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NEW YORK PM/TRADER/ANALYST PAG
2018 Kick-Off Event: How to Make the Transition from Investment Analyst to Portfolio Manager
If you can research and pitch investment ideas, then surely you can catch them. Do you have what it takes to make the investment decisions your portfolio manager / boss makes? Learn how to climb the career ladder to PM in a fireside chat with Katrina Dudley. She will share lessons learned in her 15-year career as a research analyst and portfolio manager, as well as focus on the skills needed to successfully transition to the PM role. As a frequent guest on CNBC, she will also share tips and insights on preparing for on-camera appearances. Bring questions and exchange ideas at this interactive discussion; network with other senior practitioners at the kick-off event for the PM/Trader/Analyst Peer Advisory Group.
DATE
20 February 2018
TIME
5:30 PM Registration
6:30 PM Event Begins
We will begin promptly at 6:30 PM ; please arrive early. Since it is disruptive to everyone when latecomers enter the session, those arriving after the event has begun will only be admitted at the discretion of 100WF and the host. Please note the start time on this invite and plan to arrive early.
Networking reception before and after session.
LOCATION

KPMG LLP
345 Park Avenue
Room CC7 – 37th Floor
New York , NY 10154
PARTICIPANTS
Katrina Dudley, CFA
Franklin Templeton Investments
HOST
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Directions
 Enter on Park Avenue/Lexington Avenue and go to security desk on the South/East corner of the building to obtain a pass. ID required.
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BIOGRAPHIES
Katrina Dudley, CFA
Portfolio Manager, Research Analyst, Franklin Templeton Investments

Katrina Dudley is a research analyst and portfolio manager for Franklin Mutual Series. She is co-portfolio manager of Franklin Mutual European Fund and the Luxemburg-registered FTIF Franklin Mutual European Fund and also has global research responsibilities for the industrials sector. She has been a portfolio manager for the past seven years and has been with Franklin Mutual Series for 13 years.

Prior to joining Franklin Mutual Series in 2002, Ms. Dudley was an investment analyst at Federated Investors, Inc. covering the technology and health care sectors. From 1995 to 2001, she worked in the corporate finance division of Ernst & Young LLP, rising to senior manager, where she specialized in valuation and litigation consulting.

Ms. Dudley has an M.B.A. from New York University's Stern School of Business, and a B.A. of laws (first class honors) and a B.A. in commerce from Bond University (Australia). She is a Chartered Financial Analyst (CFA) charterholder, and an associate of the Financial Services Institute of Australasia (FINSIA). Ms. Dudley is a trustee of Inwood House and The Children's Village.
ABOUT
KPMG
KPMG LLP operates from more than 90 offices with more than 34,000 employees and partners throughout the United States. KPMG LLP is the U.S. member firm of KPMG International Cooperative (KPMG International), which is a legal entity formed under Swiss law. KPMG International’s member firms have189,000 professionals in 152 countries, including over 10,000 professionals in 60 international jurisdictions serving investment funds.

KPMG is a proud member of 100 Women in Finance’s Leadership Council . 100WF Leadership Council is a select group of international banks, alternative investment firms, asset management firms and others in the industry who support the long run mission of 100 Women in Finance.
100 Women in Finance
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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Space is limited. No walk-ins will be permitted.

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