100WF WEBINAR | 16 Nov | Navigating Unconscious Bias to Build Conscious Inclusion

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WEBINAR

Navigating Unconscious Bias to Build Conscious Inclusion

SPONSORS

IHS Markit

www.ihsmarkit.com

Nuveen

www.nuveen.com

BIOGRAPHIES

Catherine Allegra

Partner, Global Head of Markit Digital, IHS Markit

Catherine Allegra has been leading Markit Digital since founding it as Wall Street on Demand in 1991. Markit Digital is the industry leader of design and technology services that empower retail brokerages, advisory/wealth management firms and the financial media to make better investment decisions. Catherine joined IHS Markit, when the company acquired Wall Street On Demand in 2010. Previously, she served as National Executive Director of Plays for Living based in New York City, the youngest executive director in its fifty year history. Ms. Allegra has served and serves on many boards - corporate, social service and the arts. She earned a Bachelor of Arts in History from Bryn Mawr College, US, where she serves on the Board of Trustees.

Eric Maldonado

Partner, Global Head of Financial Services Sales, IHS Markit

Eric Maldonado is the global head of sales for Financial Services. He previously served as global head of our sales for our Regulatory and Compliance business, and our Processing businesses. He joined IHS Markit in 2006 with the acquisition of Communicator. Eric started his career working at fortune 500 companies (3M and ADP), followed by several stops with technology startups in sales leaderships where he was part of several successful exits (trade sale or IPO). Eric graduated from Florida International University with a BBA in Business Administration. He is on the FIU School of Business board of advisors.

Deann Morgan

Head of Global Product, Nuveen

Deann is the Head of Global Product for Nuveen, responsible for product governance, including approvals, pricing and deployment of seed capital. She collaborates with partners across Nuveen and TIAA and leads a global team overseeing product strategy, analytics, development and management. Deann is a senior contact for Nuveen and TIAA Fund Boards and is a member of the Management Committee. Prior to joining the firm, Deann led her own consultancy, advising investment firms on FinTech, alternatives and wealth management. She was Head of Product Structuring in the Private Wealth Management business of The Blackstone Group as well as the Chief Operating Officer of that firm’s Multi-Asset Investing unit. Prior to that, she spent seven years in senior alternatives roles at Bank of America Merrill Lynch, including CEO of Merrill Lynch Alternative Investments and Head of Alternatives Investments Origination and Product Management. Additionally, Deann led Merrill Lynch’s Thailand investment banking business after working throughout the Asian region in the Financial Institutions Group and provided strategic advice to financial institutions throughout Asia as a Booz Allen & Hamilton consultant. Deann graduated with an undergraduate business degree from the University of Michigan (High Dist) and an M.B.A. from the University of Chicago (High Hons) and she holds the CFA designation.

Amy O'Brien

Head of Responsible Investing, Nuveen

Amy leads a 20 member team and is responsible for creating a holistic RI vision and unified framework across Nuveen and TIAA, partnering with internal stakeholders on implementation in day-to-day business activities. The framework establishes the firm’s overall RI philosophy as well as guidelines for incorporating RI disciplines in investment decisions and new product development. Throughout her career in RI, she has worked on a wide range of environmental, social and governance (ESG) and impact investing initiatives across TIAA. Prior to joining the firm in 2005, she served as director of corporate social responsibility at the Pension Boards - United Church of Christ. Previously, she was research manager at the Council on Economic Priorities. Amy has served on the Boards of the Social Investment Forum (SIF), the Investor Responsibility Research Center Institute for Corporate Responsibility (IRRCi) and the Steering Committee of the Global Initiative for Sustainability Ratings (GISR). In 2018, she was identified by Barron’s as one of the most influential people in ESG investing. Amy graduated with a B.S. in Biology from Boston College and an M.S. in Environmental Management and Policy from Rensselaer Polytechnic Institute.

Corie Pauling

Chief Inclusion & Diversity Officer and Head of Corporate Social Responsibility, Nuveen

At TIAA since 2006, Corie Pauling became the organization’s Senior Vice President, Chief Inclusion & Diversity (I&D) Officer and Head of Corporate Social Responsibility in July 2018. Corie was instrumental in the launch of the I&D function at TIAA over ten years ago and served as a primary legal and business advisor and thought leader in this area. In her prior role, Corie held the position of Senior Director, Associate General Counsel in the Employment, Benefits & Labor Law Group, in which she provided counseling, training, risk assessment and other support to TIAA’s executives, its prior I&D leaders and other Human Resources leaders and also business managers on a broad range of workforce issues, and she also managed employment litigation nationally. In the I&D space, she has extensive experience in strategy development, board interface, equal employment opportunity best practices, policy development, training/learning, metrics, data analytics and reporting, supplier diversity, pay and rating equity, global workforce compliance, talent acquisition, workforce development, employee resource groups, culture surveys, federal contractor compliance and workplace investigations. She also leads the TIAA enterprise’s Corporate Social Responsibility function, which last year led over 650 community service projects through 15,000 employee volunteers. Corie also led the Culture Action Team for TIAA’s Advocacy & Oversight area from 2016 through 2018. An engaged civic leader and also a competitive 11-time marathoner, Corie was incredibly honored to be named on the list of 2019 Black Enterprise Most Powerful Women in Corporate Diversity and also to be recognized as a TIAA Working Mother of the Year in conjunction with the national publication Working Mother and a recipient of the Young Civic Leader Award by the Thurgood Marshall College Fund. She is a graduate of Charlotte’s groundbreaking Leadership Development Institute. Corie also served on the Board of Governors of the North Carolina Bar Association (NCBA) and as chairperson of the NCBA’s 500-attorney Labor and Employment Law Section. Among other leadership posts, she also served as a committee chair of the Board of Directors for the Levine Museum of the New South, a member of Charlotte’s Arts & Science Council Advisory Committee and a co-chair of the Mecklenburg County Bar’s Diversity and Inclusion Committee. As also an avid “late bloomer” runner, she is thrilled to have run the Boston Marathon for the first time in 2018 and is training now to qualify for the 2021 running. Corie holds a Bachelor of Science degree in Industrial and Operations Engineering from the University of Michigan College of Engineering and also a Juris Doctor from the Northwestern University School of Law.

ABOUT

IHS Markit

Navigate today's complex global financial markets with deeper intelligence and greater agility.

As financial markets become more complicated, interdependent and unpredictable than ever before, the need for clarity has never been greater. IHS Markit provides the tools and intelligence you need to successfully navigate these complexities and achieve success across the enterprise. Our leading data, analytics and workflow solutions enhance business-critical functions from portfolio management to reporting to regulatory compliance.

Nuveen

Inclusion by Example

Creating opportunities that drive equality is not just the right thing to do, it's responsible business. Responsible investing and engagement on issues of inclusion is in our DNA. Through five decades of focus on ESG factors, innovation, and investing in companies with diverse boards and employees, Nuveen is dedicated to creating better outcomes for investors and the planet while simultaneously seeking to change the face of the asset management industry. With offices operating globally across 22 countries, Nuveen proudly cultivates an environment of inclusion that celebrates diversity and empowers our employees, clients and the communities we serve.

In 2017, Nuveen established LEAD (Leadership, Education, Advocacy and Development) as an industry affinity organization, represented by our clients, partners and industry peers to lead the dialogue on gender diversity through networking opportunities, career sponsorships and growth for professional women in the asset management industry.

Nuveen 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 near 20,000 registered 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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