2015 groundbreakers women in leadership summit program book

Bre akThroug h

Bre akThroughBre akOctober 8, 2015 Time Warner Center New York

wisdomwisdomwisdomUnlimited Networking Potential.

Hundreds of Inspiring Moments.

Dozens of Industry Pioneers.

Table of ContentsWelcome

Program Sponsors

Pioneers of Progress

Program

Speakers and Panelists

1

2

4

6

8

1GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT

2015 has been an exciting year for the agenda on women in leadership, including a host of new initiatives focused on attracting, further developing and improving retention track records for talent within organizations. Additionally, there’s been a parallel push within the educational community to identify ways to close the gender gap at our universities. Attention remains unchanged on the ongoing need—and value—of increasing the number of women on boards. At the same time, Toigo has been engaged with firms focused on alternative investments—including private equity and venture capital firms - to improve leadership development as well as to ensure their portfolio companies are doing the same. The opportunities for change—and results—are endless.

It’s also an exciting time for Toigo as we advance our strategic plan to leverage the annual Groundbreakers Summit to reach a broader audience over the next 12 to 24 months through new direct women in leadership-focused programming, collaborative projects and regional events. We welcome your ideas and suggestions to strengthen the impact of Toigo Groundbreaker’s brand. Achieving the right balance of content and contact remains our overarching goal; reaching more women leaders (and those on their way) is integral to achieving results that are both meaningful and sustainable.

Thank you for your interest in Toigo—and your commitment to grow as a leader. We value personal interactions and active participation—and know you do, too. As organization leaders, you have the vision, knowledge, experience and drive to help us pave our way into the future.

With your support and active engagement, Toigo will continue to orchestrate forums, challenge your thinking and foster connections that allow you to break new ground within your organization—and within yourself.

Nancy A. SimsPresident & CEO | Toigo Foundation

Welcome

2 GROUNDBREAKERS WOMEN IN LEADERSHIPA TOIGO INSTITUTE SUMMIT

The Toigo Foundation gratefully acknowledges its 2015 Groundbreakers sponsors for their support of this important initiative dedicated to the advancement of mid- and senior-level women.

Program Sponsors

BREAK SPONSORS

GENERAL SPONSORS

SUPPORTING SPONSORS

Bloomberg LP New York Life

Prudential Investment Management Welsh, Carson, Anderson & Stowe

WORKSHOP SPONSORS


Face challenges with confi dence. Nimbly navigate every obstacle in your path. It’s that unique quality that’s positioned you where you are today. And it’s what we value at Bank of America. Join our team, and we’ll open your career path and give you new opportunities to take the possible and make it real. And as part of the world’s leading fi nancial institution, you can make a bigger impact than you ever imagined.

Bank of America is proud to sponsor The Robert Toigo Foundation

Visit bankofamerica.com/careers to connect with our team

Life’s better when we’re connected®

Bank of America and its af liates consider for employment and hire quali ed candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such af rms in policy and practice to support and promote the concept of equal employment opportunity and af rmative action, in accordance with all applicable federal, state, provincial and municipal laws. © 2015 Bank of America Corporation. | AR97HXPV | DI_091815

Your unique talents and hard workmake success look easy


Raudline EtienneSenior DirectorAlbright Stonebridge Group

Amy Ellis-SimonHead of Global Corporate AccessBofA Merrill Lynch Global Research

Ginger LewCEOThree Oaks LLC

Pioneers of Progress

Sue ToigoFounder and Board MemberRobert Toigo Foundation

Kelly M. Williams, J.D.President, GCM Grosvenor Private MarketsInvestment Committee Member, Managing Director

The Honorable Denise L. NappierTreasurerState of Connecticut

Judith SamuelsonExecutive DirectorThe Aspen Institute Business and Society Program


The Toigo Institute gratefully acknowledges these Pioneers of Progress—a select group of senior finance leaders committed to the advancement of women and the continued success and impact of the Groundbreakers initiative.

Carla HarrisManaging DirectorMorgan Stanley Investment Management

Shelley SmithPresident and General CounselGrayShell Consulting

Anne StausbollCEOCalPERS

Elizabeth SmithSenior Managing Director, Public FundsAllianceBernstein

Mellody HobsonPresidentAriel Investments

Sandra HorbachManaging Director,Head of Global Consumer and Retail GroupThe Carlyle Group


8:30 am – 9:00 am

9:00 am – 9:05 am

9:05 am – 10:20 am

10:20 am – 10:25 am

10:25 am – 10:40 am

10:40 am – 12:10 pmFacilitator

12:10 pm – 12:30 pm

12:30 pm – 1:30 pmFeatured Speaker

Topic

1:30pm - 1:35pm

Registration & Networking Breakfast

Welcome & Opening RemarksJill Rosenberg Jones (Toigo Alumna)Managing Director | Goldman Sachs

Brave New World: Women in the Lead Frontlines: Women Taking the Lead for Change in Immigration Maria HinojosaAward-winning Journalist Founder | Futuro Media GroupHost and Producer | Latino USA

Media: New Optics, New Opportunities—with Women Leading the Way Jacki KelleyChief Operating Officer of Bloomberg Media Group | Bloomberg LP

Breaking Ground in the Political Arena Donna BrazileVeteran Democratic Political StrategistVice Chair of Voter Registration and Participation | Democratic National Committee

Group Q&A Moderated by Mistress of CeremoniesFredricka WhitfieldNews Anchor | CNN Newsroom – Weekend Edition

Women in the Lead: Closing RemarksAmy O’BrienManaging Director, Head of Responsible Investment | TIAA-CREF Networking BreakSponsored by TIAA-CREF

General Session: Workshop | 4-Way Win: Breaking Through the Trade-Off Mindset Professor Stewart D. FriedmanDirector | Wharton Work/Life Integration Project Founder | Total Leadership

Sponsored by Morgan Stanley

Networking Break

Power LunchSheri Bronstein Global Human Resources Executive | Bank of America

Fireside Chat Led By: Sue Toigo | Founder, Toigo FoundationOpportunity Knocks: Effectively Managing the Unexpected

Sponsored by Bank of America

Power Lunch Closing RemarksToni Cornelius Managing Director of Inclusion and Workforce Strategy | Mesirow Financial

Event Program 10.08.15


1:35 pm – 1:45 pm

1:45 pm – 3:15 pm

Facilitator

Facilitator

Facilitator

3:15 pm – 3:45 pm

3:45 pm – 4:45 pmPanelists

4:45 pm – 5:00 pm

Transition Time

Breakout SessionsDormant Ties—An Untapped ResourceDr. Pamela D. PuryearSVP, Chief Talent Officer | Pfizer, Inc. What is Your Cultural Value Proposition? Jane HyunGlobal Leadership Strategist, President and Founder | Hyun & Associates

Sponsored by T. Rowe Price Navigating Unconscious BiasDr. Stacy Blake-BeardProfessor of Management | Simmons College School of Management

Sponsored by Guggenheim Partners

Networking Break Sponsored by Mesirow Financial

General Session (Panel Discussion) | Women Helping Women: Trends & Strategies in Wealth Management Linda HoustonMLWM Division Executive | Merrill Lynch Wealth Management

Tiffany Hawkins Head of Private Investments (PI) and Business Development | Momentum Advisors

Amy O’BrienManaging Director, Head of Responsible Investment | TIAA-CREF

Sponsored by Goldman Sachs

Closing Remarks & Acknowledgements


SpeakersW

elco

me

Jill is the global co-head of Regulatory Operations. She serves as co-chair of the Operations Regulatory Reform Steering Group and as a member of the Operations Risk Council. Jill is also an advisor to the Operations Black Network Steering Committee and the Operations Women’s Network Steering Committee. Previously, she was the global head of Business Architecture & Project Delivery in Operations. Jill has also held roles as the global business

unit head of Operations Technology Strategy and the global functional head of Margin Lending in Operations. Jill joined Goldman Sachs in 2007 as a vice president and was named managing director in 2011.

Prior to joining the firm, Jill worked at Morgan Stanley in the Operations and Firm Management divisions, where she held global strategy and project management roles. Before that, Jill was a management consultant working exclusively with financial services clients on long-term assignments in Melbourne, Hong Kong, London, New York and Atlanta.

Jill is the executor of the James Weldon Johnson literary estate and served on the Board of Teachers Network from 2003 to 2010.

Jill earned an AB in American History from Harvard University and an MBA from Cornell University’s Johnson Graduate School of Management, where she was named a Robert Toigo Foundation Fellow.

Jill Rosenberg Jones (Toigo Alumna) Managing Director | Goldman Sachs

Welcome & Opening Remarks


Brave New World: Women in the Lead

Wom

en in

the

Lea

d

Maria Hinojosa is an award-winning trailblazer in news and investigative journalism. Her over 25-year history reporting on critical issues and focusing on the changing cultural and political landscape in America and abroad have won her the highest levels of recognition in journalism, including: four Emmys; the 2012 John Chancellor Award for Excellence in Journalism; the Robert F. Kennedy Award for Reporting on the Disadvantaged; the Studs Terkel Community Media Award; and the Edward R. Murrow Award from the Overseas Press Club for best documentary for “Child Brides: Stolen Lives,” among other awards.

In April 2010, Hinojosa took her mission of reporting on stories ignored or overlooked by mainstream media to another level by creating the Futuro Media Group, a multimedia nonprofit production company based in Harlem with the mission of giving voice to the social and civic justice issues facing a more diverse America. In addition to producing Latino USA, Futuro Media is also developing America by the Numbers with Maria Hinojosa, a series for public television to be distributed spring 2014.

America by the Numbers will be the first national programming dedicated to documenting and demystifying the dramatic demographic changes that are occurring in the U.S. and examining the new American mainstream—the growing numbers of Asians, Latinos, African Americans, mixed race, immigrants, women, youth and LGBTs who are increasingly determining the outcomes of elections and influencing arts, culture, and commerce. Futuro Media is also committed to training the next generation of journalists to become reporters, filmmakers, and multimedia producers, and using its media products to expand public space, staging civic engagement events to further democracy and enlarge the national conversation about policy and priorities.

Hinojosa has worked as an anchor and reporter for PBS’ Need To Know series and the talk show Maria Hinojosa: One-on-One from WGBH/La Plaza, as senior correspondent at Now on PBS and for NPR, and for eight years as CNN’s urban affairs correspondent. In October 2011, she was the first Latina to anchor a Frontline report, “Lost in Detention,” exploring abuse at immigrant detention facilities. Hinojosa has documented hundreds of important stories - from immigrant work camps in New Orleans after Hurricane Katrina, to teen girl victims of on-the-job sexual harassment, to the poor in Alabama, and youth violence in urban communities.

She is currently the anchor and executive producer of NPR’s Peabody-Winning weekly program, Latino USA, celebrating its 20 year anniversary and considered the program of record for Latino news, culture and issues of critical importance to the Latino community and that impact the US population.

Hinojosa has a weekly syndicated column for King Features/Hearst and is author of two books including a motherhood memoir, Raising Raul: Adventures Raising Myself and My Son. She was born in Mexico City, raised in Chicago, and received her BA from Barnard College.

Throughout her career, she has helped define the conversation about our times and our society with one of the most authentic voices in broadcast. Her investigative journalism and presentations press for truth while giving voice to lives and stories that illuminate the world we live in.

Maria Hinojosa Award-winning Journalist

Founder | Futuro Media GroupHost and Producer | Latino USA

Frontlines: Women Taking the Lead for Change in Immigration


Brave New World: Women in the LeadW

omen

in t

he L

ead

Jacki KelleyChief Operating Officer of Bloomberg Media GroupBloomberg LP

Media: New Optics, New Opportunities—with Women Leading the Way

Jacki is Chief Operating Officer of Bloomberg Media Group, Bloomberg L.P.’s global multi-platform media organization that comprises web, mobile, television, digital video, radio, print magazines and live events platforms. Jacki, who joined Bloomberg L.P. in September 2014, leads the business operations of Bloomberg Media, with a focus on driving global

revenue growth, brand strength and developing the company’s new media strategy under CEO Justin B. Smith.

A dynamic leader with more than 20 years of experience, Jacki is widely credited with disrupting traditional business models to successfully meet client objectives across the publishing and advertising industries. She served as CEO for IPG Mediabrands North America and President of Global Clients, most recently dedicating all of her time to leading IPG’s successful bid for all of Microsoft’s creative and deployment work globally. Jacki helped lead a massive expansion of IPG’s global advertising network, which now buys $36 billion in media for clients, including ExxonMobil, Sony and BMW.

Jacki has been honored time and again throughout her career for her extraordinary work. She was named a Matrix Award Honoree by New York Women in Communications; Advertising Woman of the Year by the Advertising Women of New York; and was inducted into the American Advertising Federation Hall of Achievement. She was named one of Crain’s New York Business’s 50 Most Powerful Women in New York in 2013, one Advertising Age’s 100 Most Influential Women in Advertising and was number one on Business Insider’s 30 Most Powerful Women in Advertising list.

In her role as CEO, IPG Mediabrands North America, Jacki oversaw and integrated tools, technologies and services for all clients based in North America and across the IPG Mediabrands agencies, including Universal McCann, Initiative and bpn, and was responsible for global clients headquartered in North America. Previously, she served as President, North America and Global CEO at Universal McCann, where she helped lead a transformation of the agency, including the introduction of a pay-for-performance model, that led to a major expansion in client base and revenue.

Jacki has also held various business roles at Yahoo!, Martha Stewart Living Omnimedia and USA TODAY. At Yahoo!, she served as Global Head of Strategy and Solutions, where she oversaw the integration of the search and display sales teams into an enhanced sales force. She integrated four sales forces into one while in the role of Executive Vice President, Media Sales at Martha Stewart Living Omnimedia, earning the honor of min’s “Sales Team of the Year”.

Jacki started her career at USA TODAY, where she rose from an intern to Senior Vice President of Advertising, overseeing advertising and marketing for all international and domestic editions of the newspaper. In the late 1980s, she was a part of the team that led USA TODAY’s hotel distribution, an innovative marketing strategy at the time that greatly increased the paper’s influence and advertising proposition.


Brave New World: Women in the Lead

Wom

en in

the

Lea

d

Veteran Democratic political strategist Donna Brazile is an adjunct professor, author, syndicated columnist, television political commentator, vice chair of Voter Registration and Participation at the Democratic National Committee and former interim National Chair of the Democratic National Committee as well as the former chair of the DNC’s Voting Rights Institute.

Aside from working for the full recovery of her beloved New Orleans, Brazile’s passion is encouraging young people to vote, to work within the system to strengthen it, and to run for public office. Since 2000, Brazile has lectured at over 125 colleges and universities across the country on such topics as “Inspiring Civility in American Politics,” Race Relations in the Age of Obama, Why Diversity Matters, Women in American Politics: Are We There Yet.

She first got involved at the age of nine when she worked to elect a City Council candidate who had promised to build a playground in her neighborhood; the candidate won, the swing set was installed, and a lifelong passion for political progress was ignited. Brazile worked on every presidential campaign from 1976 through 2000, when she became the first African-American to manage a presidential campaign.

Author of the best-selling memoir Cooking with Grease: Stirring the Pots in American Politics, Brazile is an adjunct professor at Georgetown University, a syndicated newspaper columnist for Universal Uclick, a columnist for Ms. Magazine, and O, The Oprah Magazine, an on-air contributor to CNN, and ABC, where she regularly appears on ABC’s This Week. Her secret passion is acting; she has recently made two cameo appearances on CBS’s The Good Wife. Ask her and she’ll tell you that acting, after all, is the key to success in politics.

In August 2009, O, The Oprah Magazine chose Brazile as one of its 20 “remarkable visionaries” for the magazine’s firstever O Power List. In addition, she was named among the 100 Most Powerful Women by Washingtonian magazine, Top 50 Women in America by Essence magazine, and received the Congressional Black Caucus Foundation’s highest award for political achievement.

She is currently on the board of the National Democratic Institute (NDI), the Congressional Black Caucus Foundation, and the Joint Center for Political and Economic Studies.

Last, but never least, she is a native of New Orleans, Louisiana. In the aftermath of the two catastrophic hurricanes that made landfall in the Gulf region, Brazile was appointed by former Governor Kathleen Blanco to serve on the Louisiana Recovery Board to work for the rebuilding of the state and to advocate for the Gulf recovery on the national stage.

Brazile is the proud recipient of honorary doctorate degrees from Louisiana State University, North Carolina A&T State University, and Xavier University of Louisiana, the only historically Black, Catholic institution of higher education in the United States.

Brazile is founder and managing director of Brazile & Associates LLC, a general consulting, grassroots advocacy, and training firm based in Washington, DC.

Donna Brazile Veteran Democratic Political Strategist

Vice Chair of Voter Registration and ParticipationDemocratic National Committee

Breaking Ground in the Political Arena


Brave New World: Women in the LeadW

omen

in t

he L

ead

Fredricka WhitfieldNews Anchor | CNN Newsroom – Weekend EditionFredricka Whitfield is an anchor for CNN/U.S. She is based in the network’s world headquarters in Atlanta, Georgia. Whitfield anchors the weekend edition of CNN Newsroom.

Since joining CNN in 2002, she has reported from all over the world including the Persian Gulf region during the wars in Afghanistan and Iraq, Beijing during the 2008 Summer Olympic Games, London at the 2012 Summer Olympic Games and Washington, D.C. during the 2009 presidential inauguration.

Prior to CNN, Whitfield was a correspondent for NBC News and served as an Atlanta-based correspondent for NBC Nightly News, TODAY and Dateline NBC. She covered stories such as the highly contested 2000 presidential race and the resulting ballot recount as well as the 1996 Olympics, the Olympic Park bombing in Atlanta and the manhunt for bomber Eric Rudolph. Whitfield also reported on the 1999 refugee crisis in Macedonia during the Kosovo War.

Before her time at NBC, Whitfield was a reporter and anchor at WPLG-TV in Miami, an evening anchor for News Channel8 in Washington, D.C., and a general assignment reporter at KTVT-TV in Dallas as well as at WTNH in New Haven, Conn. She began her professional career as a reporter and morning anchor for WCIV in Charleston, S.C.

In her nearly three decades long career, Whitfield has garnered multiple awards and honors for her broadcasting. In 2000she earned an Emmy award nomination for long form storytelling. Her other notable awards include the 2002 Howard University School of Communications Alumna of the year, 2004 Alfred I. DuPont Award winning team for CNN’s coverage of the tsunami disaster in Southeast Asia, 2005 George Peabody award for the network’s live coverage of Hurricane Katrina and aftermath, 2005 Ebony award for Outstanding Women in Marketing and Communications, 2007 Emmy award for outstanding live coverage of a breaking news story long form, 2008 NAMD Communicator of the year, 2008 Howard University postgraduate achievement in the field of Journalism, and 2009 NYABJ long form feature. Whitfield was also a part of the network’s Peabody Award winning coverage of the 2010 Gulf Oil Spill and the 2011 Arab Spring.

Whitfield earned a bachelor’s degree in journalism from Howard University.

Group Q&A Moderated by Mistress of Ceremonies


Morning Networking Break Sponsor

Wom

en in

the

Lea

d

Amy Muska O’Brien is Managing Director and the Head of Responsible Investment at TIAA-CREF. She provides overall strategic leadership to Asset Management and across the organization on the implementation of TIAA-CREF’s overall responsible investment commitments and key environmental, social and governance (ESG) approaches, including ESG-focused funds, ESG integration frameworks, and the firm’s impact investing portfolios.

Ms. O’Brien has worked on a wide range of ESG and impact investing initiatives across TIAA-CREF since 2005. She has 19 years of professional experience in the responsible investment field. Prior to joining TIAA-CREF in 2005, Ms. O’Brien served as Director of Corporate Social Responsibility at the Pension Boards - United Church of Christ, where she developed and implemented socially responsible investment strategies including social screening policies, proxy voting guidelines and shareholder activism for the denomination’s pension fund and foundation. Previously, she was Research Manager at the Council on Economic Priorities, the non-profit research firm that pioneered the field of corporate social and environmental responsibility ratings for investors and consumers. Ms. O’Brien served as CEP’s representative to the inaugural Steering Committee of the Global Reporting Initiative, an international initiative charged with developing a standardized reporting format for corporate sustainability indicators.

Ms. O’Brien earned a B.S. in Biology from Boston College and an M.S. in Environmental Management and Policy from Rensselaer Polytechnic Institute. From 2006-2011 she served on the Board of Directors of the USSIF: The Forum for Sustainable and Responsible Investment. In 2008, Ms. O’Brien joined the board of directors of The Investor Responsibility Research Center Institute for Corporate Responsibility. In 2011 she was appointed to the Steering Committee of the Global Initiative for Sustainability Ratings. In 2012, Ms. O’Brien became a member of the Financial Women’s Association of New York. In 2014 she was named to the Principles for Responsible Investment (PRI) Initiative’s Reporting and Assessment Steering Committee.

Amy O’Brien Managing Director, Head of Responsible Investment

TIAA-CREF

Closing Remarks


4-Way Win: Breaking Through the Trade-Off MindsetG

ener

al S

essi

on W

orks

hop

Nailah Flake-Brown is a Managing Director of Morgan Stanley and Head of Coverage for the Commercial Real Estate Lending Group in the Fixed Income Division.

Nailah started her career as an analyst at Morgan Stanley in 2000 and has served in numerous roles within her group, specializing in principal real estate debt transactions

ranging between $100 million to $2 billon in size. Nailah is regarded as one of the top producers on her team and in 2014 originated over $5 billion in transactions for her clients who include institutional owners of real estate such as REITs, private equity firms, hedge funds, and high net worth individuals.

Beyond Morgan Stanley, Nailah is the director and founder of InnerVisions Theater Arts Center, a non-for-profit organization that provides dance and fitness programs to students in South Jamaica Queens. She is also a Board Member of the Jamaica Center for Arts and Learning.

Nailah received an undergraduate degree from Spelman College in Atlanta, Georgia, where she graduated Magna Cum Laude with a major in Economics and a minor in Business Management and Organization.

In 1984, Stew Friedman joined Wharton, where he is the Practice Professor of Management. In 1991, he founded both the Wharton Leadership Program and the Wharton Work/Life Integration Project. In 2001, he concluded a two-year assignment (while on academic leave) at Ford Motor, as the senior executive for leadership development. Stew’s most

recent book is Leading the Life You Want: Skills for Integrating Work and Life (Harvard Business, 2014), a Wall Street Journal bestseller.

His Total Leadership program is used worldwide, including by the 135K students in his MOOC. The New York Times cited the “rock star adoration” he inspires in students. He was chosen by Working Mother as one of America’s 25 most influential men to have made things better for working parents, by Thinkers50 as one of the world’s top 50 business thinkers, and by HR Magazine as one of the Most Influential Thinkers 2014. The Families and Work Institute honored him with a Work Life Legacy Award.

Nailah Flake-BrownManaging Director | Morgan Stanley

Professor Stewart D. FriedmanDirector | Wharton Work/Life Integration Project Founder | Total Leadership

Introduction

Facilitator

Sponsored By:


Sheri Bronstein is the Global Human Resources Executive for Bank of America and a member of the company’s executive management team. In this role, Bronstein leads a global team of human resources professionals responsible for recruiting, leadership development, learning, compensation, benefits, diversity and inclusion, and employee relations for employees in more than 40 countries.

Bronstein joined Bank of America in 2000 and has held various roles supporting Global Markets, Global Investment Banking and the International regions. She served most recently as Global Human Resources Executive for Global Banking and Markets. Prior to joining Bank of America, Sheri worked at JP Morgan in a variety of human resources capacities.

Bronstein actively promotes the company’s commitment to diversity and inclusion internally and externally, including serving as a member of the company’s Global Diversity & Inclusion Council. In addition, Sheri spearheads domestic violence awareness initiatives for the company.

Sheri is based in New York City and holds an undergraduate degree from Colby College and an MBA from Cornell University. She is a member of the Governing Board of Directors of the Robert Toigo Foundation and was selected as a 2015 participant in Next Women 50, an executive development network for female leaders around the world.

Sheri BronsteinGlobal Human Resources Executive | Bank of America

Featured Speaker

Luncheon Program Sponsored By:

Power Lunch

Pow

er L

unch

Toni Cornelius is the managing director of inclusion and workforce strategy at Mesirow Financial. She is responsible for the development and implementation of strategies that support and enhance a diverse and inclusive environment at Mesirow Financial. Her focus includes organizational readiness, talent acquisition, retention, workforce management, business development and supplier diversity.

Formerly Mesirow Financial’s director of human resources, Toni joined Mesirow Financial in 2012 with over 20 years of experience in human resources and project management. She has also operated as an independent consultant, providing guidance in the areas of change management program development, executive career coaching, website and media relations management, as well as general human resources.

Toni holds her B.S. from Creighton University and her M.S. from Loyola University. She is a Myers Briggs Type Indicator qualified instructor and a certified coach for the Center for Creative Leadership, Executive Dimensions program.

Toni CorneliusManaging Director of Inclusion and Workforce Strategy

Mesirow Financial

Closing Remarks


Dormant Ties – An Untapped ResourceB

reak

out

Ses

sion

s

Pam is a business leader, thought leader, and Organization Development (OD) practice leader with over 25 years of experience including 10 years in the real estate investment advisory industry, 12 years as an external OD consultant, and six years leading OD practices in Fortune 100 companies. She has worked and consulted globally and across a number of different industry sectors including financial services, healthcare, professional

services, consumer products, insurance, and education.

Pam is currently serving as Senior Vice President, Chief Talent Officer at Pfizer Inc. In this role, Pam is responsible for leading strategy and implementation of programs and services that impact nearly 100,000 employees globally in the areas of talent management, learning and development, employee engagement, organization culture, diversity and inclusion, and workforce analytics.

Pam’s professional passion is performance excellence, and from her diverse professional experiences, she has developed a unique perspective on what creates and sustains excellence. She has worked with individuals, teams and organizations to excel by assessing needs, and offering solutions that impact performance and productivity. With and MBA and a PhD, she considers financial and human factors and how to manage both using sound organizational management thinking and focused business metrics.

In May, 2015 Pam was profiled in SHRM’s HR Magazine. In 2014 she was profiled and appeared on the cover of the February issue of Chief Learning Officer magazine and was honored to be selected as an award winner in the Business Impact category for the 2014 Learning in Practice awards sponsored by Chief Learning Officer magazine. In 2012 she was the recipient of the 2012 Rising Star Award by HR Executive magazine. She has also been recognized by the Illinois Diversity Council as a Multicultural Leader in 2014 and as one of Illinois’ Most Powerful and Influential Women in 2015. Pam is a frequent speaker at human capital conferences.

Through LinkedIn and her personal website and blog, www.JoinDrPam.com, Pam seeks to develop a virtual community of practice to keep current on how individuals, teams and enterprises work, thrive and drive toward excellence.

Pam holds a PhD in Organizational Psychology, an MBA from Harvard Business School, and a BA in Psychology with a concentration in Organizational Behavior from Yale University.

Dr. Pamela D. PuryearSVP, Chief Talent Officer | Pfizer, Inc.

Facilitator


What is Your Cultural Value Proposition?

Bre

akou

t S

essi

ons

Jane Hyun is a global leadership strategist and executive coach to Fortune 500 companies and MBA programs. She helps companies grow their bottom line through the effective use of their human capital. The firm’s signature programs have received acclaim from organizations seeking to leverage their talent pool to win in today’s global marketplace. Previously, she has held a variety of executive management roles, including Vice President of HR/Talent Development at JPMorgan, and Director of Recruiting at Deloitte.

Jane’s expertise comes from 24 years of direct business experience in fast-paced, high-stakes environments. She has worked with sales teams, guided leadership through a merger integration and divestiture, developed internal diversity initiatives, led organizational change initiatives with new leadership, and designed several innovative programs for retaining top talent.

She has appeared on media outlets such as CNN, CNBC, National Public Radio, HBR Working Knowledge, Fast Company, Wall Street Journal, Newsweek, and Fortune about leadership topics. A graduate of Cornell University with a degree in Economics/International Studies, she is an advisor to the Task Force for Talent Innovation and is a member of the American Heart Association Diversity Committee.

Her groundbreaking bestseller, Breaking the Bamboo Ceiling, opened up a critical dialogue about Asians and diversity in Corporate America. Her newest release, Flex: the New Playbook for Managing Across Differences, examines the art of switching leadership styles to more effectively leverage differences and drive innovation. She is passionate about helping individuals flourish in their workplaces and in their communities.

Jane HyunGlobal Leadership Strategist

President and Founder, Hyun & Associates

Facilitator

Sponsored By:


Navigating Unconscious BiasB

reak

out

Ses

sion

s

Ms. Fear is a Senior Managing Director and head of the Transaction Compliance Group at Guggenheim Treasury Services (Institutional Finance). Ms. Fear is an attorney who is responsible for the documentation and execution of asset purchases by Treasury Services’ programs. Ms. Fear is a member of Guggenheim’s Human Capital Committee and Chair of Guggenheim’s Women’s Innovation and Inclusion Network. Prior to joining

Treasury Services in 2001, Ms. Fear was an attorney at Schuyler, Roche & Crisham where she handled structured finance and corporate transactions. Ms. Fear received her J.D. from DePaul University College of Law and her B.A. from the University of Wisconsin – Madison.

Carey FearSenior Managing Director | Guggenheim Treasury Services, LLC

Introduction & Co-Facilitator

Stacy Blake-Beard is a Professor of Management at the Simmons College School of Management where she teaches organizational behavior. Dr. Blake-Beard is a Senior Faculty Affiliate at the Center for Gender in Organizations at Simmons. Prior to joining Simmons, Dr. Blake-Beard was faculty at the Harvard University Graduate School

of Education. She has also worked in sales and marketing at Procter & Gamble and in the corporate human resources department at Xerox. Dr. Blake-Beard holds a BS in Psychology from the University of Maryland at College Park and an MA and a Ph.D. in Organizational Psychology from the University of Michigan. Dr. Blake-Beard’s research focuses on the challenges and opportunities offered by mentoring relationships, with a focus on how these relationships may be changing as a result of increasing workforce diversity. She is particularly interested in the issues women face as they develop mentoring relationships. She also studies the dynamics of formal mentoring programs in both corporate and educational settings. Dr. Blake-Beard’s most recent collaboration is with Stanford University’s Clayman Institute for Gender Research on their Voice & Influence videos; her video on mentoring will be released Fall 2015. She is also starting a three year term as a Representative for the Board of Governors for the Academy of Management. Dr. Blake-Beard is co-editor of a volume focused on women’s careers (Handbook of Research on Promoting Women’s Careers) and a forthcoming volume on mentoring (Mentoring and Diversity in a Global Context). Dr. Blake-Beard has been the recipient of numerous grants and fellowships, including awards from the National Science Foundation, the Ford Foundation, and Fulbright.

Dr. Stacy Blake-BeardProfessor of ManagementSimmons College School of Management

Facilitator

Sponsored By:


Women Helping Women

Wom

en H

elp

ing

Wom

en

Linda Houston is currently the New England Division Executive for Merrill Lynch Wealth Management, headquartered in Stamford, Connecticut. Linda oversees 1,500 Financial Advisors and Private Wealth Advisors across 11 wealth management markets with $175 billion in assets under management and $1.3billion revenue.

Prior to her current role, Linda was the Regional Managing Director for the New Jersey Region where she was responsible for the execution of the vision and mission of US Wealth Management across eight complexes.

Linda served as the Director/Managing Director for 5 different Merrill Lynch complexes including the Fifth Avenue office and the flagship World Financial Center complex in New York City. In 2008, Linda was named the National Marketing Director for US Wealth Management.

Linda joined Merrill Lynch in 1984 as a Client Associate and became a Financial Advisor in 1986. During her 12 year tenure, Linda became a member of the Circle of Excellence. Linda attended the Merrill Lynch Women’s Leadership Program at Harvard Business School and was selected as a participant in the Six Sigma Program.

Tiffany Hawkins is the Head of Private Investments (PI) and Business Development for Momentum Advisors, a boutique wealth management firm with nearly $100 million dollars under management. She has over 12 years of expertise in the creation, market engagement and distribution of top brands and consumer businesses, globally.

The firm’s PI division is responsible for all investments that do not trade on exchanges, such as real estate, private equity and, most notably, franchising. Momentum Advisors has identified franchising as an emerging source of high-risk/high-reward investments for a very specific segment of its high net worth clients. Tiffany oversees the operations, infrastructure, and management of each franchise opportunity. Her investment universe includes everything from restaurants to non-food areas such as fitness gyms, dry cleaning, and wellness; which have proven consumer appeal and great ROI to the client. Tiffany focuses on investing in brands that have a unique value proposition and sustainable competitive advantage.

To-date, Momentum Advisors has led the development and acquisition of three multi-million dollar franchise units and is under contract to develop an additional 11 units in the next five years.

Tiffany Hawkins holds two Bachelors’ degree from Morgan State University specializing in Communication Studies and Statistical Research. She has also served on several boards driving awareness of the lack of diversity in high-profile strategic positions throughout the United States. Tiffany Hawkins is based out of the New York City office.

Linda HoustonMLWM Division Executive

Tiffany Hawkins Head of Private Investments (PI) and Business Development

Momentum Advisors

Trends & Stretegies in Wealth Managment


Thank YouThank YouThank YouThank YouThank YouThank YouThank YouThank YouThank You




Marketing PartnersToigo is grateful to the following organizations who have collaborated with us as marketing partners for this event.

MAKE CHANGE HAPPEN! Read WWW.THEGLASSHAMMER.COM for career advice and insightful commentary on workplace issues as well as profiles of different professionals succeeding on their terms. Be Inspired, Be informed, Be Empowered!

We help you navigate the terrain by giving you strategies to succeed today at work while changing the landscape for tomorrow’s world.

NEED A COACH? WORKING OUT THE ROI OF YOUR ERG? Visit WWW.EVOLVEDEMPLOYER.COM Our team of organizational psychologists, workplace development consultants and coaches specialize in diversity work.

Niki.indd 1 9/8/15 10:05 AM

MAKE CHANGE HAPPEN! Read WWW.THEGLASSHAMMER.COM for career advice and insightful commentary on workplace issues as well as profiles of different professionals succeeding on their terms. Be Inspired, Be informed, Be Empowered!

We help you navigate the terrain by giving you strategies to succeed today at work while changing the landscape for tomorrow’s world.

NEED A COACH? WORKING OUT THE ROI OF YOUR ERG? Visit WWW.EVOLVEDEMPLOYER.COM Our team of organizational psychologists, workplace development consultants and coaches specialize in diversity work.

Niki.indd 1 9/8/15 10:05 AM

www.WomensPrivateEquitySummit.com

Telephone: +1 781.652.0900

[email protected]

A c c e s s t o I n f o r m a t i o n

A conference to enhance networking,

fundraising, and deal-making opportunities

for senior-level women in private equity

MAKE SURE YOUR FIRM IS REPRESENTED!

T H E 5 T H A N N U A L W O M E N ’ S P R I V AT E E Q U I T Y S U M M I T

March 15-16, 2012The Ritz-Carlton Half Moon Bay, California

Platinum Sponsors: Gold Sponsor: Silver Sponsor:

Collaborative Partner: Supporting Organization:Educational Partners:

Media Partners:Supporting Association:


© 2015 Morgan Stanley

A DYNAMIC, DIVERSE AND INCLUSIVE CULTURE UNDERLIES THE SUCCESS OF OUR COMPANY, OUR CLIENTS AND OUR EMPLOYEES. At Morgan Stanley, we pair talented people and outstanding resources. Our workplace is inclusive, alive with ideas and known globally for our ability to meet the needs of the world’s most sophisticated and demanding clients. Diversity of backgrounds, interest and specialties have been part of our rich heritage for more than 75 years and are critical to our strategy today. To find out more, visit us at http://www.morganstanley.com / diversity.

Morgan Stanley is proud to support Toigo’s Groundbreaker Summit

ExCEPTIONAL PEOPLEExCEPTIONAL OPPORTUNITIES


KKR PROUDLY SUPPORTS THE2015 TO I G O G R O U N D B R E A K E R S

Women in Leadership Summit


Life Insurance. Retirement. Investments.

Take time to recognizethe good around you.

#68

At New York Life, we recognize that employees’ unique qualities often lead to innovation, positive change, and a more productive and dynamic workplace.

New York Life is a proud sponsor of the 2015 Groundbreakers Women in Leadership Summit and supports its commitment to creating a diverse environment.


Guggenheim Partners believes in the power of innovation and strength through diversity and inclusion.

We are proud to support the Toigo Institute’s Groundbreakers Women in Leadership Summit.

Long-term growth.INVESTING IN OUR LEADERS PAYS OFF.We are proud to participate in The Robert Toigo Foundation’s 5th Annual Women in Leadership Groundbreakers Conference.

The Robert

Toigo Foundation

troweprice.com/responsibility

C1E2LVN5K


The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2015, Mesirow Financial Holdings, Inc. All rights reserved.

mesirowfinancial.com

Supporting Diversity through Inclusion

Since our founding in 1937,

Mesirow Financial has been proud

to support the organizations and agencies

that improve the lives of those around us.

Mesirow Financial recognizes the

significant contributions of women leaders

in financial services and supports

The Robert Toigo Foundation’s continuing efforts

to develop and promote women in leadership.

ENLIGHTENS

ENHANCES

SPEEDS

IMPACTS

FUELS

SPARKS

CHANGES

BOOSTS

SHAPES

IMPROVES

ENLIVENS

FACILITATES

HELPS

ADVANCES

EMPOWERS

CLIENTS

ANALYSIS

OPINIONS

INVESTMENTS

TRADES

IDEAS

FINANCE

PRODUCTIVITY

EFFICIENCY

DECISIONS

PRESENTATIONS

COMMUNICATION

LEADERS

COLLABORATION

OPINIONS

MOVERS

MARKETS

THINKING

IMAGINATIONS

WEALTH

COMPANIES

ANSWER

DESIGN

STREAMLINE

UNCOVER

ENGINEER

CHART

SEE

CLARIFY

INNOVATE

CALCULATE

DISPLAY

DEVELOP

REPORT

PROVIDE

OFFER

SUPPLY

INVENT

WRITE

WHAT WE

CREATE

DEMANDS

DIVERSITY

We operate in increasingly complex, competitive businesses and markets. Simply having the best people, service and technology are not enough. We need openness, inclusion and diversity of thought and perspective from our people — in every form it takes. That’s where breakthrough ideas come from.

bloomberg.com/company

©2015 Bloomberg L.P. All rights reserved. 624367713

Togo 1

StudioJob #Date

LiveTrimBleedGutterPubP. Date

Gross, AlanMIXB-A40999-11-2015 3:03 PM

None3.625” x 4.875”NoneNoneTogo GroundBreak-ers 2015

__________ GCD__________ CD__________ AD__________ CW__________ AE__________ Traffic__________ Proof

Approvals:

NoneScaled

Prudential Advertising973-802-7361

© 2014. Prudential Financial, Inc. and its related entities. Prudential Investments, Prudential, the Prudential logo, Bring Your Challenges and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. 0268492-00001-00 A4099

GROUNDBREAKERS 2015.Under the auspices of the Toigo Foundation, promoting Women in Leadership is a challenge that we all can meet.

Prudential Investment Management is proud to sponsor

T:3.625”

T:4.875”

Togo GroundBreaker_3.625x4.875_b&w.indd 1 9/11/15 3:03 PM


©2015 Voya Investments Distributor, LLC • 230 Park Avenue, New York, NY 10169 • All rights reserved. AD-TOIGO 0815 • IM0902-17158-0916

INVESTMENT MANAGEMENTvoyainvestments.com

Voya Investment Management proudly supports Toigo’s commitment

to the career advancement and increased leadership of women in

the financial services industry.

In our support for this goal, Voya Investment Management aims to

empower, connect and engage women by expanding their professional

networks and providing meaningful leadership development opportunities.

A Reliable Partner Committed to Reliable Investing®

To learn more about a career in helping others build a more secure

financial future, visit www.voyainvestments.com.

Voya Investment Management Proudly Supports Toigo Institute


Save

The

Dat

eWaldorf = Astoria | New York City

June 9, 2016Annual Toigo Gala

Time Warner Center | New York City

October 20, 20162016 GroundBreakers Summit


Founder and Producer: | WomensAlternativeInvestmentSummit.com | T: + 1 781.652.0900

7th Annual

Women’s Alternative Investment Summit

November 5–6, 2015 The Pierre, New York City

Join more than 400 of the top women in private equity and alternatives —

GPs, LPs, and advisors to the industry — as we gather in November in

New York City for insightful and candid discussions on fundraising,

deal flow, portfolio management, liquidity, and more.

The Must-Attend Event for Senior-Level Women in Private Equity & Alternatives

PRIVATE EQUITY | VENTURE CAPITAL | HEDGE FUND | REAL ESTATE | DEBT | REAL ASSETS

GOLD SPONSOR:PLATINUM SPONSORS: SILVER SPONSORS:

Educational Partners:Collaborative Partner: Supporting Organization:

Exhibitors: Specialty Sponsors:

Supporting Associations:


Forté is a nonprofit consortium of top companies and leading business schools working together to launch women into fulfilling careers. Join this important community today for webinars, job opportunities, and fascinating role models.

Learn more and become a memberof the Forté Foundation at

fortefoundation.org/join /fortefoundation

fulfillingsupportingadvancing connectinginspiringWomen Business Leaders

special offer for summit attendees

Get your free professional membership today at fortefoundation.org/jointhen upgrade to a Premium Access Pass using the code TOIGO15 – a $45 savings!

Annual Membership$5

ForteAd_ToigoSummit2015.indd 1 9/16/15 12:20 PM


SEO is pleased to be a partner of Groundbreakers 2015 and to salute our friends at Toigo for

their longtime work of fostering leadership and inclusion.

Since its founding in 1963, Sponsors for EducationalOpportunity (SEO) has provided academic enrichment andcareer development opportunities to thousands of talentedstudents and young professionals from underserved andunderrepresented communities.

Please join us on Thursday, March 23, 2016 at theHilton Midtown in New York City for the SEO SeventhAnnual Alternative Investments Conference, a day ofeducational panels and networking to increase accessand career development for more than 400 professionalsfrom backgrounds traditionally underrepresented in thealternatives sector. The Conference features the insightsof prominent leaders from private equity, hedge funds,real estate, limited partners, fund of funds, emergingmanagers, and career placement firms.

www.seoaltinvestments.org/annual-conference


We gratefully acknowledge the following firms and individuals for their teaming and support in the success of the inaugural Groundbreakers Summit.

Print & Production

Graphic and Web Design

Photography

Conference Center

Catering

CANDID LITHO

FOUR DESIGN

5TH AVENUE DIGITAL

10 ON THE PARK

RESTAURANT ASSOCIATES

SpecialThanks

by dropping it in our suggestion box before you leave today.

Have an idea for our 2016Groundbreakers Summit?

Share it with us

See a member of the staff for details.


Groundbreakers – Notes

wisdomwisdom

w w w. t o igo f ounda t ion . or g

Women In Leadership A Toigo Institute Summit

2015 groundbreakers women in leadership summit program book

Documents