EDUCATION SESSION

Investment Outlook and Manager Selection from a CIO’s Perspective

Get an insider’s view from Chief Investment Officers on their investment outlooks. Learn their respective approaches to asset allocation when investing in public markets, private credit and private equity. Hear how they select outside managers and the many factors they consider, including managerial skill or luck.

Take note of the diverse career paths leading to their CIO roles and their individual and collective efforts to bring more women into the institutional investing space.

Bring your questions for a lively discussion. Take the opportunity for individual chats with the CIOs and your colleagues as you network over drinks and appetizers in advance of the program.

You are encouraged to invite a guest in the financial services industry to attend, learn more about 100WF and become a member of the organization. Visit the 100WF website here.

DATE

4 April 2024

TIME

4:30 PM Registration

4:45 PM Event Begins

The program will begin promptly at 4:45 PM; please allow time to get through building security and to register before the event begins.

Networking reception prior to session.

LOCATION

Cambridge Associates

4100 North Fairfax Drive, Suite 1300

Arlington, VA 22203 - Directions

PARTICIPANTS

Giovanna Ban

Council on Foreign Relations

Celia Dallas

Cambridge Associates

Catherine Piez

Brookings Institution

Bridget Sproles

Cambridge Associates

Moderator

HOST

Cambridge Associates

www.cambridgeassociates.com

IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend 100WF events, access the 100WF Job Board and other member benefits.

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



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This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.

Space is limited. No walk-ins will be permitted.

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BIOGRAPHIES

Giovanna Ban

Chief Investment Officer, Council on Foreign Relations

Giovanna Ban joined the Council on Foreign Relations in March 2017 as the chief investment officer. She is responsible for partnering with the Investment Committee in the investment management and oversight of the endowment portfolio and for managing the internal investment team. Previously she was a Managing Director at Cambridge Associates working in the US and Europe between 2000 and 2017.

Celia Dallas

Chief Investment Officer, Cambridge Associates

Celia is responsible for formulating the firm’s global investment strategy and has been at Cambridge Associates for nearly 30 years. She has contributed to research initiatives and publications covering a wide range of capital market and investment planning topics, including portfolio construction, endowment spending, liquidity management, and tactical asset allocation. She also authors our quarterly publication, VantagePoint, in which she shares our house view and advice. She is also a frequent presenter and moderator at firm events and industry conferences.

Catherine Piez

Chief Investment Officer, Brookings Institution

As the chief investment officer at Brookings, Catherine Piez is responsible for managing the Institution’s endowment. She works with the Investment Committee of the Board to set the portfolio’s long-term investment strategy and leads an internal team who conduct external manager research and oversee daily investment operations. Prior to joining Brookings in 2006, Catherine was a research consultant and managing director in the marketable manager group at Cambridge Associates. In that role she met and analyzed hundreds of asset managers and published white papers for the firm’s clients on assets under management, quantitative investment, and indexing.

Bridget Sproles

Partner, Endowments & Foundations, Cambridge Associates

Bridget has nearly 30 years of experience as an investor and has been managing both discretionary and non-discretionary endowment, foundation, and not-for-profit healthcare institution portfolios at the firm since 2001. Bridget has authored papers on the impact that merger and acquisitions have on healthcare portfolios and investing in Africa. She is Chair of the CA Healthcare Round-Up calls and is a member of CA Women, one of the firm’s Employee Resource Groups.

ABOUT

Cambridge Associates

Cambridge Associates (CA) is a global investment firm that aims to help pensions, endowments & foundations, healthcare systems, and private clients manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. With 50 years of institutional investing experience, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension, and alternative asset class mandates. Cambridge Associates is an industry leader on gender diversity. Today, women represent more than 50% of the firm’s executive leadership team. CA is proud to partner with several affinity groups and networks that help advance investment outcomes, create connections in the industry, and encourage women to consider careers in investing.

100 Women in Finance

100 Women in Finance strengthens 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.

FundWomen Initiative 

100WF elevates the public profile of female investment professionals via its own programs and through advocacy with conference organizers, the media, and with institutional investors. Female fund managers and institutional allocators are encouraged to join 100WF’s public directory for greater professional visibility, and to receive invitations for suitable public speaking and peer engagement opportunities. https://100women.org/initiatives/fundwomen/



Global FundWomen Week will be returning in Fall 2024. Further details will be shared soon. 

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