Women Run Funds Panel

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Apr 21, 2015

7:00 pm - 9:00 pm

Over the past two years studies have noted that many funds run by women have had great success.  Research also shows that companies with more women on their boards have stronger finances. Numerous fund companies are investing and betting on women.

Come hear from female industry experts about their experience running a fund, strategy and /or influencing the investment direction of their respective firms.

                  6:00 – 6:30 Networking

                  6:30 – 7:30 Panel Discussion

                  7:30 – 8:30 Networking

Hosted by:

The Haverford Trust Company

Radnor, PA

Moderator

Tracy Musser, Thompson Investment

Tracy Musser, Senior Institutional Relationship Manager, Thompson Siegel & Walmsley

Panel

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Sandra Ackermann-Schaufler, CFA, Portfolio Manager, SEI    

Tina Byles Williams - Current 

Tina Byles Williams, CIO & CEO, PortfolioManager, Global Equities, FIS Group

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Kristina Koutrakos, Chief Investment, Officer Kyria Capital Management

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Kelley A. McKee, CFA Portfolio Manager Delaware Investments

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Allison Mortensen, CFA Senior Investment Manager, Aberdeen Asset Management

Free for Haverford Trust/Drexel Morgan employees

$20 fee for WIN members, $30 for non-members

 
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This Month's Feature Sponsor

Janney Montgomery Scott

 

Janney Montgomery Scott is a leading wealth management firm with a nearly 200-year history of helping individuals, families, businesses, and institutions pursue their financial goals. Our mission is to empower lives through financial advice, providing personalized guidance and comprehensive capabilities to help clients navigate their financial lives with confidence.   Read more …..

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