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CWIM Global Summit: "Connect, Collaborate, Celebrate 2023: Building Bridges" (Co-hosted by CFA Societies Alabama, Sacramento, and Cyprus)

Overview

Collaborative WIM’s final event of the year, co-hosted by CFA Societies Alabama, Sacramento and Cyprus, will take place on Thursday, November 9th, between 12:00PM - 4:30PM EST.

Key takeaways:

  • Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the second annual Collaborative WIM Global Summit!

  • Interact with change makers who are delivering results for individuals and organizations on a global level. 

  • Engage in live discussions with your peers from your region and around the world.

Collaborative WIM is honored to highlight an incredible lineup of truly outstanding industry leaders and diverse experts for your professional and personal advancement. You are encouraged to invite your colleagues for this complimentary interactive event.

Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Alabama, Cyprus, and Sacramento.

Together, let us Connect, Collaborate, Celebrate!

Featured Speakers

  • Sally Helgesen, Bestselling Author of “How Women Rise”

  • Oliver Burkeman, Bestselling Author of “Four Thousand Weeks”

  • Mike Green, CFA, Portfolio Manager and Chief Strategist, Simplify

  • Marina Severinovsky, Head of Sustainability North America, Schroders

  • Janie Mines, former U.S. Naval Academy Officer (and first African-American woman to graduate from the U.S. Naval Academy)

  • Jade Scipioni, Senior Reporter

  • Dr. Katharina Seiler, Founder of Women for Women Fund, Senior Equities Fund Manager, DWS

  • Fran Skinner, CFA, CPA, Partner, AUM Partners

  • Jillian Climie, Co-Founder of The Thoughtful Co

  • Natalya Tarasova, Life and Career Coach

Welcome Remarks

  • CWIM Co-Founders

  • Adrian Hughes, Senior Vice President and Portfolio Manager, Regions Bank, CFA Society Alabama

  • Marlene Timberlake D’Adamo, Chief Diversity, Equity and Inclusion Officer, CalPERS, CFA Society Sacramento

  • Natalie Philippou, CFA, Portfolio Manager, Fiduserve Asset Management, CFA Society Cyprus

  • With special guest Sarah Maynard, Global Senior Head, Diversity, Equity and Inclusion, CFA Institute

View Full Agenda

Watch last year’s Summit replay: “Connect, Collaborate, Celebrate 2022”

CFA Institute Qualified Activity: Eligible for 4.5 PL credit hours

For more information, please email [email protected].

2023 CWIM Global Summit Presented By:

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Previous
September 13

CWIM Live Q&A with the Author: “Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)” Featuring Meredith A. Jones (Hosted by CFA Society Nevada)

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Next
February 29

CWIM Live Q&A with the Author: “The Happiness Track” Featuring Dr. Emma Seppälä (Hosted by CFA Society Victoria)