Women Investment Professionals

What’s Important Now “WIN” Educational Series

When:
November 19, 2020 @ 4:00 PM – 5:30 PM America/Chicago Timezone
2020-11-19T16:00:00-06:00
2020-11-19T17:30:00-06:00
Where:
Zoom
Virtual
Cost:
$10 Non-Members
Contact:

The Impact of AI/Technology on Investment Business

Artificial Intelligence (“AI”) is impacting every function in our industry. WIN will explore the latest technology and AI trends to bring you up to date from the perspective of how it will impact your role at the firm and how you can make your human self an invaluable asset in reaching the firm’s goals.

MODERATOR:

Athena Ole, CAIA
Head of Private Funds
Nasdaq Private Market

Athena is responsible for driving the development of the Private Funds business at Nasdaq Private Market (NPM). NPM is addressing the illiquidity challenge of alternative investment funds with their technology-powered secondary marketplace for private investments. The business has streamlined and centralized secondary liquidity for traditional private market funds, and supports new registered product vehicles that build secondary liquidity into their structures.

Athena joined Nasdaq in early 2018, bringing over 20 years of experience in financial services. At Merrill Lynch, she was a leader across various roles in the Alternative Investments (AI) business for nearly 10 years. In addition to managing relationships with the firm’s AI fund partners, she also hired and led a team that championed adoption of hedge funds and private equity with the largest and most sophisticated clients of the firm. She launched and positioned a wide variety of AI fund strategies and structures through difference market cycles, and led the creation of a custom proposal process for consultative sales with clients.

Before joining Merrill Lynch in 2007, she spent over ten years at Citigroup where she was a Director of Alternative Investment Sales at Citigroup Alternative Investments, driving third party distribution of proprietary hedge funds and private equity. Athena started her career in Citigroup’s Global Corporate & Investment Bank, and spent seven years in NYC, London and Dublin, working in Corporate Finance after completing Citigroup’s prestigious six month Associate Analytics Program.

Athena is a Chartered Alternative Investment Analyst, and received her B.A. in Economics from Columbia College at Columbia University. She lives in Montebello, NY with her husband Rich and their three boys. Outside of her career and being a hockey mom, she enjoys her directorship on the board of High Water Women and is an accomplished musician and recording artist.

PANELISTS:

Kristina Blaschek
Director of Business and Technology Solutions
William Blair

Kristina Blaschek is director of business and technology solutions for William Blair Investment Management. In this role, she provides strategic direction and oversight regarding technology development, oversees data integrity and governance, and is William Blair Investment Management’s chief liaison with the firm’s human resources, information technology, and recruiting groups. Before assuming this role in November 2017, Kristina was a global research manager, working closely with directors of research to oversee research operations and managing the global and U.S. equity research associates. Before joining the global research team, Kristina was a senior associate in William Blair’s sell-side research group, where she focused on the healthcare sector for six years. She joined William Blair in 2007. Previously, Kristina worked in the advisory investment banking industry as an associate at Lazard Middle Market and as an analyst at JPMorgan Chase & Company in Chicago. Before that, Kristina worked in JPMorgan’s equity products division and completed the firm’s capital markets development program, rotating between asset-backed finance, high-yield products, interest-rate-derivative marketing, and equity products. Kristina co-leads the William Blair Women’s  Alliance. She received a B.B.A. in finance with honors from Loyola University Chicago and an M.B.A. from the University of Chicago’s Booth School of Business.

Kristin Doyle, CFA
Partner
Aon Investments

Kristen is a Partner within Aon Investments USA and is the firm’s Global Chief Operating Officer. As Global COO Kristen is responsible for executing on and achieving the firm’s strategic initiatives, managing change as the business evolves, acting as a key decision maker in our growth strategy both organic and inorganic, and maintaining a strong culture of compliance and risk management. Kristen also leads the firm’s public sector business as the Public Fund Client Solution Leader. As the public sector business lead, Kristen is responsible for new business development and helping to ensure that Aon has the right resources, research, and expertise available for the public sector.

Experience

Kristen previously led the trust services team in the U.S. focused on custody, securities lending, and transition management. With regard to transition management, she was also previously the global head of transition management, responsible for managing the transition management research and implementation team in the U.S., UK, and Canada.

In 2014, Kristen was awarded The Rising Stars of the Profession 35 Under 35 Award by Consulting Magazine and in 2016, was named to the list of Knowledge Brokers: New Guard published by AiCIO Magazine, which recognizes five-star consultants that will transform their firms and industry in the next five years[1]. In 2019 the Women Investment Professionals (WIP) recognized Kristen with the 2019 Distinguished Woman Investment Professional of the Year [2]. Kristen is also a member of the Board of Governors for Opportunity International, a leading micro-finance organization that provides loans and other financial services to the world’s most impoverished and empowers them to work their way out of poverty.

Kristen previously led the trust services team in the U.S. focused on custody, securities lending, and transition management. With regard to transition management, she was also previously the global head of transition management, responsible for managing the transition management research and implementation team in the U.S., UK, and Canada.

In 2014, Kristen was awarded The Rising Stars of the Profession 35 Under 35 Award by Consulting Magazine and in 2016, was named to the list of Knowledge Brokers: New Guard published by AiCIO Magazine, which recognizes five-star consultants that will transform their firms and industry in the next five years[1]. In 2019 the Women Investment Professionals (WIP) recognized Kristen with the 2019 Distinguished Woman Investment Professional of the Year [2]. Kristen is also a member of the Board of Governors for Opportunity International, a leading micro-finance organization that provides loans and other financial services to the world’s most impoverished and empowers them to work their way out of poverty.

Education

Prior to joining the firm in 2005, Kristen worked at Northern Trust in the custodial operations group for more than two years. She has a B.A. in economics from Denison University. She is a CFA charterholder and member of CFA Institute and the CFA Society of Chicago.

[1] Each year, the editors of CIO magazine build a list of the industry’s top knowledge brokers. These are the people tasked with identifying the best investment managers and financial firms, as well as how to put them all together in a portfolio that will perform well. This list is based on their discretion, knowledge of industry trends & insight across the CIO perspective. The ranking was conducted by the editors of CIO magazine. No advisor paid a fee to participate.

Kristen Doyle https://www.ai-cio.com/lists/2017-knowledge-brokers/?pid=25075 *

*This site contains information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Aon Investments. Aon Investments does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.

[2] On an annual basis the Women Investment Professionals (WIP) recognizes an outstanding woman in the investment industry who, over a distinguished career and through her personal conduct, commitment and activities, has exemplified her support for the advancement of women within the industry and her community. Kristen Doyle was named the 2019 Distinguished Woman Investment Professional of the Year. Selection criteria for this award includes nominees with 1) exceptional leadership qualities as a proven leader in the investment industry 2) exemplifies integrity, collaboration, and concern for others, and 3) acts as a strong supporter of women in the institutional investment industry consistent with the mission of the WIP. Kristen’s receipt of this award is no way indicative of any individual client or investor’s experience with Kristen or her future performance. No fees were paid to be on this list or included as a nominee. The universe of individuals considered for this award generally are members of WIP.

[1] Each year, the editors of CIO magazine build a list of the industry’s top knowledge brokers. These are the people tasked with identifying the best investment managers and financial firms, as well as how to put them all together in a portfolio that will perform well. This list is based on their discretion, knowledge of industry trends & insight across the CIO perspective. The ranking was conducted by the editors of CIO magazine. No advisor paid a fee to participate.

Kristen Doyle https://www.ai-cio.com/lists/2017-knowledge-brokers/?pid=25075 *

Sabrina MacPherson
Product Manager
Morningstar

Sabrina is a Product Manager at Morningstar, driving strategy and product development for several core APIs that support internal products in their mission to empower investor success. She also oversees the product strategy for Morningstar Developer, a developer portal and management tool for enterprise offerings in the form of APIs and web components.

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