Global Portfolio Managers Panel
Tell a Friend About This EventTell a Friend
Global Portfolio Managers Panel

9/19/2019
When: Thursday, September 19th
Promptly at 4:30 p.m.
Where: Omni San Francisco Hotel (Grand Ballroom)
500 California Street
San Francisco, California  94104
United States
Contact:


Online registration is closed.
« Go to Upcoming Event List  

Global Portfolio Managers Panel

Presented by WIN (Women's Initiative Network)


 

Please join us for CFA Society San Francisco’s 
6th Annual Global Portfolio Managers Panel and reception.

 

Our Annual Global Portfolio Managers Panel highlights some of the best and brightest female portfolio managers across the nation who deliver outstanding performance and results. This year our Women’s Initiative Network has engaged a dynamic panel of experts in different stages of their careers representing diverse sectors of the investment industry. The conversation is sure to cover a wide range of topics including: trends in investment management, asset allocation, current drivers within the markets, diversity initiatives and changes in the financial industry, and more. Each panelist will also share their career stories, advice, and tips for success.

The event includes presentations by each panelist, a moderated discussion, and lots of time for audience Q&A. A cocktail reception follows the formal program.

This event is open to all.

 

Panelists

Winnie Chwang, Portfolio Manager, Matthews Asia

Winnie Chwang is a Portfolio Manager at Matthews Asia and co-manages the firm’s China and Asia ESG Strategies. She joined the firm in 2004 and has built her investment career at the firm. Ms. Chwang has been a Portfolio Manager of the Matthews China Fund since 2014, and of the Matthews Asia ESG Fund since its inception in 2015. She earned an MBA from the Haas School of Business and received her BA in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese. 

 

June Kim, Director of Global Equity, California State Teachers’ Retirement System

June Kim is the Director of Global Equity for the California State Teachers’ Retirement System. She is responsible for the fund’s global equity asset class, which had a market value of $112.3 billion as of April 30, 2019. Ms. Kim is a member of the fund’s Risk Allocation Committee, which makes tactical asset allocation decisions for the total fund. Prior to joining CalSTRS, she was the head of public equities for the Los Angeles County Employees Retirement Association. Her other investment experience includes management of equity index portfolios and active quantitative strategies at Barclays Global Investors and Northern Trust Global Investments. She also worked on the sell-side at Citibank as a vice president and started her investment career as an analyst at Wilshire Asset Management. Ms. Kim currently serves as a member of the advisory board for Girls Who Invest, a non-profit organization that is dedicated to increasing the number of women in leadership in the asset management industry. She is also a member of the FTSE Russell Index Policy Advisory Board and represents CalSTRS on the MSCI Client Advisory group. Ms. Kim received her BA in business economics from the University of California at Los Angeles. She is a 2019 Finance Leaders Fellow of the Aspen Institute and a member of the Aspen Global Leadership Network.

 

Sylvia Kwan, PhD, CFA, Chief Investment Officer, Ellevest

Sylvia Kwan, PhD, CFA is the Chief Investment Officer at Ellevest, a technology-enabled investment platform redefining investing for women. In this role, she is responsible for developing the investment portfolios and proprietary algorithms that drive Ellevest’s investment recommendations. Prior to joining Ellevest, Ms. Kwan was a founding member of the investments team at Financial Engines, L.L.C. one of the first successful digital advisors. In 2010, she co-founded the boutique RIA firm SimplySmart Asset Management, serving individual investors with fully customized global investment solutions. Her financial services experience also includes portfolio management positions at Charles Schwab Investment Management, where she was director of equity quantitative research, and at the Boston Company, where she managed over $500 million in institutional fixed-income assets. Ms. Kwan serves on the Board of Trustees at Grinnell College, where she chairs the Finance Committee and serves as a member of the investment Committee that oversees the College’s $1.8B endowment. Ms. Kwan earned a BS in applied mathematics and computer science from Brown University and a PhD in engineering-economic systems from Stanford University. Her doctoral dissertation on investor behavior and social interaction was one of the first in the field of behavioral finance.

 

Apurva Schwartz, Principal, Rocaton

Apurva Schwartz, Principal, joined Rocaton in 2015. She focuses on investment manager research and due diligence on equity-related strategies. Before joining Rocaton, Ms. Schwartz spent eight years in various direct investment management roles. From 2012 to 2014, she served as a partner and senior equity analyst for NGM Asset Management, where she focused on security analysis, portfolio management, and firm operations. Prior to joining NGM Asset Management, Ms. Schwartz served as a senior equity analyst at Citadel Investment Group. From 2007 to 2010, she served as a Vice President at Institutional Capital, and was responsible for the analysis and portfolio management of $1 billion of owned securities. Ms. Schwartz holds a BA in Political Science with the highest distinction from the University of Michigan.

 

Moderator

Sharon Hayman, CFA, Head of Relationship Management, Jackson Square Partners, LLC

Sharon Hayman joined Jackson Square Partners in January 2015 as head of relationship management. Prior to joining Jackson Square, she was with Matthews International Capital Management, where she was responsible for the firm’s relationship management efforts. Previously, Ms. Hayman was head of financial institutions client services at Delaware Investments. She held various roles at Delaware Investments, beginning in the internal audit department and later in the fund product management area. Earlier in her career, she was with Gartmore Global Investments, where her product management experience included working with sub-advisory and offshore funds. Ms. Hayman earned an MBA in marketing and finance from Drexel University and a BA in management from Gettysburg College. She serves on the Board of the Bay Area Financial Education Foundation, Chair of CFA Society San Francisco's Women’s Initiative Network, and a member of the Education committee of 100 Women in Finance.


Opening Remarks

Ronald A. Homer, Chief Strategist, US Impact Investing & President - Access Capital Community Investment Fund, RBC Global Asset Management

Ron Homer leads RBC GAM’s impact investing effort. Mr. Homer is responsible for servicing the firm’s impact investing clients and ensuring that investment solutions are implemented based on each client’s customized impact requirements. His background and extensive experience in community investing enables him to identify a broad range of impact investment solutions for clients.. He has also held several other leadership positions for industry trade associations and served on the boards of numerous organizations including Sallie Mae, Nynex Telephone, the Boston Foundation. Mr. Homer is vice chair and a founding board member for the Initiative for a Competitive Inner City, a research organization founded and chaired by Harvard Professor Michael Porter to promote private sector investment in America’s inner cities. He earned a BA from the University of Notre Dame, an MBA from the University of Rochester, and holds FINRA Series 7 and 63 licenses.

 

Agenda

4:00 p.m. – Registration Opens (Ballroom Foyer)

4:30 p.m. – Panel Discussion (Grand Ballroom)

6:00 p.m. – Q&A

6:15 p.m. – Reception (Mezzanine)

7:15 p.m. – Event Concludes


Pricing

$50/ Member

$100/ Non-Member


Sponsored By


   
   
     

This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.