WEBINAR
Essential Insights on ESG
Sponsored by Wells Fargo
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Environmental, Social and Governance (ESG) strategies are rapidly evolving to meet investor demand, bolstered by significant regulatory tailwinds. Learn the latest in regulatory developments and how to actively engage with stakeholders on ESG issues. Explore the ethics of ESG short selling, the latest in ESG product development and opportunities for growth.
Please email your questions to educayman@100women.org by Friday, April 16, 2021 or you may submit them during the webinar.
Produced by the 100WF Cayman Committee.
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09:00 AM N. America West Coast
11:00 AM Cayman
12:00 PM N. America East Coast
05:00 PM London - Dublin
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The program will begin promptly. |
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PARTICIPANTS
Elyse Greenspan
Wells Fargo Securities, LLC
Madelyn Lando
Wells Fargo Securities, LLC
Rebecca Palmer
Waystone
Geneviève Piché
Wells Fargo Securities, LLC
Catherine Houts
Moderator
KPMG
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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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Elyse Greenspan
Managing Director Equity Research, Insurance, Wells Fargo Securities, LLC.
Elyse Greenspan is a Managing Director and Senior Financial Services Equity Analyst at Wells Fargo covering the Life- and Non-Life Insurance sectors. Elyse and the Wells Fargo Equity Insurance team ranked No. 3 in the non-life insurance sector in the 2020 Institutional Investor All-America Research team survey. This followed a No. 4 (runner-up) finish in the 2019 survey. She was also the top earnings estimator in the insurance sector in the U.S. Thomson Reuters Awards in 2018. Elyse has covered the insurance industry for over 17 years. Prior to her current role, she started following the non-life insurance sector as an associate analyst in 2003 with predecessor firm Wachovia Securities. Elyse is a CFA charterholder and a member of the New York Society of Security Analysts. She is currently president of the Association of Insurance and Financial Analysts (AIFA). She graduated with honors from Cornell University with a BS in finance.
Madelyn Lando
Managing Director, Equities Finance, Wells Fargo Securities, LLC.
Manage equities securities lending coverage team for U.S. hedge funds that range from start-ups to 50+ billion in assets under management. Worked with ETF, Swap and Risk arb desk to identify efficient methods of facilitation and arbitration along with providing daily support to the synthetics desk to price and secure borrows. Provided commentary and market color reports to help clients build and maintain their short/long positions. Worked with other members of our team to review and manage our inventory and negotiate rates to facilitate client short demand and help refinance our book. Spearhead efforts in identifying and approaching clients to borrow their fully paid longs in order to manage firm inventory. Continue to maintain strong relationships with banks and brokers in order to assist with client demand for hard-to-borrow securities. Point of contact across prime brokerage division for addressing client and other securities lending issues. Actively engage with other desks throughout the equity division. Worked with our product development team to build our locate and analysis systems to help increase efficiencies. Mentor staff, interns and analyst class trainees. Prior to joining Wells Fargo, Madelyn was at Bear Stearns and J.P. Morgan, where she worked in prime brokerage and securities lending for 18 years.
Rebecca Palmer
Director, Waystone
Rebecca Palmer is an independent professional director at Waystone and is based in the Cayman Islands. Rebecca specialises in the provision of services to a comprehensive variety of investment vehicles such as hedge funds, structured products and private equity funds. Rebecca has extensive experience covering a wide range of fund structures and a variety of strategies covering multiple jurisdictions. A chartered accountant, Rebecca joined Waystone from KPMG where she was an audit director in the asset management practice, overseeing Cayman funds for a variety of global managers, ranging from new launches to established multibillion-dollar managers. Rebecca was on the editorial board of a sustainable investing report that has been widely quoted in the global press and she has participated in various speaking engagements. Rebecca sits on Waystone's ESG and responsible investing steering committee. Rebecca is on the education committee of 100 Women in Finance. She holds a Master of Arts in International Relations and a Bachelor of Arts in Politics and International Relations from Reading University, UK. She has completed the Masterclass in Private Equity at London Business School and the Women in Leadership program at SAID Business School, University of Oxford. Rebecca is a Fellow of the Institute of Chartered Accountants England and Wales and is a member of the Cayman Islands Institute of Professional Accountants. She is currently studying for the CFA’s ESG certificate.
Geneviève Piché
Head of ESG Solutions, Wells Fargo Securities, LLC.
Geneviève Piché is the head of the Environmental, Social, and Governance (ESG) Solutions Group in Corporate & Investment Banking (CIB). Geneviève’s team is responsible for delivering thought leadership and a full suite of products aimed at helping clients achieve their ESG objectives. Her group also collaborates with teams across Wells Fargo to drive strategy and further demonstrate the company’s commitment to advancing sustainability and positive social impact. Previously, Geneviève was the head of Asset Management for Corporate & Investment Banking, where she led a team responsible for building and managing relationships with asset management clients and provided segment expertise, global growth strategies, and segment-appropriate product solutions. Before that, Geneviève was a managing director and relationship manager in the Corporate Banking group where she led a team focused on alternative asset management clients and managed relationships with large European insurance companies. She has relationship management and credit experience supporting a range of other industry segments, including broker-dealers, financial technology, specialty finance, and banks, as well as led origination efforts in Emerging Europe, Africa, India, and Middle East for financial institutions clients. Geneviève chaired Corporate Banking’s Wells Fargo Diversity & Inclusion (D&I) Council and served as a member of Wells Fargo’s Wholesale Banking’s D&I Council. Originally from Montréal, Canada, Geneviève earned her dual bachelor of arts degree in economics and international studies from Macalester College in St. Paul, Minnesota. She is an avid musician and outdoor enthusiast, and lives in Charlotte, North Carolina, with her husband and son.
Catherine Houts
Partner, KPMG
Catherine is a Partner in the tax practice at KPMG in the Cayman Islands. She has been with KPMG in the Cayman Islands for over twelve years focusing on asset management. Prior to joining KPMG in the Cayman Islands, she was with KPMG LLP. Catherine works extensively in the area of US taxation for Hedge Funds, Private Equity Funds, Passive Foreign Investment Companies and Cayman Islands tax regulatory matters. She has a strong knowledge and technical experience with US taxation of investment products, complex partnership allocations, foreign reporting requirements and the formation and structuring of hedge and private equity funds based in the Cayman Islands. She is involved with the learning and development programming at KPMG and has previously served as a committee member of the 100 Women in Finance Next Gen, Main and Philanthropy Committees in Cayman.
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Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.92 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,200 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 31 countries and territories to support customers who conduct business in the global economy. Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 30 on Fortune’s 2020 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com | Twitter: @WellsFargo. Information about our prime services can be found here.
100WF's 20th Anniversary
Throughout 2021, 100 Women in Finance will celebrate its twentieth year of operations with special events and recognition of the member volunteers who have built 100WF into today’s leading organization dedicated to the advancement of women in the global finance industry. Since its founding in 2001, 100WF’s pillars of Education, Peer Engagement and Impact have established a foundation of purpose, achievement and confidence that will guide the organization's future growth and focus on attaining its 30x40 Vision in the next twenty years.
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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