Tiffany Perkins-Munn, Ph.D. is a Research, Data and Analytics Executive with 20+ years of expertise in helping firms compete at the intersection of data, analytics and insights; providing visionary business-building leadership in highly competitive markets. Demonstrated success driving solutions that generate significant revenue growth by uncovering clients' unmet needs, implementing operational improvements, augmenting financial gain, and improving market positioning. Forging strong relationships with internal and external partners. Leading teams through crisis and change. Recruiting, developing, and retaining top research talent. Dr. Perkins-Munn is a recognized author on using data and analytics to drive significant revenue and profitability outcomes. She has received international acclaim for her research on customer satisfaction, share of wallet, profitability and brand-centricity. View a selection of her publications here: Dr. Perkins-Munn's Publications on Google Scholar
She started her career as an academician, publishing articles, authoring and co-authoring books on diverse topics such as client satisfaction, impact of volatility, share of wallet, brand, women, identity, disability, education and intelligence measurement. She continues her commitment of connecting industry and academia and currently sits on the board of the ANA Educational Foundation. She is the ‘Intersectionality Chair’ for the Women’s Interactive Network and is on the Executive Committee for the Black Professional Network.
Dr. Perkins-Munn joined BlackRock, the world’s largest asset manager, in April 2018 to drive the build of a Data-Driven Marketing organization — a groundbreaking undertaking for BlackRock that fuses research, analytics and data with AI, NLP and ML capabilities to use research, analytics and data to drive impactful, quantitative decisioning. In short, she creatively brings together cutting-edge analytics, data science, experimental design and real-time client/customer research, wrapped in innovative technology solutions to uncover patterns and deliver signals that solve complex business problems at scale. Her goal is to position BlackRock as a 'Game Changer' in identifying the right questions...getting the best answers...and driving business impact.
Meena Thever is a Partner at Bridge Investment Group, a $25 billion US real estate private equity firm. She is responsible for product development and capital formation and works with institutional investors around the globe, including public and corporate pension plans, sovereign wealth funds, university endowments, foundations and family offices. In addition, Thever has established and leads the US Insurance business at Bridge, partnering with leading Life, Health, P&C and Multiline insurance investors.
Prior to joining Bridge, Thever served as a Director at BlackRock. She was a member of the BlackRock Alternative Specialists where she worked with institutional clients and represented real estate, infrastructure and private equity strategies. Previous to BlackRock, she was an Executive Director at JPMorgan where she served as the Head of North America Pension and Insurance Distribution within JPM Asset Management Alternative Investment Strategies. In this role, she was responsible for leading client engagement focused on real estate, infrastructure, private equity and private credit investments.
Thever began her career in investment banking in the Financial Sponsor Group at JPMorgan and Bank of America Merrill Lynch executing leveraged buyouts and capital markets transactions for leading private equity firms. She worked on the buyside as a private equity investor in the Credit Suisse Customized Fund Investment Group where she created investment portfolios for institutional investors focused on primary fund investments and direct co-investments.
She earned her Bachelor of Arts in Economics, magna cum laude, from Tufts University, Master in Public Policy from the Harvard Kennedy School where she was a Kennedy Fellow, and Master of Business Administration from The Wharton School, University of Pennsylvania. Thever is a Fulbright Scholar and published author of the book entitled ‘Health Care for All: Is Canada’s System a Model for America?’ with foreword by Michael S. Dukakis.
Thever serves on the Harvard Women’s Leadership Board, Harvard Kennedy School Women’s Network board and is the Co-Founder/President of the Wharton Women’s Network. She was appointed by Manhattan Borough President Gale Brewer to serve on Manhattan Community Board 8 (2018-2020) and served on the board of Futures and Options, a nonprofit organization focused on empowering New York City’s underserved youth (2012-2017).
Olga is a Managing Director in the Consumer Retail Investment Banking Group at Goldman Sachs. She covers a broad range of consumer-facing companies ranging from consumer goods manufacturers to restaurants and other retailers. Olga joined Goldman Sachs in 2006 and is based in New York. She has also spend two years leading consumer and retail coverage efforts for the Moscow office from 2008 to 2010. Olga earned an MBA from the Kellogg School of Management and a BS in Computer Science from Roosevelt University.
Zoe Rosenthal is currently an associate in Oaktree’s Middle-Market Finance group. Prior to joining Oaktree in 2019, Ms. Rosenthal spent three years at Goldman Sachs, most recently as an investment banking associate in Leveraged Finance and previously, as an analyst in the Industrials Group. She received a B.A. in Statistics from Harvard University. Ms. Rosenthal was born and raised in New York City and continues to reside in New York City today.
Alex Esparza is an Executive Director in the technology investment banking group at Oppenheimer & Com Inc. where she has built and leads the digital health and wellness investment banking practice. Prior to focusing on healthcare technology, Alex worked to build the private capital markets platform within the TMT investment banking group. She has spent over a dozen years on Wall Street, and has held roles as a small-cap global equities investor and in institutional equities sales and trading. Alex is on the advisory board of the Kupona Foundation and is an alumna of the New Leaders Council and SEO ( Sponsors for Educational Opportunity). Alex is part of the founding team of AWSM ( A World Serving Many), an organization and venture studio focused on advocacy and capacity building to increase capital access for underrepresented tech founders. She holds a BA from Stanford University, and an MBA from the Yale School of Management.
Ms. Roddy is a senior member of Houlihan Lokey’s Consumer, Food & Retail Group, leading the firm’s Consumer Health and Personal Care practice. Her focus areas include health & wellness and beauty & personal care, including women’s health and mom & baby.
Ms. Roddy has nearly two decades of corporate finance experience, with a particular passion for advising high-growth consumer brands. Her recent work includes the sales of Zesty Paws to H&H Group, Nuun to Nestlé Health Science, SmartyPants to Unilever, Care/of to Bayer, and Zarbee’s to Johnson & Johnson. She also has significant expertise in corporate carve-outs and divestitures, as well as contract manufacturing and private label across sectors.
Before joining Houlihan Lokey, Ms. Roddy worked in Corporate Strategy & Development at PepsiCo, where she led deal execution in Europe and was responsible for executing the company’s strategy to expand into good-for-you and better-for-you food & beverage categories. Prior to that, she worked in Investment Banking for Deutsche Bank and as an accountant for Ernst & Young.
Ms. Roddy holds a B.S. in Accounting from Bucknell University and an MBA from the Darden School at the University of Virginia. She was previously a Certified Public Accountant in the state of Pennsylvania (expired).
Sharon O’Shaughnessy serves as Chief Diversity, Equity & Inclusion Officer at Murphy & McGonigle, leading the firm’s commitment to attract, retain, and advance top-flight diverse legal talent. This includes supporting clients in achieving their DEI goals and coordinating the firm’s commitment to programs such as the Mansfield Rule for Midsize Law Firms and the Law Firm Antiracism Alliance.
Ms. O’Shaughnessy also leads the firm’s Women’s Initiative, which organizes, sponsors, and participates in several efforts that advance the development of women in law.
She is a partner at Murphy & McGonigle, which has been named “Law Firm of the Year” for Securities Regulation in both 2021 and 2022 (U.S. News – Best Lawyers). Ms. O’Shaughnessy focuses her practice on defending and advising financial services firms and their employees in regulatory and government investigations and enforcement proceedings by the SEC, FINRA, and various state regulators, compliance with regulatory requirements, and cybersecurity and data privacy issues. She also performs due diligence of cryptocurrency exchange assets and exchange-traded funds.
Ms. O’Shaughnessy, who spearheads the firm’s pro bono program, graduated summa cum laude from New York University and earned her J.D. at Seton Hall University School of Law.
Alexandra Lebenthal is a Senior Advisor in the Financial Sponsors Group at Houlihan Lokey where she leads an initiative focused on female led and founded companies. Prior to joining Houlihan in August 2020, she was the CEO of Lebenthal Holdings, a diversified financial services firm that included the nation’s largest woman-owned broker dealer. Coming from a storied Wall Street family, her grandparents, Louis and Sayra Lebenthal, founded Lebenthal & Co., Inc, a municipal bond specialist, in 1925. Her father, Jim Lebenthal, created a mass market for municipal bonds, and was known as the spokesman for the industry.
After starting her career at Kidder Peabody, Ms. Lebenthal joined Lebenthal in 1988 and became President and CEO in 1995 at the age of 31. She was also President of Lebenthal Funds, overseeing the firm’s mutual and money market funds. After successfully diversifying the firm beyond municipal bonds, Alexandra engineered its sale in 2001 to The Advest Group, remaining at the firm until it was subsequently sold to Merrill Lynch in 2005. During that time, in addition to managing Lebenthal, she also ran marketing and municipal capital markets for the parent company. She started anew in 2007, building Lebenthal Holdings into an asset management, wealth management and capital markets boutique. Lebenthal was the number one woman-owned firm in debt and equity capital markets from 2012-2016.
A passionate supporter of women in business, Ms. Lebenthal was named one of the top 50 Women in Wealth Management by Wealth Manager Magazine, as well as Private Asset Management. She has also been named to the Crain’s New York Top Women-Owned Businesses and the Crain’s Fastest 50 Growing Businesses in New York.
Ms. Lebenthal has extensive public and private board experience. She currently is a board member of Graf Acquisition Corp. IV, and an advisory board member for Interprice Technologies. She is as a former board member and Treasurer of the Securities Industry Financial Markets Association (SIFMA). She is a member of C200, the leading organization for female businesswomen.
Ms. Lebenthal is the Co-founder of “The Women’s Executive Circle,” and “Women On Wall Street”, which cultivates high-profile Jewish women under the auspices of United Jewish Appeal. She is also a spokesperson for Insightec Targeted Ultrasound, a ground-breaking procedure for Essential Tremor she underwent in 2016.
Ms. Lebenthal’s first novel, “The Recessionistas,” a thriller set in Manhattan during the financial crisis, was published in August 2010.
A graduate of Princeton University with an A.B. in history, Ms. Lebenthal lives in New York City with her family.
JamiLynn is a Director on the Equity Finance team at Wells Fargo Securities. She joined Wells Fargo in 2019 and her primary responsibilities are prime brokerage business development and relationship management for alternative asset managers. She also drives the sales strategy for ’40 Act mutual funds. JamiLynn leads Wells Fargo’s WomenGoFar Network in New York and sits on the network’s leadership committee.
Prior to joining Wells Fargo, JamiLynn was a part Societe Generale’s Platform Sales team covering real money managers and delivering the full platform to clients, including prime brokerage and derivatives clearing. JamiLynn started her career with BNY Mellon Pershing, spending over a decade with the firm in variety of roles from their Corporate Training Program to client service to sales/relationship management. She co-founded and led the firm’s Connect Program, a next generation affinity group focused on millennial/Gen-Z recruitment and retention.
JamiLynn co-founded and is the Director of Fund Development for The Zippy Fund, a 501c-3 non-profit, focused on supporting pediatric cancer patients and their families.
JamiLynn earned a BA from Elon University.
Lisa is a Managing Director with Providence Equity and PSG, where she focuses on business development activities. Previously, she was a Managing Director at CVC Capital Partners, where she was responsible for managing the firm’s North American investor relations and fundraising efforts. Before CVC, Lisa worked at Merrill Lynch, first in the Mergers & Acquisitions group in New York and then in the Private Equity Funds Group in London, where she was responsible for the origination and distribution of alternative asset class funds in Europe. Lisa started her career as a management consultant with A.T. Kearney, where she worked across North America and South Korea. She received a Master of Business Administration from Harvard University and a Bachelor of Arts from Stanford University.
Joyce Chang is Chair of Global Research for J.P. Morgan’s Corporate and Investment Bank, a global leader in Banking, Markets and Investor Services. J.P. Morgan’s Global Research professionals study all sectors in which the firm does business, including equities, fixed income, currency and commodities, emerging markets, derivatives and structured finance. The Global Research team has been named the top global research firm for 2020 by Institutional Investor.
Joyce was most recently Global Head of Research, a role she held for more than five years (2014-2019). She was previously Global Head of Fixed Income Research and began her career as an Emerging Markets Strategist. From 1997 through 2012, Joyce held top rankings in Institutional Investor surveys for Emerging Markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame.
Joyce was a Managing Director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She serves on the Board of Directors of the German Marshall Fund, Trickle Up and Girls Inc. and on the external advisory board for the Center of Financial Stability. She is a member of the Council on Foreign Relations and the Inter-American Dialogue. She is the Senior Sponsor for J.P. Morgan’s Corporate and Investment Bank Women on the Move Network, the network for employees of Asian heritage (AsPIRE) and Nonprofit Board Service. She has been named as one of Top 25 Most Powerful Women in Finance by American Banker since 2012 and was included in Barron’s 2020 and 2021 lists of the 100 Most Influential Women in Finance.
Joyce holds an M.P.A. from Princeton and serves on its External Advisory Council for the Center for Public Policy, and has a B.A. from Columbia from where she was awarded the John Jay award for professional achievement and serves on its Board of Visitors
Kimberly Evans, is an Executive Vice President at Northern Trust.She has been appointed the Head of Corporate Sustainability, Inclusion and Social Impact for the firm.Prior to this role, she served as the North America Head of Private Capital Fund Services and previously led the Governmental, Sovereign Wealth, and Taft Hartley/Union pension and treasury business, in the US, Central and South America.
In addition to her direct business responsibilities, Kim also has a track record for deep engagement in organizational initiatives that holistically drive the organization forward.This includes recently leading a major organizational alignment project, the operations and technology engagement program, and currently serving as the President of the Women In Leadership Business Resource Council(WIL BRC) at Northern Trust, which she led to become a nationally recognized and award-winning employee resource group.
With over 25 years of experience, Kim has become a business transformation expert.Kim has developed, led, and executed business and change strategies for five financial services organizations, managed teams in six countries, and has implemented technical and organizational programs that have impacted over 27,000 financial services professionals throughout her career.She has also owned and operated businesses as an independent consultant and as a franchise owner.Kim’s core expertise includes creating and executing business strategy, developing and maximizing talent, and ultimately driving change and transformation to make organizations competitive, effective and productive.Kim is highly sought after for speaking engagements in the financial services industry, on topics such as ESG and Diversity, Equity & Inclusion, and within the philanthropic community.Regardless of the environment, Kim’s professional achievements, personal will to overcome and track record of paying it forward inspires and motivates audiences to act.
Kim graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Psychology and has earned numerous business, leadership, and technical certifications throughout her career.
Kim has been named a 2021 Finalist for Women In Finance by Markets Media, 2021 Leader That Can, one of the 50 Leading Women in the 2020 Hedge Fund Journal,a Chicago United 2019 Business Leader of Color Honoree, a Leading Women’s Executive Alumni, and a three-time Chairman’s Award recipient.She was also recognized as a Leader in Philanthropy by the University of Chicago and currently serves on the board of the Chicago Public Education Fund (The Fund) which targets the development of principals within Chicago Public Schools (CPS).She is a distinctive member of C200, a powerful community of successful business women and the Economic Club of Chicago.
Meredith Sondler-Bazar is a managing director in the healthcare investment banking group at Oppenheimer & Co. where she is focused on the origination and execution of public and private financings in the life sciences sector. Prior to Oppenheimer, Meredith was an analyst and an associate at Cowen and Company. She also spent time as a director focused on operations at F. Schumacher & Co., a leading company in the home textile industry. Meredith graduated from Brown university in 2006 with an AB in Business Economics and lives in NY with her young family.
Yumi Koh is a Vice President and Banker in the Atlanta office of J.P. Morgan’s Private Bank. She is responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to high-net- worth clients in the Southeast. Ms. Koh joined J.P. Morgan’s Private Bank in 2018 and has over twenty-five years experience advising and investing in public/private companies globally.
Previous to J.P. Morgan, Ms. Koh was a Global Investment Analyst at hedge funds StoneWork Capital and Tiger Asia. She formerly was a Senior Analyst/Fund Manager at Bessemer Trust in New York and London. Prior to joining the buyside in 2002, Ms. Koh was a sell-side Equity Research Analyst at Morgan Stanley and an investment banking Associate in the Global Mergers & Acquisitions division of J.P. Morgan. She has served on the boards of Integrity Square (boutique investment bank with a venture capital arm) and financial technology startup IRAmarket. Ms. Koh graduated cum laude with a B.A. in Art History from Columbia College, Columbia University, and a MBA in Finance from The Wharton School of Business, University of Pennsylvania. She is a licensed securities professional (Series 7, 63) and an employee of both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A.
Ms.Koh is Co-Captain of Sustainable Investments for J.P. Morgan Private Bank Southeast Region. She also serves as Co-Chair of the South Region Mentorship Committee of the Asian Leadership Forum for JPM Asset & Wealth Management. Ms. Koh is a member of the Corporate Leadership Council of Fernbank Museum of Natural History and is an active alumnus of Wharton and Columbia. She is proficient in French and Korean.
Marina Severinovsky is an Investment Director on the QEP team, based in New York. She joined the QEP team in 2020 and is responsible for communicating QEP’s investment policy and strategy with clients, as well as business management in the Americas.
Prior to joining the QEP team, Marina was an Investment Strategist from 2016 to 2019, working in partnership with Hartford Funds to represent Schroders strategies to financial advisors and intermediaries across all client channels, primarily in the Central US region.
Marina was an Alternatives Specialist at Schroders from 2010 to 2016, which involved supporting the development of Schroders’ Alternatives business in the Americas. Her product management activities covered multiple strategies, including Commodities, Absolute Return Emerging Market Debt and Insurance Linked Securities.
Marina joined Schroders in 2010 and is based in New York. Prior to joining Schroders, she was an Associate in Investment Banking at Citi Capital Markets and Banking from 2008 to 2010, which involved supporting buy- and sell-side mergers and acquisitions, equity and debt transactions, and fairness opinions for a broad range of corporate clients in the Healthcare and Tech, Media & Telecom coverage groups. She was a Consultant and Client Relationship Manager at Digital Mandate, LLC from 2005 to 2007, which involved providing legal technology, process consulting, and technology optimization solutions to large law firms and corporate legal departments. She was an Analyst at Chicago Partners, LLC from 2004 to 2005, which involved finance, economics and accounting consulting, in the context of litigation and regulatory review activities.
Marina brings 15 years of professional experience to her role at Schroders, including economic analysis, research, and financial modeling, as well as product development, strategy, and client relationship management. She is conversationally fluent in Russian.
Anmay Dittman, Director, is a senior investment professional and portfolio manager in the Renewable Power Group at BlackRock, which currently manages over $9 billion for investment in global climate infrastructure across 6 funds and 270 renewable power projects and is actively investing worldwide. Anmay is responsible for leading investment and strategy execution, developing and structuring new products, negotiating deal documentation, supervising due diligence, and advising on investment and divestiture strategy, portfolio optimization and asset management. Anmay is also a senior advisor to the BAI Sustainable Investing team, which is a dedicated team who works across the platform to develop and implement the group’s strategies on sustainable investing and ESG integration. Prior to her current position, Anmay was Head of Strategic Execution for the BlackRock Real Assets business, where she led the development, management and execution of strategic initiatives for the platform.
Ms. Ahern is Chief Financial Officer for PineBridge Investments responsible for planning, auditing, accounting for, controlling and reporting on the firm’s finances. Ms. Ahern is also responsible for overseeing the firm’s risk governance structure including setting risk parameters to meet internal and regulatory risk reporting guidelines for PineBridge’s global locations. She has over 30 years in the investment management industry, including 10 years of CFO experience with alternative and long only funds. Most recently Ms. Ahern served as an Independent Trustee for the Advisor Inner Circle Trust, a $60 Billion 1940 Investment Trust, as well as an independent director on various alternative funds. Ms. Ahern served as the CFO for Soros Fund Management from 2007-2015, where she managed the Treasury, Operations, Fund Administration and Management Company finances, chaired the Valuation Committee and was a member of the Management, Capital Allocation and Risk, Brokerage and Retirement Committees. Prior to that role, she was Vice President of Capital Markets Accounting for Freddie Mac, and also held senior positions at Lord, Abbett & Co., Deutsche Bank and Goldman Sachs Asset Management. Ms. Ahern is a CPA and received an MBA in Finance and International Business from the Stern School of Business at New York, University and a BS in Accounting from Manhattan College.
Michelle is a Managing Director responsible for Gatewood's fundraising and marketing initiatives, as well as assisting in business development and transaction origination. Michelle has deep fundraising experience, with a particular focus on raising capital on behalf of specialized and emerging alternative investment managers. Prior to joining Gatewood, Michelle was with Cebile Capital, a global placement agent and secondaries advisory firm, where she led Cebile’s North American distribution and fundraising efforts for lower mid-market and emerging managers. Prior to Cebile Capital, she worked at VCP Advisors, a boutique placement agent where she was instrumental in building and strengthening the firm's North American distribution network, as well as managing and closing fundraises across multiple specialist private equity strategies. Before joining VCP, Michelle worked in leveraged finance at Jefferies in New York and Mizuho Bank in London, where she conducted credit analysis and underwrote financing commitments for leveraged buyout transactions across Europe and North America. Michelle graduated from the London School of Economics with an LLB in Law and with a MSc in Comparative Political Science.