Impact of Gender Equity on Investment Decision Making

MAR
11
Thursday, 8:30 am - 9:30 am
Location:

Zoom Webinar

Speakers:

MODERATOR
Maisie Short — Managing Director, Manulife Investment Management

PANELISTS
Jennifer Braswell — Director, Value Creation CDC Group PLC
Deborah Christie, CFA — Managing Director, Cambridge Associates
Nicole Wiley — Executive Director, Morgan Stanley

Time: 8:30 am - 9:15 am: Panel Discussion
9:15 am - 9:30 am: Q&A
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An Environmental, Social and Governance (ESG) Member Community Sponsored Event

MEMBERS-ONLY RECORDING

A moderated panel presentation focused on whether addressing gender imbalance will lead to better investment performance and stronger, more sustainable organizations. Institutional investors are increasingly considering gender as a factor in investing and allocating capital. PE, Venture and long-only investment firms are building gender diverse teams with a belief that cognitive diversity is material to better financial outcomes and enhanced risk management. Portfolio companies are focused on increasing gender equity in the C-Suite and in corporate leadership as a driver of enhanced value creation. How is the investment world meeting the moment?

MODERATOR

Maisie Short | Maisie Short is a Managing Director at Manulife Investment Management focused on consultant relations on the west coast. She is a member of the firm’s ESG Task Force and Global Women’s Alliance. Prior to joining Manulife, Maisie was a Managing Director with Los Angeles Capital where she cultivated and managed relationships with investment consultants, plan sponsors, and financial institutions. Maisie was a member of the firm’s Responsible Investing Solutions Group and chaired the Diversity & Inclusion Working Group. Previously, Ms. Short held positions in client service and marketing with Wilshire Associates, 300 North Capital, LLC and Convergent Wealth Advisors. Maisie began her career in non-profit fundraising with the Elizabeth Glaser Pediatric AIDS Foundation.

Ms. Short holds a BA from Duke University, an MA from the Johns Hopkins University, and is a CERTIFIED FINANCIAL PLANNER (TM) and a Chartered Alternative Investment Analyst. Maisie also received a Certificate from Cornell University in Diversity & Inclusion. Maisie is the Co-Founder and President of Women in Institutional Investments Network, a non-profit dedicated to advancing and empowering women in the southern California institutional investment community. She sits on the organization’s Governance, Finance, Membership, and D&I Committees. Maisie is also a member of the CFA LA ESG Advisory Committee and the Los Angeles World Affairs Council. Back To Top ^^

PANELISTS

Jen Braswell | At CDC (the UK’s Development Finance Institution), Jen leads the Value Creation group, which is an in-house expert team focusing on market building and transaction advisory services in CDC’s priority impact areas: gender equality, climate change, job quality and skills & leadership. Over the past three years, Jen has led CDC in several significant partnerships for gender finance, including the 2X Challenge initiative and the DFI Gender Finance Collaborative and she has served as a seed funder and committed advisor and champion for TheBoardroom Africa.

Jen previously managed Booz Allen Hamilton’s offices across Africa and Eurasia, based for ten years in Tbilisi, Georgia, where she was responsible for managing the firm’s global International Development and Cooperation portfolio, including projects supporting private sector development, infrastructure project finance, regulatory reform and digital transformation across Africa, Eastern Europe and Asia.

Jen is a licensed attorney in New York, and holds an MA in international economics from Johns Hopkins School of Advanced International Studies. Back To Top ^^

Deborah S. Christie, CFA | Deborah has more than 25 years of experience as an investor. She is a Managing Director specializing in manager research covering US and Canadian equities as well as women portfolio managers and gender lens investing. Deborah’s most recent paper was titled: Gender Lens Investing – Impact Opportunities Through Gender Equity. Deborah is a frequent speaker at gender and impact conferences. Deborah is a member of the Public Investments rating committee and the Best Execution committee.

Prior to rejoining Cambridge Associates in 2011, Deborah co-founded Great Oak Investment Management. As Director of Research and Chief Compliance Officer, Deborah oversaw the firm’s research efforts on small-cap equities and managed the firm’s compliance program. Before starting her own firm, she was a research consultant at Cambridge Associates. Prior to her first turn at Cambridge Associates, Deborah was an associate at Willamette Management Associates, where she valued closely held businesses. Back To Top ^^

Nicole Wiley | Prior to her current role, she was product manager for Morgan Stanley Alternative Investment Partners, developing products for the AIP Private Markets Solutions Team . Prior to joining AIP, Nicole was a vice president in the Financial Control Group at Morgan Stanley Investment Management (MSIM). Prior to joining the firm, Nicole was Controller at Inverness Capital Partners and a senior associate at PwC. Nicole received a B.S. in accounting from Villanova University and an M.A. from the University of Pennsylvania. She is a Certified Public Accountant and holds the series 7, 63 and 24 licenses. Back To Top ^^

Registration Fees
$5 (Members) | $20 (Non-Members)

Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*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 e-mail info@cfala.org.
ESG Advisory Council Co-Chairs:
Jeff Kuhlman, CFA
Mary Machado Schammel
Council Members:
Darya Allen Attar
Maisie Short
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 hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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