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Welcome Welcome to Toigo’s third annual Toigo Groundbreaker’s Summit—a unique investment conference where the investment is in you, your professional growth and achievement. Based upon the success of the past two years, we’re continuing our focus on timely topics that surround women in leadership. We are presenting sessions on managing risk, effective networking and courageous leadership, to name a few. You’ll hear from industry leaders, noted academics, best-selling authors as well as our own Toigo Alumnae and have opportunity to engage in lively luncheon discussion on key topics which carry throughout the day’s program. The Groundbreakers Summit reflects Toigo’s mission to promote opportunities to under-represented and unidentified talent. Our goal is to foster conversations 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 of Directors, I thank 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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Thank You The Toigo Foundation gratefully acknowledges the Citi Foundation for a generous grant to support its first-ever Groundbreakers Young Professionals Connection - hosted on Wednesday December 4, 2013. Thank you for sharing in our vision to promote the advancement of women at every level of leadership.

Perspective

Program Sponsors The Toigo Foundation gratefully acknowledges it 2013 Groundbreakers sponsors for their support of this important initiative dedicated to the advancement of mid- and senior-level women.

LEADERSHIP PARTNER

SUPPORTING PARTNERS 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 a challenging career path — and expect you to seize it and make it your own. We’ll consider your perspective and stretch your viewpoint with training and mentorship. And by joining one of the world’s leading financial institutions, you’ll have the global stage to go places you’ve never envisioned. Bank of America is proud to sponsor The Robert Toigo Foundation. Visit bankofamerica.com/careers to connect with our team.

CONTRIBUTING SPONSORS BlackRock Guggenheim Partners ING Investment Management TIAA-CREF

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Bank of America, N.A., Member FDIC. ©2013 Bank of America Corporation. AR199930

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 continued success and impact of the Groundbreakers initiative.

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 12.05.13 8:00 am – 8:45 am Registration & Networking

12:00 pm – 1:45 pm Lunch Workshop | Networking Strategically Professor Stacy Blake-Beard, Ph.D., Professor; Senior Faculty Affiliate Center for Gender in Organizations | Simmons School of Management No one who makes it does so alone. We all need assistance as we are striving to meet our goals and achieve our dreams. In this workshop, we will work through a proven framework to manage our networks, and the relationships in them, more effectively.

8:45 am – 8:50 am Welcome Cindy Helen Brea (Toigo Alumna, Harvard ‘04) Vice President, Fixed Income & Commodities | Morgan Stanley

Introduction Liz M. Smith, Senior Managing Director—Public Funds | AllianceBernstein Groundbreakers Pioneer of Progress

8:50 am – 8:55 am Women in the Lead | Introduction Sheri Bronstein Senior Vice President - Human Resources | Bank of America Toigo Foundation Governing Board Member 8:55 am – 10:00 am Women in the Lead Strength of character and convictions, valued relationships and respect for others is what individuals seek in great leaders. Whether its in the boardroom, classroom or on Capitol Hill, flexibility and the ability to listen, learn and build consensus are key ingredients for driving change and getting things done. In our 2013 In The Lead session, we’ll explore these and other core qualities of great leadership--and how these qualities closely align with the way women think. Then, we’ll meet two remarkable women--each on a different path to leadership, each with different lessons and perspectives that will inspire you and prompt you to examine how you navigate your own leadership challenges.

2:00 pm – 2:15 pm Networking Break 2:15 pm – 2:45 pm Featured Speaker | The Difference Between Perfectionism and GRIT Dr. Christine Carter, Ph.D., Author | “Raising HAPPINESS: 10 Simple Steps for More Joyful Kids and Happier Parents” Introduction Nancy Sims, President & CEO | The Toigo Foundation

John Gerzema, Author | “The Athena Doctrine” Monica C. Lozano, Chief Executive Officer | impreMedia, LLC Director | Bank of America Corporation Anita Hill, Senior Advisor to the Provost, Professor of Law, Public Policy and Womens’s Studies / Of Counsel at Cohen, Milstein, Sellers and Toll Heller Graduate Schools of Policy and Management | Brandeis University 10:00 am – 10:30 am Networking Break

2:45 pm – 3:45 pm Panel Discussion: Managing Risk We’ll hear from women leaders who will share their experiences as institutional investors and views of today’s pension requirement for managing risk. Introduction Kelly M. Williams, Managing Director and Head | Customized Fund Investment Group Toigo Foundation Governing Board Member and Groundbreakers Pioneer of Progress Moderator

10:30 am – 11:00 am Featured Speaker Brooke Deterline, CEO | Courageous Leadership, LLC

Carol Baldwin Moody, Interim Chief Operating Investment Officer | California Public Employees’ Retirement System Toigo Foundation Advisory Board Member Mary Cahill, Chief Investment Officer | Emory Investment Management, Emory University Toigo Foundation Governing Board Member

11:00 am – 11:45 am Panel Discussion: Finding Courage in Challenging Situations This interactive discussion will help you build your own courageous leadership, and foster corporate cultures where teams consistently take wise and ethically courageous action in challenging situations. Moderator

1:45 pm – 2:00 pm Featured Speaker Seema Hingorani, Interim Chief Investment Officer, Head of Public Equities & Hedge Funds Bureau of Asset Management New York City Office of the Comptroller

Brooke Deterline, CEO | Courageous Leadership, LLC Marcia Diaz, Managing Director | Prudential Mortgage Capital Company

Janet Cowell, State Treasurer of North Carolina | Department of State Treasurer Toigo Foundation Advisory Board Member Carmen Heredia-Lopez, CFA, Chief Investment Officer | Chicago Teachers’ Pension Fund Toigo Alumna (Chicago-Booth ‘97) 3:45 pm Acknowledgements & Closing Remarks Sue Toigo, Founder | The Toigo Foundation

Anne Walsh, Senior Managing Director of the Portfolio Construction Group | Guggenheim 4:00 pm – 5:30 pm The New Vintage: Women of Wine Jai Jai Greenfield (Toigo Alumna, Kellogg ‘98) A wine tasting reception featuring female vintners from around the globe.

11:45 am – 12:00 pm Transition to Lunch Attendees are invited to visit the lunch buffet set up outside the ballroom.

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T:7.5 in

prudential investment management We manage 24 of the largest 25 corporate pension plans.

Goldman Sachs

We’ve maintained over 100 client relationships for more than 20 years.

is a proud supporter of the

top 10 reasons we’re top 10 in asset management.

2013 Robert Toigo Foundation Groundbreakers Summit

Learn more about building your career at a company driven by the power of talent. Visit besttalent.prudential.com

© 2013 Goldman Sachs. All rights reserved.

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117 clients invest over $1 billion with us.

Worldwide, we manage $848 billion in client assets.

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4:57 PM

We have more than 1,000 investment professionals across the globe.

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Prudential brings over 138 years of asset management experience. Disciplined risk management has long been our hallmark.

PUBDAT

12/05/2

LIVE: TRIM: 7 BLEED: GUTTER GCD: CD: AD: CW: AE: TRAFFIC PROOF:

Our 288 portfolio managers average 16 years’ tenure with Prudential.

23/10/2013 15:43

Marketing Partners

We hold strong market positions across asset classes.

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

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All of which supports our Top 10 ranking among all 672 asset managers tracked by Pensions & Investments.*

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A conference to enhance networking, T:10 in

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

©M2013 T H E 5 T H A N N U A L W O M E N ’ S P R I V AT E E Q U I T Y S U MIT

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

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GROUNDBREAKERS WOMEN IN LEADERSHIP

Prudential Investment Management, a Prudential Financial, Inc. company. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. Prudential data as of 12/31/2012. Pensions & Investments is a registered trademark of Crain Communications, Inc. *As of 12/31/2012, Prudential Financial was ranked the 9th largest institutional manager, which includes the assets managed by Prudential Investment Management. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. CP2013-0068

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www.WomensPrivateEquitySummit.com A TOIGO INSTITUTE SUMMIT A TOIGO INSTITUTE SUMMIT Telephone: +1 781.652.0900

11/15/13 4:57 PM9


Speakers

Speakers

John Gerzema Author of “The Athena Doctrine: How Women (And The Men Who Think Like Them) Will Rule The Future”

Cindy Helen Brea is a Vice President in the Fixed Income Division at Morgan Stanley responsible for institutional clients in Central America and the Caribbean. Her focus to date has been financial institutions, providing both asset and liability side solutions through structured note ideas, financing and derivative transactions respectively. Cindy Helen joined Morgan Stanley after several years at Credit Suisse where she began her career on the Foreign Exchange Sales desk and was dedicated to hedge fund coverage. She graduated from Harvard Business School and is a Toigo Alumna. Her undergraduate Bachelor of Science in Civil Engineering was received from Columbia University in New York. She hails from and lives in Brooklyn, NY by way of the Dominican Republic and is a first generation college student.

The New York Times bestselling book, The Athena Doctrine: How Women (And The Men Who Think Like Them) Will Rule The Future, documents the rise of feminine traits and values in leadership and society. The book is the result of a two-year survey of 64,000 people in 18 nations and 80 on-the-ground interviews in 13 countries with start-ups, political leaders, NGO’s, educators and more. Along with Pulitzer-Prize winner Michael D’Antonio, John Gerzema explores how the most innovative women and men are breaking from traditional structures to influence new ways of leading and solving today’s challenges.

Mr. Gerzema will be introduced by:

Kelly M. Williams Managing Director and Global Head Customized Fund Investment Group Toigo Foundation Governing Board Member Groundbreakers Pioneer of Progress

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

Kelly is Managing Director and Global Head of the Customized Fund Investment Group. CFIG manages over $30 billion of client commitments to private equity and real estate funds, and specializes in designing tailored portfolios for investors. In addition, CFIG provides portfolio management services for over $130 billion of client commitments to private equity. Ms. Williams was an Executive Director with Prudential’s private equity group where she founded CFIG in 1999. Ms. Williams was previously an associate with Milbank, Tweed, Hadley and McCloy, where she specialized in global project finance.

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development and accelerate career opportunities for women in the financial services industry.

Ms. Williams graduated magna cum laude from Union College in 1986 and received her JD from NYU School of Law in 1989. Kelly was elected to the YWCA Academy of Women Leaders in 2007. She is a member of the Metro Chapter of YPO and serves on the Board of Trustees of Union College and the Robert Toigo Foundation. She is the founding board chair of the Private Equity Women Investor Network. She serves on the Board of Directors of the Council of Urban Professionals and the advisory board of the Association of Asian American Investment Managers. She is also the chair of the LP Advisory Board to the Sponsors for Educational Opportunity and this year’s recipient of SEO 50th Leadership Anniversary Award. Kelly was recognized in 2011, 2012 and 2013 by American Banker magazine as one of the 25 Most Powerful Women in Finance and received the 2012 Woman of Power and Influence Award given by the National Organization for Women. Also, Kelly is this year’s recipient of The Association of Asian American Investment Managers (AAAIM) Trailblazer’s award; honoring female pioneers in the financial services industry, particularly those who have contributed to the diversity of the overall industry.

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GROUNDBREAKERS WOMEN IN LEADERSHIP

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

Women In The Lead

Welcome

Cindy Helen Brea Toigo Alumna (Harvard 2004) Vice President, Fixed Income & Commodities Morgan Stanley

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Speakers

Monica C. Lozano Chief Executive Officer, impreMedia, LLC Director, Bank of America Corporation

Access to Information REGISTER NOW TO RESERVE YOUR PLACE!

Women In The Lead

Monica Lozano is Chief Executive Officer and Chair of the Board of impreMedia, the leading Hispanic News and Information Company in the United States. She has served as the Company’s CEO since May 24, 2010 and prior to that she was the Senior Vice President overseeing its publishing group. She has over 25 years of experience in Hispanic media having started with La Opinión in 1985 working her way up to the position of Publisher and CEO of La Opinión, a title which she continues to hold.

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the 7th annual

women’s private equity summit

Lozano is leading the transformation of impreMedia to a fully-integrated multi-media Hispanic content company leveraging the distinct brands, audience engagement and influence of their products. impreMedia publishes the most highly respected and influential Spanish language newspapers and websites including La Opinión in Los Angeles and El Diario La Prensa in New York. impreMedia products reach over 11million Hispanic adults. Lozano is widely regarded as one of the most influential Latinas in the country serving on the boards of corporate and nonprofit boards Bank of America, the Walt Disney Company, the University of Southern California, the Weingart Foundation, and the Rockefeller Foundation. She recently served on President Obama’s President’s Council on Jobs and Competitiveness.

March 13-14, 2014 The Ritz-Carlton Half Moon Bay, California

Anita Hill Senior Advisor to the Provost, Professor of Law, Public Policy and Womens’s Studies / Of Counsel at Cohen, Milstein, Sellers and Toll Heller Graduate Schools of Policy and Management | Brandeis University The youngest of 13 children from a farm in rural Oklahoma, Hill received her J.D. from Yale Law School in 1980. She began her career in private practice in Washington, D.C. Before becoming a law professor, she worked at the U. S. Education Department and Equal Employment Opportunity Commission. In 1989, Hill became the first African American to be tenured at the University of Oklahoma, College of Law, where she taught contracts and commercial law. Currently, at Brandeis University, she teaches courses on gender, race, social policy and legal history. Along with Provost Steve A. N. Goldstein, Hill is responsible for implementing Fulfilling the Promise: The Brandeis University Strategic Plan. As counsel to Cohen Milstein, she advises on class action workplace discrimination cases. Hill’s latest book is Reimagining Equality: Stories of Gender, Race and Finding Home (Beacon Press, 2011). She has also coedited with Professor Emma Coleman Jordan, Race, Gender and Power in America: The Legacy of the Hill- Thomas Hearings (Oxford University Press, 1995). As well, over the course of her professional career, she has authored numerous law review articles on commercial and banking law, bankruptcy and civil rights law. In addition, she has made presentations to hundreds of academic, business and civic audiences in the United States and abroad. Hill is also a regular interviewer for the City Arts & Lecture Series of San Francisco. Her onstage conversations with filmmaker Spike Lee and author, Anna Quindlen, and law professor, Stephen Carter, were broadcasted by 160 public radio stations around the country. Time, Inc., Newsweek, The New York Times, The Boston Globe, and Ms. Magazine have published Professor Hill’s commentary and she has appeared on national television programs.

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

www.WomensPrivateEquitySummit.com Telephone: +1 781.652.0900 info@falkmarquesgroup.com

Platinum Sponsors:

Gold Sponsors:

Educational Partners:

Collaborative Partners:

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

Founder & Producer:

Supporting Organizations:

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SUE TOIGO

Finding Courage

Finding Courage in Challenging Situations

FOUNDER

AND THE BOARD OF DIRECTORS OF Cordially invite you to join in celebrating

Moderator

Brooke Deterline | Founder and CEO, Courageous Leadership, LLC As CEO of Courageous Leadership, LLC, Brooke and her colleagues help boards, executives, and teams develop the understanding and skills to act with ethical courage and ingenuity in the face of challenging situations. Building on her experiences as the founding Corporate Director for the Heroic Imagination Project, she combines social and cognitive psychology and a strategic focus with a passion for leadership, empowerment, collaboration, and social and environmental justice.

Marcia Diaz | Managing Director | Prudential Mortgage Capital Company Marcia joined Prudential in 1990 and has held a variety of positions within the Prudential Mortgage Capital Company, the Prudential Realty Group and Prudential Securities. She oversees loan production nationally. In this role, she oversees the origination platform of commercial mortgage loans across all major capital sources and property types.

Anne B. Walsh, CFA | Senior Managing Director of the Portfolio Construction Group | Guggenheim Ms. Walsh joined Guggenheim in 2007 and in her role as Assistant CIO-fixed Income, she is head of the Portfolio Construction Group (“PCG”) where she oversees more than $100 billion in fixed income investments including Agencies, Credit, Municipals, Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities and Asset Backed Securities across several Guggenheim affiliates.

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

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THE ROBERT TOIGO FOUNDATION

Have you ever wondered why so many seemingly good, smart people can do such unwise or unethical things under pressure? And it’s not just out there somewhere, in the flood of corporate scandals. It’s right here, when you or I didn’t speak up in a meeting when something needed to be said, or acted in a way that didn’t make us proud later. We’re all vulnerable to situational pressure, and we’re all capable of making bad choices that can have enormous consequences.

CHICAGO

BOSTON

MARCH 13, 2014

APRIL 10, 2014

EVENT LOCATION

EVENT LOCATION

The Drake Hotel 140 E Walton Pl Chicago, IL 60611

Four Seasons Hotel Boston 200 Boylston Street Boston, MA 02116

LOS ANGELES

NEW YORK

MAY 15, 2014

JUNE 12, 2014

EVENT LOCATION

EVENT LOCATION

SLS Hotel at Beverly Hills 465 S. La Cienega Blvd. Los Angeles, CA 90048

The Waldorf=Astoria 301 Park Avenue New York, NY 10022

WE ARE DELIGHTED TO CELEBRATE THE FOUNDATION’S 25TH ANNIVERSARY Serving the Financial Services Industry and the Nation’s Brightest Minority Talent in celebrations around the country. For more information and place your early reservation Contact Events@ToigoFoundation.org (510) 763-5771, Extension 11

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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The Difference Between Perfectionism and Grit

Networking Lunch | Networking Strategically No one who makes it does so alone. We all need assistance as we are striving to meet our goals and achieve our dreams. In this workshop, we will work through a proven framework to manage our networks, and the relationships in them, more effectively. Through the use of network mapping, and focus on a specific leadership goal, you will analyze your network and develop an action to fill your “network gaps” in a structured, systematic way. You will be left with a better understanding of the strengths and developmental opportunities that you have in relation to your networks - with a plan for moving forward towards your leadership goal.

Dr. Christine Carter, Ph.D. Author of “RAISING HAPPINESS: 10 Simple Steps for More Joyful Kids and Happier Parents”

Introduction

Liz Smith is Senior Managing Director of Public Funds at AllianceBernstein. She joined the firm in 1986 and was initially responsible for advertising, public relations and marketing for Alliance Mutual Funds. Smith moved to the institutional division in 1990 to work with public retirement systems. Facilitator

Professor Stacy Blake-Beard, PhD | Professor of Management Simmons College School of Management Stacy Blake-Beard is a tenured Professor of Management at the Simmons College School of Management where she teaches organizational behavior. She is also Faculty Affiliate at the Center for Gender in Organizations at Simmons and Visiting Faculty at the Indian School of Business in Hyderabad, India. Dr. Blake-Beard’s research focuses on the challenges and opportunities offered by mentoring relationships, with a focus on how these relationships may be changing as a result of increasing workforce diversity. She is particularly interested in the issues women face as they develop mentoring relationships. She also studies the dynamics of formal mentoring programs in both corporate and educational settings.

Dr. Christine Carter is the author of RAISING HAPPINESS: 10 Simple Steps for More Joyful Kids and Happier Parents (Ballantine, 2010). Her blog is syndicated on the Huffington Post and PsychologyToday.com. In 2013 she won the Red Tricycle awards for the “Most Influential Blog” and “Best Parent Education;” twice she has been nominated for an award from the American Sociological Association for public sociology. A keynote speaker at hundreds of events and professional groups, Dr. Carter loves to share her work with new audiences. She regularly keynotes at large conferences and fundraisers and is a popular commencement speaker. Dr. Carter has been quoted or featured in The New York Times, the Los Angeles Times, USA Today, the Chicago Tribune, the San Francisco Chronicle, The Washington Post, the Boston Globe, as well as Good Housekeeping, Parenting, Martha Stewart’s Whole Living, Real Simple, Redbook, and dozens of other publications. She has appeared on the “Oprah Winfrey Show,” the “Dr. Oz Show”, the “TODAY” show, the “Rachael Ray Show,” “The Daily Show with Jon Stewart,” “CBS Sunday Morning,” “ABC World News with Diane Sawyer”, “Fox Business News,” PBS, as well as NPR and BBC Radio. Dr. Carter has helped thousands of people find more joy in their lives through her books, online classes, coaching, and speaking engagements. She teaches happiness classes online throughout the year to a global audience on her website www.christinecarter.com.

Featured Speaker

Networking

Seema Hingorani | Interim Chief Investment Officer, Head of Public Equities & Hedge Funds Bureau of Asset Management | New York City Office of the Comptroller

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Seema Hingorani Ms. Seema R. Hingorani currently serves as the Interim Chief Investment Officer, Head of Public Equities & Hedge Funds with the Bureau of Asset Management in the New York City Comptroller’s Office, which manages NYC’s pension fund assets of approximately $140BN. Ms. Hingorani is a veteran investor and asset manager with 20 years of U.S. and global public market investment experience. Ms. Hingorani is an active member of the Board of Directors of Project Enterprise, a nonprofit microfinance organization dedicated to supporting and to developing entrepreneurs and small businesses (most of which are Women and Women-owned) in under-resourced communities in New York City.

Dr. Carter will be introduced by:

Nancy Sims President & CEO | Toigo Nancy Sims brings 20-plus years of professional service to the financial industry within both for-profit and non-profit organizations, including her current role as President and CEO of the Toigo Foundation for more than a decade. She is recognized nationally as a passionate advocate for diversity, uncompromising integrity, transparency, collaboration and excellence in dealing across all sectors of finance, the pension fund community, academic institutions and thousands of diverse professionals. Under Nancy’s leadership, Toigo has implemented a model 501(c)3 governance structure that includes engagement of a blue-chip board and operational transparency and compliance, making Toigo a standout among non-profits and missiondriven organizations. Prior to joining Toigo as its President and CEO, Nancy served as a member of the Board of Directors for five years, as a mentor to many early-stage Toigo Alumni. She served as Senior Vice President and Director of Institutional Marketing for McNeil Capital and as Vice President, Client Relations for the RREEF Funds. As Director of Human Resources at RREEF Funds, Nancy developed and launched a model program for implementing social responsibility across a range of initiatives, from minority vendor contracting to scholarships and internships.

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

Pursuit Of Happiness

Liz Smith | Senior Managing Director—Public Funds | AllianceBernstein Groundbreakers Pioneer of Progress

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Managing Risk

The New Vintage: Women of Wine

Women leaders who will share their experiences as institutional investors and views of today’s pension requirement for managing risk. They will further address when styles and approaches generally assumed by women have more merit than those of our male counterparts. What shifts in style or thinking might we consider?

All attendees are invited to join us for a wine tasting reception featuring female vintners from around the globe.

Facilitator Jai Jai Ramsey Greenfield Toigo Alumna (Kellogg ’98)

Moderator

Carol Moody Interim Chief Operation Investment Officer | California Public Employees’ Retirement System Toigo Foundation Advisory Board Member Carol Baldwin Moody is Senior Portfolio Manager for Investment Compliance and Operational Risk for CalPERS, responsible for developing and monitoring investment management compliance and operational risk programs. Ms. Moody has extensive U.S. and international experience in legal, compliance and risk management in banking, insurance, pension, private equity and mutual fund sectors.

Mary L. Cahill | Vice President of Investments and Chief Investment Officer Emory Investment Management – Emory University Toigo Foundation Governing Board Member Mary L. Cahill is Vice President of Investments and Chief Investment Officer of Emory University overseeing investments of all endowment, trust, operating, and employee benefit funds of the University and related medical facilities. Prior to joining Emory, Mary was Deputy Chief Investment Officer of Xerox Corporation where she was responsible for developing, recommending and implementing investment alternatives for pension and savings plan assets in excess of $12 billion.

Jai Jai Ramsey Greenfield is not a beer drinker, but don’t hold that against her. She has taken the one beverage she likes and turned it into a $1.5 million dollar business. Seven years ago, she left her trading post at Morgan Stanley to found one of the first wine boutiques in Upper Manhattan. Called Harlem Vintage, it led the entrepreneurial rebirth in the historic neighborhood. Edible Manhattan called Jai Jai Greenfield an entrepreneur “thinking outside the jug”, while the Wall Street Journal cited her as one of “Harlem’s new entrepreneurs providing a template for blacks in other cities”. Jai Jai distinguishes herself with a keen sense for noticing a need and providing a solution. While consulting with Vino Volo, a firm that develops high-end wine bars in airports, she noticed the lack of wine bars in her Harlem neighborhood. Building on the success of Harlem Vintage, she opened Nectar Wine Bar next door in April 2008. It was soon selected by Time Out Magazine as one of the best new wine bars in New York City. Though both businesses have closed, Jai Jai continues her work in the wine industry focusing on sales and marketing for an importer / distributor.

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As State Treasurer, Janet Cowell brings over two decades of private and public sector financial leadership to the people of North Carolina. Treasurer Cowell, who holds a Master of Business Administration degree from the prestigious Wharton School of Business, blends her experience as an international stock analyst with her insights as a local elected official and legislator to serve all North Carolinians. She was first elected as Treasurer in 2008—the first woman to hold the post, and she was re-elected in 2012 with 54% of the vote. Under her leadership, the state is recognized as one of the most fiscally-sound in the nation, with AAA ratings from all three bond agencies.

WIRE

Carmen A. Heredia-Lopez, CFA | Chief Investment Officer, Chicago Teachers Pension Fund (CTPF) Toigo Alumna (Chicago-Booth ’97) Carmen A. Heredia-Lopez is the Chief Investment Officer at the Chicago Teachers Pension Fund (CTPF). She is responsible for the Fund’s ~$10 billion investment portfolio. She provides oversight of the global, internally and externally managed multi-billion portfolio of equities, fixed-income, real estate and alternative investments. Prior to assuming her current responsibilities at the CTPF, Carmen was an Investment Analyst at the ~$25 billion Illinois Municipal Retirement Fund.

Women in Real Estate is proud to partner with the Toigo Foundation’s

2013 Groundbreakers Women in Leadership Summit Join Women In Real Estate Today Locations in NYC, San Francisco, Los Angeles, Boston Chicago and London Membership is free at www.womeninrealestatenetwork.com

GROUNDBREAKERS WOMEN IN LEADERSHIP

A TOIGO INSTITUTE SUMMIT

GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

The New Vintage

Managing Risk

Janet Cowell | State Treasurer of North Carolina | Department of State Treasurer Toigo Foundation Advisory Board Member

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Groundbreakers – Notes

SpecialThanks 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 FRANK MONKIEWICZ Photography THE WALSH ASSOCIATES Registration Staffing

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GROUNDBREAKERS WOMEN IN LEADERSHIP A TOIGO INSTITUTE SUMMIT

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Groundbreakers – Notes

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Groundbreakers – Notes

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Groundbreakers – Notes

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