Santa Barbara Sip Talk – A New Take on Powerful Women in Business: Diversity & Inclusion and Private Equity
|
TBD
|
|
||||||||||||||||||||||
A Santa Barbara Group Sponsored Event
Appetizers, wine and beer will be provided.
You are invited to the first "Sip Talk" event on the 2020 CFA Society Los Angeles Santa Barbara Group's Calendar.
Our esteemed panel will discuss how to successfully navigate today’s corporate environment, with a focus on women, diversity and inclusion, and private equity.
How do you break down the silos and promote diversity to make a broad and global impact within the investment industry?
This event brings together two of the movers and shakers, the best and the brightest influencers of today addressing the challenges that the industry faces.
Bring questions and join us for the biggest investment happy hour yet in Santa Barbara.
Grace Reyes | Grace Reyes has been featured on Forbes, Entreprenuer, and Thrive Global and is one of the most prominent voices in finance when it comes to promoting diversity & gender balance in the investment management industry. Ms. Reyes is the CEO of The Investment Diversity Exchange (TIDE) which is the central hub for diversity & inclusion within the investment management space.
Over the past decade she has formed a close rapport with an array of industry leaders & prominent investors - relationships that have helped her to bring awareness to the causes and firms that Grace represents. Grace’s message is further amplified through her top 1% investment management profile on LinkedIn where she engages with 17k+ followers and posts that have reached over 250k views sharing selfies and conversations with some of the industry’s best-known investors.
With over 15 years’ work experience, Ms. Reyes was most recently with AAAIM, a non-profit organization advocating for Asian Americans. There, she helped put the organization on the map and created a flourishing network. Prior to that, she was in the corporate and business development team at Switchfly, a travel tech firm, reporting to the Executive suite. As the first hire of the team, she built international relationships with influential industry leaders and opportunities with some of the top internet and travel tech firms for the company. Ms. Reyes also established and honed relationships with prominent investors when she spearheaded the investor relations and fundraising efforts at a private equity firm where she also reported to the Executive suite.
Ms. Reyes was named globally as one of the Top 35 Under 35 Rising Stars by Phocuswright as well as one of ten CAIA Scholars in 2015. She is the Founder and Co-Host of goodtimesSF, San Francisco’s largest investment networking happy hour. She earned a BA degree in Economics with a Computer Specialization from UCLA and an MBA from UC Berkeley. Back To Top ^^
.png)
Priscilla Guevara | Priscilla Guevara is the Head of Investor Relations of Science Inc., a Los Angeles-based incubator and venture fund focused on technology and internet companies that tap into societal shifts and disrupt entrenched markets. Founded in 2011, Science's portfolio has seen $1.3 billion in exits including Dollar Shave Club (acquired by Unilever). It built two of the first & largest influencer networks on YouTube and Pinterest: FameBit (acquired by Google) and HelloSociety (acquired by New York Times). Today, Science’s portfolio includes notable companies such as PlayVS, Bird, MeUndies, Grove Collaborative, Mammoth Media, Liquid Death, and more.
Prior to Science, Priscilla served as an investor at ZX Ventures (Anheuser-Busch's CVC arm). In this role, Priscilla oversaw the technology platform, which included global deals in the supply chain & logistics and marketing/adtech space, among others. Additionally, she was an investor in sustainable assets on behalf of family offices, and led Strategy & Ops at SevenRooms and Business Development at Whispr Group. Further, her early international experience and expertise across Wall Street from Sumitomo Mitsui to Neuberger Berman and JCAM (Moore Capital), focusing on asset management and capital markets, complemented by a deep operational and regulatory foundation, has resulted in growth of $10B+ AUM.
She is currently the Chair of the Senior Women in Private Equity Group (West Coast Chapter) and an Active Member of 100 Women in Finance. She is also currently on the Development Committee of the James Beard Foundation, having previously served on the board of The Leukemia & Lymphoma Society (NYC Chapter) as the Chair of Society Ties, its young professionals group.
Priscilla holds a B.A. from the University of California, Santa Barbara and an M.B.A. from Columbia Business School. Back To Top ^^
Appetizers, wine and beer will be provided.
You are invited to the first "Sip Talk" event on the 2020 CFA Society Los Angeles Santa Barbara Group's Calendar.
Our esteemed panel will discuss how to successfully navigate today’s corporate environment, with a focus on women, diversity and inclusion, and private equity.
How do you break down the silos and promote diversity to make a broad and global impact within the investment industry?
This event brings together two of the movers and shakers, the best and the brightest influencers of today addressing the challenges that the industry faces.
Bring questions and join us for the biggest investment happy hour yet in Santa Barbara.
Grace Reyes | Grace Reyes has been featured on Forbes, Entreprenuer, and Thrive Global and is one of the most prominent voices in finance when it comes to promoting diversity & gender balance in the investment management industry. Ms. Reyes is the CEO of The Investment Diversity Exchange (TIDE) which is the central hub for diversity & inclusion within the investment management space.Over the past decade she has formed a close rapport with an array of industry leaders & prominent investors - relationships that have helped her to bring awareness to the causes and firms that Grace represents. Grace’s message is further amplified through her top 1% investment management profile on LinkedIn where she engages with 17k+ followers and posts that have reached over 250k views sharing selfies and conversations with some of the industry’s best-known investors.
With over 15 years’ work experience, Ms. Reyes was most recently with AAAIM, a non-profit organization advocating for Asian Americans. There, she helped put the organization on the map and created a flourishing network. Prior to that, she was in the corporate and business development team at Switchfly, a travel tech firm, reporting to the Executive suite. As the first hire of the team, she built international relationships with influential industry leaders and opportunities with some of the top internet and travel tech firms for the company. Ms. Reyes also established and honed relationships with prominent investors when she spearheaded the investor relations and fundraising efforts at a private equity firm where she also reported to the Executive suite.
Ms. Reyes was named globally as one of the Top 35 Under 35 Rising Stars by Phocuswright as well as one of ten CAIA Scholars in 2015. She is the Founder and Co-Host of goodtimesSF, San Francisco’s largest investment networking happy hour. She earned a BA degree in Economics with a Computer Specialization from UCLA and an MBA from UC Berkeley. Back To Top ^^
Priscilla Guevara | Priscilla Guevara is the Head of Investor Relations of Science Inc., a Los Angeles-based incubator and venture fund focused on technology and internet companies that tap into societal shifts and disrupt entrenched markets. Founded in 2011, Science's portfolio has seen $1.3 billion in exits including Dollar Shave Club (acquired by Unilever). It built two of the first & largest influencer networks on YouTube and Pinterest: FameBit (acquired by Google) and HelloSociety (acquired by New York Times). Today, Science’s portfolio includes notable companies such as PlayVS, Bird, MeUndies, Grove Collaborative, Mammoth Media, Liquid Death, and more.Prior to Science, Priscilla served as an investor at ZX Ventures (Anheuser-Busch's CVC arm). In this role, Priscilla oversaw the technology platform, which included global deals in the supply chain & logistics and marketing/adtech space, among others. Additionally, she was an investor in sustainable assets on behalf of family offices, and led Strategy & Ops at SevenRooms and Business Development at Whispr Group. Further, her early international experience and expertise across Wall Street from Sumitomo Mitsui to Neuberger Berman and JCAM (Moore Capital), focusing on asset management and capital markets, complemented by a deep operational and regulatory foundation, has resulted in growth of $10B+ AUM.
She is currently the Chair of the Senior Women in Private Equity Group (West Coast Chapter) and an Active Member of 100 Women in Finance. She is also currently on the Development Committee of the James Beard Foundation, having previously served on the board of The Leukemia & Lymphoma Society (NYC Chapter) as the Chair of Society Ties, its young professionals group.
Priscilla holds a B.A. from the University of California, Santa Barbara and an M.B.A. from Columbia Business School. Back To Top ^^
|
Registration Fees |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
|
|
 |
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
