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UniFi by CAIA™ –Women & Wealth Management: The Impact of the Great Wealth Transfer
Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone!

How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women?

This session will offer discussion around examining the unique challenges posed to the industry associated with women as clients and investors. Both advisors and the industry will need to evolve to meet the distinctive needs of women – their perspectives, attitudes, and strategies.

Given the backdrop of an increasingly complex and challenging financial environment augmented by the ongoing democratization of alternative investment strategies, we will explore the implications and impact of this highly anticipated wealth transfer to women under such conditions, and

• provide critical insights about the importance of diversity within the ranks of asset managers,

• identify the industry forces accelerating the democratization of alternative investments,

• identify the critical education gaps within the wealth management industry and solutions that will enable informed decisions to ensure the best outcomes for women investors.

Panelists:
Katrina Dudley, CFA, CAIA, Senior Vice President, Portfolio Manager and Investment Strategist, Franklin Templeton Investments
Sylvia Kwan, Ph.D., CFA, CAIA, Chief Investment Officer, Ellevest
Cara M. Wood CFA, CAIA, Senior Wealth Manager, BNY Mellon Wealth Management
Debbie McLean; Foundation President, Global Head of DEI, CAIA Association
Moderator:
Sarah Auerbach; Managing Director, Operations, UniFi by CAIA™, CAIA Association

Oct 20, 2022 12:00 PM in Eastern Time (US and Canada)

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Speakers

Katrina Dudley, CFA, CAIA
Senior Vice President, Portfolio Manager, Investment Strategist @Franklin Templeton
Katrina is Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the world’s largest asset managers, where she co-manages the Franklin Mutual Global Discovery and Franklin Mutual European Funds. Ms. Dudley has a passion for advocating for women in finance and business. She is the author of the introduction to the Vault Career Guide to Mutual Funds and is co-author with Columbia Business School Adjunct Professor Carr, “Undiversified: The Big Gender Short in Investment Management”. Ms. Dudley is a frequent market commentator on Bloomberg and CNBC. Ms. Dudley earned an M.B.A. from New York University's Stern School of Business, a Law degree (with first class honors) and a Commerce degree from Bond University (Australia), and an Associate of Science degree (Computer Science) from the University of the People.
Sylvia Kwan, PhD, CFA, CAIA
Chief Investment Office @Ellevest
As CIO at Ellevest, a technology-enabled financial services company built by women, for women, Sylvia is responsible for creating the investment solutions, strategies, portfolios, and proprietary algorithms that drive Ellevest’s investment recommendations across both automated digital and customized private wealth advisory services. She guides the firm’s investment philosophy and leads the development and due diligence of Ellevest’s impact and gender forward investments. Prior to joining Ellevest, Sylvia was a founding member of the investments team at Financial Engines, L.L.C. one of the first successful digital advisors. managing over $14B in AUM for over 200,000+ client accounts. Sylvia earned a B.S. in applied mathematics and computer science from Brown University and a Ph.D. in engineering-economic systems from Stanford University. Her doctoral dissertation on investor behavior and social interaction, one of the first in the field of behavioral finance.
Cara M. Wood, CFA, CAIA
Senior Wealth Manager @BNY Mellon Wealth Management
Cara Wood is a senior wealth manager for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs. Cara also specializes in complex derivative and alternative investment strategies. Cara joined the firm in 2016 and has more than 25 years of experience in the financial services industry. Her previous experience includes serving as a Senior Consultant for Wilmington Trust where she managed over $2.2 billion in pension, foundation and endowment assets and more recently, as a Consultant with The Townsend Group where she advised on $2.5 billion in private real estate and real asset portfolios. She holds the CFA and CAIA designations and has a BA in Business from the Ohio State University.
Deborah McLean
Foundation President, Global Head DEI @CAIA Association
Deborah is president of the CAIA Foundation and global head of diversity, equity, and inclusion (DEI) at the CAIA Association, the professional body for the alternative investment industry with 13,000 Members representing 100 countries. As a chief DEI strategist and spokesperson, Deborah leverages the organization’s voice and influence to help shape an investment industry that is more diverse, equitable, inclusive, and better represents the society in which we live. She has held senior leadership roles in the corporate, nonprofit, and higher education sectors, and is an ardent supporter of workplace diversity as an essential component to unlocking innovation, driving higher performance, and creating business growth outcomes. Deborah launched her career at ABC World News Tonight with Peter Jennings, and later went on to roles in consulting and nonprofit management, where she advanced ideas to help solve societal problems. Deborah is a graduate of Mount Holyoke College.
Sarah Auerbach
Managing Director Operations, UniFi by CAIA @CAIA Association
Sarah joined CAIA in 2015. She is Managing Director, UniFi by CAIA™ Operations providing strategic and operational support as well as governance and business planning. Previously Sarah functioned as Director of Candidate & Member Relations, managing the team that provides global support for CAIA Candidates and over 12,000 Members located in almost one hundred countries as well as leading global candidate and member relations strategies including defining goals for membership acquisition, recruitment, retention, optimizing customer journey as well as executing various business driven technical projects and exam administration operations. A results-oriented, data-driven professional, Sarah began her career in technical sales at IBM, enabling Fortune 50 financial services firms to meet their strategic business objectives through technology optimization. Sarah has a B.A. in History, cum laude, from Georgetown University and holds the Fundamentals of Alternative Investments Certification.