Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part II: The Stories

How have women succeeded in investment management? Katrina Dudley, co-author of Undiversified: The Big Gender Short in Investment Management, will moderate a panel of successful female portfolio managers to highlight some of the brightest stars of the “constellation” of women investors profiled in the book.

Agenda

5:30 p.m.: Welcome Remarks and Speaker Introductions: Donna Rapaccioli, dean of the Gabelli School of Business

6:15 p.m.: Audience Q&A

6:30 p.m.: Closing Remarks: Dean Rapaccioli

About the Speakers
Melissa Casson, director of global equities at Black Creek Investment Management Inc., has more than eight years of investment experience, including at Sanford Bernstein as a senior research associate covering consumer staples and, most recently, at OppenheimerFunds as a senior research analyst covering international equities. She has an M.B.A. from Columbia Business School, where she participated in the value investing program, and she has both a Bachelor of Life Sciences and a Bachelor of Commerce degree from Queen’s University. Casson is also a CFA charterholder.

Monica Erickson joined DoubleLine’s Global Developed Credit Group in 2009. She is head of investment grade within the group and participates in DoubleLine’s fixed income asset allocation committee. Prior to DoubleLine, Erickson was a vice president in the corporate bond group at TCW, where she was involved in the management of the firm’s corporate credit fixed-income and structured products. Before TCW, Erickson was a vice president at Froley, Revy Investment Company for more than 15 years, active in managing several convertible strategies. She holds a B.S. in business, summa cum laude, from the University of Southern California. She is a CFA charterholder, a past board member of the CFA Society of Los Angeles, and the current chair of the charter recognition committee for the CFA Society of Los Angeles. Erickson is also on the educational committee of 100 Women in Finance.

Katie Koch is co-head of the Fundamental Equity (FE) business within Goldman Sachs Asset Management (GSAM). FE manages a broad range of equity portfolios on behalf of institutional and individual clients around the world. Koch is co-chair of GSAM’s Sustainability Council and is also an investment champion for Launch with GS, Goldman Sachs’ $500 million commitment to invest in companies and investment managers with diverse leadership. Previously, she worked in the firm’s London office, where she led several businesses for 10 years. Most recently, she was head of the Global Portfolio Solutions (GPS) Group internationally, managing multi-asset class portfolios and serving on the GPS Investment Committee. She joined Goldman Sachs as an analyst in 2002 and was named managing director in 2011 and partner in 2016.

In 2015, Koch was honored as a Young Global Leader by the World Economic Forum. She has also been named as one of the Top Women in Asset Management by Money Management Executive and to the Financial Times HERoes list, which recognizes champions of women in business. Koch is on the board of directors for TIFF Advisory Services Inc., which serves the investment needs of the nonprofit community. She also serves on the board of trustees for the Patton Veterans Project.

Katrina Dudley is a senior vice president, investment strategist, and portfolio manager at Franklin Mutual Series, a deep-value investment manager founded in 1949, part of New York Stock Exchange-listed Franklin Resources Inc. Prior to joining Mutual Series, Dudley worked at Federated Investors Inc. and Ernst & Young LLP. Dudley has a passion for advocating for women in investment management. She is the author of the introduction to the Vault Career Guide to Mutual Funds, and her upcoming book, co-authored with Carr, Undiversified: The Big Gender Short in Investment Management, will be published in spring 2021.

Dudley earned an M.B.A. from New York University’s Stern School of Business, a law degree with first-class honors and a commerce degree from Bond University in Australia, and an Associate of Science degree from the University of the People. Within her community, she is vice-chair of the board of The Children’s Village, a $100 million-revenue social services organization, and a volunteer for Rock the Street, Wall Street. She is a member of the AEI Leadership Network, a guest lecturer at the Columbia Business School, and a frequent market commentator on Bloomberg and CNBC.