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It’s time for our third annual Invest in Women Symposium, and this year we’re hitting the road and bringing this invitation‑only event to you! We’ll be in three cities — New York, San Francisco and Washington, DC — and we hope you’ll join us to hear the very latest on investing in women from the leading experts in the space.

Each event will be limited to 50 guests, so register early to ensure a spot.

Invest in Women Symposium
San Francisco

Wed., October 30, 2019

Join us for enlightening conversations with company experts, advisors, and the Pax Ellevate leadership team. What we’ll cover: How to Attract, Retain, and Engage the Next Wave of Wealth, featuring Nellie Morrie and Alexandra Cole, founders of Purpose Generation; Integrating ESG Investing Into Your Practice, featuring leading advisors and investors; Spotlight on Leading Companies, featuring Shareen Luze of RBC; A Deep Dive on Pax Ellevate with members of the team behind it; and A Conversation with Sallie Krawcheck.

Agenda

  • 7:30 – 8:00
    Registration and Breakfast
  • 8:00 – 9:00
    A Deep Dive on Pax Ellevate:
    Joe Keefe will take us through the history of Pax Ellevate and share what we have learned during the last five years of investing in the top companies in the world for advancing women in leadership. Then we’ll hear from other members of the Pax Ellevate team, who will let us know how the Pax Ellevate Global Women’s Leadership Fund was constructed and why our conviction in this strategy is at an all-time high.
  • 9:00 – 9:45
    Spotlight on Leading Companies:
    What do successful diversity and inclusion programs look like at some of the largest companies in the world? Hear how RBC drove one such initiative and made diversity a business priority. This will be an authentic discussion about challenges faced and how to successfully build a culture that values diverse talent and perspectives.

    Speakers:
    • Shareen Luze, RBC
    • Heather Smith, Impax Asset Management
  • 9:45 – 10:45
    How to Attract, Retain and Engage the Next Wave of Wealth:
    Nellie Morris and Alexandra Cole, founders of Purpose Generation, will share strategies and insights that can help you navigate how the next generation consumes, works, invests and communicates. This session will provide an overview of how wealth is moving through generations and how you can position yourself to capture opportunities and be the ultimate partner to each future client. As we know, millennials operate differently, and there is no one better than Alex and Nellie to share how best to attract, retain and engage this generation.

    Speakers:
    • Nellie Morris - Purpose Generation
    • Alexandra Cole - Purpose Generation
  • 10:45 – 11:00
    Break
  • 11:00 – 11:45
    A Conversation with Sallie Krawcheck:
    Sallie has made it her life’s mission to unleash women’s financial power and help them invest to achieve their goals. Today she is a driving force in the women’s equality movement and is laser-focused on investing in women and helping women invest for their future. This is a unique opportunity to hear why she is all in on women and investing… and to take the conversation into your own hands and ask her questions!
  • 11:45 – 12:45
    Lunch
  • 12:00 – 12:45
    Integrating ESG Investing Into Your Practice: Leading Advisor & Investor Panel:
    Hear best practices from leading advisors and investors who have successfully implemented ESG investment strategies to grow their businesses. There are many ways to introduce your clients to ESG investing and create strategies that work for them. These panelists will share their strategies and tell how they were able to build portfolios, and they'll talk about what they learned from the conversations they had with clients along the way.

    Speakers:
    • Tony Arnerich - Arnerich Massena
    • Alena Meeker
    • Terry Joerger
  • 12:45 – 1:00
    Spotlight: Tara Health Foundation:
    Dr. Ruth Shaber, founder of the Tara Health Foundation and passionate impact investor, will share her personal journey from practicing medicine to the world of impact investing. She will provide us with a glimpse of her foundation’s investments and talk about how they built a 100 percent gender-lens, impact-focused, diversified portfolio.
  • 1:00 – 1:30
    Closing Remarks & Networking

Event Hosts

Kelly Coyne, Vice President, Business Development
Kelly Coyne
Vice President, Global Women’s Strategies
Jenifer Cannon, Impax Asset Management LLC and Pax Ellevate Management
Jenifer Cannon, CAP®
Vice President, Business Development

Event Speakers

Sallie Krawcheck, Consultant, Pax Ellevate Management LLC
Sallie Krawcheck
Consultant, Pax Ellevate Management LLC
Joe Keefe, President & CEO of Pax World
Joseph Keefe
CEO, Pax Ellevate Management LLC
Heather Smith - Lead Sustainability Research Analyst
Heather Smith
Lead Sustainability Research Analyst, Impax Asset Management LLC
Nellie Morris
Nellie Morris
Alexandra Cole
Alexandra Cole
Shareen Luze
Shareen Luze
Ruth Shaber
Ruth Shaber, M.D.
Alena Meeker
Alena Meeker, CFA®
Terry Joerger
Terry Joerger
Tony Arnerich
Tony Arnerich
Co-CEO, Co-Chief Investment Officer, Senior Investment Advisor, Principal, Arnerich Massena

Location

Register

This event is limited to 50 guests. Register early to ensure a spot.
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Invest in Women Symposium
Washington, DC

Thurs., October 3, 2019

Join us for enlightening conversations with company experts, advisors, and the Pax Ellevate leadership team. What we’ll cover: Understanding the Motives & Values That Drive Multigenerational Wealth, featuring Danielle Oristian York of 21/64; Integrating ESG Investing Into Your Practice, featuring leading advisors and investors; Spotlight on Leading Companies, featuring Melanie Littlejohn of National Grid, Molly Ford of Salesforce and Shareen Luze of RBC; A Deep Dive on Pax Ellevate with members of the team behind it; and A Conversation with Sallie Krawcheck.

Agenda

  • Noon – 12:30
    Registration and Lunch
  • 12:30 – 1:30
    A Deep Dive on Pax Ellevate:
    A conversation taking us through the history of Pax Ellevate and what we have learned from the last five years of investing in the top companies in the world when it comes to advancing women in leadership. In this session, we will hear from several members of the Pax Ellevate team, learn how the Pax Ellevate Global Women’s Leadership Fund was constructed and why our conviction in this strategy is at an all-time high.
  • 1:30 – 2:30
    Understanding the Motives & Values that Drive Multigenerational Wealth:
    Danielle Oristian York will share best practices for engaging with your clients and prospects in a more meaningful way. She will introduce unique tools that will help you to better understand the motives and values that drive the individuals and families you work with. She will also explore specific ways to engage with your next generation of clients and share the secret about what these future clients are looking for from an advisor.
  • 2:30 – 2:45
    Break
  • 2:45 – 3:30
    A Conversation with Sallie Krawcheck:
    Sallie has made it her life’s mission to unleash women’s financial power and help them invest to achieve their goals. Today she is a driving force in the women’s equality movement and is laser-focused on investing in women and helping women invest for their future. This is a unique opportunity to hear why she is all in on women and investing… and to take the conversation into your own hands and ask her questions!
  • 3:30 – 4:15
    Spotlight on Leading Companies:
    What do successful diversity and inclusion programs look like at some of the largest companies in the world? Hear from the individuals driving those initiatives and making diversity a business priority. This will be an authentic discussion about the challenges these companies have faced and how they successfully built cultures that value diverse talent and perspectives.

    Speakers:
    • Melanie Littlejohn, National Grid
    • Molly Ford, Salesforce
    • Shareen Luze, RBC
  • 4:15 – 5:00
    Integrating ESG Investing Into Your Practice: Leading Advisor & Investor Panel:
    Hear best practices from leading advisors and investors who have successfully implemented ESG investment strategies to grow their businesses. There are many ways to introduce your clients to ESG investing and create strategies that work for them. These panelists will share their strategies and tell how they were able to build portfolios, and they'll talk about what they learned from the conversations they had with clients along the way.
  • 5:00 – 6:00
    Cocktail reception

Event Hosts

Kelly Coyne, Vice President, Business Development
Kelly Coyne
Vice President, Global Women’s Strategies
Jenifer Cannon, Impax Asset Management LLC and Pax Ellevate Management
Jenifer Cannon, CAP®
Vice President, Business Development

Event Speakers

Sallie Krawcheck, Consultant, Pax Ellevate Management LLC
Sallie Krawcheck
Consultant, Pax Ellevate Management LLC
Barbara Browning, CFA® - Portfolio Manager
Barbara Browning, CFA®
Portfolio Manager, Pax Ellevate Global Women’s Leadership Fund
Danielle Oristian York
Danielle Oristian York
Heather Smith
Melanie Littlejohn
Molly Q. Ford
Molly Q. Ford
Shareen Luze
Shareen Luze
Liz Griffin
Liz Griffin
Jay Sanford
Jay Sanford
Cameron Barsness
Cameron Barsness
Kelly Major Green, CIMA
Kelly Major Green, CIMA®
Ann Marie Etergino
Ann Marie Etergino

Location

Invest in Women Symposium
New York City

Wed., September 25, 2019

Join us for enlightening conversations with company experts, advisors, and the Pax Ellevate leadership team. What we’ll cover: Understanding the Motives & Values That Drive Multigenerational Wealth, featuring Danielle Oristian York of 21/64; Integrating ESG Investing Into Your Practice, featuring leading advisors and investors; Spotlight on Leading Companies, featuring Melanie Littlejohn of National Grid; A Deep Dive on Pax Ellevate with members of the team behind it; and A Conversation with Sallie Krawcheck.

Agenda

  • Noon – 12:30
    Registration and Lunch
  • 12:30 – 1:30
    A Deep Dive on Pax Ellevate:
    Joe Keefe will take us through the history of Pax Ellevate and share what we have learned during the last five years of investing in the top companies in the world for advancing women in leadership. Then we’ll hear from other members of the Pax Ellevate team, who will let us know how the Pax Ellevate Global Women’s Leadership Fund was constructed and why our conviction in this strategy is at an all-time high.
  • 1:30 – 2:30
    Understanding the Motives & Values that Drive Multigenerational Wealth:
    Danielle Oristian York will share best practices for engaging with your clients and prospects in a more meaningful way. She will introduce unique tools that will help you to better understand the motives and values that drive the individuals and families you work with. She will also explore specific ways to engage with your next generation of clients and share the secret about what these future clients are looking for from an advisor.
  • 2:30 – 2:45
    Break
  • 2:45 – 3:30
    A Conversation with Sallie Krawcheck:
    Sallie has made it her life’s mission to unleash women’s financial power and help them invest to achieve their goals. Today she is a driving force in the women’s equality movement and is laser-focused on investing in women and helping women invest for their future. This is a unique opportunity to hear why she is all in on women and investing… and to take the conversation into your own hands and ask her questions!
  • 3:30 – 4:00
    Spotlight on Leading Companies:
    What do successful diversity and inclusion programs look like at some of the largest companies in the world? Hear how National Grid drove one such initiative and made diversity a business priority. This will be an authentic discussion about challenges faced and how to successfully build a culture that values diverse talent and perspectives.

    Speakers:
    • Melanie Littlejohn - National Grid
    • Heather Smith - Impax Asset Management, LLC
  • 4:00 – 4:45
    Integrating ESG Investing Into Your Practice: Leading Advisor & Investor Panel:
    Hear best practices from leading advisors and investors who have successfully implemented ESG investment strategies to grow their businesses. There are many ways to introduce your clients to ESG investing and create strategies that work for them. These panelists will share their strategies and tell how they were able to build portfolios, and they'll talk about what they learned from the conversations they had with clients along the way.

    Speakers:
    • Scott Babka, CFA - Capshift
    • Lori Choi, CFA – Veris Wealth Management
    • Jessica Merino, CFA, CIMA – Merino Wealth Management
  • 4:45 – 5:10
    Spotlight: Tara Health Foundation:
    Dr. Ruth Shaber, founder of the Tara Health Foundation and passionate impact investor, will share her personal journey from practicing medicine to the world of impact investing. She will provide us with a glimpse of her foundation’s investments and talk about how they built a 100 percent gender-lens, impact-focused, diversified portfolio.
  • 5:10 – 6:00
    Cocktail reception

Event Hosts

Kelly Coyne, Vice President, Business Development
Kelly Coyne
Vice President, Global Women’s Strategies
Jenifer Cannon, Impax Asset Management LLC and Pax Ellevate Management
Jenifer Cannon, CAP®
Vice President, Business Development

Event Speakers

Sallie Krawcheck, Consultant, Pax Ellevate Management LLC
Sallie Krawcheck
Consultant, Pax Ellevate Management LLC
Joe Keefe, President & CEO of Pax World
Joseph Keefe
CEO, Pax Ellevate Management LLC
Heather Smith - Lead Sustainability Research Analyst
Heather Smith
Lead Sustainability Research Analyst, Impax Asset Management LLC
Scott Labreche, CFA, Portfolio Manager, Pax Ellevate
Global Women’s Leadership Fund
Scott Labreche, CFA®
Portfolio Manager, Pax Ellevate Global Women’s Leadership Fund
Scott Babka, CFA
Scott Babka, CFA®
Lori Choi, CFA
Lori Choi, CFA®
Danielle Oristian York
Danielle Oristian York
Melanie Littlejohn
Melanie Littlejohn
Ruth Shaber
Ruth Shaber, M.D.

Location