University of Notre Dame

Women’s Investing Summit

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Agenda

WIS '24

Thursday, February 29 - Friday, March 1, 2024
 
Thursday, February 29th
Jordan Auditorium, Mendoza College of Business
4:00-5:00pm            Student Stock Pitch Competition Finals, in Partnership with the Notre Dame Investment Club
5:00-5:05pm            Welcome Remarks
                                           Dianna O'Hara, 2024 MBA Candidate, University of Notre Dame
5:00-6:00pm            Panel: Early Stage Investing
                                           Molly Iarocci ’07, ’11 MBA, EVP, Private Investments and Advisory, DCA Asset Management, Inc.
                                           Catherine Lee, Partner, Top Corner Capital
                                           Mary Miller ’96, Head of Business Development, Norwest Venture Partners
                                           Moderator/Participant: Meghan Reynolds '01, Partner, Altimeter Capital
 
Friday, March 1st
Downes Club (7th Floor), Corbett Family Hall
8:25-8:30am             Welcome Remarks
                                            Patty Brady '00, Cusumano Family Managing Director, Notre Dame Institute for Global Investing
8:30-9:00am              Keynote: Market Outlook 2024
                                            Kristen Bitterly Michell ’02, Managing Director & Head of Investment Solutions, Citi Global Wealth
9:00-9:45am              Keynote: Sustainable Investing
                                            Karina Funk, Portfolio Manager & Chair of Sustainable Investing, Brown Advisory
                                            Moderated by: Victor Abiamiri ’07, Portfolio Manager, Brown Advisory
9:45-10:15am             Keynote: The IPO Market
                                            Elizabeth Reed ’07, Partner – Global Head of Equity Syndicate, Goldman Sachs
                                            Moderated by: Kimberly Flynn ’99, Managing Director, XA Investments
10:15-11:00am           Panel: Operating Excellence in Investing
                                            Jenni Lanktree ’02, Head of Investor Relations and Marketing, Junto Capital Management LP
                                            Molly McDonnell ’99, Managing Director, Chief Financial Officer, Lone Pine Capital LLC
                                            Melissa Stolfi, Global Co-Chief Operating Officer, TCW
                                            Moderator/Participant: Nikki Kraus ’94, President & Chief Client Officer, Strategic Investment Group
11:00-11:45am           Panel: Investment Themes and Ideas
                                            Kate McShane ’97, Managing Director, Goldman Sachs
                                            Lauren Moran ’11, Wealth Advisor, William Blair
                                            Paige O’Neil ’09, President, Shapack Partners
                                            Lauren Weetman ’20, Associate, Sixth Street
                                            Moderated by: David J. Koo ’93, Retired Senior Partner, RoundTable Healthcare Partners
11:45am-12:30pm   Keynote: Valuation Expertise in a Niche Market
                                            Erin Kerrigan, Founder & Managing Director, Kerrigan Advisors
                                            Moderated by: Jason Reed, Wade Family Associate Teaching Professor of Finance; Associate Faculty                                                                        Director, NDIGI
12:30pm                        Closing Remarks
                                            Mark Dumich '06, Associate Director, Notre Dame Institute for Global Investing