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Welcome Welcome to Toigo’s second annual Toigo Groundbreaker’s Summit—a new type of investment conference where the investment is in you, your professional growth and achievements. Based upon the success of our inaugural event, we’re continuing the focus on topics that address the agenda of women in leadership. Given the increased number of womenowned and managed investment funds and small businesses, this year’s dialogue will include entrepreneurship. We’ll also put the spotlight on public service, and the important role of women serving our communities in the public pension arena. Throughout the Groundbreakers agenda, we will feature speakers who illuminate philanthropy, social impact investing, vision and aspiration, and the spirit of diversity—all core tenets of the Toigo mission. As part of our All A Board initiative to promote increased diversity in the boardroom, we are pleased to present a complementary session co-moderated by CalPERS and CalSTRS on diversity in governance. During this afternoon session, we’ll take a closer look at the nominating and candidate evaluation process to help you think about your current profile and positioning for future board service. This will be followed by a networking reception providing all attendees a chance to meet leaders of different organizations—including non-profits, foundations and public companies—committed to finding the best board talent. Groundbreakers builds on Toigo’s 20+ year track record and service to under-represented and unidentified talent. Our goal is to foster conversations and connections that transcend industry lines—an important element of leadership in today’s environment. On behalf of the Pioneers of Progress event committee and the outstanding women who serve on the Toigo board, I thank TimeWarner for its support in hosting our 2013 gathering at its beautiful conference facility, our many corporate supporters, and the many non-profit organizations that helped promote Groundbreakers to their members.

Nancy A. Sims President & CEO | Toigo Foundation

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

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Program Sponsors The Toigo Foundation gratefully acknowledges its 2012 Groundbreakers sponsors for their support of this important initiative dedicated to the advancement of mid- and senior-level women.

LEADERSHIP PARTNERS

SUPPORTING PARTNERS

CONTRIBUTING SPONSORS Bank of America ING Investment Management UBS

BlackRock Russell Reynolds Associates

Guggenheim Partners Starwood Capital Group

W e proudly support the

Toigo Foundation and the second annual Groundbreakers Women in Leadership Summit n

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As a leader in law firm diversity for many years, Alston & Bird has been paving the way for groundbreaking initiatives and programs to recruit, retain, mentor and promote diversity in our own firm and in the industry as a whole.

www.alston.com

Atlanta Brussels Charlotte Dallas Los Angeles New York Research Triangle Silicon Valley Ventura County Washington, D.C. n

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Sue Toigo

Founder and Board Member Robert Toigo Foundation

Valerie Lancaster Beal Senior Vice President­— Director of Investment Banking Operations and Strategic Planning M.R. Beal & Company

Solange F. Brooks

Raudline Etienne

Portfolio Manager, Investments Executive Unit CalSTRS

Senior Director Albright Stonebridge Group

Treasurer State of Connecticut

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Judith Samuelson Executive Director The Aspen Institute Business and Society Program

Managing Director Morgan Stanley Investment Management

Sandra Horbach

Managing Director, Head of Global Consumer and Retail Group The Carlyle Group

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

Pioneers of Progress

The Honorable Denise L. Nappier

Carla Harris

Elizabeth Smith

Shelley Smith

Senior Managing Director— Public Funds AllianceBernstein

President and General Counsel GrayShell Consulting

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

Anne Stausboll CEO CalPERS

Kelly M. Williams

Managing Director and Head of Customized Fund Investment Group Credit Suisse

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Event Program 12.13.12 7:30 am – 8:20 am Registration and Networking

11:45 pm – 1:00 pm Lunch Program Michelle Bachelet, Under-Secretary-General and Executive Director | UN Women We are delighted to have Ms. Bachelet share opening remarks with our audience via video address.

8:20 am – 8:30 am Welcome Nicole Pullen Ross (Toigo Alumna, Columbia ‘99) Managing Director, Mid-Atlantic Region Head | Goldman, Sachs & Co.

Breaking Through Panel

8:30 am – 8:50 am Featured Speaker Professor Anne-Marie Slaughter, Bert G. Kerstetter ‘66 University Professor of Politics and International Affairs at Princeton University Former Princeton Dean (School of Public Policy) Professor Slaughter is the author of “Why Women Still Can’t Have it All” - featured in the July/August 2012 issue of The Atlantic Magazine.

Toigo is proud of its Alumnae who have ascended the ranks as leaders in many prominent organizations. We are equally proud of our rising stars—mid-career talent breaking through and navigating tough economic times at an early stage in their careers. In this lively panel discussion, next gen finance leaders will share how some are balancing the priorities of young families and demanding careers, and the value of establishing meaningful professional relationships and networks for ongoing professional growth and advancement. Moderator

Geri Thomas, SVP, Global Diversity & Inclusion Executive, Georgia Market President | Bank of America Natalie Eckford, Senior Consultant | Cambridge Associates Melissa Morales, Vice President | Strategic Asset Services LLC an H/2 Capital Partners company

8:50 am – 9:05 am

Introduction

Women in the Lead | Keynote

Mina Pacheco Nazemi, Partner, Customized Fund Investment Group | Credit Suisse

Gwen Ifill, Moderator and Managing Editor | Washington Week Senior Correspondent and Co-anchor | PBS Newshour A prominent leader will provide a call-to-lead: a look at how you and others in attendance can have a greater impact on those around you. Lisa Garcia Quiroz, Chief Diversity Officer and Senior Vice President, Corporate Responsibility | TimeWarner, Inc.

9:05 am – 10:05 am Women in the Lead Take a journey with three remarkable women into three very different experiences. Together, we’ll explore the challenges faced by women in the boardroom (and those aspiring for a chair) in guiding strategic decisions for global corporations and non-profits, alike. We’ll delve into the media and entertainment arena and learn of the power of storytelling (with a female narrative), as well as the operating roadblocks and ultimate rewards for following your passion and inspiring others. Our In the Lead journey will introduce us to a leader who has lived many different lives, always remaining true to her desire to address critical issues facing citizens in impoverished lands. Their stories and “lessons learned” will inspire and serve as a catalyst as you explore new avenues and adventures of your own.

Tessie Shih, Senior Associate in Strategic Development and Investor Relations | Welton Investment Corporation 1:15 pm – 2:30 pm Careers with a Difference Panel Meet women who have moved seamlessly between for-profit and public sector or non-profit careers—and thrived in the process. Whether your motivation is a desire to give back, have more of a direct impact on others, or simply to rein in outof-sight travel/work schedules, a move may be in order. The benefits of work in the public sector are worthy, worthwhile ones to explore. Moderator Jody Fink, Co-Head of Global Consulting | Cambridge Associates Cheryl Alston, Executive Director | Employees’ Retirement Fund of the City of Dallas Elizabeth A. Caldas, Director of Private Equity | New York City Office of the Comptroller Antoinette Chandler (Toigo Alumna, UCLA ‘95) Deputy Chief Treasurer | County of San Diego Treasurer - Tax Collector’s Office

Janet Hill, Principal | Hill Family Advisors

Vicki Fuller, Chief Investment Officer | New York State Common Retirement Fund

Abigail Disney | Filmmaker & Philanthropist

Elizabeth Greenwood, Trustee | Los Angeles City Employees’ Retirement System

Debbie McCoy (Toigo Alumna, Harvard ‘03) Director | SEED Institute, Stanford University

2:30 pm – 3:45 pm View From the Top Panel This panel session offers attendees firsthand perspective from women who have pioneered to achieve senior levels of success in their careers and who remain at the pulse of today’s investment landscape and new requirements for leadership thinking and execution.

10:05 am – 10:20 am Networking Break 10:20 am – 11:30 am Start It Up Panel Big ideas, big dreams…that’s the genesis of many entrepreneurial ventures. But it’s what happens in between that truly determines success. Listen in and learn from women business owners in a mix of ventures as they talk about the decisions made—and missed. These successful business owners will teach the entrepreneur in each of us how to set and reach milestones, manage lots of competing interests, evaluate risk, and deal with difficult situations…all events each of us tackle on a daily basis. Moderator

Moderator

Connie Cassidy, Partner, Transaction Advisory Services - Financial Services Office | Ernst & Young Anne Ackerley, Chief Marketing Officer | BlackRock Nancy Lashine, Founding Partner | Park Madison Partners Suzanne Shank, President and CEO | Siebert Brandford Shank & Co., LLC

Sharon Voskmek, CEO | Astia

Penny Zuckerwise, Head of Institutional Distribution | Guggenheim Investments, Inc

Deborah Harmon, Co-Founder and CEO | Artemis Real Estate Partners 3:45 pm

Jeanne M. Sullivan, General Partner | StarVest Partners, L.P.

Closing Remarks Nancy Sims, President & CEO | Toigo Foundation

Erika Trautman, CEO and Co-Founder | FlixMaster Kelly M. Williams, Managing Director and Head of Customized Fund Investment Group | Credit Suisse

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Board Quality - Board Diversity Presented by CalPERS/CalSTRS’ Diverse Directors Datasource (3D) The Toigo Foundation is pleased that CalPERS and CalSTRS have joined at the conclusion of this program to lead a session that complements our own pipeline initiative aimed at increasing board diversity - All A Board. All attendees are invited to remain for this session and the networking reception to follow.

We are proud to support the We are proud to support the TOIGO Foundation TOIGO Foundation

4:00 pm – 5:00 pm Introductory Panel This 30 minute introduction will focus on packaging and preparation for board service with particular emphasis on the nomination and evaluation process. Anne Simpson (CalPERS) and Anne Sheehan (CalSTRS) will co-moderate the introductory session to share how best to package your experience/expertise for board service; how to identify organizations for possible board service; strategies for connecting with your targets; and maximizing platforms such as Toigo’s All A Board and 3D. Following will be a 60 minute Board Matching Expo - facilitated networking among candidates and organizations (corporate and nonprofit) actively seeking board candidates. Opening Remarks

Henry Jones, Investment Committee, Chair | California Public Employees’ Retirement System

Moderators Anne Sheehan, Director of Corporate Governance | California State Teachers’ Retirement System Anne Simpson, Director of Corporate Governance | California Public Employees’ Retirement System Doug Chia, Assistant General Counsel & Corporate Secretary | Johnson & Johnson Robert A.G. Monks, Founder and Co-Director | GMI Ratings Sophie L’Helias, Senior Fellow | The Samuel and Ronnie Heyman Center on Corporate Governance Principal | L’Helias, LLC. 5:00 pm – 6:30 pm Networking Reception An opportunity to network with speakers, attendees and professionals from prominent organizations responsible for board nomination/selection. to participate and meet new talent with interest and readiness for board service.

By leveraging diverse talents and backgrounds of our employees globally, State Street fosters an inclusive, creative and fulfilling work environment—and delivers better results for our clients. By leveraging diverse talents and backgrounds of our employees globally, — JayStreet Hooley, StateanStreet Chairman, President and Chief Executive Officer State fosters inclusive, creative and fulfilling work environment—and delivers better results for our clients. — Hooley, State Street please Chairman, President and Chief Executive Officer ForJay more information, visit www.ssga.com.

For more information, please visit www.ssga.com.

State Street Global Advisors is the investment management business of State Street Corporation (NYSE: STT), one of the world’s leading providers of financial services to institutional investors. State Street Global Advisors is the investment management business of State Street Corporation (NYSE: STT), one of the world’s leading providers of financial services to institutional investors.

©2012 STATE STREET CORPORATION ID1115-INST-xxxx 0512

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Speakers Professor Anne-Marie Slaughter Bert G. Kerstetter ‘66 University Professor of Politics and International Affairs at Princeton University Former Princeton Dean (School of Public Policy) Anne-Marie Slaughter is the Bert G. Kerstetter ‘66 University Professor of Politics and International Affairs at Princeton University. From 2009 – 2011 she served as Director of Policy Planning for the United States Department of State, the first woman to hold that position. Upon leaving the State Department she received the Secretary’s Distinguished Service Award for her work leading the Quadrennial Diplomacy and Development Review, as well as a Meritorious Honor Award from the U.S. Agency for International Development (USAID) and a Joint Civilian Service Commendation Award from the Supreme Allied Commander for Europe. Prior to her government service, Dr. Slaughter was the Dean of Princeton’s Woodrow Wilson School of Public and International Affairs from 2002 – 2009, where she rebuilt the School’s international relations faculty and created a number of new centers and programs. Dr. Slaughter is a frequent contributor to both mainstream and new media, publishing op-eds in major newspapers, magazines and blogs around the world and curating foreign policy news for over 40,000 followers on Twitter. She appears regularly on CNN, the BBC, NPR, and PBS, lectures widely, and has served on boards of organizations ranging from the Council of Foreign Relations and the New America Foundation to the McDonald’s Corporation and the Citigroup Economic and Political Strategies Advisory Group. She is a member of the Aspen Strategy Group. Foreign Policy magazine named her to their annual list of the Top 100 Global Thinkers in 2009, 2010, 2011, and 2012. She has written or edited six books, including A New World Order (2004) and The Idea That Is America: Keeping Faith with Our Values in a Dangerous World (2007), and over 100 articles. She was also the convener and academic co-chair, with Professor John Ikenberry, of the Princeton Project on National Security, a multi-year research project aimed at developing a new, bipartisan national security strategy for the United States.

Professor Slaughter will be introduced by:

Nicole Pullen Ross (Toigo Alumna, Columbia ‘99) Managing Director, Mid-Atlantic Region Head Goldman, Sachs & Co. Nicole heads the investment management business for the Mid-Atlantic Region for Goldman, Sachs & Co. Previously, she advised wealthy family groups and institutions in New York for 12 years before relocating to Philadelphia. Nicole joined Goldman Sachs in 1998 as a summer associate in Private Wealth Management in New York. She was named managing director in 2011. Prior to joining the firm, Nicole worked at J.P. Morgan providing strategic financial reporting and analysis to the Executive Office. Nicole serves on the executive board of the Greater Philadelphia Chamber of Commerce and is a President’s Advisory member of the Smithsonian National Women’s History Museum in Washington, DC. She is a founding board member of Girls Prep Charter School in New York City and also serves on the Alumni Advisory Board of the Robert Toigo Foundation. She also serves on the board of the Legacy Youth Tennis and Education Center. Nicole is also a corporate member of the Economic Club of Washington, DC.

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP

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Speakers

Gwen Ifill Moderator and Managing Editor | Washington Week Senior Correspondent and Co-anchor | PBS Newshour Gwen Ifill is moderator and managing editor of Washington Week and senior correspondent and co-anchor for the PBS Newshour. She is also frequently asked to moderate debates in national elections, most recently the Vice Presidential debates during the 2008 and 2004 elections.

Women In The Lead

Ifill joined both Washington Week and the NewsHour in 1999, interviewing newsmakers and reporting on issues ranging from foreign affairs to politics. In 2009, Washington Week with Gwen Ifill was honored with the prestigious George Foster Peabody Award. In 2010, Ifill received the Fred Friendly First Amendment Award.

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Before coming to PBS, she spent five years at NBC News as chief congressional and political correspondent. Ifill joined NBC News from The New York Times where she covered the White House and politics. She also covered national and local affairs for The Washington Post, Baltimore Evening Sun and Boston Herald American. She is the author of The Breakthrough: Politics and Race in the Age of Obama (Doubleday, 2009). She has received more than 20 honorary doctorates and is the recipient of several broadcasting excellence awards, including honors from Harvard University’s Joan Shorenstein Center, the National Press Foundation, the Radio Television News Directors Association, American Women in Radio and Television and the Matrix Award. A native of New York City and a graduate of Simmons College in Boston, Ifill is a lifetime member of the National Association of Black Journalists and serves on the board of the Committee to Protect Journalists and the News Literacy Project.

Ms. Ifill will be introduced by:

Starwood Capital Group Global, LLC is a leading private investment firm that brings more than just capital to the investment process.

Lisa Garcia Quiroz Chief Diversity Officer and Senior Vice President, Corporate Responsibility | TimeWarner, Inc. Lisa Garcia Quiroz is the Chief Diversity Officer and Senior Vice President, Corporate Responsibility, Time Warner Inc. In this role, Ms. Garcia Quiroz has a mandate to ensure that Time Warner’s workforce is reflective of a global media company that reaches cross-cultural audiences and that its workplace is one where the best talent can thrive and advance. In addition, Ms. Garcia Quiroz also leads efforts to identify areas of opportunity for Time Warner in new and emerging markets in the United States and to ensure that the company has access to the best market intelligence on domestic multicultural audiences.

Founded in 1991, and headquartered in Greenwich, Connecticut, Starwood employs more than 225 professionals in its six offices located throughout the U.S. and in international offices in London, Luxembourg, Mumbai, Paris and São Paulo. Our focus is on global real estate, real estate securities, and the “energy” infrastructure investment arenas.

Ms. Garcia Quiroz oversees corporate responsibility as well as Time Warner’s philanthropic outreach. Since 2004, she has worked to refocus the company’s philanthropic strategy, resulting in original programs which foster diverse new talent and build new audiences in the arts, and help make college more accessible to all talented youth. Before joining Time Warner’s corporate division, Ms. Garcia Quiroz worked at Time Inc., where she launched two businesses that identified and successfully served new markets: People en Español and Time for Kids.

591 WeSt PUtnaM avenUe | GreenWiCh, COnneCtiCUt 06830 203.422.7700 | StarWOOdCaPitaL.COM

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Speakers

Our differences defi ne us. At UBS, those differences make the difference. As an organization that works hard everyday to ensure that all employees have access to opportunity and advancement, we’re pleased to support the Robert Toigo Foundation and the Groundbreakers Summit.

Abigail E. Disney Filmmaker & Philanthropist Abigail E. Disney is an executive producer of Women, War & Peace, producer of the film Pray the Devil Back to Hell and writer on Peace Unveiled, the third film in the series about Afghanistan. Her longtime passion for women’s issues and peacebuilding led her to producing films. She has executive produced films that address various social issues, including Family Affair, Playground, Sun Come Up (Academy Award® Nominee 2011, Best Documentary Short) and Return, and is involved in several more films in various stages of development and production. Disney, also, along with her husband, Pierre Hauser, co-founded the Daphne Foundation, which works with low-income communities in the five boroughs of New York City. Her work in philanthropy, women’s engagement and leadership, and conflict resolution has been recognized through the Epic Award from the White House Project, the Changing the Landscape for Women Award from the Center for the Advancement of Women, and the prestigious International Advocate for Peace (IAP) Award from the Cardozo Law School’s Cardozo Journal of Conflict Resolution.

UBS is proud to be an equal opportunities employer committed to diversity in its workplace.

Women In The Lead

We will not rest

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www.ubs.com © UBS 2012. All rights reserved.

Janet Hill Principal | Hill Family Advisors Mrs. Janet Hill is a principal in Hill Family Advisors, where she oversees the family’s assets and investments. She retired as the co-owner and Vice President of Alexander & Associates, Incorporated, a corporate consulting firm in Washington, D.C after 30 years in management and ownership. She provided corporate planning, advice and analyses to directors, executives and managers in the areas of human resource planning, corporate responsibility, corporate communications and government consultation. Mrs. Hill is a member of the Board of Trustees of Duke University. She also serves on the Board of the Wellesley Business Leadership Council and the Knight Commission on Intercollegiate Athletics. She is also a member of the board of the Military Bowl, A BCS-sanctioned football bowl series.

Debbie McCoy (Toigo Alumna, Harvard ‘03) Director | SEED Institute, Stanford University Debbie McCoy is a Director of the Stanford Institute for Innovation in Developing Economies (“SEED”), an institute working to advance economic opportunities for people living in poverty in developing economy countries through growth businesses. Ms. McCoy’s role at SEED is to increase available capital for enterprises with significant growth potential in these markets. Prior to joining Stanford University, McCoy was a Vice President at a global infrastructure company, where she served as deputy chair of the Africa Steering Committee and supported Middle Eastern, Asian, and European operations. McCoy also worked at Citigroup. For two years at Citi, she was based in New Delhi leading portions of the firm’s Indian retail operations. Prior to that role, McCoy worked in Citi’s New York headquarters as an investment banker and as special assistant to the offices of the CEO and President & COO. She was also responsible for defining financial and execution strategies for a large scale infrastructure and real estate investment in Vietnam sponsored by a diversified holding company in the United Arab Emirates. GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

Guggenheim Partners believes in the power of strength through diversity and inclusion. We proudly support the Groundbreakers Women in Leadership Summit and its work to advance leadership development and accelerate career opportunities for women in the financial services industry.

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

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Start It Up Panel Big ideas, big dreams…that’s the genesis of many entrepreneurial ventures. But it’s what happens in between that truly determines success. Listen in and learn from women business owners in a mix of ventures as they talk about the decisions made—and missed. These successful business owners will teach the entrepreneur in each of us how to set and reach milestones, manage lots of competing interests, evaluate risk, and deal with difficult situations…all events each of us tackle on a daily basis.

Access to Information REGISTER NOW TO RESERVE YOUR PLACE!

Moderator

Sharon Vosmek, CEO | Astia Sharon Vosmek has been CEO of Astia since 2007, previously joining as COO in 2004. As CEO of Astia, Sharon has an unwavering passion and a uniquely well-suited background to drive forward the organization’s mission of propelling women’s full participation as entrepreneurs and leaders in highgrowth businesses, fueling innovation and driving economic.

A conference to enhance networking, fundraising, and deal-making opportunities for senior-level women in private equity

Deborah Harmon, Co-Founder and CEO | Artemis Real Estate Partners, LLC Ms. Harmon is Co-Founder and Chief Executive Officer of Artemis Real Estate Partners, LLC, a real estate investment firm that manages institutional, third party capital in a variety of real estate strategies. She is responsible for establishing, implementing and overseeing the company’s strategic direction. Ms. Harmon has over twenty-five years’ experience in the real estate industry.

T H E 6 T H A N N U A L W O M E N ’ S P R I V AT E E Q U I T Y S U M M I T

March 14-15, 2013

Jeanne M. Sullivan, General Partner | StarVest Partners Jeanne M. Sullivan is a founding General Partner of StarVest Partners. StarVest is a New York-based venture capital firm with approximately $400 million under management and invests in technologyenabled business services companies. Jeanne has over 20 years of venture capital experience and has spent 28 years in the technology sector encompassing both extensive operating and investing experience with technology companies and with AT&T and Bell Labs.

The Ritz-Carlton Half Moon Bay, California

Erika Trautman, Co-Founder and CEO | FlixMaster

www.WomensPrivateEquitySummit.com

Start It Up

Erika Trautman is the CEO and Co-Founder of FlixMaster, a web-based technology company that lets content creators easily build video experiences that are dynamic, interactive and deeply immersive. Trautman co-founded FlixMaster in 2011 with the premise that video experiences should take advantage of web-like functionalities and that content creators should be free to imagine and create in this new frontier.

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Telephone: +1 781.652.0900 info@falkmarquesgroup.com

Kelly M. Williams, Managing Director and Head of Customized Fund Investment Group | Credit Suisse Kelly is a Managing Director and Global Head of the Customized Fund Investment Group. CFIG manages over $27 billion of client commitments to private equity and venture capital funds, and specializes in designing tailored portfolios for investors. In addition, CFIG provides portfolio management services for over $90 billion of client commitments to private equity, including customized reporting and back office solutions. Ms. Williams was an Executive Director with Prudential’s private equity group where she co-founded CFIG in 1999.

Platinum Sponsors:

Silver Sponsor:

Collaborative Partners:

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

Gold Sponsor:

Educational Partners:

Supporting Organizations:

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Breaking Through Panel Toigo is proud of its Alumnae who have ascended the ranks as leaders in many prominent organizations. We are equally proud of our rising stars—mid-career talent breaking through and navigating tough economic times at an early stage in their careers. In this lively panel discussion, next gen finance leaders will share how some are balancing the priorities of young families and demanding careers, and the value of establishing meaningful professional relationships and networks for ongoing professional growth and advancement. Introductory Remarks

Michelle Bachelet, Under-Secretary-General and Executive Director | UN Women Ms. Michelle Bachelet is the first Under-Secretary-General and Executive Director of UN Women, which was established on 2 July 2010 by the United Nations General Assembly. UN Women works with the entire UN system, governments, civil society and the private sector to advance women’s empowerment and gender equality worldwide.

TIME WARNER IS PROUD TO SUPPORT

TOIGO INSTITUTE 2012 GROUNDBREAKERS SUMMIT BECAUSE OF OUR SHARED COMMITMENT TO WOMEN IN LEADERSHIP

Moderator

Geri Thomas, SVP, Global Diversity & Inclusion Executive, Georgia Market President | Bank of America Geri Thomas is global diversity and inclusion executive and Georgia market president for Bank of America. She serves as the chief strategist and leader for diversity and inclusion globally and serves on the bank’s Global Diversity & Inclusion Council.

Breaking Through

Natalie Eckford, Senior Consultant | Cambridge Associates

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Natalie is a Senior Investment Consultant at Cambridge Associates in Arlington, VA. She works with a variety of clients, including foundations, independent schools, private families, and religious institutions, on investment issues such as asset allocation strategy, manager selection, and investment program evaluation. She also serves as a non-marketable specialist for select clients constructing and overseeing private equity, venture capital and private real estate portfolios.

Melissa Morales, Vice President | H/2 Capital Partners Melissa is a Vice President at H/2 Capital Partners, a multi-billion dollar AUM institutional investment manager focused on commercial real estate fixed income assets. At H/2, Melissa focuses both on new investments and on the asset management of a portfolio of performing and nonperforming commercial real estate debt. During her career in real estate finance, Melissa has been involved in structured real estate transactions totaling over $6 billion.

Mina Pacheco Nazemi, Partner, Customized Fund Investment Group | Credit Suisse Mina is a partner of Credit Suisse’s Customized Fund Investment Group (CFIG), which manages over $26 billion of client commitments to private equity, venture capital and real estate funds, and specializes in designing tailored private equity portfolios for investors. Pacheco Nazemi and her team work on a number of different client mandates but also invests for clients that have a specific interest in investing in emerging managers and the underserved sector.

Tessie Shih, Senior Associate in Strategic Development and Investor Relations Welton Investment Corporation Tessie is a Senior Associate in Strategic Development and Investor Relations at Welton Investment Corporation, where she plays a key role in positioning the firm’s systematic flagship and carve-out funds in front of institutional investors around the world.

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

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Careers With A Difference Panel Meet women who have moved seamlessly between for-profit and public sector or non-profit careers—and thrived in the process. Whether your motivation is a desire to give back, have more of a direct impact on others, or simply to rein in outof-sight travel/work schedules, a move may be in order. The benefits of work in the public sector are worthy, worthwhile ones to explore. Moderator

Careers With A Difference

Jody Fink, Co-Head of Global Consulting | Cambridge Associates Jody is the firm’s Co-Director of Consulting and a Managing Director in the Boston office. In her role as Co-Director of Consulting, she works closely with the Boston, Dallas, London, and Menlo Park office group heads in areas such as staffing and professional development as well as in cross-office coordination for the firm’s consulting practice as a whole. She also manages the firm’s consultant recruiting efforts and its consultant performance evaluation and compensation process.

Cheryl Alston, Executive Director | Employees’ Retirement Fund of the City of Dallas Cheryl D. Alston is the Executive Director for the Employees’ Retirement Fund of the City of Dallas, Texas (“ERF”), a $2.9 billion pension plan for the City’s civilian employees. Cheryl began her term as Executive Director in October 2004 and provides leadership for the Fund’s staff in implementing the programs necessary to achieve the mission, goals and objectives established by the Board of Trustees.

SEO is pleased to be a marketing partner of the

Toigo Groundbreakers Summit

Since its founding in 1963, Sponsors for Educational Opportunity (SEO) has provided academic enrichment and career development opportunities to thousands of talented young people from underserved and underrepresented communities.

www.seo-usa.org

Elizabeth A. Caldas, Director of Private Markets | New York City Office of the Comptroller Elizabeth A. Caldas is the Director of Private Markets at the New York City Office of the Comptroller John C. Liu. In this capacity, she helps to manage the Private Equity program on behalf of the New York City Retirement System (“NYCRS”), an over $8 billion private equity portfolio with more than $14 billion of commitments across 170+ funds. Investments include buyout, mezzanine, distressed, secondary and special situation funds. Ms. Caldas serves on the LP Advisory Boards of 40+ private equity funds. NYCRS overall assets are in excess of $120.0 billion.

Antoinette Chandler (Toigo Alumna, UCLA ‘95) Deputy Chief Treasurer | County of San Diego Treasurer - Tax Collector’s Office Ms. Chandler is the Chief Deputy Treasurer for the County of San Diego Treasurer-Tax Collector’s Office. As Deputy to the Treasurer, she is responsible for overall management of the Treasury and Investment Division and for the management of the County’s $7 billion fixed income investment portfolio.

Vicki Fuller, Chief Investment Officer | New York State Common Retirement Fund Vicki L. Fuller is Chief Investment Officer for the $150 billion New York State Common Retirement Fund and is responsible for managing the Fund under the executive supervision of the Funds’ Trustee, the State Comptroller. Fuller was previously a managing director of AllianceBernstein, a global investment advisor. Before that she served as the firm’s co-head of the Global High Yield Group and as a portfolio manager for high yield, emerging markets and global high yield portfolios for institutional and individual investors.

perspective You always look at the world a little differently. It’s that unique thinking we look for at Bank of America. Join our team, and we’ll give you access to unrivalled opportunity – and expect you to seize it and make it your own.

Elizabeth Greenwood, Commissioner | Los Angeles City Employees’ Retirement System Commissioner Elizabeth L. Greenwood was elected as Employee-Member to the LACERS Board of Administration by active LACERS members on July 1, 2009 for a five-year term ending June 30, 2014. She serves as the Chair of the Corporate Governance Committee. Commissioner Greenwood is a Deputy City Attorney for the City of Los Angeles in the Safe Neighborhoods Division, Neighborhood Prosecutor Section, and has worked at the San Pedro Branch of the City Attorney’s Office in the Homeland Security and Gang Units.

Set opportunity in motion. bankofamerica.com/careers

© 2011 Bank of America Corporation. All rights reserved. US00187A

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

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View From The Top Panel This panel session offers attendees firsthand perspective from women who have pioneered to achieve senior levels of success in their careers and who remain at the pulse of today’s investment landscape and new requirements for leadership thinking and execution. Moderator

Connie Cassidy, Partner, Transaction Advisory Services - Financial Services Office | Ernst & Young Connie Cassidy is a Partner in Transaction Advisory Services at Ernst & Young LLP. With over 25 years of advisory experience of which sixteen years is dedicated to transaction support in mergers and acquisitions, she has led EY teams assisting clients on nearly 200 transactions with values ranging from $100M to exceeding $15B. Connie works primarily with private equity investors and strategic corporate clients in acquisitions and divestitures within the Financial Services Industry.

DIVERSITY = STRENGTH INCLUSION COMMITMENT

Anne Ackerley, Chief Marketing Officer | BlackRock Anne F. Ackerley, Managing Director, is the Chief Marketing Officer of BlackRock, and the COO for the Marketing and Communications Group. In these global roles, she drives BlackRock’s marketing and communications strategy, including the Firm’s ongoing efforts to build the BlackRock brand. Ms. Ackerley also manages all aspects of marketing operations.

LEADERSHIP

View From The Top

Nancy Lashine, Founding Partner | Park Madison Partners

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Nancy Lashine is a Managing Partner and Founder of Park Madison Partners, a boutique real estate private equity placement firm. Over the past 6 years, Park Madison has raised funds of over $4 billion of equity for investment strategies in the U.S., Europe, and Latin America. In the past year Park Madison has closed a US$500 M “club deal” for a domestic multi-family manager, performed a top off for a EUR317 M Nordic focused fund, and closed a US$500 M comingled fund for a Brazilian manager.

Suzanne Shank, President & CEO | Siebert Brandford Shank & Co., LLC Ms. Shank has served as Vice Chair, President and CEO of Siebert Brandford Shank & Co., L.L.C. since its inception in October 1996. She is a founder of the firm, co-owner and member of the Board of Directors. Siebert Brandford Shank is the top-ranked minority- and women-owned municipal bond underwriting firm in the country and is the only minority-owned firm nationally ranked in the top 10 among all such firms in the country.

Carlyle is proud to support Women in Leadership

Penny Zuckerwise, Senior Managing Director - Head of Institutional Distribution Guggenheim Investments, Inc. Ms. Zuckerwise joined Guggenheim in 2011 as Senior Managing Director and Head of Institutional Distribution. In this role, she is responsible for the expansion of the firm’s institutional distribution business as well as consultant and client relationship management.

www.carlyle.com

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

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Board Quality - Board Diversity

Board Quality - Board Diversity

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Opening Remarks

Henry Jones, Investment Committee, Chair | California Public Employees’ Retirement System Mr. Jones is an elected representative of retired CalPERS members and currently serves on the Investment Committee (where he is the Chair), the Board Governance Committee, the Finance & Administration Committee, the Pension & Health Committee and the Risk & Audit Committee.

Anne Sheehan, Director of Corporate Governance | California State Teachers’ Retirement System Ms. Sheehan is the Director of Corporate Governance for the California State Teachers’ Retirement System (CalSTRS), the largest teacher’s public pension fund in the USA, where she is responsible for overseeing all corporate governance activities for the fund including proxy voting, company engagements and managing $3 billion placed with activists managers.

Panelists

Doug Chia, Assistant General Counsel & Corporate Secretary | Johnson & Johnson Douglas K. Chia is Assistant General Counsel & Corporate Secretary at Johnson & Johnson, the world’s most comprehensive and broadly-based manufacturer of health care products, headquartered in New Brunswick, New Jersey. His responsibilities include providing legal counsel to the corporation on matters of corporate governance, securities regulation, public company disclosure, and Dodd-Frank Act and Sarbanes-Oxley Act compliance.

Anne Simpson, Director of Corporate Governance | California Public Employees’ Retirement System Anne Simpson is the Senior Portfolio Manager, Investments and Director of Corporate Governance at CalPERS. It is the largest public pension system in the United States with approximately $240 billion under management. The corporate governance program includes CalPERS Focus List of shareholder engagement with companies, global proxy voting, legal and regulatory reform agenda and CalPERS actively managed corporate governance investment strategy. She is leading CalPERS work to integrate environmental, social, and governance (ESG) across the total fund.

Sophie L’Helias, Senior Fellow | The Samuel and Ronnie Heyman Center on Corporate Governance Principal | L’Helias LLC A corporate governance expert, Sophie began her career as an M&A and corporate finance attorney with leading international law firms before founding a corporate governance consulting and proxy solicitation firm in France in 1993. In 1995 she joined leading international governance experts to found the International Corporate Governance Network.

Robert A.G. Monks, Founder and Co-Director | GMI Ratings

Toigo’s All A Board is doing more than just making diverse talent accessible (through our online clearinghouse)— we’re also helping ensure diverse board candidates are prepared and ready to serve. We’re rolling out board training and education as well as developing thought leadership to keep the conversation current.

Board diversity has been shown to improve corporate performance. The Diverse Director DataSource, also known as “3D”, is designed to be a clearinghouse for potential corporate director candidates with a special emphasis on a more diverse range of backgrounds, perspectives, skills and experience.

Create an All A Board profile to showcase your board aspirations and leadership experience. Highlight your interests and experience, post a bio and even a short video as a way to showcase your talent. It’s fast, easy— and free. You’ll also find thought leadership, blogs, and events on board leadership—and more.

Interested candidates can register for inclusion in the database by creating an online profile. Our staff will review completed profile information for basic qualifications and accuracy. Approved candidate profiles will be included in relevant search reports once the review process is completed.

It’s time to get noticed and get connected with public, private and non-profit organizations seeking more diverse board talent. Toigo’s All A Board makes it happen.

Shareowners, nominating committees and commercial executive/director search firms may search the combined database of potential diverse candidates and existing directors for individuals whose knowledge, skills and experience can bring fresh perspective to a boardroom and help a company achieve long-term, sustainable growth.

Log on today. allaboard.intronetworks.com

Robert A.G. Monks is a pioneer in the field of corporate governance. He is a founder of Institutional Shareholder Services and GMIRatings (formerly The Corporate Library), and was an administrator for the Department of Labor under President Reagan. He is the author of several books including New Global Investors and Corpocracy, and with Nell Minow, Watching the Watchers and Power & Accountability.

Learn more. www.gmi3d.com

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

Board Quality - Board Diversity

Board Quality - Board Diversity

Toigo is pleased to welcome back CalPERS and CalSTRS to once again lead a discussion focused on the importance of board diversity. This session follows the conclusion of Groundbreakers and complements our own pipeline initiative aimed at increasing board diversity—All A Board.

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Stand Out! Rise above the crowd with the

CAIA Charter T he CAIA Char t er off er s y ou im m edia t e c re d i b i l i t y i n th e c omp lex wor ld of alt er nat iv e inv es t i n g , a l o n g w i t h a cc ess to a global net wor k of peer s . F i n d o u t h o w y o u c an e ar n a bet t er r at e of ret ur n on yo u r e d u c a t i o n a l in ve stme nt at CAI A. or g/ TO I G O . For more information please visit CAIA.org/TOIGO

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

Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Thank You Access to Information

MAKE SURE YOUR FIRM IS REPRESENTED!

A conference to enhance networking,

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fundraising, and deal-making opportunities for senior-level women in private equity

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Save The Date 2013 Annual Toigo Gala

Thursday June 6, 2013

Waldorf = Astoria | New York City

Early registration open now Save by registering by 12/31/12 Visit www.toigogala.org for more information.

what’s on

Your Nightstand? Leadership "must reads" for Toigo's 2012 Groundbreakers speakers and participants.

SpecialThanks

These titles are available for purchase to support Toigo programs. www.toigofoundation.org/Leadership-Library.php

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

CANDID LITHO Print & Production FOUR DESIGN Graphic and Web Design SEGESTA COMMUNICATIONS Event production STEVE LADNER STUDIO Photography TIMEWARNER CONFERENCE CENTER Venue and Logistics

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Groundbreakers – Notes

We Proudly Support

The Robert Toigo Foundation and the

Groundbreakers Women in Leadership Summit

NEW YORK BEIJING HONG KONG HOUSTON LONDON LOS ANGELES PALO ALTO SÃO PAULO

WWW.SIMPSONTHACHER.COM

SEOUL TOKYO WASHINGTON, D.C.

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GROUNDBREAKERS Women in12/4/12 Leadership 3:39 PM A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

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Groundbreakers – Notes

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Groundbreakers – Notes

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

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Groundbreakers – Notes

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Groundbreakers – Notes

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

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Groundbreakers – Notes

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GROUNDBREAKERS Women in Leadership A TOIGO INSTITUTE SUMMIT

2012 Groundbreakers Women in Leadership Summit Program book  

Interior of program book

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