Would like to thank. For hosting tonight s Merit Award Dinner

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1 2016

2 Would like to thank For hosting tonight s Merit Award Dinner

3 Evening Schedule Opening Remarks Andrea Ianniello, Co-President, WBC Suzanne C. O Connell, Co-President, WBC Introduction of Keynote Speaker Alex Paladino, Merit Award Dinner Co-Chair, WBC Keynote Speaker James C. Smith, President and Chief Executive Officer, Thomson Reuters Introduction of Isabel Benham Award Winner Frieda Lewis, Merit Award Dinner Co-Chair, WBC Isabel Benham Award Winner Ana Oliveira, President and CEO, New York Women s Foundation Dinner is served Women s Bond Club Philanthropic Segment Deidre O Connor, Community Outreach Co-Lead, WBC Introduction of Merit Award Winner Andrea Ianniello, Co-President, WBC Merit Award Winner Shelley O Connor, Managing Director and Co-Head of Wealth Management, Morgan Stanley Recognition of Rising Stars Elizabeth Fischer, Community Outreach & Membership Co-Lead, WBC Suzanne C. O Connell, Co-President, WBC Closing Remarks Frieda Lewis, Merit Award Dinner Co-Chair, WBC Alex Paladino, Merit Award Dinner Co-Chair, WBC for highlights from tonight s event merit award dinner 1

4 Who we are The Women s Bond Club is a vital community of experienced women across a wide range of financial services and related industries. Founded in 1921, The Women s Bond Club was the first organization in New York that focused on advancing women in finance. Today we have over 915 members and 40 of the leading financial services firms as corporate sponsors, with several new additions to our roster. Our members are united by a powerful mission: to advance women s leadership, grow our intellectual capital, and return value to our companies, communities and upcoming generations. We accomplish this through a series of thoughtprovoking and engaging events for our members, as well as through our scholarship program and partnerships with non-profit organizations, such as the Urban Assembly School for Young Women in Business, which provide career guidance to women. We invite you to visit our website, which reflects our latest forward-looking vision. 2 women s bond club

5 Letter from the WBC Co-Presidents Welcome to the 2016 Women s Bond Club Merit Award Dinner. We are delighted that you have joined us to honor the accomplishments of women in the financial services industry. In the room, we have over 800 guests representing the largest banks, brokerage firms, private equity investment houses, investment banks, asset managers, rating agencies, consulting and technology service firms, and trade organizations. A true financial services community event! The WBC s mission is to bring together experienced professional women from all sectors of the capital markets industry to assist women with advancing within their chosen fields. This evening is about recognizing our leaders, learning from their successes and returning value back to our membership and community. The proceeds from this evening s event will be used to fund our Community Outreach Programs that include merit-based college scholarships. And, as we look to the future, we are pleased to honor our fifty-one 2016 Rising Stars who are recognized by their firms as the next generation leaders who will rapidly progress in their careers. We also honor two outstanding women for their leadership and life-long accomplishments. Named for one of our founding members, the Isabel Benham Award recognizes the contributions of an exceptional woman who has devoted much of her career to helping other women. This year s Isabel Benham Award goes to Ana Oliveira, President, New York Women s Foundation. And, the Merit Award, recognizes a woman who has made a significant contribution to the financial services community and actively supports diversity initiatives. This year s Merit Award winner is Shelley O Connor, Co-Head of Wealth Management, Morgan Stanley. Please join us in congratulating these women as we look to them to deliver leadership, inspiration and vision for our industry. On behalf of the Women s Bond Club, we would like to thank you for your presence and support this evening and throughout the year. We would also like to extend a special thank you to our event host, James C. Smith, President and Chief Executive Officer, Thomson Reuters, for his generous sponsorship of this evening s dinner and for his firm s ongoing support of the Women s Bond Club. Andrea Ianiello Co-President Women s Bond Club Managing Director Promontory Financial Group Suzanne O Connell Co-President Women s Bond Club Managing Director IBM 2016 merit award dinner 3

6 Award Recipient Merit Award: Recognizes outstanding professional contributions in financial services. Shelley S. O Connor Managing Director and Co-Head Morgan Stanley Shelley S. O Connor is Managing Director and Co-Head of Morgan Stanley Wealth Management. She is a member of the Morgan Stanley Operating Committee. Ms. O Connor previously served as Head of Field Management for Wealth Management with responsibility for the Firm s U.S. financial advisor organization, and before that as the Chief Executive Officer of Morgan Stanley s Private Bank. Prior to that she held a succession of senior leadership positions in Wealth Management including Chief Administrative Officer with responsibility for Risk Management, Technology and Operations, and before that, as Chief Operating Officer of the U.S. Client Coverage Group. Ms. O Connor joined the Wealth Management leadership team in New York in 2004 after a 20-year career in Wealth Management branch offices, ultimately serving as Southwest Regional Manager for the Private Wealth Management business. She joined Morgan Stanley in Ms. O Connor earned a BA from The University of California, San Diego. 4 women s bond club

7 Award Recipient Isabel Benham Award: Recognizes exceptional dedication to the advancement of women. Ana Oliveira President and CEO New York Women s Foundation Ana Oliveira is President and CEO of The New York Women s Foundation, the largest women s fund in the country. Since 2006, Ana has led the increase of The Foundation s grantmaking from $1.7M to $6M today. Focusing on economic security, safety and health, in 29 years, The Foundation has distributed over $50 million to 371 organizations, impacting over 6 million women and girls in poverty across NYC. The New York Women s Foundation has also cultivated critical partnerships influencing policy changes in equal pay and financial investments focusing on areas of social and economic inequity for women and families. Ana is also leading critical cross-sectoral partnerships to advance women s issues as a proud co-chair of The New York City Council Speaker s Young Women s Initiative and a Commissioner of Human Rights for the NYC Commission on Human Rights. Ana also serves on the boards of Philanthropy New York and the advisory boards of the Museum of the City of New York and the Independent Budget Office, in the latter as designee to Comptroller Stringer. Prior to joining The New York Women s Foundation, as Executive Director of the Gay Men s Health Crisis, Ana stewarded an organizational turn-around that launched GHMC as a leader in its field. Throughout her career, Ana has been a leader on issues of substance abuse, HIV/AIDS, and incarceration. She has a proven commitment and successful track record in improving the lives of those in greatest need. Ana attained her M.A. in Medical Anthropology and a PhD. (hon) from the New School for Social Research. She was born in Sao Paulo, Brazil, and resides in Manhattan merit award dinner 5

8 WBC Philanthropy Over the years we have given various grants totaling over $120,000 to fund college bound programs or financial literacy education. We currently have awarded UASBYW a $20,000 grant to fund 80 students who will receive tutoring for SAT and Regents preparation through a partnership with Ivy Key, a NYC based tutoring company which offers tutoring, mentoring and admissions consulting. The Ivy Key only employs students attending, or graduates of, an Ivy League school or institution of equal quality. The WBC continued its long-standing partnership and support of the Urban Assembly School of Business for Young Women and awarded the UASBYW a $20,000 grant in the spring of 2015 to fund two exciting programs: SAT Prep and Credit Recovery, both of which were implemented in early The SAT Prep is a 9-week intensive series for students, which takes place from 3:30-6:30pm, two days a week (Wednesday and Thursday), running from February 10th through May 4th with the Let s Get Ready program. The Credit Recovery program, which is executed through Fuel Education, targets a subset of approximately 70 students who have not yet met the college readiness standard in English and Math, based on benchmark assessments. In addition to the monetary impact, the WBC s Community Outreach Committee maintained its close ties with the UASBYW through several other volunteer-based events that engage the wider WBC membership during 2015 including hosting its 9th Annual Career Panel, as well as a mock interview event and a college-essay editing event, in which over 30 volunteers worked with 40 seniors on their college essays ahead of application due dates in January and March. The objective of the Women s Bond Club Scholarship Program is to award college scholarships to young women in high school looking to advance in a career in business/finance. Since its inception in 2000, WBC has awarded 76 scholarships totaling over $1,200,000 under the Scholarship Program. Through the Community Outreach Committee, the Mentoring Sub-Committee looks to partner each scholarship winner with a mentor from the WBC membership who will work with the students through their 4 year college education. Additionally, Community Outreach s Jobs Sub-Committee will work with the students on resume writing, interviewing skills and look to place the students in internship or full-time positions with our WBC member firms. 6 women s bond club

9 Charitable Giving The WBC awards grants to support projects that contribute to improving the lives of women in the metropolitan New York area through the development of their financial knowledge, skills, education and access. Recognizing that a long-term relationship will enable greater leverage of organizational assets, facilitate the achievement of more substantial goals and expand opportunities for individual member involvement, the WBC seeks organizations for long-term partnerships. The Women s Bond Club has awarded over $283,000 in grants since 2000 to support local organizations whose missions align with the WBC to help women in need. Through the Isabel Benham Award given each year at the Merit Award Dinner, the Women s Bond Club has donated an additional $325,000 since The WBC has chosen to support the following charitable organizations in 2015: Bottomless Closet Bottomless Closet was established by a group of New York City women in response to a 1996 New York Times article that spoke of the obstacles that women on public assistance were facing in their search for work, including the need of appropriate interview clothing and the lack of self-confidence to present themselves professionally in unfamiliar settings. The founders also responded to the passage of The Welfare Reform Act, which radically transformed the nation s welfare system by imposing a time limit on federal benefits further complicating a women s transition into the workforce. Bottomless Closet s mission is the connection that inspires and guides disadvantaged New York City women to help them enter the workforce and achieve success. They envision a time when all women overcome poverty and achieve self-sufficiency for themselves and their families. To date, the organization has worked with over 25,000 New York City women in their effort to lift themselves out of poverty and build self-sufficient lives for themselves and their families. Every day, we see dramatic transformations in appearance and self-confidence. Nearly 100% of clients identify Bottomless Closet as a fundamental factor to their success and close to two thirds of women are hired following their initial visit to Bottomless Closet. WBC has worked closely this year with Bottomless Closet. We had a successful accessories drive at the recent BMO: Thomson Reuters Event. WBC members are looking forward to upcoming events in April where we will be helping Bottomless Closet clients prepare for work interviews merit award dinner 7

10 imentor imentor was founded in 1999 with the mission to build mentoring relationships that empower students in low-income communities to graduate high school, succeed in college, and achieve their ambitions. imentor partners with high schools serving primarily first-generation college students and matches every student in the school with a college-educated mentor. Mentors make an initial four-year commitment to a single student before having the option to extend their relationship through college completion. imentor provides the structure and support mentors need to be effective in their roles. imentor s college-readiness curriculum structures each weekly interaction between mentors and students and full-time counselors to ensure the success of each relationship. Students work with their mentors one-on-one, in-person and online, to develop strong personal relationships, nurture a college aspiration, navigate the college application process, and build critical skills that lead to college success. Pairs meet once a month in-person at group events and once a week on imentor s secure online platform. Our program staff facilitates and monitors each mentor:mentee pair s progress through the imentor curriculum and provides coaching and resources along the way. Here are the results of the imentor program since it s inception in NYC: 16 public high school partners in New York City 3,500 mentee-mentor pairs matched and supported this year 13,000 students provided with mentors since % of imentor NYC graduates enrolled in college in % of mentees say their mentor is someone they can trust WBC has scheduled two events and planning a third event in May with imentor. The events focus on WBC members working with imentor s high school clients to raise career awareness and helping them craft a personal statement for work and college applications. Congratulations to the Women s Bond Club graduating Scholars! Brenda Calle Skidmore College Toluwalase Jobi University of Pennsylvania Ana Martinez Baruch College Aishwarya Sharma Rutgers University Mandy Zhao Syracuse University 8 women s bond club

11 Merit Award Dinner Sponsor RAISING THE BAR AGAIN CONGRATULATIONS TO KAYLEIGH PETTIT Thomson Reuters is proud to sponsor an organization like the Women s Bond Club that provides an intellectually stimulating forum for the exchange of knowledge and ideas across the financial and related industries, fosters networking opportunities for women and helps them advance their careers. We re also proud to salute our 2016 Rising Star, Kayleigh Pettit. thomsonreuters.com S031482/ merit award dinner 9

12 Keynote Speaker James C. Smith President and Chief Executive Officer Thomson Reuters James C. Smith is the President and Chief Executive Officer of Thomson Reuters. Mr. Smith leads a company of over 50,000 people in more than 100 countries which provides critical news, information and technology to leading decision makers around the world. The company s products primarily serve professionals in the legal, regulatory and financial markets. It reported revenues of $12.6 billion in Mr. Smith began his career as a journalist and rose through the ranks at Thomson Newspapers to become responsible for operations in North America. Following the divesture of Thomson s newspaper business in 2000, he moved to the professional publishing side of the company where he was responsible for a number of businesses serving the legal, regulatory and academic markets. He also served as global head of Human Resources before becoming Chief Operating Officer of The Thomson Corporation. Following the acquisition of Reuters in 2008, Mr. Smith ran the Professional Division of the combined company. He was named Chief Executive in January Mr. Smith is a Non-Executive Director of Pfizer, Inc. He also serves on the board of the World Economic Forum s Partnering Against Corruption Initiative and is a member of the Forum s International Business Council. Mr. Smith is a member of the International Advisory Boards of British American Business and the Atlantic Council, and of the 30% Club, which champions growth through diversity. Mr. Smith graduated from Marshall University, and in 2013 also received an honorary doctorate in humane letters from Marshall. He splits time between offices in New York; London; and Stamford, Connecticut, where he and his wife, Pam Kushmerick, maintain their home. 10 women s bond club

13 Rising Stars 2016 merit award dinner 11

14 Rising Stars Jennifer Wallach Accenture Jennifer Wallach is a Senior Manager in Accenture s Financial Services practice. Jennifer has over 13 years of management consulting experience helping clients improve business performance through new product development, capability planning, current state assessments, business process redesign and change management. She has led a wide range of programs focused on customer experience, growth and transformation. Jennifer is a graduate of Bucknell University with a degree in Economics and French. She resides in Manhattan with her husband. Kathryn Jernigan AXA US Katy Jernigan is a Vendor Manager at AXA US, and is responsible for providing the oversight and management of six Third Party Administrators in the United States and India. Before transitioning to Vendor Management, Katy served as the Digital Lead for Life Operations where she worked with partners in IT and Marketing to implement online self-service tools for customers. She began her career at AXA in the Life Operations Contact Center. Katy joined AXA in 2009, after completing an MBA focused on International Business at the Darla Moore School of Business at the University of South Carolina. 12 women s bond club

15 Rising Stars Morgan Millett Service Center Manager for AXA US Morgan Millett is a service center manager for AXA, part of a French multinational insurance firm. In this role, Morgan leads the Intake, Life Ops Support, Cashiering and Deposits teams for the Life Insurance operations division. Her teams functions range from indexing documents and application entry of new client policies to incoming and outgoing check disbursements. She joined AXA in 2013 as a Senior Associate in Controls, where she was responsible for several projects, initiatives, and audits. Morgan is a graduate of Guilford College and has a Bachelor of Arts in Psychology and Elementary Education. She began her career at State Employees Credit Union, a North Carolina-based credit union, where she became a Financial Services Manager. Jen Auerbach-Rodriguez Bank of America Merrill Lynch Jen Auerbach-Rodriguez is a Director in the GWRS Markets Group within the Global Wealth & Investment Management business of Bank of America. Jen works on new product origination, platform development and social impact investing initiatives. Jen joined the firm in 2008 and has held various capital markets and product origination positions across Global Wealth & Investment Management. Jen was born and raised in New York. She attended Dartmouth College in Hanover, N.H. earning a B.A. in Philosophy and later attended Columbia Business School in New York, N.Y. earning a Masters in Business Administration merit award dinner 13

16 Rising Stars Jill Carey Hall Bank of America Merrill Lynch Jill Carey Hall is a US Equity Strategist who joined Bank of America Merrill Lynch Global Research in She works closely with Savita Subramanian, Head of US Equity & Quantitative Strategy, in determining forecasts for the S&P 500, recommending sector allocations for US equities, and publishing thematic reports. Jill also authors a weekly proprietary analysis of BofAML client flow trends. She is actively involved in developing and organizing learning events for junior research analysts as a steering committee member for the Analyst, Associate & VP Program, and is a member of the Women s Leadership Council. Jill has both a BA in Economics and Business and a BA in English from Lafayette College and is a CFA charter holder. Vanessa Paulen Kingsley Bank of America Merrill Lynch Vanessa Paulen Kingsley is a Vice President at Bank of America Merrill Lynch in the Americas Client On-Boarding Team. She is responsible for analyzing and implementing client configurations for Global Electronic Trading Clients. Vanessa is a member of the Global Technology & Operations Employee Engagement Committee, focused on enhancing the process efficiency of the bank. Vanessa joined BAML in 2013 to build and manage the Global Market Making client services team. She previously worked at Knight Capital where she supported and managed Operations for Knight s Electronic Trading business. Vanessa s career began at Lehman Brothers in 2007 as an analyst in Operations, after graduating from The University of Vermont with a B.S. in Business Administration; double concentrating in Finance and Accounting. 14 women s bond club

17 Rising Stars Lindsey DeMarco Barclays Lindsey joined Barclays in 2010 and is an Associate in Debt Capital Markets within Investment Banking. She covers the Power and Natural Resources sectors where she has been a critical member of the team in some of the most important deals in her sector and in the investment bank over the last six years. She provides financing advice for clients, focused primarily on debt offerings, project finance, acquisition financing and loans. Lindsey graduated from Yale University with a B.A. in Economics. She is actively involved in recruiting at Barclays and is a member of the Women s Initiative Network (WiN) Junior Advisory Committee. Outside of Barclays, she serves on the Board of the Yale Lacrosse Association and volunteers for CityLax. Emily Perrucci Bloomberg Emily Perrucci is a Global Enterprise Relationship Manager (ERM) at Bloomberg LP. A financial technology company of more than 15,500 employees, Bloomberg delivers data, news and analytics, quickly and accurately, through the Bloomberg Professional Service. As an ERM, Emily engages with her clients C-suite leadership to provide products and solutions that meet their firm-wide needs. A graduate of Columbia University, Emily is based in NY and currently manages a team of 10 sales professionals. Over the course of nearly 14 years at Bloomberg, Emily has held several client-facing positions covering broker dealers, hedge funds and Canadian clients. In addition to her affiliation with the Women s Bond Club, Emily has volunteered with the Big Brothers Big Sisters organization since merit award dinner 15

18 Rising Stars Ashley Amo BMO Capital Markets Ashley Amo is a Vice President in Equity Products at BMO Capital Markets. As part of the U.S. and Canadian sales trading desk, she is responsible for covering asset managers and hedge funds. Ashley is also involved in the BMO Campus Recruiting process and is a member of BMO s Annual Charity Day Committee. Prior to joining BMO in 2013, Ashley worked in the securities division at Goldman Sachs for five years where she spent time on the international sales trading desk. During her time at Goldman, she was also on the board of the Women s Athletic Network and involved with Goldman s recruiting efforts at Princeton. Ashley holds a Bachelor of Arts degree from Princeton University. Margot Donohue BNY Mellon Margot Donohue is an Associate Wealth Manager with BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs. Margot has 7 years of industry experience and has been with BNY Mellon since Prior to joining the Washington, DC office, she worked in the Philadelphia office. Margot received her bachelor s degree in Mathematics from Villanova University and received her Masters in Finance from Temple University. She is currently a candidate for CFP Certification. 16 women s bond club

19 Rising Stars Nellie Ding Broadridge Financial Solutions Nellie Ding is a Manager in the Fixed Income Product Management group at Broadridge. She is responsible for driving the strategic fixed income product offering pipeline for Broadridge s Global Technology and Operations business and ensures the solutions meet current and evolving client needs. Prior to her current role, Nellie worked in the Service Delivery group where she interfaced directly with clients as the Fixed Income Accounting subject matter expert. After graduating from NYU s Stern School of Business with a B.S. in Finance and Management, Nellie began her career as a capital markets consultant at AlaS Consulting LLC where she worked on complex business process reengineering projects. Nellie also volunteers as a Mentor for Big Brothers Big Sisters of New York City. Newsha Parvardin Capco Newsha Parvardin is a Principal Consultant in the Capital Markets practice at Capco, and currently based in New York following a move from the London office. She has acquired 9 years of experiencein Investment Banking Operations and Change, specializing in Funding, Liquidity and Collateral Management. After transitioning to finance and business consulting, Newsha has developed expertise in Project and Program Management. Her skillset also extends to Target Operating Models, Current and Target State Business Process and process re-engineering, in addition to having project managed large scale projects to meet regulatory and compliance needs. Newsha began her career with Goldman Sachs as an Associate where she held roles in the Liquidity Management and Treasury functions. She graduated from Leeds University with a BA and Post Graduate Diploma, and has completed levels 1,2 and 3 of the Investment Operations Certificate (formerly IAQ) merit award dinner 17

20 Rising Stars Serena Covino Capital One Serena Covino is a senior manager in Wealth and Asset Management at Capital One. She has over 15 years of wealth and asset management experience, and is currently managing the New York and Mid-Atlantic Personal Trust teams. She is also responsible for the day to day administration and management of personal trust, investment management and custody client relationships. Prior to joining Capital One in January 2014, Serena held trust and settlement officer roles at JPMorgan Chase Bank, N.A. Prior to working for JPMorgan, Serena was in private practice as a trusts and estates attorney with two law firms in New York. She holds a BS from Ithaca College and earned her JD from New York Law School. Malvica Earnarst CIT Malvica Earnarst is a VP at CIT leading the Technology Transformation team. This team provides cross functional governance, oversight and reporting for IT programs and activities relating to mergers & acquisitions, divestitures and other complex programs within technology. In this role, she leads the transformation efforts across 40+ projects and 14 workstreams. Prior to joining this team, Malvica was in the IT Operation Risk group at CIT managing the technology audit and regulatory relationships and control processes. She began her career as an intern in the Technology Risk and Advisory group at Ernst & Young after graduating from Syracuse University with a Masters in Information Management. She stayed with Ernst & Young for 6 years, following her internship, providing risk assurance and advisory services to various financial services organizations in the New York area. 18 women s bond club

21 Rising Stars Sirat Babbar Citi Sirat Babbar leads Citi s Enterprise Infrastructure (EI) Risk Management Business Office. She creates forums that drive senior management s attention to top risks within EI. She works with Business and Functional Risk & Control Managers to identify, mitigate and report on emerging risks. Strategically, she s also involved in creating a global risk identification framework that streamlines the way we look for inherent and residual risks within our processes and controls. Prior to joining Risk Management, Sirat was the Senior Business Process Reengineering Lead in Citi Private Bank. She designed and implemented a solution that reduced loan processing time for Ultra High Net Worth clients by 50%. She joined Citi in 2008 after graduating from NJIT with a Masters in Information Systems. Allegra Kawalerski Citi Allegra Kawalerski is a Manager at Citi in Markets Technology. She leads the Citi Velocity Analytics team who develops web based applications that empower Citi s sales, traders, and institutional clients to make informed investment decisions by providing sophisticated analytics applications from a single source. Such applications include charting with cross asset data, live pricing, scenario backtesting, and data visualization such as heatmaps. Prior to being in Markets Technology, Allegra resided on the trading floor in NY for over four years as a Project Manager for Citi. During this time, she gained invaluable business knowledge that has enabled her to excel at developing client facing applications in her current role. Allegra received her Bachelor s in Computer Science from Rutgers merit award dinner 19

22 Rising Stars Andrea Mparadzi CLS Bank International Andrea Mparadzi is an Associate Director and Assistant General Counsel at CLS Bank International in the Legal Department, a group responsible for identifying and managing legal issues for CLS. Andrea focuses on strategic initiatives and crisis management. She was the lead attorney in onboarding the Hungarian Forint, assists CLS member banks with their resolution planning, and engages with central banks, ministries of finance, and legislatures to support the implementation of financial stability-related laws in various jurisdictions. Prior to joining CLS, Andrea was a corporate associate at Davis Polk & Wardwell LLP, representing financial institutions in connection with corporate transactions, including mergers, acquisitions, joint ventures, and strategic investments. Andrea holds law degrees from the University of Cape Town and Cornell University. Rinki Thakur Cognizant Rinki Thakur is a Senior Manager with Cognizant, responsible for delivery and client relationships in their Banking and Financial Services practice. She manages a strategic Banking & Payments client focusing on revenue growth and increasing the firm s Digital footprint. In this role, she focuses on helping her clients build best-in-class digital capabilities by leveraging Cognizant s SMAC (Social, Mobile, Analytics and Cloud) technologies. Rinki holds a Bachelor in Computer Engineering. She started her career with Samsung Electronics in e-commerce, managing their overall web portal. She received her MSc. in International Business (Marketing major) from LSBU, U.K. Rinki is also an active member of Cognizant s networking group for women and mentoring program. In her free time, she enjoys travelling and photography. 20 women s bond club

23 Rising Stars Marlei Buonomo Credit Suisse Marlei Buonomo is a Manager working within Operations, in the Structured Products Whole Loans team. The group provides different levels of support for five separate business initiatives, providing validation, clearance, and settlement services for various mortgage and mortgage backed products. Marlei works closely with the Asset Finance Business Unit and the Whole Loans IT team to onboard the contractual terms of financing documents into Credit Suisse s control infrastructure. Her key focus areas are to work with IT to innovate and automate the daily workflow in order to accommodate the expanded number of transactions and products processed. Marlei oversees the entire funding process and service delivery to clients on a daily basis. In addition Marlei onboards new clients, liaises with the business unit and third party custodians, implements facility rules which are tailored to each client s individual needs, provides funding analytics to senior management, and assists with intraday cash management support. Marlei joined Credit Suisse in 2005 after graduating from Baruch College - Zicklin School of Business in New York with a BBA in Finance and Investments and from Pontifical Catholic University of Minas Gerais in Brazil with a BA in Economics. Marlei began her career at Credit Suisse through the Operations Campus Recruiting initiative. Andrea Garcia Castelao Deloitte Andrea Garcia Castelao is a Tax Senior Manager at Deloitte where she is considered a subject matter specialist in Global Information Reporting. Andrea has over 10 years of experience in tax advisory and has been instrumental in building a practice related to the Common Reporting Standards. She has helped improve the global profile of her area by promoting multilingual skills and developing several technology tools and services. Prior to moving to the U.S., Andrea worked at Deloitte Spain and a multinational law firm, focusing on advising financial institutions and international tax planning. She is a member of the Madrid Bar Association and has an MBA from Universidad Pontificia Comillas. She is also a LLM candidate in the corporate compliance program at Fordham University merit award dinner 21

24 Rising Stars Akshata Udiavar Pulley EY Akshata is a manager in EY s Financial Services practice, with over 8 years of professional experience serving banking and capital market clients. She has diverse experience leading and supporting regulatory transformation initiatives for clients in front office, risk, and treasury areas, including legal entity rationalization, FTP, CCAR, resolution planning, risk data aggregation and reporting, and securities regulation. Akshata began her career in the Prime Brokerage division of Goldman Sachs, where her responsibilities included managing relationships with priority hedge fund clients, monitoring and managing their fixed income portfolios and ensuring compliance with guidelines set by global regulatory agencies across U.S. and 20 international markets. She has an MBA from Wake Forest University and currently resides in Charlotte, NC. Anne Ragusin EY Anne Ragusin is a Manager in EY s Information Technology Risk Advisory practice. She has over six years of experience in the financial services industry, focusing primarily on enterprise-wide risk management programs within banking and insurance. She also has experience providing advisory services for regulatory compliance, vendor management, information security and internal audit. Anne supports many firm-wide initiatives including a campaign for risk solution integration, EY s global IT risk methodology and training, and several people initiatives related to counseling and retention. She also coordinates EY s IT Risk Leadership Network, a forum for industry executives to discuss IT risk strategies and leading practices. Anne has a B.S. in Business Information Systems and Management from Lehigh University, and resides in New York, NY. 22 women s bond club

25 Rising Stars Jessica Ross FIS Jessica Ross served as the HR Business Partner for FIS Risk & Compliance business. She provides leadership coaching, talent management, compensation planning, employee engagement, and organizational design expertise to the executives, senior management and to the over 400 employees that deliver solutions and services that help clients understand exposure and underlying risk across the enterprise, and comply with regulations. In 2015 Jess took the HR lead on the launch of the Derivatives Utility for post-trade futures and cleared over-the-counter (OTC) derivatives operations which included the recruiting and onboarding of 200+ new employees and contractors. She will continue as the HR Partner for the new business. Jessica graduated from Penn State with a BS in Business Administration. Michele Speckman Gartland & Mellina Group Michele Speckman is a consultant at the Gartland and Mellina Group where she drives client initiatives including; business strategy enhancement, operational efficiency, and systems integration. Recently, she managed a large-scale platform conversion at a Retirement Services company, coordinating efforts between multiple locations and divisions. Since joining the Gartland and Mellina Group in 2010, Michele has served on the Firm s Culture, Experience and Engagement Committee, monitoring the sentiment and ideas of Gartland and Mellina employees in order to develop company culture and ensure employee satisfaction. Michele attended Molloy College where she obtained a Bachelor of Science degree, double majoring in Business Management and English, and minoring in Accounting merit award dinner 23

26 Rising Stars Nicole Javal Gartland & Mellina Group Nicole Javal is a Consultant within the Wealth and Investment Management practice at the Gartland and Mellina Group (GMG). Since joining the company in 2013, she spent time overseas creating a strategic roadmap for an asset servicing and settlements industry utility. She has since been engaged at a Global Investment Bank for several regulatory projects that include the spinoff of a proprietary trading desk, developing the risk and control framework for US and global operations, and currently, the implementation of a framework to ensure CCAR compliance. Nicole leads the GMG Website Development Team and is active in the Philanthropy, Marketing, and Recruiting committees. Nicole graduated from New York University s Stern School of Business with a degree in Finance and Marketing. Kaira Gui Goldman Sachs Kaira Gui is a Vice President in the Core Platform technology team at Goldman Sachs Asset Management. As a senior engineer, she is focused on building core components to ensure a seamless user and developer experience as well as on designing and developing the global systems that drive the various businesses in asset management. Kaira began her career in Goldman in 2007 working in the Credit Risk Technology department where she was instrumental in developing and rolling out a global counterparty derivatives documentation tool. In 2013, Kaira moved to the Quantitative Investment Strategies team in the Investment Management Division where she developed tools to effectively research new quantitative, economically-driven signals. Kaira is a graduate of the University of Pennsylvania, with dual degrees from the Wharton School (BS, Economics concentration in Finance) and from the School of Engineering & Applied Science (BSE, Computer Science). 24 women s bond club

27 Rising Stars Kristin McCaffrey IBM Kristin McCaffrey is a Managing Consultant in IBM s Business Analytics & Strategy practice, focused in Wealth Management. Since joining IBM in 2011, Kristin has helped her clients leverage technology to improve customer experience and drive efficiencies across the enterprise. Project work has included; transformation of a wealth firm s sales and trading platforms, design of a new product for a large retail bank, and process improvement through end-to-end test automation. Specifically, Kristin has focused on overall program standup, change management, and requirements definition. She is also committed to promoting an inclusive workplace culture, as demonstrated by extensive mentoring she regularly provides within and outside of IBM. Kristin holds a BA in Political Science from Northwestern University. Clara Ho ICAP Clara leads the U.S. Quality Assurance Team supporting hybrid broking and trading applications at ICAP. Her high profile business facing team is responsible for providing mission critical testing and support of the core technologies that make ICAP the leader in the voice and electronic trading business, internally and for client companies worldwide. Clara originally joined ICAP as a Senior QA Analyst supporting Fixed Income products, Credit Default Swaps (CDS) markets, and Non-Deliverable Forwards (NDF) markets. Clara joined ICAP after managing Quality and Client Support for TimeCruiser Computing, a web portal company serving educational institutions. Clara holds an MBA Degree from Washington University in St. Louis and a Master s Degree in CIS from the City University of New York merit award dinner 25

28 Rising Stars Leah Boccia Invesco Leah Boccia is a Business Support Manager, Invesco Fixed Income, and responsible for supporting fixed income executives in business planning and strategic initiatives, project management, and communications. Previously, she served as a Channel Marketer at Invesco supporting institutional sales in developing customized promotions. Leah started her career at advertising agency BBDO as an Account Executive for AT&T. Under Leah s leadership, Invesco Fixed Income launched a new significant client educational event which provided current global perspectives on developments in fixed income. Leah earned her BS in Marketing from DePaul University and has earned her Claritas Investment Certificate. She is a member of Invesco Cares, the firm s community services organization and recently joined the Invesco Woman s Network Atlanta Chapter. Stephanie Holder Invesco Stephanie Holder is a Director and Dispositions Officer for Invesco Real Estate where she is responsible for managing the sales process for our assets. She handles both commercial and multifamily transactions across various risk profiles and markets nationally. Stephanie started her career as an Invesco intern, accepting increasingly responsible analytical roles through valuations, dispositions and the acquisitions underwriting team before moving into her current role. Stephanie has an undergraduate degree from SMU where she played Division 1 volleyball and later returned for her MBA. She is a mentor within the Mayor s Fellows Program for the City of Dallas, coached elite volleyball teams focused on inner-city females, participates in Dallas real estate community, and volunteers in outreach activities through Invesco Cares. 26 women s bond club

29 Rising Stars Layne Swanson Jefferies Group LLC Layne Swanson is a Vice President, Institutional Equity Sales at Jefferies in the San Francisco office. She has been at the firm for three and half years and manages client relationships with mutual fund and hedge fund managers in Los Angeles and San Francisco. Prior to joining Jefferies in August 2012, she was at Ivory Investment Management, a long / short, fundamental, equity hedge fund in Los Angeles where she focused her time on broker relations and research assistance for the investment team. Layne graduated Phi Beta Kappa and cum laude from University of California, Los Angeles in 2010 with a B.A. in Economics/International Area Studies and a minor in Spanish. Allyson Davis JPMorgan Chase & Co. Allyson Davis is a Vice President in the Corporate Talent & Development group at JPMorgan Chase & Co. She is the head of Process and Business Management for Leadership Edge, a new management and executive training program. She leads a team of four responsible for financial and vendor management, resource and location strategy, and process documentation and reengineering for the global training program. Prior to this role, Allyson focused on organizational strategy, business management, chief of staff support and executive communications for Corporate Technology & Risk, IT Risk, and the Global Technology Chief Information Officer. She held rotational positions in areas including Corporate & Investment Bank Compensation, Treasury & Security Services Marketing and Chief Administrative Office Project Management. Currently living in Tarrytown, NY, Allyson graduated from the School of Industrial and Labor Relations at Cornell University merit award dinner 27

30 Rising Stars 28 women s bond club Grace Nwokobia JPMorgan Chase & Co. Grace Nwokobia currently manages the global Security Assurance Operations team in Cyber Security. Her team is responsible for the investigation of insider threats, including employee activities and policy violations. Her team also works with all lines of business to drive the reduction of risks that are created by broken business processes. Prior to this role, Grace was a project manager in the Global Identity and Access Management (GIAM) team where she led cross line IT risk of business projects. Some of her projects included driving the firm toward Singapore regulator compliance by creating and implementing firm wide security guidelines on people, processes and technology, consolidating firm wide security tools and developing security monitoring work streams. Grace has her B.S. in Computer Engineering Technology from the New Jersey Institute of Technology, is a Certified Information Systems Security Professional (CISSP) and a Project Management Professional (PMP). Meghan Manning JPMorgan Chase & Co. Meghan is a Senior Strategy Associate at JPMorgan Chase. She works on a dedicated internal strategy group with a mandate to help business and corporate functions make decisions that result in operating and bottom-line improvements; engagements typically include strategic planning, capability build-out, functionalrestructuring, and efficiency/productivity improvement. She also serves as the Global Co-Chair for the firm s employee resource group dedicated to maximizing the contributions of employees with disabilities or caregiving responsibilities. Meghan graduated cum laude from the University of Notre Dame with degrees in Political Science and Art History and induction into the national political science honor society. She serves on the NDNY Scholarship Committee and is a member of Notre Dame Women Connect and Poly Prep Women Connect.

31 Rising Stars Stephanie Wong JPMorgan Chase & Co. Stephanie Wong is a Vice President within the Alternative Investments Group at J.P. Morgan Private Bank responsible for manager selection and due diligence of private equity fund investments. Stephanie s primary coverage universe consists of private credit, distressed private equity, real estate, along with select co-investment opportunities. Prior to joining the Private Bank, Stephanie worked at J.P. Morgan s Energy Investment Bank, providing advice on M&A and capital market offerings for companies in the power, utility, and alternative energy space. Ms. Wong holds a Bachelor of Science in Business Administration from the University of North Carolina - Chapel Hill. Rachel Ray KPMG LLP Rachel is a Manager in the Operations Risk group of KPMG Financial Risk Management practice. Rachel s main area of focus is delivering projects to major global and regional banking clients, in the areas of operational risk, wealth management, strategic planning, business process improvement, and target operating model design. Rachel is passionate about developing and maintaining client relationships, delivering consistent, high-quality work, and mentoring young women. Throughout her life, Rachel received recognition as a young female leader (initially within physics and engineering communities, then wealth management and banking, now financial risk consulting) and continues to mentor women in an effort to bolster their participation in leadership roles in traditionally maleled fields. While at KPMG, Rachel served on a board of a local Women Networking chapter and championed a series of professional leadership and confidence-building seminars. Prior to joining KPMG, Rachel worked at BB&T Wealth Management and Private Financial Advisor groups. Rachel graduated in 2007 from University of Georgia with BBA in Management, and attended University of Pennsylvania Physics Program. Rachel is also a member of the Alumni Recruiters and Mentors Program of the South Carolina Governor s School for Science and Mathematics (her alma mater), a magnet school targeting future leaders in industries particularly overlooked by females merit award dinner 29

32 Rising Stars Melissa Reagen MetLife Investments Melissa Reagen is Head of Real Estate and Agriculture Research at MetLife Real Estate Investors and Agricultural Investments. This team supports all research and strategy related activities, with a particular emphasis on the development and enhancement of MetLife s Investment Management platform for real estate. Melissa earned her Master of Business Administration with concentrations in Finance, Econometrics and Statistics from The University of Chicago Booth School of Business and a Bachelor of Arts in Economics from The University of Chicago. Melissa is active in industry associations such as NAREIM and PREA and has active leadership roles as the Chair of NCREIF s Research Committee, a member of the NMHC research committee, and a member of the ICSC North American Research Task Force. Gretchen French Moody s Gretchen French is a Vice President Senior Credit Officer in the Oil and Gas Team at Moody s Investors Service. She is the lead analyst on a portfolio of investment grade and high yield energy companies in the US. Since joining Moody s in 2001, she has covered exploration and production, refining and marketing, midstream, drilling and oilfield services companies in the US, Latin America and Canada. Gretchen has been an active member of Moody s Women s Employee Resource Group in New York since 2010, and currently serves in the Co-Chair role. Gretchen holds a Master of International Affairs from Columbia University and a Bachelor of Arts from Vassar College. 30 women s bond club

33 Rising Stars Diana Camelo Morgan Stanley Diana Camelo is a Vice President at Morgan Stanley in Merchant Banking & Real Estate Investing ( MB&REI ), the Firm s direct private investing group and a subset of Morgan Stanley Investment Management. Diana was instrumental in implementing Investor Onboarding for MB&REI and currently leads the MB&REI Investor Onboarding team, with onboarding responsibility across various products on the platform. Diana initially joined Morgan Stanley in 2002 in the Real Estate Investing ( REI ) group and was an integral part of establishing the REI Investor Services team. She rejoined the Firm in 2014 and has been at Morgan Stanley collectively for approximately 8 years. Diana also has experience in teaching and graduated from City College with a B.S.Ed. Early Childhood Education and a M.S.Ed. Bilingual Early Childhood from Hunter College. Shameka Rivers Morgan Stanley Shameka Rivers is a Vice President in the Traditional Investment Products group at Morgan Stanley. Shameka is responsible for driving the execution of mid to large scale revenue generating, regulatory and process improvements projects across the TIPs organization. Prior to joining Traditional Investment Products, Shameka spent 7 years in Morgan Stanley s Wealth Management Investment Resources group where she started as a research analyst in the Global Investment Manager Analysis group, focusing on manager research of fixed income traditional investment products. Leveraging her skills as a research analyst, Shameka went on to manage large scale projects to enhance the delivery and accessibility of wealth management research content firm wide. Shameka joined Morgan Stanley in Shameka graduated from the State University of New York at Stony Brook with a Bachelor of Arts in Economics & Political Science merit award dinner 31

34 Rising Stars Jenny Kim Nasdaq Jenny is a Project Manager Senior Specialist at Nasdaq in the Global Corporate Solutions Group. Jenny has held multiple roles in driving the company s strategic initiatives, such as in managing two M&A integrations to designing reports that help support efforts that lead to higher client satisfaction. Prior to joining Nasdaq, Jenny worked as a management consultant where she focused on strategy and operations. Jenny holds a Bachelor and Master s of Science degree in Public Policy and Management from Carnegie Mellon University. Melanie Weintraub Nomura Melanie Weintraub is a Vice President at Nomura Securities International in the Institutional Equity Sales Group. She joined Nomura in 2010 and is primarily focused on the distribution of equity research to institutional investors in New York, Toronto and Asia. Her responsibilities include advising clients on investment opportunities, marketing Nomura s equity research product, managing strategic relationships, and identifying new business. Melanie began her career at Bloomberg LP in the terminal sales group as an account manager for international banks. She earned a B.A. in Political Science and Italian from the University of Michigan in women s bond club

35 Rising Stars Marta Bezoari PIMCO Ms. Bezoari is a senior vice president and account manager in the New York office and a member of PIMCO s consultant relations group. Prior to joining PIMCO in 2011, she was an associate in the structured products and alternative risks group at Deutsche Bank, London. She has eight years of investment and financial services experience and holds an MBA from MIT Sloan School of Management and an undergraduate degree in mathematics and physics from King s College London. Joscelyn Carlin PwC Joscelyn Carlin is an Assurance Manager in PwC s Banking and Capital Markets Group. Since transferring to PwC s New York office during 2013, Joscelyn has been a lead manager for one of PwC s largest audit engagements, specializing in Investment Banking and Regulatory Capital topics. Joscelyn began her career with PwC in the Cape Town, South Africa office in 2010 after graduating from the University of Stellenbosch with a Bachelor in Accounting and Honors degree. She obtained her Chartered Accountant (South Africa) qualification in Prior to moving New York, she also completed assignments in PwC s Chicago office and Cape Town s Accounting Technical and Training group merit award dinner 33

36 Rising Stars Ashley Lovatt Promontory Financial Group Ashley is a Principal with Promontory Financial Group, a leading strategy, risk management, and regulatory compliance consulting firm focusing primarily on financial services. Ashley assists clients with a range of regulatory matters, including providing advice related to corporate governance, risk management, and regulatory compliance. She has worked on engagements advising complex financial institutions throughout North America, Europe, and Asia. Ashley began her career at Promontory as an Analyst. Prior to joining Promontory, Ashley worked in the credit risk management division at Deutsche Bank, in the appraisal department at Greenlight Loans Financial Services, and in the office of the president at Georgetown University. Ashley graduated from Georgetown University with a Bachelor of Arts degree in Classical Studies. Alison Hallberg PGIM Alison Hallberg is an assistant vice president at Prudential Real Estate Investors and an asset manager for PREI s U.S. value-add equity real estate fund. Alison s primary responsibilities include managing the fund s retail and self-storage portfolios totaling $600 million and 2 million SF. With over 10 years of experience with PREI, she has overseen a variety of asset classes in multiple funds. Alison has been involved in several PREI initiatives that help cultivate talent and foster relationships such as PREI s LIFT Program, Global Roundtables, NeXt Leadership Group, Women s Leadership Network and recruiting/mentoring programs. Alison has a bachelor s degree in finance, with a minor in international business, from Pennsylvania State University and a master of business administration from New York University. 34 women s bond club

37 Rising Stars Betsy Miller Daitch S&P Global Market Intelligence Betsy Miller Daitch is a senior manager within the Investment Management business at S&P Capital IQ, a division of McGraw Hill Financial. In this role she is responsible for increasing brand awareness and adoption of the firm s products for investment management practitioners. Betsy is an expert in content creation and is committed to innovation and excellence. She is an early adopter of new marketing tactics and technology, adeptly incorporating them in her programs to further reach and improve measurability. Prior to joining in 2011, Betsy held positions with MHFI s Financial Communications group. She began her career as a financial advisor with MetLife. Betsy graduated from Goucher College in Baltimore, MD with honors in Management and Economics with a minor in Art and Art History. She is currently working towards a master s degree in Accounting. Anna Favour Societe Generale Anna Favour joined Societe Generale in 2014 as a Vice President, Sr. Compliance Officer in Societe Generale s Compliance Department. Anna directly manages and serves as a subject matter expert on various regulatory issues. Anna is a key participant in all aspects of the Firm s Volcker Rule Compliance Program and works effectively with stakeholders throughout the Firm, both in the US and abroad, to implement complex, transversal regulatory projects. Prior to joining Societe Generale, Anna worked as an Associate for six years at the London based law firm Allen & Overy LLP where she advised clients on a variety of cross-border transactional and regulatory matters. Anna holds a B.A. from Lehigh University and a J.D. from American University, Washington College of Law merit award dinner 35

38 Rising Stars Ekaterina Curry Standard & Poor s Ratings Services Ekaterina Curry is a Senior Director and Analytical Manager at Standard & Poor s Ratings Services in the Structured Finance group. She manages a team of 17 professionals, based in five cities, focusing on structured finance and municipal bonds including assigning and monitoring the credit ratings of 16,000 letter of credit backed bonds, bonds with derivative instruments, asset-backed commercial paper, and tender option bonds. Ekaterina is an expert on counterparty risk focusing on interest rate and currency derivatives. She joined Standard & Poor s in Previously, she worked at Citigroup in cash management for foreign financial institutions for 3 years. Ekaterina speaks Bulgarian and Russian, and holds an MBA from the Yale School of Management. Ekaterina is a mentor and active participant in Women In Derivatives industry group. Kayleigh Pettit Thomson Reuters Kayleigh Pettit is Senior Counsel at Thomson Reuters, providing legal support to the Financial and Risk division. Kayleigh advises her business partners on matters relating to commercial and government contracting, strategic partnerships, licensing and mergers and acquisitions. She also manages a team of contract negotiators who negotiate many of Thomson Reuters customer facing agreements. Prior to joining Thomson Reuters, Kayleigh was an Associate at Bingham McCutchen, advising clients on corporate and technology transactions. During law school, she interned in the licensing and merchandising group of the National Hockey League. Kayleigh received her JD (cum laude) from Brooklyn Law School and a BA (cum laude) in Honors English from the University of Maryland. She is an active member of and the Wall Street Women s Alliance, with a focus on mentoring programs. 36 women s bond club

39 Rising Stars Sharon Lui Wells Fargo Securities Sharon Lui is an equity research analyst with Wells Fargo, focusing on energy master limited partnerships (MLPs). The MLP team is responsible for analyzing and opining on the industry as well as more than 90 companies under coverage. The Wells Fargo MLP team was ranked No. 1 in 2015 and No. 3 in 2014 in the Institutional Investor survey. Sharon was awarded a 5-star rating in StarMine s 2014 Forecast Accuracy survey of the Top 50 Brokers on Wall Street. She joined Wells Fargo from Bear Stearns business controller s department. Sharon was also a senior auditor at Coopers & Lybrand and became licensed as a CPA. She received her MBA in finance and information technology from New York University in merit award dinner 37

40 Corporate Member Firms 38 women s bond club

41 Gold Corporate Member Committed to excellence Together we can build a path for the future. Bank of America Merrill Lynch is proud to support the Women s Bond Club. Congratulations to our Rising Stars, Jill Carey Hall, Vanessa Paulen Kingsley and Jen Auerbach- Rodriquez. We also salute Shelley O Connor, recipient of the Merit Award, and Ana Oliveira, recipient of the Isabel Benham Award. For marketing disclaimer, visit bankofamerica.com/disclaimer 2016 Bank of America Corporation. ARSTKV5J 2016 merit award dinner 39

42 Gold Corporate Member Bloomberg is a proud sponsor of The Women s Bond Club Merit Award Dinner 2016 Bloomberg L.P. All rights reserved. S women s bond club

43 Gold Corporate Member Building leaders. Inspiring success. BMO is proud to celebrate our 2016 Rising Star, Ashley Amo. We support the Women s Bond Club as it accelerates the leadership and success of women across the financial community in all industries merit award dinner 41

44 Gold Corporate Member At BNY Mellon, we believe making a positive impact in the world starts by empowering people to reach their fullest potential. It is our great pleasure to congratulate Margot Donohue from BNY Mellon and her fellow 2016 Women s Bond Club Rising Stars. Invested in celebrating emerging leaders. bnymellon.com 2016 The Bank of New York Mellon Corporation. 42 women s bond club

45 Gold Corporate Member Broadridge Applauds the Women s Bond Club We are proud to congratulate award winners: Shelley O Connor, Co-Head Wealth Management, Morgan Stanley - Merit Award Ana Oliveira, President, New York Women s Foundation - Isabel Benham Award for their contributions and dedication to women in financial services. Congratulations to Broadridge s 2016 Rising Star Nellie Ding. Technology and Operations Solutions Communications Solutions Data and Analytics Solutions 2016 Broadridge Financial Solutions, Inc., Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc. broadridge.com 2016 merit award dinner 43

46 Gold Corporate Member 44 women s bond club

47 Gold Corporate Member FROM INDIVIDUAL ACHIEVEMENT TO COLLECTIVE EMPOWERMENT. In 160 countries, we have made it our job to attract and develop top female talent. So we re delighted and proud to share this opportunity with you to empower women in organisations across the financial spectrum. citi.com/progress 2016 Citigroup Inc. Citi and Citi with Arc Design are registered service marks of Citigroup Inc merit award dinner 45

48 Gold Corporate Member 46 women s bond club

49 Gold Corporate Member 117 years until all companies profit from more women at the top? Put gender on your agenda. ey.com/womenfastforward #WomenFastForward 2016 Ernst & Young LLP. All Rights Reserved. ED merit award dinner 47

50 Gold Corporate Member FIS IS PROUD TO SUPPORT THE WOMEN S BOND CLUB OF NEW YORK. Congratulations to our 2016 Rising Star Jessica Ross from our Human Resources group for her outstanding performance and achievements FIS Fidelity National Information Services, Inc. All Rights Reserved. Confidential and Proprietary. 48 women s bond club

51 Gold Corporate Member Gartland & Mellina Group is proud to support the important work of the Women s Bond Club. Congratulations to Shelley O Connor, Ana Oliveira, and all of the Rising Star Honorees, including our very own Rising Stars Michele Speckman and Nicole Javal 1385 Broadway Suite 912, New York, NY (212) merit award dinner 49

52 Gold Corporate Member Gartland & Mellina Group is proud to support the important work of the Women s Bond Club. Congratulations to Shelley O Connor, Ana Oliveira, and all of the Rising Star Honorees, including our very own Rising Stars Nicole Javal and Michele Speckman 1385 Broadway Suite 912, New York, NY (212) women s bond club

53 Gold Corporate Member 2016 merit award dinner 51

54 Gold Corporate Member Unparalleled leadership Honoring financial services leaders for outstanding professional contributions and exceptional dedication to the advancement of women JPMorgan Chase congratulates: Shelley O Connor 2016 WOMEN S BOND CLUB MERIT AWARD WINNER Co-head of Wealth Management, Morgan Stanley Ana Oliveira 2016 ISABEL BENHAM AWARD RECIPIENT President, New York Women s Foundation 52 women s bond club

55 Gold Corporate Member Aspiring leaders Recognizing the achievements and potential of Wall Street s emerging leaders, we congratulate the 2016 Women s Bond Club Rising Stars, particularly JPMorgan Chase s own: Allyson Davis JPMorgan Chase Corporate Talent & Development Grace Nwokobia JPMorgan Chase Global Security Assurance Operations Stephanie Wong J.P. Morgan Global Wealth Management, Private Equity Due Diligence Meghan Manning JPMorgan Chase Strategy & Process Improvement 2016 merit award dinner 53

56 Gold Corporate Member Inspired by our rising stars Congratulations, Rachel! KPMG LLP would like to congratulate all 2016 Rising Stars and especially our very own Rachel Ray on this outstanding achievement. Like the Women s Bond Club, KPMG believes a diverse and inclusive workplace is a strong workplace for all. kpmg.com 2016 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ( KPMG International ), a Swiss entity. The KPMG name and logo are registered trademarks or trademarks of KPMG International. All rights reserved. Printed in the U.S.A. NDPPS women s bond club

57 Gold Corporate Member Morgan Stanley is proud to support the Women s Bond Club 2016 Merit Award Dinner and congratulates Merit Award Winner Shelley O Connor and Rising Stars Shameka Rivers and Diana Camelo 2016 Morgan Stanley 2016 merit award dinner 55

58 Gold Corporate Member 56 women s bond club

59 Gold Corporate Member 2016 merit award dinner 57

60 Gold Corporate Member Dynamic. Innovative. Powerful. The words used to describe today s financial services industry reflect the extraordinary women working to define its future. Promontory is proud to support the Women s Bond Club and the 2016 Merit Award Dinner. Congratulations to this year s honorees and Rising Star Award winners, including our own Ashley Lovatt. promontory.com 58 women s bond club

61 Gold Corporate Member STANDARD & POOR S RATINGS SERVICES IS PROUD TO SUPPORT THE IMPORTANT WORK OF THE WOMEN S BOND CLUB. Congratulations to all of the honorees of the Merit Award Dinner and our own Rising Star, Ekaterina Curry merit award dinner 59

62 Gold Corporate Member 245 Park Avenue, New York NY SOCIETE GENERALE IS PLEASED TO SUPPORT THE WOMEN S BOND CLUB MERIT AWARD DINNER AND CONGRATULATES ALL OF THE HONOREES AND OUR OWN RISING STAR, ANNA FAVOUR. 60 women s bond club

63 Gold Corporate Member Wells Fargo Securities is proud to support the Women s Bond Club We congratulate Sharon Lui and all of the Rising Star Award nominees Wells Fargo Securities, LLC. All rights reserved. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Prime Services, LLC, a member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC are distinct entities from affiliated banks and thrifts. WCS merit award dinner 61

64 Corporate Member Here's to High Performance. Accenture celebrates our Rising Star, Jennifer Wallach. Accenture salutes Women s Bond Club in providing the education, mentoring and networking opportunities. Through these programs, women in finance and financerelated industries are able to achieve high performance in every facet of their lives Accenture. All rights reserved. 62 women s bond club

65 Corporate Member continue to lead and inspire AXA would like to recognize one of our best and brightest Kathryn Jernigan. Your talent and leadership are demonstrated in both attitude and action. Congratulations on achieving this distinguished honor. AXA is the brand name for AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY). GE (3/16) 2016 merit award dinner 63

66 Corporate Member continue to lead and inspire AXA would like to recognize one of our best and brightest Morgan Millett. Your talent and leadership are demonstrated in both attitude and action. Congratulations on achieving this distinguished honor. AXA is the brand name for AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY). GE (3/16) 64 women s bond club

67 Corporate Member Dedicated to the advancement of women We congratulate Rising Star Lindsey DeMarco and are proud to support the Women s Bond Club Merit Award Dinner At Barclays, we encourage and reward uncompromising integrity, diverse thinking and collaboration among our employees in order to generate the best ideas that will drive our clients business forward Barclays Bank PLC. All rights reserved. Barclays is a trademark of Barclays Bank PLC. All other trademarks and service marks are the property, and used with the permission, of their respective owners. We are an Equal Opportunity Employer merit award dinner 65

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69 Corporate Member Celebrating excellence Capital One Commercial Banking is proud to support the Women s Bond Club and would like to congratulate all the program honorees, including our very own 2016 Rising Star Serena Covino. capitalone.com/commercial 2016 Capital One. Capital One is a federally registered service mark. All rights reserved merit award dinner 67

70 Corporate Member FOR RISING TO EVERY CHALLENGE. We would like to congratulate you, Sirat Babbar and Allegra Kawalerski, on your outstanding achievement as Rising Star Honor Roll recipients at this year s Merit Award Dinner. Here s to an illuminating evening. citi.com/progress 2016 Citigroup Inc. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. 68 women s bond club

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72 Corporate Member Advancement for women. Rising Star opportunities. Credit Suisse is proud to support the Women s Bond Club. We believe investing in the advancement of professional women in the capital markets is one of the best investments we can make. Congratulations to tonight s honorees and our own professional, Marlei Buonomo, who has won the Rising Star Award. credit-suisse.com Proud to support 70 women s bond club

73 Corporate Member Recognizing leadership that inspires Deloitte is proud to continue our support of the Women s Bond Club and the Merit Award Dinner. We are pleased to congratulate: Merit Award Recipient Shelley O'Connor Isabel Benham Award Recipient Ana Oliveira Our Rising Star Andrea Garcia Castelao Copyright 2016 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited 2016 merit award dinner 71

74 Corporate Member Proud to support Deloitte is proud to support the Women s Bond Club and congratulates the Merit, Isabel Benham and Rising Star award recipients who are honored tonight. Copyright 2016 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited 72 women s bond club

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76 Corporate Member Maximizing the potential of all of our people At Goldman Sachs, we know that diversity and inclusion are pivotal to our success and culture of excellence. Please join us in congratulating Kaira Gui, a vice president in the Technology Division, as the recipient of the 2016 Goldman Sachs Rising Star Award Goldman Sachs. All rights reserved. 74 women s bond club

77 Corporate Member ICAP is proud to support the Women s Bond Club & the 2016 award recipients: Shelley O Connor and Ana Oliveira and all our rising stars including our own: Clara Ho ICAP is the world s leading markets operator and provider of post trade risk and information services. Achieve more. Go to ICAP plc ICAP and other service marks and logos are service marks of ICAP plc and/or one of its group of companies. All rights reserved. Entities within the ICAP group are registered as applicable merit award dinner 75

78 Corporate Member Invesco congratulates the Women s Bond Club Merit Award Dinner honorees including Invesco Rising Star Leah Boccia invesco.com/us This page is provided by Invesco. This is not to be construed as an offer to buy or sell any financial instruments. Invesco Distributors, Inc. 76 women s bond club

79 Corporate Member Invesco congratulates the Women s Bond Club Merit Award Dinner honorees including Invesco Rising Star Stephanie Holder invesco.com/us This page is provided by Invesco. This is not to be construed as an offer to buy or sell any financial instruments. Invesco Distributors, Inc merit award dinner 77

80 Corporate Member Congratulations to Jefferies Rising Star, Layne Swanson Jefferies Salutes the Women s Bond Club Honorees The Jefferies Women s Initiative Network (jwin) is proud of Layne s achievements. Jefferies is dedicated to creating opportunities for women, fostering an inclusive and diverse working environment and building relationships that extend beyond the firm and throughout the professional community. Clients First Always SM 2016 Jefferies LLC. Member SIPC. 78 women s bond club

81 Corporate Member MetLife Investments salutes our Rising Star, Melissa Reagen. We are proud to support the Women s Bond Club and applaud your efforts to advance women s leadership in financial services today, and for generations to come. Congratulations to all of the 2016 award winners! Make an investment in your future, today METLIFE, INC merit award dinner 79

82 Corporate Member Our Views Matter. So Will Yours. Moody s is proud to sponsor the Women s Bond Club. Congratulations to our Rising Star, Gretchen French! For over 100 years, Moody s success has been built on diversity of thought and differing perspectives. We foster an inclusive work environment where all views matter, and proactively promote a culture where all employees can achieve their career goals Moody's Corporation and/or its licensors and affiliates. All rights reserved. 80 women s bond club

83 Corporate Member Nomura is a proud sponsor of the Women s Bond Club Nomura Worldwide Plaza 309 West 49th Street New York, NY Nomura Holdings, Inc Nomura is the global marketing name of Nomura Holdings, Inc. (Tokyo) and its direct and indirect subsidiaries worldwide including Nomura International (Hong Kong) Limited, licensed and regulated by the Hong Kong Securities and Futures Commission, Nomura Securities International, Inc. (New York), a member of SIPC, and Nomura International plc (London), authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority and member of the London Stock Exchange merit award dinner 81

84 Corporate Member HONORING EXCELLENCE, HARD WORK AND DEDICATION With pride, we congratulate Cynthia Meyn for being nominated for the 2016 Merit Award and Marta Bezoari for being part of the 2016 Rising Star Honor Roll. PIMCO, a global provider of market insights and investment solutions, is proud to support the Women s Bond Club. 2016, PIMCO 82 women s bond club

85 Corporate Member PGIM IS PROUD TO SUPPORT THE WOMEN S BOND CLUB Congratulations to our Rising Star: Alison Hallberg 2016 Prudential Financial Inc. and its related entities. PGIM, the PGIM logo, the Rock symbol, are service marks of Prudential Financial Inc., and its related entities, registered in many jurisdictions worldwide merit award dinner 83

86 Corporate Member CELEBRATION OF EXCELLENCE. ADVANCEMENT FOR WOMEN. S&P Global Market Intelligence is proud to support the Women s Bond Club. We believe investing in the advancement of professional women in the capital markets is one of the best investments we can make. Congratulations to all the program honorees including our very own 2016 Rising Star Betsy Miller Daitch. 84 women s bond club

87 Non-Member Table Sponsors INVESTING FOR THE LONG TERM BlackRock is proud to support the Women s Bond Club. On behalf of BlackRock, a sincere congratulations to Women s Bond Club Merit Award honoree, Shelley O Connor, the Isabel Benham Award honoree, Ana Oliveira, and all Rising Star Honor Roll honorees. Trusted to manage more money than any other investment firm in the world.* * Source: BlackRock. Based on $4.64 trillion in AUM as of 12/31/15. Prepared by BlackRock Investments, LLC, member FINRA BlackRock, Inc. All rights reserved. BLACKROCK and BUILD ON BLACKROCK are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners. 6406a-OTHR 2016 merit award dinner 85

88 Non-Member Table Sponsors 86 women s bond club

89 Non-Member Table Sponsors 2016 merit award dinner 87

90 Non-Member Half Table Sponsors 88 women s bond club

91 Past Award Recipients: Merit Award The Merit Award is given to a woman in finance who is widely recognized for her contributions in the industry. Winners of this prestigious award are leaders who have not only been extraordinarily successful in their own careers in the financial services industry but have also distinguished themselves by their commitment to diversity 2015: Debra Walton 2014: Beth E. Mooney 2013: Lisa Carnoy 2012: Carla Harris 2011: Sarah Diamond 2010: Karen Dunn Kelley 2009: Nicole Arnaboldi 2008: Karen Peetz 2007: Diane L. Schueneman 2006: Erin Callan 2005: Sharon Rowlands 2004: Ellen C. Schubert 2003: Eileen K. Murray 2002: Shelley Leibowitz 2000: Martha Gallo 1999: Patricia Vlahakis 1998: Leslie Tortora 1997: Joyce Chang 1996: Denise Boutross McGlone 1995: Lisa Polsky 1994: Susan Storey 1993: Maureen Hendricks 1992: Elizabeth B. Dater 1991: Nancy Newcomb 1990: Leressa R. Crockett 1989: Nancy Donovan 1988: Maria Ramirez 1987: Greta Marshall 2016 merit award dinner 89

92 Past Award Recipients: Isabel Benham Award Through its Isabel Benham Award, the WBC recognizes women who have made outstanding contributions in improving the lives of women. The award is named after a pioneering woman financial analyst and philanthropist who started her career in the 1930 s and became the first partner at a Wall Street bond house. The Isabel Benham Award includes the privilege of directing a monetary donation by the WBC to a charity of the winner s choice. 2015: Reshma Saujani 2014: Erin Ganju 2013: Michaela Walsh 2012: Kay Koplovitz 2011: Sylvia Ann Hewlett 2010: Dana Dakin 2009: Mary Ellen Iskenderian 2008: Nell Merlino 2007: Dr. Isobel Coleman 2006: Rear Admiral Marsha J. Evans 2005: Nancy Lublin 2004: Jill Ker Conway 2003: Janet Tiebout Hanson 2002: Lynn Martin 2000: Dina Dublon 1999: Dorothy Q. Thomas 1998: Linda Fairstein 1997: Faye Wattleton 1996: Sheila Wellington 1995: Elinor C Guggenheimer 1994: Heidi Hartman 1993: Marie O Brien 90 women s bond club

93 Women s Bond Club Board Members Co-Presidents Andrea Ianniello, Promontory Financial Group Managing Director Suzanne C. O Connell, IBM Corporation Managing Director WBC Treasurer Cheryl Geremia, Morgan Stanley Operational Risk, Global Head Corporate Outreach & Membership Co-Chairs Elizabeth Fischer, Goldman Sachs Managing Director Liliana Robu, Deloitte Consulting LLP Principal Community Outreach Co-Chairs Deirdre O Connor, Och-Ziff Capital Management, Managing Director Lori Beer, JPMorgan Chase & Co., Managing Director Events Co-Chair Dana Bober, Ernst & Young Partner Allison Poliniak-Cusic, Wells Fargo Securities Director MAD Co-Chairs Frieda Lewis, Broadridge Financial Solutions Managing Director Alexandra Paladino, Thomson Reuters Global Managing Director Marketing & Communications Co-Chairs Andrea Pfenning, BNY Mellon Managing Director Amy Yan, Bank of America Merrill Lynch Managing Director Technology Chairs Augusta Sanfilippo, Citibank Managing Director Marinela Tudoran, Credit Suisse, Managing Director Executive Director Perrin Abbondanza, Women s Bond Club Business Manager Paula Reddy, Women s Bond Club Membership Coordinator Jennifer Bracco, Women s Bond Club 2016 merit award dinner 91

94 Would like to thank 92 Merit Award Dinner Co-Chairs Frieda Lewis Alex Paladino Nominations Committee Coordinators Judy Winter-Giella, lead Maria Ingravallo Finance Committee Cheryl Geremia, lead Cindy Deville Rebecca Hirst Paula Reddy Marketing Committee Andrea Pfenning, co-lead Amy Yan, co-lead Jaclyn D aversa Lauren Garcia Lauren Kozora Jacqueline Madrigal Nicole Robbat Community Outreach Committee Lori Beer, co-lead Deirdre O Connor, co-lead Nikita Airen Rosa Alaimo-Quinn Katrin Bruschi Mary Burke women s bond club Janis Elfving Diane Hirschberg Lexy Kopp Elenora Menaker Ulla Sephton Liz Weinstock Tracey Whille Rising Stars Committee Melanie Childress Carucci, lead Adele Caschera Table Sales Committee Liz Fischer, co-lead Suzanne O Connell, co-lead Perrin Abbondanza Jennifer Bracco Liliana Robu Elizabeth Platt Membership Committee Elizabeth Platt, lead Alyson Castillo Ellen Coppa Dana D Amelio Libby Dubick Jeanne Gribbin Jane Newton Ellen Polansky Nancy Schneier Cheryl Workman

95 Would like to thank For generously gifting their American Museum of Natural History membership event privilege

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