A Global Alliance to Further Inclusion & Diversity

Focused on the Development and Advancement of Female Leaders of All Backgrounds

First Annual
Collaborative Women in Investment Management Global Summit

Thursday, November 10, 2022
12pm ET - 4:30pm ET (Virtual)

Overview

  • Learn strategies to build your leadership skills and advance your career, as you gather at a virtual half-day event: the inaugural Collaborative WIM Inclusion & Diversity Global Summit!

  • Gain actionable insights on diversity, equity and inclusion efforts that are delivering results for individuals and their investment management firms.

  • Register now for an inspiring half-day virtual event with opportunities to interact with top industry leaders, plus gather with the contacts you’ve established in this unique global community.

Collaborative WIM is honored to highlight an incredible lineup of truly outstanding finance executives and diverse experts for your professional and personal advancement.

Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Madison and Milwaukee.

Together, let us Connect, Collaborate, Celebrate!

You are encouraged to invite your colleagues, for an afternoon of inspiring stories and actionable advice from top industry leaders!

Featuring:

Marina Severinovsky, Head of Sustainability, North America, Schroders

Demesha Hill, Head of Diversity & Community Relations, Janus Henderson Investors

Helena Ocampo, Senior Portfolio Manager, Goelzer Investment Management

Joel Greengrass, Chief People Officer, Yieldstreet

Henrietta Pacquement, Head of Investors Grade at Credit Europe, Allspring Global Investments

Stephanie Cohen, Global Co-Head of Consumer and Wealth Management, Goldman Sachs

Jade Scipioni, Senior Reporter

Komal Ahmad, Founder, Copia, Nelson Mandela Humanitarian Award Recipient ("Solving the World's Dumbest Problem")

Parneet Pal, MBBS, MS, Physician, Educator & Wellbeing Expert, Parneet Pal Consulting

Dorie Clark, WSJ Bestselling Author, Duke & Columbia Business Prof.

Yoga Break: Lynn Mull, Reiki Master, Transformational Coach, Author of "The 24 Oracle Deck"

CLICK HERE FOR FULL AGENDA

Calling All CFA Candidates!

To help you study for the CFA program, Fitch Learning has partnered with Collaborative WIM to offer a few lucky CWIM Summit attendees a FREE prep course.

Candidates must register for and attend the virtual CWIM Summit event in order to be eligible for the raffle; don’t miss out on this incredible opportunity. Take the first step by registering TODAY!

Announcements

Have you ever considered pursuing a CFA charter?

Explore our global partnership with Fitch Learning, to provide finance leaders of all backgrounds with a 20% DISCOUNT on online training for the:

About Us

Events

Our Sponsors

Click to View Replay of Events
Q1'25 CWIM Live Q&A with the Author, Featuring Dr. Neha Sangwan (Hosted by CFA Society Orlando)
3rd Annual CWIM Global Summit: "Connect, Collaborate, Celebrate" 2024 (Co-hosted by CFA Societies Nashville, Serbia, Uruguay)
Q3'24 CWIM Live Q&A with the Author, Featuring Manisha Thakor (Hosted by CFA Society Dallas-Fort Worth)
Q2'24 CWIM Original: "I Want to Be a Speaker. Where Do I Begin?" (Hosted by CFA Society Seattle)
Q1'24 CWIM Live Q&A with the Author, Featuring Dr. Emma Seppala (Hosted by CFA Society Victoria)
2nd Annual CWIM Global Summit: "Connect, Collaborate, Celebrate 2023: Building Bridges" (Co-hosted by CFA Societies Alabama, Sacramento, Cyprus)
Q3'23 CWIM Live Q&A with the Author, Featuring Meredith A. Jones (Hosted by CFA Society Nevada)
Q2'23 CWIM Original: "Don't Take It Personally: Managing Your Career. . ." (CFA Society Emirates)
Q1'23 CWIM Live Q&A with the Author: "Bravey: Chasing Dreams, Befriending Pain and Other Big Ideas" (Co-hosted by CFA Societies Stamford and Winnipeg)
2022 Collaborative WIM Global Summit: "Connect, Collaborate, Celebrate" (Co-hosted by CFA Societies Madison and Milwaukee)
Q3'22 CWIM Live Q&A with the Authors: "Undiversified: The Big Gender Short in Investment Management" (Hosted by CFA Society Italy)
Q3'22 Collaborative WIM Original: "An Honest Conversation: Personal Journeys of DE&I Pioneers" (Hosted by CFA Society Luxembourg)
Q2'22 Collaborative WIM Original: "Leading with Courage and Connection" (Hosted by CFA Society Mexico)
Q2'22 CWIM Live Q&A with the Author: "Master Mentors: 30 Transformative Insights From Our Greatest Minds" (Hosted by CFA Society Switzerland for EMEA)
Q2'22 CWIM Live Q&A with the Author: "Master Mentors: 30 Transformative Insights From Our Greatest Minds" (Hosted by CFA Society Atlanta for Americas)
Q1'22 Collaborative WIM Original: "The Power and Payoff of Non-consensus Investing" (Co-hosted by CFA Societies Okanagan and Saskatchewan)
Q1'22 CWIM Live Q&A with the Author: "The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness" (Hosted by CFA Society Idaho)
Q4'21 CWIM Live Q&A with the Author: "Reach: A New Strategy to Help You Step Outside Your Comfort Zone, Rise to the Challenge, and Build Confidence" (Hosted by CFA Society Istanbul for EMEA)
Q4'21 CWIM Live Q&A with the Author: "Reach: A New Strategy to Help You Step Outside Your Comfort Zone, Rise to the Challenge, and Build Confidence" (Hosted by CFA Society Edmonton for Americas)
Q3'21 Collaborative WIM Original: "Money and Its Mind Games: Women, Money & Power" (Hosted by CFA Society Oklahoma)
Q3'21 CWIM Live Q&A with the Author: "Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence" (Hosted by CFA Society Orange County for Americas)
Q3'21 CWIM Live Q&A with the Author: "Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence" (Hosted by CFA Society Ukraine for EMEA)
Q2'21 Collaborative WIM Original: "The Myth of Fearlessness: Using Biopsychology to Craft Your Next Best Steps" (Hosted by CFA Society Los Angeles)
Q1'21 Collaborative WIM Original: "Break Free from Imposter Syndrome: Embrace Your Capable, Competent Self" (Hosted by CFA Society Indianapolis)

Thank You to CWIM Program Series Host Societies!

CFA Society Indianapolis

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CFA Society Los Angeles

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CFA Society Ukraine

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CFA Society Orange County

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CFA Society Oklahoma

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CFA Society Istanbul

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CFA Society Edmonton

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CFA Society New York

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CFA Society Idaho

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CFA Society Okanagan

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CFA Society Saskatchewan

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CFA Society Switzerland

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CFA Society Atlanta

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CFA Society Mexico

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CFA Society Luxembourg

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CFA Society Italy

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CFA Society Madison

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CFA Society Milwaukee

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CFA Society Stamford

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CFA Society Winnipeg

CFA Society Indianapolis • CFA Society Los Angeles • CFA Society Ukraine • CFA Society Orange County • CFA Society Oklahoma • CFA Society Istanbul • CFA Society Edmonton • CFA Society New York • CFA Society Idaho • CFA Society Okanagan • CFA Society Saskatchewan • CFA Society Switzerland • CFA Society Atlanta • CFA Society Mexico • CFA Society Luxembourg • CFA Society Italy • CFA Society Madison • CFA Society Milwaukee • CFA Society Stamford • CFA Society Winnipeg

Messages From a Few of Our Friends:

  • "Collaborative WIM is leading the charge in elevating women in financial services and we wanted to be a part of that. The age-old African proverb that says, “when you educate a woman, you educate a nation,” could not ring more true for this group of women. It’s not limited to one nation though; Collaborative WIM is connecting women from all over the world providing a platform to grow stronger and learn together."

    Olivia Hails, APMA, Janus Henderson Investors

  • "CWIM says it all . . . collaboration, support and diversity in a challenging field. One of the first lessons we learn in investment management is the importance of diversification, yet the industry seems to overlook that concept as it pertains to decision making teams. Creating that geographically-agnostic support network is an amazing feat."

    Helena Ocampo, Goelzer Investment Management

  • "You’ve initiated something very important, and I congratulate all of you with all my heart. This created a great opportunity to engage with our Society members who now live and work abroad (one joined from Dubai and the other from Las Vegas). We had local members who joined yesterday but don’t usually attend other events. I sincerely look forward to the next one."

    İlke Takımoğlu Homriş, CFA, CFA Society Istanbul

  • "It’s no secret that achieving true DEIB in the world of FinTech is an ongoing and evolving challenge. Partnering with CWIM has helped our team create authentic relationships with women who share Yieldstreet's mission to expand opportunities for women across all industries. Having a growing, safe space within the CWIM network strengthens the universal awareness and need for diversity in the workplace and beyond. CWIM continues to do the extra work necessary to make a tangible difference, and we are honored to be a member and partner!"

    Joel Greengrass, Yieldstreet

  • "I admire those who take matters into their own hands to change “what is”. The women who started and participate in Collaborative WIM are change agents. . . Collaborative WIM has also taken the bull by the horns and now has a global network of women and allies who are fomenting change in their communities and in their workplaces. It’s a beautiful thing."

    Maura Cunningham, Rock the Street, Wall Street

  • "I wanted to convey my sincerest gratitude for your wonderful introductions and eloquent wisdom today. It was truly inspiring - and I do believe our company needed that type of sentiment, especially this week. I am so excited for what's to come! Many of my colleagues came up to me after and said they hadn't known such a network existed. I think we all left feeling a bit more confident than before. Thank you again for your time and CARE today! Can't wait to see what we can do together next. . . Thank you again for a truly uplifting discussion with our Yieldstreet Women's ERG!"

    Leah Gonzalez, Yieldstreet

  • "Grit, hustle, and confidence are still the best qualities for any woman approaching a finance career and true, it takes a village… Through Collaborative WIM and our local Women in Finance Initiative, we want to provide an inclusive space where representation and a support network are provided to our female members. I hope my testimony will inspire other societies to join CWIM, particularly in Europe where ESG investing values and practices are growing the fastest among the global investment community."

    Laura Prina Cerai, CFA, CFA Society Switzerland

  • "There is a lot to do in terms of giving visibility to diverse talent, building a strong pipeline of candidates and investment professionals . . . [Through CWIM] the exchange of views and sense of camaraderie is both inspiring and promising."

    Cristina Cárdenas Thorlund, CFA, CFA Society Mexico

  • "I currently hold two roles at CFA New York. First is my position as Co-Chair of our Young Leaders Group; in my second role, I serve as Co-Chair of the Diversity and Inclusion Forum at CFA New York . . . and that’s how I got connected to CWIM. It was a no-brainer to get involved myself and to have CFA New York linked up with you all. I’m so passionate about seeing women pursue careers in finance and become leaders in our industry, and to advocate for equality. So I hope that we can continue this great relationship and do more to reach women across the country and across the world, because I am amazed at how quickly you all are getting folks involved. It’s really exciting to be part of that momentum."

    Caroline Busby, CFA, CFA Society New York

  • "Thank you all at Collaborative WIM for making us at CFA Society Italy part of this great initiative! It was engaging to moderate one of the breakout rooms and to hear opinions and experiences from people with different backgrounds. And then, it was so inspiring to hear directly from Ellen Carr and Katrina Dudley about their research and views. See you soon at next events!"

    Michela Aimar, CFA, CFA Society Italy

  • "I just happened to be intending to write to CWIM recently. I wanted to thank you and CWIM for firstly just existing but mainly for actively doing so much to drive forth the progress of women in the industry. In the past few months alone since I started staying in touch, I have benefited personally . . . You and your team are always promptly responsive and genuinely helpful. You are role models."

    Nazreen Nazeer, Kuwait

  • "[I envisioned] a network of women in investment management that could help support, guide and inspire each other in business and life. I didn’t realize how quickly interest would spread internationally! I’m deeply impressed by the hard work of our dedicated steering committee, and excited as we look to the future!"

    Vanessa Wieliczko, CFA, CFA Society San Diego

  • "CFA Society Istanbul has been organizing the Women in Investment Management Conference since 2015. I am and we are supporting Collaborative WIM because it’s a great platform for all of us to act together for inclusion and diversity. I feel very, very excited and motivated to be a part of this initiative— as a woman, as an Executive Director of a CFA Society, as a CFA charterholder, and as a member of the CFA Institute. I am grateful and thankful for all of you for providing this opportunity."

    İlke Takımoğlu Homriş, CFA, CFA Society Istanbul

  • "We appreciate so much to be in contact with all the CWIM team. You are doing amazing things; we are very happy to be part of Collaborative WIM. . . I have enjoyed and learned a lot. Collaborative WIM events are an excellent opportunity of learning and networking. Congratulations for all your hard work and efforts!"

    Guillermina Pagaza, CFA Society Mexico

  • "I’m so thrilled to have connected via CWIM . . . What a remarkable group of people – you have done an outstanding job."

    Tracy Cavanaugh, FPA LA

  • "[CWIM provides] the opportunity to expand my network and meet more successful and driven women across the world, and to encourage more women to join the investment management and finance profession more broadly."

    Olena Lifset, CFA, CFA Society Oklahoma

  • "The idea and concept of connecting women from CFA Societies all around the world is very appealing and rewarding. [Collaborative WIM] has enabled us to share, collaborate, support and build new friendships in a virtual world, which is amazing!"

    Aradhana Kejriwal, CFA, CFA Society Atlanta

  • "I have always thought that there is something extremely powerful that can come from diversity of thought and learning from different perspectives. I was excited for the opportunity [through CWIM] to work with other amazing and talented individuals that share the same mindset."

    Irene Tsai, CFA, CFP, FPA Southwestern Ohio

  • "Through my volunteer work, I was introduced to Collaborative WIM, and I have been very excited about being part of this supportive network. The focus on uplifting women professionals through organizing a variety of events, providing resources and networking opportunities has really resonated with me. So I’m really happy to be a part of this network."

    Maggie Wong, CFA, POPM, CFA Society New York

  • "CFA Society Ukraine hosted the first Women in Finance Forum, so this topic is very important for us. CWIM allows us to introduced more role models to the region's financial network."

    Oleksii Sobolev, CFA, CFA Society Ukraine

  • "Dear friends of CWIM, it was such a honor to moderate one of the breakout rooms as a member of CFA Society Italy and sharing ideas and experiences with amazing professionals from Europe and the US! An enormous thank you to Ellen Carr and Katrina Dudley, authors of Undiversified: The Big Gender Short in Investment Management, for their research work, their inspiring thoughts and valuable advices! Looking forward to the next book!"

    Anna Paola Marchi, CFA, CFA Society Italy

  • "I love Collaborative WIM’s mission to elevate women in financial services and have really enjoyed participating in their sessions - both as a speaker and as a participant. If you haven’t connected with them - you should! It’s a wonderful initiative with a fantastic leadership team."

    Andy Molinsky, Professor, Author, Thought Leader

  • "I feel so blessed to cross paths with Sarah and the Collaborative WIM mission to support women in financial services. Having been a part of so many DE&I initiatives over the past few years, I have no doubt that CWIM’s leadership team is already making a significant contribution to progress we can measure. You have my full commitment as an attendee, speaker, or moderator for future events."

    Paul Olschwanger, CFA Society Dallas - Fort Worth; Performance Coach, Podcast Host, and proud Girl Dad

  • "CWIM is a powerful force that helps women develop their skills, grow their knowledge and relationships, and claim their rightful place as leaders. So honored to be a speaker!"

    Dorie Clark, Wall Street Journal bestselling author of The Long Game and executive education faculty, Duke University Fuqua School of Business