| June 2008 |
 JPMorgan Chase & Co. has hired Elaine La Roche, the former chief executive of China International Capital Corp, as its vice chairman for securities business in China. La Roche, who served two years as the head of China's first securities joint venture, was formerly an executive with Morgan Stanley before taking the job with CICC.
She was among the participants in the first FWA delegation to China, which took place 30 years ago.
 Joanne Landau, president, Kurtsam Realty, spoke on a panel on Women and Corporate Boards in the general session of the annual New Jersey Association of Women Business Owners (NJAWBO) held on May 8th, in Long Branch, New Jersey. The two other panelists were Gail Lieberman, another FWA member, and Linda Schmidt, a TIAW (International Alliance for Women).
 The FWA is extremely proud to report that Roberta Karmel has been named by the American Bar Association Commission on Women in the Profession as a recipient of its Margaret Brent Women Lawyers of Achievement Award. The Award was named for Margaret Brent (1601-1671), the first woman lawyer in America. The FWA Board wrote a letter in support of her nomination by the Business Law Section of the ABA.
Except for her years as an SEC Commissioner, where she was the first woman to hold the position, Roberta Karmel's professional life has been on Wall Street where she has put down deep roots in the New York business community. Roberta, as far as we know, was the first woman to build a significant "Wall Street" law practice of her own and the first woman to sit on the management committee of a major New York law firm. Her clients included most of the major Wall Street houses. Likewise, she was the first woman to sit on the boards of a number of companies as well as the first woman to sit on the board of the New York Stock Exchange. She is currently Centennial Professor of Law at Brooklyn Law School.
The award will be presented at a luncheon on Sunday, August 10 at the Sheraton New York. Details are available at www.abanet.org/women/awards.html.
 Karen C. Altfest, Ph.D., CFP®, and Vice President of L.J. Altfest & Co., a respected financial and investment advisory firm in New York City, is featured on the cover of the April issue of Wealth Manager magazine. This edition focuses on the role of women in the financial services industry. Additionally, she was ranked in the issue’s “Top 50 Distinguished Women in Wealth Management.”
View the article:
http://www.wealthmanagermag.com/cms/WM/Monthly%20Issues/Issues/2008
/04/Index/Features/Mandell--woman%20
advisors?searchfor=karen%20altfest
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| May 2008 |
Joanne Landau was recently quoted on directors and risk management in the article, “Directors Question Managers’ Approaches to Risk,” published by Agendaweek on March 17, 2008.
View the article: (password required)
http://www.agendaweek.com/articles/20080317/
directors_question_managers_approaches_risk
 Speaking about investment fiduciary risk, Dr. Susan Mangiero presented the April 10 keynote to Pension Bridge conference attendees in San Francisco. Her popular investment risk blog, www.pensionriskmatters.com, is now part of the Forbes business blog network. As president of Pension Governance, LLC, Susan addressed hedge fund valuation issues for the Hedge Fund Operations & Technology Conference in New York City on April 23.
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| April 2008 |
 Barbara J. Krumsiek, Calvert President and CEO, was honored by the Latino Economic Development Corporation (LEDC), a Washington, D.C.-based nonprofit group focused on helping Latinos manage the conditions that impact their financial stability.
In addition to Calvert's reputation as a respected leader in providing investors with sustainable and responsible investment strategies, LEDC also considered Krumsiek's service on the Board of the Calvert Social Investment Foundation, a 501(c)(3) nonprofit organization that focuses on increasing the flow of capital to underserved communities in order to foster an equitable and sustainable society.
Barbara is also being honored by the The 2008 Cafritz Foundation Founders’ Award for Leadership & Community Service. This award recognizes an individual, a business or a nonprofit organization whose cumulative commitment, values and dedication exemplifies the vision of Leadership Greater Washington Group’s founders. The award will be presented during the Annual “Greater Washington Community Service” Awards Dinner on April 2, 2008.
 Margaret Prentice, Chief Marketing Officer of RegentAtlantic Capital, LLC was selected for the 2008 Class of New Jersey's Best 50 Women in Business. The award winners, chosen by an independent panel of judges are recognized for their professional success, community involvement and advocacy for women. The announcement was published in the March 17th issue of NJBIZ.
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| March 2008 |
Karen C. Alfest, Ph. D., CFP®, longstanding member of FWA of New York, and Vice President of L.J. Altfest & Co., was featured in the December issue of Financial Planning in an article that focused on how she uses her fine-tuned interviewing skills to solve the issues and concerns of her predominately female client base.
Additionally, she recently appeared on ABC World News with Charles Gibson discussing how financial advisors are working to allay the market concerns that people have been expressing. She also recently presented a financial makeover in the anniversary issue of the New York Daily News’ Money section.
 FWA Board Member Liz Farrar is quoted in The Wall Street Journal, in Meta Levin’s January 29 article on Financial & Financial Advisor Careers: A Booming Field Prompts People to Change Careers. As a partner in Vousden Associates, a recruiting firm specializing in financial advisors, Liz notes that the trend for mid-career professionals to consider becoming financial advisors is so pronounced that Vousden Associates has added recruiting of these candidates to its focus.
 Ivy Lindstrom Fredericks, President & CEO of Transnational Capital Corp., will speak on "Growth Sectors in China" at the Management Global Information (MGI) China Private Equity Conference in Shanghai, March 11th and 12th.
 FWA President Lily Klebanoff Blake was interviewed at the recently held Rainbow Push conference. View the interview titled Empowering Corporate Women at
http://www.rollingout.com/v2/business/wk020708/bp_ny_lblake.php
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| February 2008 |
Dr. Susan Mangiero, CFA, FRM, is a featured “Person to Know” in the January 2008 issue of Emerging Manager Focus. She describes the importance of identifying hidden investment risk and asking tough questions of portfolio managers about their valuation process and internal controls. Her company, Pension Governance, LLC, just launched www.pensionlitigationdata.com, a joint venture with The Michel-Shaked Group.
View the press release: Pension Governance, LLC and The Michel-Shaked Group Launch Pension Litigation Database as Lawsuits Surge.
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| January 2008 |
 The Greater New York City Komen for the Cure Foundation confirms that the September 2007 Race in Central Park netted record revenues supporting Komen’s research, education and treatment mission. The success of the Race is due to the Race’s 20,000 participants, those who pledged contributions on their behalf, and the effectiveness of team leaders like Adrienne Glasgow who captained the FWA Team.
 UBS Financial Advisor Fred Smith has been elected to the board of S.I.S., a non-profit group based in Rochester NY that advocates for the financial well-being of breast cancer patients and their families.
 UBS’s Lauren Ogle is running the January 13 Disney Marathon in Orlando FL for the benefit of Children’s Hospital in Boston.
A number of media carried comments by FWA President Lily Klebanoff Blake on the progress that women executives are making moving into management in large companies.
View Lily’s quote as published by Forbes.online, 12/01/2007 in the article: Exit of Cruz leaves few women execs on Wall Street.
The Standard, Hong Kong newspaper, 12/07/2007 in the article:
Wall Street Still Man's World.
Brigitte.de, a German magazine, in the article: Ihre Karrierechancen im Detail
(Subscription required)
Lily's quote was also published in the Economía, a semi-annual journal from the Latin American and Caribbean Economic Association (LACEA). (Subscription required)
FWA member Mary Repke, CEO and Chief Bag Lady of Coakley Business Class, LLC, had her company’s Suede Tote selected as part of the gift bag given to some of Hollywood’s elite at the 22nd America Cinematique Awards in Los Angeles. The bags were also part of two online charity auctions for this organization as well as part of a giveaway in US Weekly, Limbo TV and Extra TV. Mary also contributed a bag to the FWA Holiday Benefit Gala Raffle!
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| December 2007 |
Liz Farrar, Vousden Associates, and Marleen Levi and Lauren Ogle, both of UBS, are serving as judges in the Securities Industry and Financial Marketing Association/SIFMA’s winter teen investor writing contest. Each judge reviews several entries from primary and middle school students who address a specific investment topic. Entries are evaluated based on form and content.
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| November 2007 |
 An article in the September 24-30 issue of Crain’s New York Business entitled “Women are not on par(tner) with male colleagues” focused on retention and advancement issues in accounting firms. Quoted and pictured was Ven Kocaj, a partner at Deloitte for 11 years. Speaking of the problem that Deloitte has focused on, she said “There was a perception that the career path here or in any public accounting environment was not going to be conducive to having a long-term career.” The article described recent efforts by accounting firms to make sure assignments represent women on all client engagements, tracking the progress of the management pipeline, and the establishment of mentoring circles and networks.
Two FWA members served as panelist on the recently held Executive Roundtable event by Deloitte & Touche.
Way to go! Two of the six panelists included past president Martha Clark Goss 2006-07, and FWA member Laurie Shahon. The Executive Roundtable series topic focused on “Diversifying the American Board: Crisis Management – Is Your Board Ready?” This was the third in a series of programs designed for senior executives interested in joining corporate boards, and nominating committee members interested in meeting potential board members.
Fabianne Wolff Gershon is featured in an article titled, “For Love and a Little Money” published in the New York Times, October 23rd, 2007. The article focused on the benefits of paid volunteerism. View the entire article:
http://www.nytimes.com/2007/10/23/business/ retirement/23PAY.html?_r=1&oref=slogin (Login maybe required)
 Shoya Zichy and her new book “Career Match: Connecting Who You Are With What You’ll Love to Do” co-written by Ann Bidou were featured in the article “The One That Lights Up Your Passion, Look Within to Find The Best Career Match” published in the Washington
Post, October 28, 2007.
View the entire article:
http://www.washingtonpost.com/wp-dyn/content/article/2007/10/27/AR2007102700437.html
(Login maybe required)
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| October 2007 |
 Marie-Terese Allen, Partner, Curtisk, Mallet-Prevost, Colt & Mosle will speak at the Swedish-American Executive Women’s Annual Conference in Stockholm in October. Others on the agenda include women whom the FWA delegation to Sweden met in 2006, such as Elisabeth Tarras-Wahlberg, Marshal of the Royal Court, and Renee Lundholm, President of the Swedish-American Chamber of Commerce in New York.
 Carol Pepper has been selected as one of the 20 Rising Stars in Wealth Management by Institutional Investor News. This is Investor News' inaugural award in the category of Wealth Management, spotlighting up-and-coming professionals nominated by their peers and selected by the staff as future leaders and trendsetters in the industry. The stars come from the U.S. and abroad, specialize in among others, asset management, tax planning, divorce and philanthropy, and manage between $50 million and $32 billion in assets.
Carol Pepper founded Pepper International LLC, a multi-family office catering to international clients with more than $25 million in assets, in 2001. The firm oversees investment management, estate and tax planning, and philanthropy for wealthy families. The firm also consults on creating family office operations in the Middle East, Asia, Europe, the Bahamas and the United States. The firm has a special expertise in Socially Responsible Investing, working with women, young inheritors and families who have assets and family members in multiple countries. Pepper International has over $100 million in assets under supervision.
The award was presented at the 6th Annual High Net Worth Industry Awards dinner on September 10, 2007 at the Pierre Hotel in New York City.
It's an annual thing for Suka Design!
Susan Karlin, president of Suka Design, has her company once again recognized by the Black Book Annual Report 100, the design industry’s most prestigious annual report competition.
This year, Suka nabbed a record five of the 100 awards.
Click on the link to learn more about the competition and Suka Designs’ winning annuals.
http://www.sukadesign.com/2007AR100.pdf
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| September 2007 |
 Pace University to honor Jack Ribeiro
On December 7, 2007, Pace University with honor Jack Ribeiro, Global Managing Partner - Financial Services Industry of Deloitte & Touche USA LLP and an active supporter of the Financial Women’s Association at its 15th Annual Lubin Alumni Achievement Award Luncheon.
Each year, Pace University hosts an annual scholarship event focusing on honoring a business leader to raise money for its scholarship fund which is used to provide important scholarship support to exemplary students at the university’s Lubin School of Business who demonstrate academic achievement, leadership qualities, civic engagement, and financial need.
Through his personal involvement with the Lubin School of Business and by accepting this award, Jack shows us that he supports the need to help future generations of business leaders achieve their goals. Through his work with the Financial Women’s Association and at Deloitte, Jack has helped implement programming to help build the careers of younger professionals. A committed alumnus, Jack serves as a trustee of Pace University and has played a leadership role in cultivating a strong partnership between Pace and Deloitte, including Alumni relations, scholarship and campaign support.
Please visit the Pace University 15th Annual Lubin Alumni Achievement Award Luncheon website for more information.
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| Summer 2007 |
Ivy Lindstrom Fredericks, President & CEO of Transnational Capital Corp., spoke on Business Development in Private Equity; Russian Investment Climate: A View from Advisors, at the International Council of Institutional Investors ("ICII") Emerging Markets Private Equity Conference 2007 in Moscow, June 4th and 5th. She also spoke at Private Equity World India 2007 in Mumbai, June 26-28.
 Martha Clark Goss, is featured in the article “Directors to Watch” recently published in the magazine Directors and Boards. Read about Martha’s accomplishments and contributions as a board director.
Click here to view the article.
President of Pension Governance, LLC, Dr. Susan M. Mangiero, CFA and Accredited Valuation Analyst, was featured in the Securities Industry News special report about hedge fund valuation. Susan appeared on Morning Call with Mark Haynes (May 17, 2007) to discuss hedge funds and pensions and again on CNBC’s Closing Bell with Maria Bartiromo (June 14, 2007) to discuss pensions’ international divestments.
Click here to view the article. |
| Send submissions for Member News to Lisa Buddenhagen lbuddenhagen@fwa.org. |
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