Women & Wealth Summit 2018

Emily Giffin New York Times Best Selling Author Emily Giffin is one of the biggest selling women’s fiction authors writing today.  Hailed as a “modern day Jane Austen” (Vanity Fair) and a “dependably down-to-earth, girlfriendly storyteller” (New York Times), Giffin has penned eight New York Times bestsellers, Something Borrowed (2004), Something Blue (2005), Baby Proof (2006), Love the One You’re With (2008), Heart of the Matter (2010), Where We Belong (2012), The One & Only (2014), and First Comes Love (2016). Her eight novels, all filled with endearingly flawed characters and emotional complexity, have resonated deeply with both critics and readers around the world, achieving bestseller status in a number of countries, including the United States (#1), Canada (#1), United Kingdom, France, Brazil and Poland (#1). The books have been translated into thirty-one languages, with over eleven million copies sold worldwide. In addition, five of her novels have been optioned for the big screen and are in various stages of development. The first, Something Borrowed, hit theaters in May 2011, starring Kate Hudson, Ginnifer Goodwin and John Krasinski. A Chicago native, Giffin graduated summa cum laude from Wake Forest University and the University of Virginia School of Law. After law school, she moved to Manhattan and practiced litigation at a large firm for several years while she paid back her school loans, wrote a young adult novel in her very limited spare time, and dreamed of becoming a writer. Despite the rejection of her first manuscript, Giffin persisted, retiring from the legal profession in 2001 and moving to London to pursue her dreams fulltime. It was there that she began writing Something Borrowed, a story of a young woman who, upon turning 30, finally learned to take a risk and follow her heart. One year later, Giffin’s own gamble paid off, as she completed her manuscript, landed an agent and signed a two-book deal on both sides of the Atlantic. The following summer, Something Borrowed, hailed as a “heartbreakingly honest debut” (Entertainment Weekly) became a surprise sensation, and Giffin vowed never to practice law again. Giffin now resides with her husband and three children in Atlanta.

Her ninth novel, All We Ever Wanted, will be released on June 26, 2018.

You can visit her at www.emilygiffin.com. Facebook: www.facebook.com/emilygiffinfans Twitter: @emilygiffin Instagram: @emilygiffinauthor

Allison Duncan Founder and CEO, Amplifier Strategies

Allison Duncan is the founder and CEO of Amplifier Strategies. She advises leading organizations working at the intersection of philanthropy, investing and innovation. As a serial social entrepreneur, she co-founded Uplift, a collaborative initiative for poverty alleviation, Impact Atlas, a technology platform for personalized mentoring programs, and Battery Powered, one of the largest and fastest-growing giving clubs in America.

Since 2007, Amplifier has activated more than $500 million and launched new ventures, portfolio strategies, and cutting-edge solutions for influential foundations and organizations around the world. Its clients have included the Bill and Melinda Gates Foundation, Erol Foundation, The Skoll Foundation, The Libra Foundation, Arcus Foundation, Resources Legacy Fund, The Nature Conservancy, among others.

Allison began her career in philanthropy with the Gordon and Betty Moore Foundation. She served as the Program Director for a $400 million environmental investment and as the Director of Program Finance, where she created a practice to conduct due diligence, measure outcomes, and structure $1 billion in grants and program-related investments. Prior to joining the Moore Foundation, Allison worked at Deloitte in the Carolinas, Russia, New York and Silicon Valley.

www.amplifierstrategies.com

Mercedes Abramo President and CEO, Cartier Mercedes Abramo began her career at Cartier as director of the flagship Fifth Avenue mansion, after several years in luxury hospitality. She then served as assistant vice president of New York retail – overseeing all New York boutiques – and as vice president of retail for all of North America. She was appointed president and CEO of Cartier North America in 2014. She serves on the board of directors of Jewelers of America and the advisory board of the Luxury Education Foundation, a public not-for-profit organization that focuses on educational programs for students in design and business. She is also a key advocate for the Cartier Women’s Initiative Awards, an international business plan competition for women entrepreneurs, created in 2006 to identify, support and encourage projects that solve contemporary global challenges.

Christina M. Alfonso-Ercan CEO, Madeira Global Christina M. Alfonso-Ercan is the CEO of Madeira Global, a leading advisory and analytics firm dedicated to ESG (environmental, social and governance) research and reporting. Since its inception, Alfonso-Ercan has set the framework for the organization's overall vision and strategy and, together with the Madeira leadership team, has led its implementation, product development and expansion efforts. Alfonso-Ercan’s leadership role in the field of ESG analytics and socially responsible investing has been highlighted in financial publications including Institutional Investor, Barron’s, The Wall Street Journal, Yahoo Finance, Worth and LEADERS Magazine. She has also been a featured speaker at the Concordia Summit, the Worth Wealth Summit and academic conferences hosted by the Harvard Kennedy School, Columbia, Cornell, NYU, Georgetown and Wharton. In 2016, Alfonso-Ercan was recognized as a "Game Changer" by the U.S. Green Chamber of Commerce. In 2015, she was awarded "Women of Influence” by the New York Business Journal and received City & State Reports' "Pioneer Award for Distinguished Achievement in Impact Investing.” In 2014, Alfonso-Ercan was initiated into the Milken Institute Young Leaders Circle and was named a "Rising Talent" by the Women's Forum for the Economy and Society. She was inducted into the international honors society of economics, Omicron Delta Epsilon, in 2004. Prior to Madeira, Alfonso-Ercan served as a director at WWI Group, a Brazilian private equity firm, and a member of the private client services group at AllianceBernstein in New York. Alfonso-Ercan is currently holds advisory board positions at PathNorth, the Milken Institute Young Leaders Circle and Women’s Forum for the Economy and Society, serving as co-chair of the New York Chapter. Alfonso-Ercan holds a B.S. in Finance and Economics from Fordham University, where she graduated Cum Laude, and an M.B.A. from ESADE Business School, Barcelona, Spain.

Louise Blais Canada’s Ambassador and Deputy Permanent Representative, United Nations Louise Blais began her career as an Art Theft Analyst at Interpol.  She then managed the Development Program at the National Archives of Canada before joining the Department of Foreign Affairs and International Trade in 1996.  She has served abroad as Counsellor at the Embassy in Washington and the Tokyo and as Minister-Counsellor for Political Affairs at the Embassy in Paris and Consul General in Atlanta. In Ottawa, she has held the positions of Director of the Public Diplomacy Division and Executive Director of the Rotational Staff Division. From September 2017, Louise Blais will be the Ambassador and Deputy Permanent Representative to the United Nations in New York. Louise Blais has been a member of numerous boards including the Helen Hayes Awards in Washington DC, the Cultural Alliance of Greater Washington and the Tokyo International Film Festival. She is also an alum of the Herbert Quandt Foundation’s Trans-Atlantic and World Young Leaders Forum. More recently, she joined the Board of the Rotary Club of Atlanta and Board of Advisors of the Atlanta Ballet. She is also a Distinguished John Robson Lecturer at Emory University. She is dedicated to the advancement of women entrepreneurship and has led her team to launch the first ever North America Summit of Women in Business. This has become an annual event in Atlanta.

Genevieve Bos Managing Partner, Thought Capital Genevieve is a successful technology and media entrepreneur who has launched and sold multiple venture-backed companies. Genevieve has been featured sharing her technology start up and business secrets in Forbes, and on CNBC, NBC, CNN and more. She is also known for launching then selling the publishing lifestyle brand PINK - created exclusively for professional women – think of it as “Fortune Meets Oprah.” Under her leadership, readership of the print publication grew to over 650,000 and won 10 national industry awards and positively impacted millions of women. She has also co-founded multiple technology companies and specialized in developing international sales, distribution and marketing teams in Europe, Asia and the Middle East. Her last company was a tech innovation platform called IdeaString which sold to GE -  a SaaS that accelerates innovation and cost-out by harnessing ideas from communities of employees and creatives. Her newest business incarnation launched two years ago year is called Thought Capital. Her firm helps companies accelerate growth through marketing and sales strategies and digital transformation to optimize the sales conversion funnel. She is also a sought after speaker for companies like Cisco, The Coca-Cola Company, Dell, GE, The Home Depot, P&G and many more. Genevieve sits on multiple company boards including a sewing machine robotics company called Software Automation and The Platypus Institute that provides individuals and teams with the scientific knowledge and cutting-edge tools to become peak performers. You can find out more about Genevieve at www.ThoughtCapital.net

Katrina Dudley Portfolio Manager, Franklin Mutual Series

Katrina Dudley is co-portfolio manager of the Franklin Mutual European mutual funds, overseeing approximately $5 billion of assets.

She has been a manager of these funds for the past 10 years and has been a member of the Mutual Series team for 14 years. In addition to her portfolio management responsibilities, as an analyst at Mutual Series, her research responsibilities include global industrial, machinery and transportation companies. She regularly interacts with management teams to discuss their businesses, competitive advantage and market outlooks. Prior to joining Mutual Series in 2002, Ms. Dudley was an investment analyst at Federated Investors, Inc. covering the technology and health care sectors. From 1995 to 2001, Ms. Dudley worked in the corporate finance division of Ernst & Young LLP, most recently as a senior manager, where she specialized in valuation and litigation consulting. Ms. Dudley recently authored the introduction to the Vault Career Guide to Mutual Funds. Ms. Dudley also appeared in Money Magazines 2013 Investor's Guide 'Top Stock Picks from Top Pros'. Ms. Dudley has an M.B.A. from New York University's Stern School of Business, a B.A. of Laws (first class honors) and a B.A. in Commerce from Bond University (Australia), and an Associate of Science degree from the University of the People. She is a Chartered Financial Analyst (CFA) charterholder. Ms. Dudley is a trustee of The Children's Village, an $80 million revenue social services agency where she is the Chair of the Audit Committee and a member of the Nomination/Governance and the Executive Committees. She lives with her husband and four children in New York City.

Brittain Ezzes Portfolio Manager and Senior Research Analyst, Cramer Rosenthal McGlynn

Brittain Ezzes is a Portfolio Manager and Senior Research Analyst at Cramer Rosenthal McGlynn, a leading value equity manager with approximately $7 billion in assets under management. She is Co-Portfolio Manager on the CRM Small/Mid Cap Value and CRM Mid Cap Value strategies, which have over $2 billion in combined assets. In addition to her portfolio management responsibilities, her research work focuses on industrials and materials companies. Brittain has over 20 years of experience in the investment industry including both public and private equities. Prior to Cramer Rosenthal McGlynn, she was an Analyst and Managing Director with MissionPoint Capital and Iridian Asset Management, respectively. Brittain has additional experience as an Associate at SG Capital Partners and as a Business Analyst with Price Waterhouse, LLP. She graduated magna cum laude from Brown University with a BA in International Relations and Russian Studies.

Jennifer Foster Co-Chief Investment Officer, Chilton Investment Company Jennifer L. Foster is Co-Chief Investment Officer at Chilton Investment Company where she has worked for over 20 years.  In addition to managing portfolios and advising on Equity strategy, she is a member of the firm’s Risk Management Committee and Board of Directors.  Preceding her tenure as Co-CIO, Jennifer served a variety of roles at the firm including Equity Analyst, Director of Research, and Assistant Portfolio Manager. Before joining Chilton, Jennifer worked at GE Capital as a member of GE’s Financial Management Training Program. Jennifer graduated summa cum laude with a B.A. in English from Boston College in 1992 and earned an M.B.A. with distinction from Harvard Business School in 1997. Jennifer lives in Darien, CT with her husband and their three sons.  She serves as a Trustee for St. Luke’s School in New Canaan, CT, for the Calvin Coolidge Presidential Foundation in Plymouth, VT, and for the Mather Homestead Foundation in Darien, CT.

Maureen Hackett Head of Personal Lines, AIG Maureen Hackett is Head of Personal Lines for General Insurance of AIG. She is responsible for the profit and loss of a $6 billion global portfolio, spanning standard home and auto products to the Ultra High Net Worth product suite (Home, Collections, Personal Excess, Auto, Watercraft and ancillary lines). Maureen first joined AIG in 1999 as part of the executive team charged with launching AIG’s entry into the high net worth segment known as Private Client Group and held various management and leadership positions until transitioning to the Personal Lines global team as Head of Property in 2011.  She was appointed the Head of the Individual Segment (now Head of Personal Lines) in April 2015. Maureen started her insurance career at Chubb Insurance in Personal Insurance followed by underwriting and management roles at Employers Reinsurance before joining AIG. Maureen sits on the Board of Directors for AIG Israel and AIG Canada.  She holds a Bachelor’s Degree from Cornell University and a Master’s Degree in Business Administration from the University of Chicago.