Home Page





Upcoming events

    • 21 Oct 2021
    • 1:00 PM - 2:00 PM
    • Via Zoom
    Register

     

    Please join us for a candid fireside chat with Roz Hewsenian, CIO of the Helmsley Charitable Trust, and Leah Emkin, WIIIN Board member and Head of Client Solutions at Wilshire. Roz will discuss her career journey in the financial services industry, along with lessons learned across the different phases of her career which have included roles as investment consultant at Wilshire, CEO of Clay Finlay, and CIO of the Helmsley Charitable Trust. The conversation will take place via Zoom and will be followed by a Q&A session with the audience.


    About Roz Hewsenian
    Roz Hewsenian serves as the Helmsley Charitable Trust’s Chief Investment Officer. In this position, she is responsible for the strategic direction of the Trust’s investment program and its implementation. She joined Helmsley in 2010 as the Deputy Chief Investment Officer.

    Prior to joining Helmsley, Roz was the Chief Executive Officer of Clay Finlay, LLC, a global equity firm with offices in New York, London and Hong Kong. Roz has spent the majority of her career at Wilshire Associates in Santa Monica, CA, as senior investment consultant serving governmental pension funds. She was the lead investment consultant to the California Public Employees’ Retirement System (CalPERS). She also served on Wilshire’s Board of Directors and was an equity principal of the firm. Previously, Roz worked for money management firm, Dimensional Fund Advisors, and served as the Manager of Pensions and Investments at PepsiCo, Inc.

    Roz received a Bachelor of Science from the State University of New York at Oneonta and an M.B.A. from Pace University.


    About Leah Emkin
    Leah Emkin is responsible for overseeing client-facing activities across Wilshire’s diverse client base. She is a member of Wilshire’s Executive Committee, Wilshire’s Investment Committee, and was a co-founder of Wilshire’s Gender Diversity Awareness Committee.

    Leah joined Wilshire in 2008. She holds an MA and MBA from Claremont Graduate University and a BA from Lewis & Clark College. Leah is a board member of the Women in Institutional Investments Network (WIIIN).

    • 03 Nov 2021
    • 12:00 PM - 1:30 PM
    • Virtual: REMO Platform
    Register

     OUR SPEAKERS
    Julia Bonafede, Co-Founder
    Rosetta Analytics

    Rosetta Analytics is an asset management firm that uses deep reinforcement learning to manage investment strategies. We are an emerging manager that is women-led and women-owned. Our two flagship investment strategies RL One and RL Carbon have strong performance with lower correlation to their underlying markets.

    Prior to co-founding Rosetta Analytics, Julia spent 24 years building teams and offices at Wilshire Associates. She served as President of Wilshire Consulting and was a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. She led over 90 consulting professionals servicing more than 200 client relationships with AUA of over $1 trillion. She has a strong history and philosophy of portfolio risk management and research and expanded Wilshire Consulting’s business into Outsourced CIO and Risk Consulting services for clients. She has served as strategic consultant to large state and corporate pension funds, and endowment and foundation clients.

    Julia speaks regularly at industry conferences on topics such as risk management, fiduciary issues, asset allocation and rebalancing, the market environment, and the evolution of the investment consulting business. She was recognized in May 2021 as one of four women named by The Hedge Fund Journal in its “Tomorrow's Titans 2021 List of 50 Managers” and also listed as a top Knowledge Broker in Chief Investment Officer magazine’s annual list of the world’s most influential investment consultants in 2015. Her publications include: "The Wilshire 5000 Total Market Index: The Logistics Behind Managing Broad-Based Indexes," Journal of Indexes, 3rd Quarter 2003; and "A Multi-Period Linking Algorithm that Has Stood the Test of Time," The Journal of Performance Measurement, Volume 7: Number 1.

    Ms. Bonafede earned a B.S. in Marketing from the University of Colorado and an M.B.A. in Finance and Entrepreneurship from the Marshall School of Business at the University of Southern California. She is a member of the CFA Institute and is a founding member of the United Kingdom Society of Investment Professionals/CFA Society United Kingdom. She currently serves on the Standards of Practice Council for the CFA Institute.

    Priscilla Guevara, Head of Investor Relations
    Science, Inc.

    Priscilla Guevara is the Head of Investor Relations of Science Inc., a Los Angeles-based startup studio and venture fund with a barbell investment strategy fueling disruptive early and late stage consumer companies. Founded in 2011, Science's portfolio has seen $1.3 billion in exits including Dollar Shave Club (acquired by Unilever) and DogVacay (merged with Rover, now going public through SPAC). It built two of the first & largest influencer networks on YouTube and Pinterest: FameBit (acquired by Google) and HelloSociety (acquired by New York Times). Today, Science’s portfolio includes notable companies such as PlayVS, Bird, MeUndies, Grove Collaborative, Mammoth Media, Liquid Death, and more. The firm recently closed a $310.5M IPO for its first SPAC, Science Strategic Acquisition Corp. Alpha.

    Prior to Science, Priscilla served as an investor at ZX Ventures (Anheuser-Busch's CVC arm). In this role, Priscilla oversaw the technology platform, which included global deals in the supply chain & logistics and marketing/adtech space, among others. Additionally, she was an investor in sustainable assets on behalf of family offices, and led Strategy & Ops at SevenRooms and Business Development at Whispr Group. Further, her early international experience and expertise across Wall Street from Sumitomo Mitsui to Neuberger Berman and JCAM (Moore Capital), focusing on asset management and capital markets, complemented by a deep operational and regulatory foundation, has resulted in growth of $10B+ AUM.

    She is currently the Chair of the Senior Women in Private Equity Group (West Coast Chapter) and an Active Member of 100 Women in Finance. She is also currently on the Development Committee of the James Beard Foundation, having previously served on the board of The Leukemia & Lymphoma Society (NYC Chapter) as the Chair of Society Ties, its young professionals group.

    Priscilla holds a B.A. from the University of California, Santa Barbara and an M.B.A. from Columbia Business School.

    Nicole Neeman Brady, CEO and Director of
    Sustainable Development
    Acquisition I Corp

    Nicole Neeman Brady is the CEO and Director of Sustainable Development Acquisition I Corp (NASDAQ: SDAC). As a public benefit corporation and pending B Corp, SDAC’s mission is to identify and partner with growth-oriented companies that are advancing the United Nations Sustainable Development Goals.

    She also serves on the board of various portfolio companies of Renewable Resources Group (RRG), an LA-based investment firm that owns, manages, and develops agriculture, water, and renewable energy assets in the US and internationally. Nicole was an Investment Committee member, fund manager and also responsible for overseeing all energy and water treatment investment and development opportunities. Nicole joined RRG following the firm’s acquisition of Edison Water Resources, a subsidiary of Edison International, a distributed water purification and recycling company where she was President and Founder. Nicole brings a diverse leadership history to RRG, including having been the Director of Energy Procurement at Southern California Edison (SCE) where she was responsible for all energy contracting and power, natural gas and emissions trading for the company – a $5 billion business. Prior to SCE, Nicole worked in strategic planning for Twentieth Century Fox and in private equity for Goldman Sachs.

    She holds dual Bachelor of Arts degrees, with honors, in architecture and in economics from Brown University and a Master of Business Administration degree, with distinction, from Harvard Business School.

    Nicole currently serves as a Board Member of California Resources Corporation (NYSE: CRC), a Commissioner for the Los Angeles Department of Water and Power (the nation’s largest municipality), and a Board Director for the Library Foundation of Los Angeles.

    OUR MODERATOR 
    Felicia Berryman, Consultant Relations
    Nuveen

    Felicia is responsible for Nuveen's distribution effort within the institutional consultant community in the western region of the U.S.

    Prior to joining the firm in 2015, Felicia served in a business development capacity with American Realty Advisors, marketing private real estate to institutional investors.

    Felicia graduated with a bachelor's degree in Economics from Lewis and Clark College. She is a member of the Association of Investment Management Sales Executives (AIMSE) and is a member of the Women in Institutional Investments Network of Los Angeles (WIIIN). Felicia holds the Series 7 and 63 securities registrations. She is a CFA charterholder and member of the CFA Institute and CFA Society of Los Angeles.


Past events

22 Sep 2021 Starting Your Journey to a Board Seat
23 Jun 2021 WIIIN's Fifth Annual Luncheon - Listening Louder: Creating An Inclusive Company Culture
19 May 2021 WIIIN Book Club: May 19, 2021 - "Untamed"
04 May 2021 WIIIN Career Series (Part 3 of 3) Establishing a Career Plan
22 Apr 2021 Private Markets & the Pandemic: Impact and Implications
06 Apr 2021 WIIIN Career Series (Part 2 of 3) Quieting the Voice of Your Inner Critic
16 Mar 2021 WIIIN Social Hour - Shake & Sip Cocktail Class
02 Mar 2021 WIIIN Career Series (Part 1 of 3) Break the Rules: Ditch Your Doubt, Exit The Cycle Of Proving Yourself And Level Up Your Career
24 Feb 2021 WIIIN Book Club: February 24, 2021 - "The Confidence Code"
10 Feb 2021 WIIIN Members Only Event - “New Year, Let's Get Healthy Together,” With Jessica Klingbaum, Certified Aromatherapist
21 Jan 2021 2021 WIIIN Annual Macro Event - The Path Ahead: A Global Discussion of Secular Trends and the Implications for Client Portfolios
07 Jan 2021 WIIIN Members Only Event - “New Year, Let's Get Healthy Together,” With Katie Bressack, Certified Nutritionist
22 Oct 2020 WIIIN Members Only Virtual Networking Event and Cocktail Class
30 Sep 2020 The Art and (Brain) Science of Effective Communications - An Afternoon with Kristin Graham
28 Sep 2020 WIIIN Philanthropy Committee's #WIIINLA #2020giveback Virtual Event
24 Sep 2020 Fourth Annual Luncheon: Breaking the Glass Ceiling (Virtual Event)
10 Sep 2020 WIIIN Book Club: September 10 - "I'm Still Here: Black Dignity in a World Made for Whiteness"
04 Aug 2020 Intentionality in Inclusivity
15 Jul 2020 Putting Forward Your Best Ask - Navigating & Negotiating Career Transitions
25 Jun 2020 WIIIN Book Club: June 25th - Alpha Girls
28 May 2020 WIIIN Webinar Event (Part 3 of 3) Managing Difficult Conversations
12 May 2020 WIIIN Webinar Event (Part 2 of 3) Storytelling for Focus and Clarity Confirmation
29 Apr 2020 WIIIN Webinar Event (Part 1 of 3) - Effective Presentations in a Virtual Environment
27 Feb 2020 WIIIN 2020 Member-Only Annual Networking Mixer
23 Jan 2020 2020 Vision: Economic Outlook for Markets in the Year Ahead
20 Nov 2019 WIIIN’s Fall Philanthropy Event
18 Oct 2019 Portfolio Manager Perspectives: The Evolution of Multi-Manager Solutions
26 Sep 2019 Diversity & Inclusion Symposium with CFA Society San Diego
19 Aug 2019 Wine Tasting with WIIIN
18 Jul 2019 WIIIN's Third Annual Luncheon: The Business Case for Diversity & Inclusion
12 Jun 2019 WIIIN Paint and Sip Casual Event
17 Apr 2019 Advancing Women in the Workplace
28 Nov 2018 Redefining the Paradigm: A Half-Day Event of Inspirational Speakers and Sessions
26 Sep 2018 A Conversation on the Markets: Rising Rates and Inflation
27 Mar 2018 Advancing Women’s Careers -- all the way to the Boardroom
07 Nov 2017 "Breaking Through to the C-Suite, Part 2" - A panel featuring distinguished female CIOs in institutional investments
28 Sep 2017 Building a Collective
20 Jun 2017 Coming Full Circle
23 Feb 2017 2017 Outlook
17 Nov 2016 WIIIN's 1st Annual Luncheon Benefit
05 Oct 2016 "Breaking Through to the C-Suite" - A panel featuring distinguished female CEOs in institutional investments
26 Jul 2016 Taking Ownership: A Woman CEO's Perspective
23 May 2016 Conversation on Private Markets
11 Mar 2016 Sustainable Investing, Governance, and Diversity – An Institutional Perspective
09 Nov 2015 A Conversation with Peggy Abkemeier-Alford
03 Sep 2015 Strong Communication Skills and Increasing Your Personal Power with Sally Stalcup
28 May 2015 An Intimate Conversation with Lisa Mazzocco
20 Feb 2015 The Changing Landscape of Alternative Investing
30 Oct 2014 The Post QE World - What Lies Ahead?
Women In Institutional Investments Network (WIIIN)
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608
Phone: 916-333-3280
Email: info@wiiin.org 
Powered by Wild Apricot Membership Software