnersTerriisPresidentandChiefExecutiveOfficerofEnterpriseCommunityPartners,Inc.,anationalnonprofitproviderofdevelopmentcapitalandexpertisecreatingaffordablehomesandrebuildingcommunities.
Melody Rollins, Toigo Alumna | MIT Sloan School of Management, Class of 2001Executive Vice President | PIMCOMelodyisanExecutiveVicePresidentandclientservicingaccountmanageratPIMCO,oneoftheworld’sleadingfixedincomeinvestmentmanagers.ShejoinedPIMCOin2000,previouslyhavingheldpositionsinDebtCapitalMarketsatSalomonBrothersandDeutscheBank.
Carla Harris, Managing Director, Morgan Stanley Investment ManagementMember Toigo Governing Board of DirectorsGroundbreakers | Pioneer of ProgressCarlaisaManagingDirectorandheadstheEmergingManagerPlatformatMorganStanleyInvestmentManagementwhereshealsoprovidesinvestmentadvicetocorporations,publicpensionplans,foundationsandendowments.Priortothisrole,sheledMorganStanley’sequitycapitalmarketseffortfortheconsumerandretailindustriesandwasresponsibleforequityprivateplacements.Carlahasextensiveindustryexperiencesinthetechnology,media,retail,telecommunications,transportation,industrial,andhealthcaresectors.
pur
pos
e &
pas
sion
The Crossroad: Where Purpose & Passion Meet
17GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
85 Broads is a global women’s network whose mission is to generate exceptional
professional and social value for its members. Through our regional network
events and online at 85Broads.com, members invest their time, their intellect,
and their financial capital in each other’s ideas and businesses.
85 Broads was founded in 1997 as a network for current and former Goldman
Sachs women who worked at 85 Broad Street, the firm’s NYC headquarters,
and at other GS offices worldwide. In 2000, at the urging of women at
Harvard Business School, we expanded the network to include women who
were students and alumnae of the world’s leading graduate business schools,
irrespective of chosen career path.
In 2004, we recognized the importance of further expanding the network to
include women at the undergraduate level who were pursuing every career path
imaginable. Over the next 3 years, we created campus clubs at 40 colleges in
the US and abroad.
And in 2007, we extended membership in 85 Broads to all amazing, trailblazing
women worldwide without regard to one’s college or graduate school affiliation.
The women in 85 Broads are entrepreneurs, investment bankers, consultants,
filmmakers, lawyers, educators, athletes, venture capitalists, portfolio managers,
political leaders, philanthropists, doctors, engineers, artists, scientists, in addition
to women who are seeking to blaze new trails.
www.85broads.com
twitter: @85Broads
18 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
We’re proud to support the
Toigo Foundation.BlackRock proudly supports the Groundbreakers Summit and the Toigo Foundation’s commitment
to foster advancement and mentoring among women leaders.
BlackRock® is a registered trademark of BlackRock, Inc. All other trademarks are the property of their respective owners. ©2011 BlackRock, Inc. All Rights Reserved.
Starwood Capital Group Global, LLC is a leading private investment firm that brings more than just capital to the investment process.
Founded in 1991, and headquartered in Greenwich, Connecticut, Starwood
employs more than 150 professionals in its four offices located throughout
the U.S. and in international offices in London, Luxembourg, Mumbai,
Paris and São Paulo. Our focus is on global real estate, real estate securities,
and the “energy” infrastructure investment arenas.
5 9 1 W e s t P u t n a m av e n u e | G r e e n W i c h , co n n e c t i c u t 0 6 8 3 0 | 2 0 3 . 4 2 2 .7 7 0 0 | s ta r Wo o d c a P i ta l .co m
19GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
AnneheadsthecorporategovernanceprogramatCalPERS,thelargestpublicpensionsystemintheUnitedStateswithapproximately$239billionundermanagement.SheheadsthecorporategovernanceprogramwhichincludesCalPERSFocusListofshareholderengagementwithcompanies,globalproxyvoting,legalandregulatoryreformagendaandCalPERSactivelymanagedcorporategovernanceinvestmentstrategy.
SheisleadingCalPERSworktointegrateESGacrossthetotalfundthroughacrossassetclassteam.AnneisaVisitingProfessorandSeniorFacultyFellowattheYaleSchoolofManagementandisamemberoftheInvestorAdvisoryGroupofthePublicCompanyAccountingOversightBoard.AnnealsositsontheEditorialAdvisoryBoardforthejournal“CorporateGovernance:AnInternationalReview”publishedbyBlackwells.
AnneistheDirectorofCorporateGovernancefortheCaliforniaStateTeachers’RetirementSystem(CalSTRS),thelargestteacher’spensionfundintheUSA,wheresheisresponsibleforoverseeingallcorporategovernanceactivitiesforthefundincludingproxyvoting,companyengagementsandmanaging$3billionplacedwithactivistsmanagers.Priortothat,sheservedastheChiefDeputyDirectorforPolicyatthe
CaliforniaDepartmentofFinance.DuringhertenureatFinance,Ms.SheehanservedonboththeCalSTRSandCalPERSBoardsaswellasservingastheExecutiveDirectoroftheGovernor’sPensionCommission.MsSheehanservesasaCo-ChairoftheCouncilofInstitutionalInvestors,isamemberoftheNASDAQListingCouncilandaBoardMemberoftheNorthernCaliforniaChapteroftheNationalAssociationofCorporateDirectors(NACD).
FeliciaisabusinessnewsreporterforCNN.com’slivevideofeed.ShepreviouslyreportedbusinessnewsforCNNfromlate2006untilbecomingtheco-hostofRetirementLivingTV’s“DailyCafé,”a90-minuteprogramproducedinWashington,D.C.,apositionsheheldthroughNovember2008.
BeforeherpreviousstintwithCNN,shewastheco-anchorofthe6p.m.and11p.m.newsonWNBC-NewsChannel4inNewYorkCity,fromSeptember2003toSeptember2006.SheoriginallyjoinedtheTVstationinOctober1998astheco-anchorforthestation’sweekendmorningnewsprogram,“WeekendTodayinNewYork.”InadditiontoabroadcastroleatCNBC,FeliciawasaLondoncorrespondentfortheFinancialTimes.Shealsohasworkedasananchor,producerandwriterforFinancialNewsNetwork.Feliciaholdsabachelor’sdegreeincommunicationsfromNorthwesternUniversity. all a
boa
rdFelicia Taylor (Interviewer & Co-Moderator)Business News Reporter | CNN
Anne Sheehan, Director Corporate Governance | California State Teachers’ Retirement System (Panelist)
Anne Simpson (Co-Moderator)Senior Portfolio Manager, Investments | CalPERS
All A Board: Strategies for Increasing Diversity in the Boardroom
20 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
We’llhearfromleadershipinstitutionsabouttheirperspectivesonboardperformanceandcompositionaswellasindivdualsatdifferentstagesofboardservice.Governanceissues,thepowerofthree,andhowtheboardnominating(andvetting)processworkswillbeexplored.Thepaneldiscussionwillincludetabletopbreakoutdiscussionstoaddressindividualboardstrategiesandexperiencesofaudienceparticipants.
Linda Crompton, President & CEO | BoardSourceLindaC.CromptonjoinedBoardSourceinthefallof2007.Shehasmorethan25yearsofexperienceinbusiness,finance,andorganizationalstrategyandastrongcommitmenttosocialresponsibilityandexceptionalgovernance.BeforejoiningBoardSourceLindaservedasPresidentandCEOoftheWashington-basedInvestorResponsibilityResearchCenter(IRRC),theleadingsourceofindependent,impartialresearchoncorporationsandshareholderissues.
Julie Hembrock Daum, Co-Leader North America Board & CEO Practice | Spencer StuartJulieHembrockDaumisthepracticeco-leaderfortheNorthAmericanBoard&CEOPracticeofSpencerStuart,theleadingexecutivesearchfirmintheboardroom.Sheconsultswithcorporateboards,workingwithcompaniesofallsizesfromtheFortune10topre-IPOcompaniesandhasworkedonover850directorassignments.
Lisa Garcia Quiroz, Senior VP, Corporate Responsibility & Chief Diversity Officer | Time Warner, Inc.LisaGarciaQuirozistheSeniorVicePresident,CorporateResponsibilityandChiefDiversityOfficer,TimeWarnerInc.Inthisrole,Ms.GarciaQuirozoverseesthecompany’scommunityoutreachandphilanthropicprogramsineducationandthearts.SheisalsoresponsibleforensuringthatTimeWarnerattracts,retainsanddevelopsatalented,diverseworkforce,andsheleadscompany-wideeffortsaimedatbetterservingandreachingamorediversemarketplace.
Maybel Y. Marte, Toigo Alumna | Wharton, Class of 2001Vice President and Institutional Client Servicing Account Manager | PIMCOMaybelMarteisaVicePresidentandinstitutionalclientservicingaccountmanageratPIMCO,apremierfixedincomeandequityinvestmentmanager.PriortojoiningPIMCOin2010,sheheldpositionsinfixedincomeinstitutionalsalesatGoldmanSachsandFBRCapitalMarkets,workingprimarilywithcredithedgefunds.PriortojoiningGoldman,shewasanequityresearchassociateatMerrillLynchandSalomonSmithBarneyAssetManagement.
all a
boa
rdAll A Board: Strategies for Increasing Diversity in the Boardroom
21GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
www.WomensPrivateEquitySummit.com
Telephone: +1 781.652.0900
A c c e s s t o I n f o r m a t i o n
A conference to enhance networking,
fundraising, and deal-making opportunities
for senior-level women in private equity
MAKE SURE YOUR FIRM IS REPRESENTED!
T H E 5 T H A N N U A L W O M E N ’ S P R I V AT E E Q U I T Y S U M M I T
March 15-16, 2012The Ritz-Carlton Half Moon Bay, California
Platinum Sponsors: Gold Sponsor: Silver Sponsor:
Collaborative Partner: Supporting Organization:Educational Partners:
Media Partners:Supporting Association:
22 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Thank YouThank YouThank YouThank YouThank YouThank YouThank YouThank YouThank You
Thank YouThank YouThank YouThank YouThank YouThank YouThank YouThank YouThank You
Thank YouThank YouThank YouThank YouThank YouThank YouThank YouThank YouThank You
Thank YouThank YouThank YouThank YouThank YouThank YouThank YouThank YouThank You
Collaborative/Marketing Partner Thank YouToigo is grateful to the following organizations who have collaborated with us as marketing
partners for this event.
www.ubs.com
We will not rest
© UBS 2011. All rights reserved.
At UBS, we believe education is the foundation of opportunity for people
all over the world.
That’s why we’re pleased to support the Robert Toigo Foundation and their
Groundbreakers Summit.
Empowering others to succeed
www.WomensPrivateEquitySummit.com
Telephone: +1 781.652.0900
A c c e s s t o I n f o r m a t i o n
A conference to enhance networking,
fundraising, and deal-making opportunities
for senior-level women in private equity
MAKE SURE YOUR FIRM IS REPRESENTED!
T H E 5 T H A N N U A L W O M E N ’ S P R I V AT E E Q U I T Y S U M M I T
March 15-16, 2012The Ritz-Carlton Half Moon Bay, California
Platinum Sponsors: Gold Sponsor: Silver Sponsor:
Collaborative Partner: Supporting Organization:Educational Partners:
Media Partners:Supporting Association:
23GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
AllianceBernstein is pleased to support
AllianceBernstein is a research-driven investment firm that is global in scope and client-focused in its mission. We provide a suite of diversified investment strategies to clients located across 50-plus countries throughout the Americas, Europe, Asia and the Pacific Rim. Worldwide, research has always been an important part of our firm’s proud past, and will continue to be a key source of our clients’ success in the future.
Liz Smith Senior Managing Director—Public Funds [email protected]
Vicki FullerManaging Director—Public [email protected]
24 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Morgan Stanley is proud to support the
2011 Groundbreakers Women in Leadership Summit
Inve
stm
ents
and
ser
vice
s of
fere
d th
roug
h M
orga
n St
anle
y & C
o. L
LC, m
embe
r SIP
C.
© 2
011
Mor
gan
Stan
ley
COMPJOB INFORMATION
PROJ. NO.: 6945379
JOB NAME:HR Sutton Ground Breakers Ad
DESCRIPTION:
CLIENT NAME:
PROJECT MGR.:
COST CENTER:
DUE DATE:
SPECIFICATIONSTRIM SIZE: 7.5" × 4.875"
FINISHED SIZE: 7.5" × 4.875"BLEED: N/A
BINDERY:
INK: B/WPANTONE #:
MODIFIED BY
NOTES
APPROVALS
CREATIVE DIR.:
PROJECT MGR.:
PROOFREADER:
CLIENT:
CREATIVE SERVICES1221 Avenue of the Americas, 3rd FloorNew York, NY 10020
r4FILENAME: 6945379 GroundBreaker Ad r4 LAST MODIFIED: November 1, 2011, 15:36 AM
We gratefully acknowledge the following firms and individuals for their teaming and support in the success of the inaugural Groundbreakers Summit.
Print & Production
Floral Décor
Graphic and Web Design
Program design & Event production
Photography
CANDID LITHO
FLORALIA
FOUR DESIGN
SEGESTA COMMUNICATIONS
5th AVENUE DIGITAL PHOTOGRAPHY
SpecialThanks
25GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Toigo asked 2011 Groundbreakers participants to share their leadership "must reads.”
Here's a look at some new and classic "must reads" for inspiring us all.
Your Nightstand?what’s on
26 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
27GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
28 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
29GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
30 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
31GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
32 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT
Groundbreakers – Notes
Save the date2012 Groundbreakers Regional Events Watch your email for announcements regarding
datesandeventdetails.
January – San Francisco
February – New York City
March – Los Angeles
2012 Annual Toigo Gala ThursdayJune14,2012Waldorf=Astoria|NewYorkCity
EarlyregistrationopennowSavebyregisteringby12/31/11Visitusonlineformoreinformation.
www.toigogala.org
w w w. t o igo f ounda t ion . or g
Women In Leadership A Toigo Institute Summit