PEER ENGAGEMENT
Mindful Evolution and an Empowering Workplace: Conversations around an Impactful Career and Life Choices
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Throughout your career and your life, the responsibilities and roles you take on will continue to evolve and shift. How can you ensure you will have an impact, recognizing that our lives are constantly changing?
Learn how to adapt to future demands on individuals, firms and clients.
Bring your questions and share experiences with colleagues. Networking over drinks and refreshments follows the discussion.
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4:00 PM Registration
4:30 PM Event Begins
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The program will begin
promptly
at
4:30 PM
; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed may not be admitted.
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Networking reception will follow.
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LOCATION
Ernst & Young LLP
560 Mission Street, 14th Floor
San Francisco
, CA 94105
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PARTICIPANTS
Jane Goodman
Ernst & Young LLP
Joshua Margulies
Nipun Capital, L.P.
Maggie Neilson
Global Philanthropy Group
Dayna Quanbeck
Rothy’s
Sharda Cherwoo
Moderator
Ernst & Young LLP
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Jane Goodman
Partner, Ernst & Young LLP
Jane Goodman is a Los Angeles-based Audit Partner with Ernst & Young’s Wealth and Asset Management practice. She has 13+ years of experience with Ernst & Young in the financial services industry having spent over five years in New York and six years in San Francisco prior to relocating to Los Angeles in June of 2018. Throughout her career with Ernst & Young, Jane has served asset management clients focused on both fund audits and corporate audits. Jane specializes in private equity, private credit and hedge funds and also has experience with registered funds, energy-focused funds, and real estate funds. In addition to Los Angeles, San Francisco and New York, Jane has also worked in the Perth, Australia office of Ernst & Young and has spent time in the Tokyo, Japan and Bangalore, India Ernst & Young offices working with her global asset management teams. Jane holds a Masters of Accounting Degree and Bachelor of Finance Degree from Tulane University. Jane is a member of the AICPA CPA in both New York and California. Jane also sits on the Education Committee for the Southern California Chapter of 100 Women in Finance. Jane lives in Marina del Rey with her husband, and her 4 year old son and 7 month old daughter.
Joshua Margulies
Head of Investment Operations and Chief Compliance Officer, Nipun Capital, L.P.
Joshua Margulies, CFA is the Head of Investment Operations and Chief Compliance Officer at Nipun Capital, L.P.. Josh has 20 years of industry experience, which included 15 years at BGI/BlackRock where he was a Managing Director. At BGI/BlackRock, he developed portfolio management platforms, oversaw investment operations and managed various quantitative equity portfolios. Prior to BGI/BlackRock, Josh worked at American Century and at BARRA. He holds a M.Sc. in Economics from the London School of Economics. Josh lives in the Castro with his two teenaged sons and two middle-aged dogs. Even though his sons still make fun of his French accent, Josh listens to Radio France during his commute in a futile effort to keep up. And after his right knee gave out, Josh stopped running and now goes to the gym, but not often enough.
Maggie Neilson
CEO and Co-Founder, Global Philanthropy Group
Maggie Neilson is the CEO and Co-Founder of Global Philanthropy Group, where she leads efforts on domestic and international social issues for some of the world's leading corporations, high profile individuals, and foundations. Global Philanthropy Group has provided philanthropic and political strategy, implementation, and management services to more than 70 clients, including Clinique, Tory Burch, the Eva Longoria Foundation, Gucci, and John Legend’s Show Me Campaign, on topics including education reform, homelessness, microfinance, Latina empowerment, human trafficking, and conflict resolution. Global Philanthropy Group was acquired by Charity Network in 2017, the parent company that includes Charitybuzz and Prizeo, among others. This partnership provides even more resources to increase the impact of philanthropic efforts. Previously, Maggie worked as an independent strategy consultant and launched new organizations, restructured existing ones, forged cross-sector partnerships and branded international efforts with clients including Synergos, UN International Year of Microcredit, M.A.C. Global AIDS Fund, and the International Women’s Health Coalition. Maggie was an early employee at Unitus, where she drove the award-winning microfinance accelerator’s advocacy, strategic partnership and communication efforts as VP of Strategic Development. Maggie lives in Pacific Palisades, CA and enjoys parenting two daughters and two rescue dogs.
Dayna Quanbeck
Chief Financial Officer, Rothy’s
Dayna Quanbeck is Chief Financial Officer of Rothy’s, leading international finance, accounting, tax and treasury teams at the fast-growing San Francisco-based company. With a background at the intersection of Wall Street and traditional retail, Dayna is inspired by the brand’s new approach to sustainable production, and thrilled to chart the data behind its impressive global growth. Before she joined Rothy’s, Dayna served as VP of Finance, CFO and later interim CEO of fashion brand Charlotte Russe. While at CR, Dayna played a key role in the acquisition of Peek Kids, as well as in the restructuring and recent sale of both the Charlotte Russe and Peek brands. Dayna began her career in public accounting before joining Bank of America Merrill Lynch as an investment banker focused on the consumer & retail industry. While at BAML she honed her expertise in the apparel and footwear space, focusing on initial public offerings and mergers and acquisitions for a variety of large and mid-cap companies. Dayna holds a bachelor’s degree from the University of California Santa Barbara, and an MBA in Finance from the University of California Los Angeles. She’s a certified CPA in the state of California.
Sharda Cherwoo
Senior Partner, Intelligent Automation Leader, Ernst & Young LLP
Sharda is a strategic, global thinker with the proven ability to ask insightful questions that spark new ways of thinking and innovating. As a senior leader, she has created a legacy at EY of creating enterprise value through building and starting-up successful businesses; successfully leading market growth strategy, complex business and customer facing digital transformations; innovating service delivery to enhance customer experience; providing strategic, practical business advice on existing, emerging and disruptive technologies, to reimagine the future at clients and at Ernst & Young LLP (EY), a $36+ billion professional services firm operating in 150 countries. Sharda retires from EY in 2020, after a 37-year career, as a C-Suite advisor — from Fortune 500 companies to start-ups — with industry focus in financial services, private equity, insurance and health care including operating experience. Sharda’s career at EY began in the audit practice and she has worked across the audit, tax, management consulting and transactions advisory (M&A) practices at EY. Sharda is a financial expert and a practicing certified public accountant. Sharda has served in many leadership roles, with teams across multiple global locations, responsible for building or transforming businesses to drive customer experience. She has significant tax consulting experience with responsibility for the P&L of the Americas Tax Operations business. She is very experienced in developing and implementing market strategy, developing high-performing teams and building strong client relationships. Throughout her career, Sharda has invested heavily in mentoring and coaching, with a particular interest in advocacy for women and minorities. Recognized for her collaborative style, relationship-building skills, she adapts quickly and well to new and challenging environments and brings clarity and understanding to the complexities and nuances of working across cultures. In 2019, Sharda received the Outstanding 50 Asian Americans in Business Award. Since 2008, Sharda has served on the Board of Trustees of International House, a global visionary organization founded by the Rockefeller and Dodge families in 1924, whose mission is to train and empower the next generation of global leaders and foster cross-cultural understanding. She is a member of the organization’s Audit and Development Committees.
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Ernst & Young LLP
EY is a leader in serving the global financial services marketplace. Nearly 51,000 EY financial services professionals around the world provide integrated assurance, tax, transaction and advisory services to our asset management, banking, capital markets and insurance clients. In the Americas, EY is the only public accounting organization with a separate business unit dedicated to the financial services marketplace. Created in 2000, the Americas Financial Services Organization today includes more than 11,000 professionals at member firms in over 50 locations throughout the US, the Caribbean and Latin America.
EY professionals in our financial services practices worldwide align with key global industry groups, including EY’s Global Wealth & Asset Management Center, Global Banking & Capital Markets Center, Global Insurance Center and Global Private Equity Center, which act as hubs for sharing industry-focused knowledge on current and emerging trends and regulations in order to help our clients address key issues. Our practitioners span many disciplines and provide a well-rounded understanding of business issues and challenges, as
well as integrated services to our clients.
With a global presence and industry-focused advice, EY’s financial services professionals provide high-quality assurance, tax, transaction and advisory services, including operations, process improvement, risk and technology, to financial services companies worldwide.
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100 Women in Finance
100 Women in Finance's
more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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