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  • 12 Jun 2026 8:00 AM | Anonymous

    Featuring Fireside Chat with Kimberly Wood, Head of Institutional  at Capital Group.

    Kim talked about her 32 year career in finance and investments. She also explored the important role of mentorship, which culminated in her helping to create WIIIN’s mentorship program.
  • 18 May 2026 3:00 PM | Anonymous

    Lindsay Berz, CFA
    Managing Director and Assistant Portfolio Manager, Global Private Debt
    Oaktree Capital Management

    Tegan Chapman, CFA
    Investment Officer, Private Equity
    CalPERS


    Mildrey Chun
    Director of Investments
    Scripps Health

    Sapna Shah, CFA, CAIA
    Senior Managing Director
    Angeles Investments

  • 14 May 2026 10:30 AM | Anonymous

    In partnership with Manulife and Rock the Street, Wall Street.

    WIIIN volunteers worked with young women in finance.

  • 03 Apr 2026 7:30 AM | Anonymous

    In partnership with CHRYSALIS, a nonprofit organization that is “Changing Lives Through Jobs.”

    WIIIN volunteers held a presentation-style workshop to help empower and inspire a group of 18-20 women in celebration of Women's Empowerment Day.


  • 20 Mar 2026 12:00 PM | Anonymous


    Debra Gates, Ed. D, CRPC®, CFEI
    Manager, CAPTRUST at Work
    CAPTRUST




    Veronica Karas, CFP®, CDFA®, AEP®
    Principal, Financial Advisor
    CAPTRUST




    Melissa McGrane
    Partner & Portfolio Manager
    GlobeFlex Capital

  • 09 Oct 2025 10:30 AM | Anonymous

    Featuring:

  • 02 Oct 2024 5:00 PM | Anonymous

    Featuring:

    CEO/CIO Panel

    • Panelists - Maïté Irakoze Baur, CFA: CIO, Farmers Insurance Group; Soraya Chabarek: CEO, Manulife; Carina Coleman: CIO, SDCERS; Amy Diamond: CIO, University of Southern California
    • Moderator - Debby Cherney, CPA: CEO, SBCERA

    The Founders of WIIIN

    • Lara Clarke (founding co-president); Heather Beatty (founding co-president); Maisie Short (founding secretary); Sarah Barlup (founding treasurer)
  • 12 Oct 2023 11:00 AM | Anonymous member (Administrator)


    Featuring:

    • Keynote Speaker - Mara Liasson: National Political Correspondent, NPR
    • Moderator - Geraldine Jimenez, CFA: Senior Investment Director - Public Markets, CalSTRS
    • Honoree - Marina Batliwalla: Principal and Senior Investment Consultant, Mercer Investment Consulting
  • 26 Jan 2023 9:05 PM | Anonymous member (Administrator)

    Susan C. Lerner, Founder, Libra Coaching LLC

    Website: www.libracoachingllc.com
    Email: susan@libracoachingllc.com

    Susan is a Certified Professional Coach and specializes in coaching talent in the Investment Management Industry.

  • 04 May 2021 9:08 PM | Anonymous member (Administrator)

    Establishing a Career Plan
    Tracy Podell
    Executive and Career Coach
    traceypodell.com



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Women in Institutional Investments Network - WIIN

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