WEBINAR
Investing in 2020 and Beyond: 100 Women in Finance Launches South Florida Location
Sponsored by EFG Asset Management, Amundi Asset Management, Miami Downtown Development Authority
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COVID fundamentally reshapes the investment landscape. At the launch of 100WF’s newest location, South Florida, gain insights on how portfolio managers evaluate risk, investment opportunities and dispersion from Camila Astaburuaga, Senior Portfolio Manager at EFG Asset Management; Paresh Upadhyaya, Head of Currency Strategies and Portfolio Manager at Amundi Asset Management; and Janis K. Cheezem, Real Estate Partner at Akerman.
Which paradigm shifts await investors and how will they affect the markets? Take a closer look and examine what lies ahead for you, your firm and your clients:
- Cross markets strategic asset allocation
- Commercial real estate trends
- Fixed-income outlook
- Potential impact of elections and geopolitics
Before the panel discussion, Amanda Pullinger, CEO, 100 Women in Finance, will share the organization’s history and global network. Learn about the Vision for 30x40, in which women will occupy 30% of investment and executive roles in the finance industry by the year 2040. Amanda and members of the South Florida committee will also spotlight the organization's core pillars: Education, Peer Engagement, and Impact.
Following the panel, Danet Linares, Board Member of Miami Downtown Development Authority, will review the financial sector's growth in Miami.
You are welcome to invite your colleagues in the alternative or broader financial industry to join the South Florida launch celebration to learn more about the organization and become members of 100WF.
Produced by the 100WF South Florida Committee.
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7:00 AM N. America West Coast
9:00 AM Cayman
10:00 AM N. America East Coast
2:00 PM London
3:00 PM Paris
AGENDA
10:00-10:10 AM ET Opening Remarks-Introduction
10:10-10:50 AM ET Panel Discussion and Q&A
10:50-11:00 AM ET Closing Remarks
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The program will begin promptly. |
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PARTICIPANTS
Opening Remarks
Amanda Pullinger
100 Women in Finance
Introductions
Lily Corson
Corson Capital
Panelists
Camila Astaburuaga, CFA
EFG Asset Management
Janis K. Cheezem
Akerman
Paresh Upadhyaya
Amundi Asset Management
Janet Rodriguez, CFA
Moderator
EFG Asset Management
Closing Remarks
Danet Linares
Miami Downtown Development Authority
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The webinar access link will be emailed to you separately closer to the date of the event. |
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You may include a non-member guest with your RSVP.
100WF’s policy is that a non-member may attend one 100WF event as a guest to learn more about 100WF and experience a 100WF event. To attend further events, the guest should register as a 100WF member.
If you have any questions about this event, please contact the Florida South committee.
Visit your Member Profile RSVPs to confirm your event registration. If you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your Member Profile. If you have any membership questions, please contact the Membership Committee.
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Miami Downtown Development Authority
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Camila Astaburuaga, CFA
Fund Manager, EFG Asset Management
Camila joined EFGAM in September 2012 as Senior Portfolio Manager for EFGAM’s New Capital fixed income funds and member of Fixed Income Research Team. She focuses on fixed income portfolio management, strategy and trading. Camila is a member of the Fixed Income Asset Allocation Committee which determines strategy for the New Capital Fund range, institutional accounts and discretionary offerings. Camila became Co-PM for both New Capital Wealthy Nations Bond Fund and New Capital Global Value Fund in 2017. Camila holds a BSc in Finance and Business Administration from Universidad Catolica de Chile, the IMC and is a CFA Charterholder.
Janis K. Cheezem
Partner, Akerman
Janis K. Cheezem, a real estate partner in Akerman's Miami office, represents major investors in real estate in a variety of transactional matters. Janis is recognized in Who's Who Legal and The Best Lawyers in America for real estate law. Her work includes acquisitions, dispositions, financing and leasing (including long term ground leasing) across multiple asset classes including office, retail, industrial, mixed use, and residential. Janis has been primarily responsible for the leasing, sale, purchase and financing of many millions of square feet of properties across all asset classes. Janis also has extensive experience in workouts, restructurings, and the redeployment of distressed assets during down cycles. Janis has a particular interest in allocation of risk issues in the ownership of real estate. Janis is a frequent speaker before numerous professional organizations. She currently serves as legal counsel and a member of the Board of CREW Miami and is the President of CIASF, the Commercial and Industrial Association of South Florida. Janis holds a B.A. with High Distinction from Simmons College and a J.D. with honors and LLM in real estate development from the University of Miami.
Lily Corson
Partner, Corson Capital
Lily Corson is a co-founder and partner of Corson Capital. She has over 15 years of experience in fixed income capital markets. Lily was at the Federal Reserve Bank of New York for nine years in various roles, including head of mortgage analytics and subject matter expert in structured finance. She also worked at Bank of America real estate capital markets. Lily began her financial services career in portfolio management at the Federal Home Loan Bank Chicago. She holds an MBA in finance from the University of Chicago Booth School of Business. She serves as chair of the finance committee at Commercial Real Estate Women (CREW) Miami and chair of 100 Women in Finance South Florida committee.
Danet Linares
Board Member, Miami Downtown Development Authority
Danet Linares is Board Member at Miami Downtown Development Authority and vice chair of Blanca Commercial Real Estate. With more than two decades of experience in the commercial real estate industry, Danet has been involved in some of the largest commercial real estate transactions to take place in South Florida. Danet is recognized in Real Estate Forum’s “Women of Influence” and South Florida Business Journal “Influential Businesswoman”. She currently serves as board member of International Women’s Forum, The Miami Center for Architecture & Design, and Greater Miami Chamber of Commerce among others.
Amanda Pullinger
Chief Executive Officer, 100 Women in Finance
Amanda Pullinger is the Chief Executive Officer of 100 Women in Finance. She leads a staff team and provides direction to 500 volunteer practitioners globally. The organization, which now has over 17,000 members in 26 locations, is focused on empowering women in the finance industry and inspiring the next generation of pre-career young women. Amanda 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. Amanda 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. Amanda is Chair and Non Executive Director of the Board 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. Amanda 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.
Janet Rodriguez, CFA
Portfolio Manager, EFG Asset Management
Janet Rodriguez is a Portfolio Manager at EFG Asset Management in Miami. She has over 10 years’ experience in the financial industry, working in capital markets and financial services. Prior to assuming the role of portfolio manager, Janet performed suitability analysis as a Compliance Associate. Before joining EFG, she began her career on the equities and derivatives trading desk at Bulltick Capital Markets which shaped her proficiency in multi-tasking while working under pressure. She received a Bachelor of Science from the University of Miami where she pursued a major in Finance and Operations Research along with a minor in Mathematics. Janet is a CFA charterholder and a member of both the CFA Institute and the CFA Society Miami. She serves on the 100 Women in Finance South Florida Committee.
Paresh Upadhyaya
Head of Currency Strategies and Portfolio Manager, Amundi Asset Management
Paresh Upadhyaya is Director of Currency Strategy and a Portfolio Manager for multi-sector strategies. He also leads Amundi Pioneer’s currency research effort out of Boston and serves as an advisor to the firm’s global fixed income and equity investment staff on currency-related issues. In addition, he helps lead sovereign credit analysis and advises the investment team on sovereign bond investments. Paresh joined Amundi Pioneer from Bank of America Merrill Lynch, where he was Director, Senior FX Strategist – Head of North Americas G-10 FX. Prior to BofA Merrill Lynch, he was a Portfolio Manager and member of the currency team at Putnam Investments, where he participated in actively managing $20 billion in currency investments in currency overlay, fixed income, global asset allocation and international equity portfolios. Paresh holds a BS in economics and international relations from Boston University and an MBA in finance from Boston College.
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EFG Asset Management (EFGAM)
EFG Asset Management (EFGAM) is the asset management arm of EFG International, a global private banking group headquartered in Zurich, Switzerland. EFG Asset Management is an international provider of actively managed investment products and services to financial intermediaries and institutional investors around the world. With a full range of investment solutions, including equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range, EFGAM manages approximately $20 billion* on behalf of clients. Our experienced investment professionals are based in various locations including London, Zurich, Geneva, Lugano, Hong Kong, Singapore, Portland and Miami. Please visit www.efgam.com for more information.
Amundi Asset Management
Amundi is the largest European asset manager by assets under management1 and ranks in the top 10 globally. It manages nearly 1.6 Trillion euros of assets across six main investment hubs . Amundi offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Clients also have access to a complete set of services and tools. Headquartered in Paris, Amundi was listed in November 2015. Thanks to its unique research capabilities and the skills of close to 4,500 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi. Confidence must be earned. Visit amundi.com for more information or to find an Amundi office near you.
The Miami Downtown Development Authority (Miami DDA)
The Miami Downtown Development Authority (Miami DDA) is an independent agency of the City of Miami funded by a special tax levy on properties within its district boundaries. Our mission is to grow, strengthen and promote the economic health and vitality of Downtown Miami. As an autonomous agency of the City, the Miami DDA advocates, facilitates, plans, and executes business development, planning and capital improvements, and marketing and communication strategies. We commit to fulfill our mission collaboratively, ethically and professionally, consistent with the Authority’s public purpose. Please visit www.miamidda.com for more information.
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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