We will continue to add speakers as we finalize our agenda. Coming soon:
Gabriela Skouloudi, Partner, McKinsey & Company
Lori Nishiura Mackenzie, Clayman Institute for Gender Research, Stanford University
CEO and Corporate Director
Girls Who Invest
Girls Who Invest (GWI) is a non-profit founded in 2015 with the mission of bringing more women into portfolio management and financial industry leadership. GWI provides educational programs, internships with top asset management firms, mentoring and a robust community to undergraduates at U.S. colleges and universities. Cowell serves on the boards of James River Group Insurance (NASDAQ: JRVR), a specialty insurer operating in all fifty United States with over $1 billion in revenue, and Channel Advisor (NYSE: ECOM), a global e-commerce software company based in North Carolina with $130 million in revenue. Cowell held publicly elected office in North Carolina for fifteen years, including eight as State Treasurer. The first woman elected Treasurer, she managed over $100 billion in assets, and health and retirement benefits, for over 900,000 members. Cowell grew the public pension fund from $60 billion at the beginning of 2009 to $90 billion in 2016—achieving an eight-year return of over 7.5 percent. Cowell is a graduate of the University of Pennsylvania and earned her MBA and MA in International Studies from the Wharton School of Business and the Lauder Institute. She chairs the Executive Education Board of the Wharton School of Business.
Deputy Dean and Charles Henry Jones Third Century Professor of Management
Tuck School of Business at Dartmouth
Punam Keller is an expert on how communication can create behavior change. Through the years, she has served as a communication consultant/speaker at a variety of financial service providers: firms (e.g., Blackrock and Goldman Sachs), government agencies (e.g., OFEFA, U.S. Department of Treasury), and foundations and not-for-profits (e.g., DCIIA, OECD, and NEFE).
Heidrick & Struggles
Renee is a Partner and Head of the North American Asset Management practice of Heidrick & Struggles. Renee brings over 20 years of experience in senior executive search with a focus on financial services leadership challenges. She has conducted hundreds of searches over the course of her career, including presidents, chief investment officers, senior portfolio managers, risk managers, as well as senior sales, marketing and distribution professionals. Her clients span a diverse client base of endowments, foundations, family offices, insurance companies, investment management firms, pension funds and sovereign wealth funds. Renee joined Heidrick & Struggles in 2004 from a boutique search firm, where she was a vice president and member of the Wealth Management Practice. Previously, she was the senior recruiter for Banc of America Capital Management, a Division of Bank of America, where she specialized in the recruitment of executives in the investment management industry (Retail and Institutional) and asset management marketing. Renee began her career at another global executive search firm where she focused on executing a broad range of asset management, investment banking and capital markets searches. Renee graduated from Fordham University with a bachelor’s degree in history and philosophy. She currently serves as an Advisory Board member for the Gabelli School of Business at Fordham University, on the Advisory Board for Girls Who Invest and as a Board member for Gateway to Leadership, the impact arm of the Money Management Institute. Additionally, she is an active participant on the Retirement Plan Investment Committee for Heidrick & Struggles. Renee contributes professionally to 100 Women in Finance, Ellevate, The Family Office Exchange and the New York State Society of CPAs Family Office Group. Renee has been recognized by CIO Magazine as ‘One of Executive Recruiting’s Elite.’
Head of North America Distribution
BNY Mellon Investment Management
Andy Provencher, CFA is Executive Vice President, Head of North America Distribution. He is responsible for daily oversight of all aspects of North American Distribution with sales, marketing and operation teams reporting directly to Andy. Andy also works closely with the Product Management and Development teams to ensure strategic alignment in support of the business’s plans for growth. Andy’s March 2018 appointment marks his return to BNY Mellon Investment Management, where he previously served as Head of U.S. Retail Distribution from June 2013 through September 2015. During that time Andy deepened our intermediary client relationships and helped recruit and develop a strong team of sales professionals across our U.S. Retail Channel. Immediately prior to his BNY Mellon Investment Management homecoming, Andy served as Head of Platform Sales for American Century Investments, where he led the firm’s client engagement efforts with research and portfolio construction teams at key intermediaries and financial institutions. Andy’s other professional roles include Principal and Head of Business Development at GBI, Inc. and more than 15 years with Neuberger Berman in a series of leadership roles of increasing responsibility, culminating in his appointment as Managing Director, Head of Strategic Relationships.
Andy holds a Bachelor of Arts in economics from Fairfield University, has earned his Series 3, 7, 63, 65, and 24 licenses, and is a CFA charterholder.
Girls Who Invest, Inc.
In February 2015, Ms. Dunlap teamed up with Seema R. Hingorani, former CIO of the $160B New York City Employees Retirement system, to launch Girls Who Invest; a nonprofit dedicated to increasing the number of women in portfolio management and investment management leadership. GWI’s goal is to have 30% of the world’s investable capital managed by women by 2030. The group provides talented girls and young women with education, industry accessibility and career placement. Ms. Dunlap retired from GWI January 1, 2018. Ms. Dunlap is an industry veteran with nearly 40 years of experience. She has distinguished herself through her work with many of the world’s largest pension funds. Recently, Ms. Dunlap was a partner at Fiduciary Research and Consulting (FRC) managing $9B. Ms. Dunlap joined FRC from Barclays Capital in New York City where she served as Managing Director of Barclays Institutional Investor team. She rejoined Barclays in 2009 from Epoch Investment Partners, a long-only equity manager, where she was a Managing Director. Prior to Epoch, Ms. Dunlap was the Chief Marketing Officer and member of the Executive Committee of a $3B Chicago-based hedge fund. In 2000 she was the Chief Executive Officer of PrivateTrade, a company focused on trading secondary interests in private equity limited partnerships. From 1989-2000, Ms. Dunlap held many leadership positions with Barclays Global Investors in San Francisco and New York including Managing Director and Head of US Marketing where she led the marketing launch of the ETF product known today as iShares. Earlier in her career, she held positions with Merrill Lynch and Kidder Peabody. Ms. Dunlap received a BS in Economics from the University of San Francisco.
Debi Hemmeter is the Co-Founder of Leanin.org. Debi has over 20 years of experience within the private sector with four Fortune 50 companies. Debi began her career at PepsiCo and Sara Lee in sales and marketing. After close to 10 years in the consumer products segment she was recruited to Wells Fargo Bank. There she specialized in retail banking strategy, marketing and business development. Debi then moved onto Bank of America and led one of their largest retail markets where she managed $3.4 billion in assets. Along the way, Debi learned first hand many of the important Lean In Principles, (1) “sit at the table”, (2)“don’t leave before you leave”, and (3)“make your partner an equal partner” and believes that the conversation that has reignited worldwide will allow companies to improve their bottom line performance. Debi lives in Piedmont CA and has two daughters who are Leaning In all the way!
Women's Institute for a Secure Retirement
Cindy Hounsell is the President of WISER, the Women's Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement. An attorney and retirement expert, Ms. Hounsell has been widely quoted in the New York Times, Washington Post, Los Angeles Times, Boston Globe, Christian Science Monitor, U.S.A Today, Newsweek, Barrons, Investors Business Daily, Congressional Quarterly, Ms., Working Mother, Associated Press, Knight Ridder, and Reuters. She has appeared on ABC, CBS, CNN, CNBC, Fox Morning News & Financial News, and a Good Morning America interview with Diane Sawyer. The PBS program, To The Contrary, filmed a two-part award winning series on women and retirement that featured WISER. Radio interviews include several syndicated shows including National Public Radio's All Things Considered, Morning Edition, and Marketplace. Ms. Hounsell has testified before Congress, served as a delegate for a number of White House Summits and conferences including the last two White House Conferences on Aging, the White House Social Security Conference and each of the National Retirement Saver Summits. She has written several chapters, columns, articles, op-eds, papers and booklets on women and retirement. Two booklets, What Every WOMAN Needs to Know About MONEY And RETIREMENT: A Simple Guide and What Everyone Needs to Know About Money and Retirement, appeared as inserts in Good Housekeeping magazine, to a readership of more than 26 million readers. Ms. Hounsell provides technical assistance to several national organizations as well as training to leaders and grassroots advocates around the country as part of her role as director of the National Resource Center for Women and Retirement Planning, funded by the U.S. Administration on Aging. Ms. Hounsell was appointed in 2011 by Secretary of Labor Hilda Solis to the ERISA Advisory Council, and in 2008 by the Bush Administration to the Advisory Panel on Medicare Education (APME) representing the field of retirement and financial planning. She serves on the Boards of the National Alliance for Caregiving, STRIVE-DC; on the Advisory Council of Wider Opportunities for Women's Elder Economic Security Initiative; and on the Financial Services Roundtable's Retirement Advisory Council. She is also a member of the National Academy of Social Insurance. In 2018, Ms. Hounsell was awarded a lifetime achievement award by the Plan Sponsor Council of America. Ms. Hounsell was also named a 2015 Influencer in Aging by Next Avenue. The Influencers in Aging list highlights 50 thought leaders, researchers, experts, executives and everyday people who are redefining what it means to grow older in America. Ms. Hounsell was named by Women's eNews as one of 21 Leaders for the 21st Century, and in 2012, Money magazine named her one of its 40 Money Heroes for helping women secure their financial futures.
Laraine is founder of LMC17, a strategic consulting firm that blends behavioral science, big data and practical implementation to address hard-to-solve problems. The firm currently focuses on diversity & inclusion, talent development and retirement readiness. Prior to founding LMC17, Laraine was a Managing Director and retirement readiness strategist at BlackRock. Her thought leadership focused on the 401(k) space, where she worked with large plan sponsors to deliver sophisticated data analytics, workforce retirement strategies, and employee engagement via financial wellness. In roles at predecessor organizations Barclays Global Investors and Wells Fargo Nikko Investment Advisors, Laraine championed a wide array of diverse investments including hedge funds, index funds and quantitative active management for global clients. Laraine is the author of “Known: How to Create a Great 401(k).” She serves as Advisor to Betterment for Business, a robo-advisor providing low-cost diversified portfolios and financial advice, and as an Advisor and strategist for Emtrain, an education technology platform providing compliance training, expert advice and data analytics on unconscious bias, diversity and sexual harassment prevention. Laraine is Board Member and President of The CLUB Silicon Valley, an incubator of women leaders, and was recognized as a 2018 Woman of Influence by the Silicon Valley Business Journal. Laraine earned a BA degree, cum laude, in political science and women's studies from Wellesley College and a Diversity and Inclusion for HR Certificate from Cornell University.
Director, Office of Inclusion and Collaboration
Andy Noronha is a Director with the Cisco Office of Inclusion and Collaboration, where he works to develop strategy, research, and insights that will help guide the future of inclusion and collaboration for the company and its customers. He is also a Visiting Scholar at the Global Center for Digital Business Transformation, an initiative of Cisco and the Swiss business school IMD, where he conducts research and works with executives from companies seeking to remain competitive in an era of digital disruption. Andy is a co-author of the best-selling book Digital Vortex, which describes how today’s market leaders can use the business models and strategies of digital disruptors to win in their markets. He is also a co-author of the forthcoming book Orchestrating Digital which will focus on how companies can orchestrate digital transformation efforts. With 20 years of experience in the technology industry, he possesses a strong background in helping companies remain competitive in the world of business where technology is continually evolving. He holds a Bachelor’s Degree in Bioengineering from UC Berkeley.
Ms. Rinderle is a Principal in the Advisory Practice in the Leadership Development Organization with subject matter expertise in diversity & inclusion and communication. She has 25 years of professional experience garnering diversity results for clients and employers in multiple sectors across the U.S. and abroad, including corporate (especially high tech and professional services), non-profit, healthcare, education and government. Prior to joining Korn Ferry, she ran her own consulting company. Ms. Rinderle equips leaders and organizations to solve a pressing problem or go from good to great through the science of inclusive leadership and “new school” approaches to diversity and inclusion which draw on brain science and evolutionary biology. Ms. Rinderle brings both breadth and depth to her expertise in training design and delivery, leadership coaching, consulting, assessment, organization development, facilitation, talent and leadership development, and diversity & inclusion. She was the co-founder and first Manager of Diversity, Equity & Inclusion for University of New Mexico Hospitals. Ms. Rinderle’s thought leadership has appeared in The Huffington Post, Workforce Magazine, Diversity Executive, Training Magazine and Diversity Best Practices. She has published articles on diversity, Mexican and Native culture and U.S. Latinos in academic journals and commercial publications.
She was featured at TEDxABQ 2012, speaking on “Diversity is Necessary for Human Evolution.” Ms. Rinderle holds an M.A. in intercultural communication from the University of New Mexico, and a B.A. in sociology focused on race, ethnicity and social stratification. She also studied art, history and sociology at UNAM in Mexico City. She is an Associate Certified Coach through ICF.
Executive Vice President
Ms. Shah is an executive vice president in the Newport Beach office and a member of PIMCO's executive office as the firm’s head of corporate responsibility. In this capacity, she oversees PIMCO’s global initiatives aimed at cultivating a diverse and inclusive workplace as well as PIMCO’s corporate philanthropy platform. Ms. Shah is also a member of the core leadership team for PIMCO’s global sustainability initiative. She was previously a senior member of the U.S. corporate practice and has worked with many different institutional clients. Prior to joining PIMCO in 2007, she was with the equity research group of JPMorgan Asset Management as well as the finance department of SKS Microfinance. She has 16 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree from the University of Chicago.
Project Manager, Women in the Workplace
Aparna Singh is the Project Manager for the Women in the Workplace, a study undertaken by McKinsey and LeanIn.org. She is currently leading the engagement with survey participants, coordinating the production of data insights for each of the participating companies. In 2018, 279 companies participated in the report, representing 13 million employees. Aparna is based out of McKinsey’s San Francisco office and works across the tech and financial services sectors. Her projects have included: leading the development of a new technology roadmap to modernize a legal department, improving client experience for asset managers, designing a customer success function for a software company. Prior to her role at McKinsey, Aparna worked in renewable energy finance, and in a think-tank on low carbon economics. She started her career as a business analyst in the McKinsey London office. Aparna holds a BA in Economics and Management from Oxford University, and an MBA from Harvard Business School.
Women in Pensions Network (WiPN)
Christina Stauffer is a DCIO business developer with over 25 years of financial services experience in building DCIO and institutional asset management businesses.At Thornburg Investment Management she led the firm’s investment-only efforts with leading retirement and advisor platforms. Prior to joining Thornburg, Christina was a founding member and senior vice president of PIMCO’s D.C. practice where she developed a comprehensive closed and open architecture distribution network. She was also responsible for DCIO strategic intermediary relationships. Her previous positions also include vice president and partner–institutional markets and Stable Value for Transamerica, and vice president–capital markets for Standard Chartered Bank. Christina is a Chartered Financial Analyst (CFA) and is a founding member and former Board member of the Women in Pensions Network (WiPN).