View Speaker Bios
Featured Speakers
Parneet Pal, MBBS, MS, Physician, Educator, Wellbeing Expert
Marina Severinovsky, Head of Sustainability North America, Schroders
Artemiza Woodgate, PhD, CEO & Co-Founder, Integrated Quantitative Investments (IQI)
Praveen Jagwani, CFA, CEO, UTI International Ltd
Paul Olshwanger, Founder of Wendell Rhoads Consulting
Cassie Holmes, Professor, UCLA Anderson School of Business, Bestselling Author
Laura Prina Cerai, CFA, Senior Portfolio Manager, Vontobel
Lynn Mull, Executive Career Coach & Fractional COO
Dana Pointer, CEO, Preserver Partners
Kathy Schoettlin, Chief Communications, Culture, and Social Responsibility Officer, Old National Bank
Amrita Tiwari, CFA, Investment Oversight, New York Life Investments
Special Guests
Sarah Maynard, Global Senior Head, Inclusion, CFA Institute
Simon Ng, CFA, CEO, Peak Capital Management, APAC South Presidents Council Representative, CFA Institute
Presented By:
Together, let us Connect, Collaborate, Celebrate!
Overview
Collaborative WIM’s final event of the year — the fourth annual Global Summit —will take place virtually on Thursday, November 19th between 12:00PM - 4:30PM EST. Co-hosted by CFA Societies Mexico, New York, Singapore, and Switzerland, alongside Collaborative WIM, this complimentary half-day event will bring together a global community of investment professionals, industry leaders, and emerging voices across finance.
Designed to inspire meaningful dialogue and connection, the summit will feature thought-provoking conversations, interactive discussions, and actionable insights focused on leadership, career growth, innovation, and the evolving future of the investment industry.
What You’ll Gain
Gain actionable insights to support your professional growth and personal development
Hear from global changemakers and industry leaders driving impact across organizations and markets
Engage in live discussions with peers from around the world and expand your global network
Explore new perspectives on leadership, collaboration, and the future of finance
We encourage you to invite your colleagues and peers to join this dynamic and interactive global experience. Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the fourth annual Collaborative WIM Global Summit!
Global Perspectives. Meaningful Connections. Lasting Impact.
Watch the 2024 Summit replay: “Connect, Collaborate, Celebrate” 2024
View the 2024 Summit Agenda here
For more information, please email [email protected].
CFA Institute Qualified Activity: Eligible for 4.5 PL credit hours
Thank you for being part of our global community!