Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking.
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208. Betsy Cohen of Cohen Circle: Creating Impact through Fintech and Beyond – a Life of Seizing Opportunities
Betsy Cohen has built financial businesses for her whole career. She is the Co-Founder and Chairman of Cohen Circle, a growth stage investment firm focused on the fintech and impact spaces. She was previously CEO at The Bancorp Bank, which she founded in 2000 and previously worked at Jefferson Bank for 26 years. She sits on numerous boards and has received several awards being named a Forbes 2022 Most Powerful Self-Made Woman, 25 outstanding women bankers and many more.
202. David Semmens of Cadro – Riding the Fintech Wave of More Interactivity and Personalization
David Semmens is Chief Investment Officer at Cadro and an External Investment Committee Member at Wealthify where he was previously CIO. He holds additional Investment Committee and advisory roles and is an adjunct lecturer at Heriot-Watt University.
201. Sonali Wilson of Wellington Management: A Legendary Industry Networker Encourages Women across All Borders
Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWOB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles.
200. Monika Mantilla of Altura Capital – Reaching New Heights by Bridging the Gap for Capital in Small Business
Monika Mantilla is the President and CEO of Altura Capital, which provides institutional investors and strategic partners a mechanism of investing in underserved markets including high-performing small and diverse businesses. She is also a Co-Founder and Managing Member of Small Business Community Capital. She is a Member of the Board of Directors of Los Cidrines, based in Puerto Rico and Florida as well as holding a number of other board roles.
199. Tory Hyndman of Charta Partners: Putting Human Capital at the Forefront
Tory Hyndman is a Partner at Charta Partners. She has had a career of 25 years in executive search focused on investment management, having spent time at Heidrick & Struggles as well as David Barrett Partners, where she established the London office and wider EMEA business. She is passionate about educating women about careers in the City and is a volunteer for Founders4Schools as well as Maths4Girls as well as an Ambassador for The Diversity Project.
198. Cathy Ulozas, CIO of Drexel University: Recruiting an Investment Office towards a University’s Mission
Cathy Ulozas is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.
18. Betsy Cohen of Cohen Circle: Creating Impact through Fintech and Beyond – a Life of Seizing Opportunities
Betsy Cohen has built financial businesses for her whole career. She is the Co-Founder and Chairman of Cohen Circle, a growth stage investment firm focused on the fintech and impact spaces. She was previously CEO at The Bancorp Bank, which she founded in 2000 and previously worked at Jefferson Bank for 26 years. She sits on numerous boards and has received several awards being named a Forbes 2022 Most Powerful Self-Made Woman, 25 outstanding women bankers and many more.
197. Libby Cantrill of PIMCO: The Intersection of Policy, Politics, Performance and Professionalism
Libby Cantrill is a managing director in PIMCO’s portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley.
196. Duncan MacInnes of Ruffer: The art of MiniMax Regret and Portfolio Construction in Today’s Markets
Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of play in finance circles as we wrestle with failing banks and what this means for investors.