EDUCATION SESSION #1084
Update on Gender Parity in the Financial Services Sector
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Diversity within organizations has been shown to drive innovation and increase productivity. Gender diversity in particular, at the leadership level, has even been linked to boosts in profitability.
Bring your questions as you take a deeper dive into how colleagues and competitors address the gender diversity issue. Share your views as you network with peers over drinks and canapes.
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4:15 PM Registration
4:45 PM Event Begins
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The program will begin
promptly
at
4:45PM.
Those arriving after registration has closed will NOT be admitted and will be subject to a "No-Show Fee" (see below).
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Networking reception will follow.
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Camana Bay Cinemas
Camana Bay
Seven Mile Corridor/ Cayman
, Cayman Islands
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Nancy Lewis
Duff & Phelps, Fenergo, Tricor Group
Amanda Pullinger
100 Women in Finance
Heather Smith
CIMA
Tara Rivers, JP, MLA
Cayman Islands Government
Odette Samson
Moderator
Deloitte
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Nancy Lewis
Senior Advisor, Duff & Phelps, Fenergo, Tricor Group
Nancy Lewis currently works as a Senior Advisor for Permira. She is an experienced board member and trusted business partner to financial sponsors and executives across a broad range of business categories and industries. She has worked as an advisor for financial sponsors for five years evaluating and handling "due diligence" on specific targeted companies as well as operational development of their portfolio companies including integration, technology, systems and process improvement. Prior to moving into advisory Nancy was on the Executive Board and the Chief Operating Officer of Intertrust Group post the acquisition of Walkers Management Services (“WMS”). At WMS Nancy was the CEO responsible for the group’s global operations and led the divestment of WMS from Walkers Law Firm. Prior to joining WMS, Nancy was the Director of Operations, Western Canada for Olsten Health Services (now Gentiva Health Services). Nancy is also an active member for Women Corporate Directors Foundation, the only global membership organization and community of women corporate directors. Nancy holds an MBA from Queens University in Canada.
Amanda Pullinger
CEO, 100 Women in Finance
Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance (previously 100 Women in Hedge Funds). She leads a small staff team and manages over 500 volunteer practitioners globally, overseeing the operations of the organization, which now has over 15,000 members in 24 locations. Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds. Ms. Pullinger is a Non-Executive Director of FlyPlymouth, based in Plymouth, UK. She is currently on the Boards of the HALO Trust (USA), the American Friends of The National Portrait Gallery (London) Foundation and serves as a Director on the Oxford University Alumni Board. She is also Vice Chair of the Women’s Network Forum and Vice President of The Brasenose Society. Previously, she served as Chairman of the Board of The HALO Trust ( www.halotrust.org ) and on the Boards of SkillForce, NYU Cancer Institute and Girls’ Prep, and was on the founding Board of 100 Women in Finance, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts. Ms. Pullinger graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.
Heather Smith
Head of Securities & Investments Division, CIMA
Heather Smith was appointed Head of the Investments and Securities Division (ISD) of the Cayman Islands Monetary Authority on 1 June 2014, prior to which she served as the Deputy Head of the ISD from 2006 to 2014. On 1 March 2017, the Authority established a dedicated division for the supervision of securities investment business, the Securities Supervision Division, which separates out the supervision of such activity from the Investments and Securities Division, now renamed as the Investments Supervision Division. Ms. Smith now serves as Head of the Investments Supervision Division. In this capacity, Ms. Smith is responsible for the authorisation and supervision of regulated hedge funds, fund administrators and securities investment business companies in the Cayman Islands and for directing a programme of continuous monitoring and inspection of licensed fund administrators and securities investment companies under the Securities Investment Business Law, the Mutual Funds Law, the Proceeds of Crime Law and the Anti-Money Laundering Regulations. Ms. Smith, who has almost 30 years of experience in the financial services industry, has worked with the Authority for over 20 years. She holds a Bachelors of Science degree in Business Economics, as well as the Associate of the Securities Institute and Certified Anti-money Laundering Specialist qualifications.
Tara Rivers, JP, MLA
Minister for Financial Services, Cayman Islands Government
The Honourable Tara Rivers, JP, MLA was given ministerial responsibilities for financial services following her re-election to the Cayman Islands Legislative Assembly in May 2017. She is the first woman to have held this position. Agencies under her remit are the Department of Financial Services Policy and Legislation; General Registry; and the Department for International Tax Cooperation. Minister Rivers also has responsibility for the jurisdiction’s financial services regulator, the Cayman Islands Monetary Authority (CIMA); the Auditors Oversight Authority; the Cayman Islands Stock Exchange; and the Maritime Authority of the Cayman Islands. Since taking up her post, Minister Rivers has led efforts to engage with local industry, international policy makers in the US, UK, EU and Asia, and other local and international stakeholders on a number of key financial services issues. For four years following her election in May 2013, Minister Rivers had responsibility for education, employment and gender affairs. She was instrumental in helping the Government develop and implement a significantly enhanced education legislative framework and system-wide reviews, which led to a number of targeted education initiatives and significantly increased resources for public education. During her tenure, the first ever National Minimum Basic Wage for the Cayman Islands was introduced; and she successfully piloted the extension of the UN Convention on the Elimination of all Forms of Discrimination Against Women (CEDAW) to the Cayman Islands. Prior to her election in May 2013, Minister Rivers was a structured finance and corporate lawyer, having studied and practiced law at a leading global law firm in London (UK), a preeminent Canadian law firm in Toronto, as well as at a leading law firm in the Cayman Islands. Minister Rivers is a qualified attorney eligible to practice law in multiple jurisdictions. She holds a Bachelor of Arts degree in psychology from Brandeis University in Boston, Mass.; and a law degree from Osgoode Hall Law School, and an MBA from the Schulich School of Business, both from York University in Toronto, Canada.
Odette Samson
Partner, Deloitte
Odette has over 20 years' public accounting experience, specializing in the alternative investment management industry. She provides audit and assurance services to a diverse client base by serving both emerging and large asset managers, fund administrators and private banks. Odette’s industry experience also includes approximately 2 years as a Mutual Fund Account Manager for a reputable fund administrator based in the Cayman Islands. Odette is the co-founder of 100 Women in Finance (100WF) Cayman, and is currently a member of 100WF’s Global Advisory Council. She is on the Board of the Alternative Investment Management Association (AIMA) Cayman and is a former Council Member of the Cayman Islands Institute of Professional Accountants (CIIPA). Odette is on the advisory board of the GAIM Ops Cayman conference, the Cayman Islands’ leading investment management operations, compliance and due diligence event. Odette is a frequent speaker at industry conferences and has authored various industry focused publications. In addition to her Audit & Assurance role, Odette leads the Marketing, Brand & Communications team, as well as the Corporate Responsibility initiatives for Deloitte Cayman Islands. Odette speaks French and Spanish.
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Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited ("DTTL"), its global network of member firms, and their related entities. DTTL (also referred to as "Deloitte Global") and each of its member firms are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more. Deloitte & Touche is an affiliate of DCB Holding Ltd., a member firm of Deloitte Touche Tohmatsu Limited.
Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our global network of member firms and related entities in more than 150 countries and territories (collectively, the “Deloitte organization”) serves four out of five Fortune Global 500® companies. Learn how Deloitte’s approximately 312,000 people make an impact that matters at
www.deloitte.com
.
Deloitte 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 mission of 100 Women in Finance.
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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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