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EDUCATION SESSION #1194
GLOBAL WEBINAR
 Own Your Worth

Hosted by the 100WF Washington DC Committee
Are you less engaged with your own investments than with your clients’ assets?

How do you rate yourself as an investment manager?

  • Abdicator
  • Participant
  • Activist

Consider yourself to be Chief Investment Officer of Your Capital Management, Inc. Learn the key financial milestones in your future. Understand how to better plan the growth of your assets.

This hands-on presentation will be preceded by an introduction by 100WF CEO Amanda Pullinger, plus a macro-economic overview of the markets and thoughts on sectors that should do well in a post-pandemic world.

Please send your questions to edudc@100women.org by Thursday, July 23 or submit them during the webinar.

Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event.
DATE
27 July 2020
TIME
1:00 PM N. America West Coast
3:00 PM Cayman
4:00 PM N. America East Coast
9:00 PM London

The program will begin promptly. Latecomers may not be able to enter.
PARTICIPANTS

Amanda Pullinger
Opening Remarks
100 Women in Finance

 Laura Kane, CFA, CPA
UBS Global Wealth Management

Solita Marcelli
UBS Global Wealth Management

Angela Mwanza
Evergreen Wealth Management, UBS Private Wealth Management

Sharon Sager, CIMA
ViewPoint Partners, UBS Financial Services Inc.

Jane Schwartzberg
UBS Financial Services Inc.

Hillary Cullen, CFP
Moderator
ViewPoint Partners, UBS Financial Services Inc .
The webinar access link will be emailed to you separately closer to the date of the event.

If you have any questions about this event, please contact the Washington, D.C. committee.

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BIOGRAPHIES
Amanda Pullinger
Chief Executive Officer, 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 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 President of the Brasenose Society and Vice Chair of the Women’s Network Forum. She is a non executive director of FlyPlymouth‎, based in Plymouth UK. Previously, she served as Chairman of the Board of The HALO Trust ( www.halotrust.org ) and served on the Board of Langone NYU Cancer Institute. She 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.

Laura Kane, CFA, CPA
Head of Thematic Research Americas, UBS Global Wealth Management

Laura is the Head of Thematic Research Americas for CIO Global Wealth Management. She is responsible for the development of thematic research content, including both shorter term and longer term thematic ideas. Laura is also a key partner in CIO's Sustainable Investment research efforts, with a focus on sustainable themes and gender lens research. Laura has appeared on CNBC and Bloomberg Television, and has been quoted in a number of financial publications, including Barron's, Bloomberg News, and Reuters. Previously, Laura was a multi-asset class Senior Investment Strategist at Barclays Wealth Management. Prior to that, she was an Equity Research analyst at JP Morgan Asset Management, covering Industrials and Transports. In this role, Laura conducted sector level research, as well as fundamental stock analysis, to derive investment recommendations for JP Morgan’s large cap core portfolios. Laura is a Chartered Financial Analyst® charter holder and Certified Public Accountant. She is a member of the CFA Institute and New York Society of Security Analysts. She holds NASD series 7, 63, 86, and 87 licenses. Laura holds a B.S. in Applied Economics and Management from Cornell University in Ithaca, NY.

Solita Marcelli
Chief Investment Officer, Americas, UBS Global Wealth Management

Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ/Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners. Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York, including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg and the Wall Street Journal. Solita grew up in Istanbul, Turkey, and now resides in New York City with her husband and daughter.

Angela Mwanza
Senior Vice President, Private Wealth Advisor, Family Office Consultant, Senior Portfolio Manager, Evergreen Wealth Management, UBS Private Wealth Management

Angela has over 20 years of experience advising substantial families on sophisticated investment strategies with implementation focused on managing risk, liquidity, and implementing socially responsible and impact investments. Angela also focuses on the complexities of wealth such as family business succession planning and family governance, impactful philanthropy and values-driven wealth planning, as well as engaging the expanded family in thinking of multi-generational wealth structuring. Prior to joining UBS, Angela was a Private Banker at Lehman Brothers Private Investment Management, Fleet Private Clients Group, and at J.P. Morgan Private Bank (Morgan Guaranty Trust). Angela is a member of the Supervisory Board of Jumia (JMIA), an African e-commerce company. She also serves on the Board of Trustees of the Doris Duke Charitable Foundation (Chair – Investment Committee of $1.8B endowment), Grace Farms Foundation, Grassroot Soccer, Beespace, a non-profit incubator (Malala Fund was one of the first incubees), and the Global Health Alliance. Angela was honored as one of ten global entrepreneurs selected for the United Nations Foundation's first Global Entrepreneurs Council in 2011. Angela is a member of the Social Investment Forum and the Economic Club of New York. She earned an M.B.A. from Johnson Graduate School of Management at Cornell University and an M.A. in Linguistics from the University of Konstanz, Germany. Angela lives with her husband Todd and son Henry in Brooklyn, is fluent in German, and is an avid runner with six marathons behind her.

Sharon Sager, CIMA
Managing Director, Private Wealth Advisor, Family Office Consultant, Institutional Consultant, ViewPoint Partners, UBS Financial Services Inc.

Defining integrity in Private Wealth Management With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life. Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is her guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice. Previous experience – Kidder, Peabody & Co., which was later acquired by Paine Webber Inc. and UBS. – Earlier, a career in fashion and textiles Accolades, Credentials, Registrations – Certified Investment Management Analyst® (CIMA®) – UBS Chairman’s Council– Forbes America’s Top Women Advisors, 2017 – 2020 – Forbes Best-In-State Wealth Advisors, 2019 – Barron‘s “Top 100 Women Financial Advisors, 2006 – 2019 – Barron's Top 50 Teams, 2020 – Barron's Hall of Fame, 2019, 2020 – Barron’s feature contributor, “All in the Family,” Best Advice column, 2012 – Contributor to CNBC‘s “Squawk on the Street,“ “Closing Bell,” and on Barrons.com and WSJ.com – Irish America Magazine, “The Wall Street 50," 2006 – 2019 – REP. Magazine and WealthManagement.com‘s “Top 50 Wire house Women,“ 2012 – 2015 – Financial Times “Top 400 Advisers,“ 2014, 2017 Education – B.A., the College of Mount Saint Vincent, Riverdale, NY Life – Sharon is chairman of the board of overseers of the Alzheimer’s Drug Discovery Foundation (ADDF). – She is the secretary of the board of directors of the Careers through Culinary Arts Program (C-CAP). – She is a member of the Economic Club of New York and in the Chairman’s Council of the James Beard Foundation. – She is a Sustaining Angel (SA) of the 100 Women in Finance, a global association of over 13,000 women. – She was an original member of the UBS Small Business Advisory Program, a joint venture with the Clinton Global Initiative. – She was a former co-chairman and a member of the board of the Women’s Venture Fund. – Outside of UBS, Sharon enjoys family, cooking, gardening, golf, fine art, and mentoring and sponsoring young women. – She resides in New York City and Remsenburg, Long Island.

Jane Schwartzberg
Managing Director, Head, Strategic Wealth Segments, Wealth Management USA, UBS Financial Services Inc.

Jane Schwartzberg leads the UBS Strategic Client Segments team for WM USA, which was established to develop a strategy for and execute on growth within the Firm's highest potential client segments. These key segments include Women, Business Owners, Millennials and Athletes and Entertainers. Her business is focused on serving UBS's 6,000+ Financial Advisors and the clients they have within these four segments, by helping to address their unique needs and financial goals over their lifetimes. Before this new role, Jane led Field Leader Development and Advisor Team Development for UBS, driving the direction of training and professional development for managers and Financial Advisors across the country. Prior to that, Jane ran the Client and Financial Advisor Experience for the UBS Mortgage Program. Over her almost decade with UBS, Jane has led various teams through tremendous growth while also leading by example by bringing both passion and compassion to the workplace. Jane's current position as the Head of Strategic Client Segments draws upon the extensive experience she has cultivated in all stages of companies' business growth and development. Over her career, she has developed a strong understanding of the importance and value of strategic thinking, coupled with impeccable leadership and execution skills, to meaningfully drive business results. Upon graduating from college, Jane worked as a financial analyst in the Mergers and Acquisitions/Corporate Finance group of Lazard Freres & Co. After attending business school, she was COO and then a co-founder of several software start-up companies. One of the companies, which sold database optimization software, was successfully sold to Computer Associates. In 2013, Jane published her memoir, co-written with Marcy Tolkoff-Levy, called Naked Jane Bares All, where she recounts her many-year battle with breast cancer and reflects on the importance of resilience in the face of great adversity. In November 2014, Jane was inducted into the YWCA Academy of Women Leaders for her role in setting an example for women throughout her firm and the financial services industry. She proudly serves on the Board of dearworld.org, which seeks to bring healing to communities around the world through photography and storytelling. Jane is often quoted in numerous media outlets including Bloomberg, CNN, and the Wall Street Journal. Jane is a summa cum laude graduate of Barnard College, Columbia University and earned an MBA from the Stanford University Graduate School of Business. Jane lives in Montclair, New Jersey with her husband and two children.

Hillary Cullen, CFP
Senior Vice President-Wealth Management, Private Wealth Advisor, ViewPoint Partners, UBS Financial Services Inc.

A thoughtful, quantitative approach to investment advice As a, 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning. Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives. Previous experience – Macroeconomic research, ISI (International Strategy and Investments) – Director and finance manager, Charitable Development, Archdiocese of New York – Associate, private trust and estate law firm Designations, registrations and education – Certified Financial PlannerTM (CFP®) – Series 7, 63 and 65 securities licenses – B.A., mathematics, Wheaton College Life – Hillary enjoys cooking, skiing and spending time with family and friends. – She and her husband live in New York City.
ABOUT
UBS
UBS committed to providing private, institutional and corporate clients worldwide, as well as retail clients in Switzerland, with superior financial advice and solutions while generating attractive and sustainable returns for shareholders. Its strategy centers on its Wealth Management and Wealth Management Americas businesses and its leading universal bank in Switzerland, complemented by its Global Asset Management business and its Investment Bank. These businesses share three key characteristics: they benefit from a strong competitive position in their targeted markets, are capital-efficient, and offer a superior structural growth and profitability outlook. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates. Capital strength is the foundation of its success.
Headquartered in Zurich, Switzerland, UBS has offices in more than 50 countries, including all major financial centers, and approximately 60,000 employees. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors. The operational structure of the Group comprises the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Retail & Corporate, Global Asset Management and the Investment Bank.

UBS 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.

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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