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Sustainable Investing with a Gender Lens: Uncovering Investment Opportunities & Building Momentum
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Sustainable Investing with a Gender Lens: Uncovering Investment Opportunities & Building Momentum


When: Thursday, May 17, 2018
From 5:30 pm to 8:00 pm
Where: BMO Capital Markets
3 Times Square
New York, New York  10036
United States

Registration Information
Online registration is closed.

Sustainable Investing with a Gender Lens: Uncovering Investment Opportunities and Building on the Momentum


The Impact Investing Committee is excited to be hosting a panel discussion focused on gender lens investing. As of the end of 2017, the sector had attracted more than $2 billion in private and public assets compared with only $100 million back in 2014. The latter affirms investor confidence in the huge potential for impact and alpha over the long term, from investing in gender balance. The panel will highlight the gender-linked products available to investors today while exploring the challenges facing the industry in developing new investable opportunities. According to McKinsey, achieving gender equality could add $12 trillion to the world GDP alone. Recent studies have concluded that reducing gender inequality is vital for improving economic status and well-being of women. Gender lens investing is aligned with UN’s Sustainability Development Goal (SDG) No. 5 of gender equality and poised to deliver both sustainability and growth.

The panel will highlight the momentum that the cutting-edge sector is achieving and the catalytic role it plays. There are numerous factors for creating benefits and it is a perfect time to leverage the market. The premier speakers will discuss the varied opportunities, market participants in the current investment landscape and make recommendations for this niche sector.



Manju SealManju Seal, Moderator
Sustainable Finance & ESG Specialist
BMO Global Capital Markets

Manju Seal drives BMO Capital Markets focus in sustainable finance and ESG initiatives. Seal has over eleven years of working extensively in the financial industry for investment banking and investment firms with an emphasis in structured finance, risk management and quantitative methods. She has also led two non-profits focused on women’s empowerment and poverty alleviation. She is an American Marshall Fellow (2008).


Luisamaria CarlileLuisamaria Ruiz Carlile
Senior Wealth Manager
Veris Wealth Partners

Luisamaria Carlile is a Senior Wealth Manager and a Certified Financial Planner™ in Veris’ New York office. She manages client portfolios and designs comprehensive strategies to meet a wide range of clients’ financial goals. She co-leads Veris Women, Wealth & Impact committee and has led the firm’s research and thought pieces on ‘gender lens investing.’ Carlile is also a member of the Financial Planning Association and serves on the Advisory Board of Oxfam America’s WISE Women’s Empowerment Fund.


Eve EllisEve Ellis
Financial Advisor, Portfolio Manager
Morgan Stanley

Eve Ellis is a founding partner and principal of The Matterhorn Group, wealth manager and portfolio manager at Morgan Stanley, a team committed to aligning clients' investments to their values. In May 2018, she will be the recipient of The Women's Bond Club of New York's Betty Cook Award, which recognizes a recipient for exceptional dedication to the advancement of women. Ellis is a member of the Forum for Sustainable and Responsible Investment (US SIF).


Stephen FreedmanStephen R. Freedman
Head of Sustainable Investing Solutions, Wealth Management USA

Stephen is responsible for strategically developing the Sustainable Investing Products and Services platform, while promoting Sustainable Investing concepts and solutions to Financial Advisors and clients through engagement and education. He also led Sustainable Investing research in the US and was in particular the lead author and editor of the firm's Sustainable Investing white paper series and a frequent speaker on the topic.


Sandra HuntSandra Hunt
Senior Director
Wharton Social Impact Initiative

Sandra Hunt is Senior Director at the Wharton Social Impact Initiative, where she leads WSII’s gender lens investing work and oversees the initiative’s operations and strategic planning. She serves on the seed stage investment committee for Wharton Impact Investing Partners, and has been a judge for social entrepreneurship competitions including the Forbes $1 Million Change the World Competition.



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Event Schedule
5:30 - 6:15 pm Registration and Networking

6:15 - 6:30 pm Welcome and Introductions

6:30 - 7:30 pm Panel Discussion and Q&A
7:30 - 8:00 pm Networking

$25 FWA Members, $40 Non-Members | Refreshments Included


Mass Transit: 1/7/A/E//W 4/N/Q/R/S/W to Times Square.

We are extremely grateful to BMO Capital Markets for kindly hosting us during this insightful event. BMO Capital Markets is a member of FWA President's Circle.


Special thanks to our panelists for sharing their experience and adding their invaluable expertise to this event.

This event is organized by the Impact Investing Committee of the FWA of NY, Inc. with special recognition to
committee members: Nelun Wijeyeratne, Manju Seal and Pat Addeo.

About the FWA
Established in 1956, the FWA is a 501(c)(3) nonprofit professional organization with a membership of approximately 1000 female and male professionals working in the financial services industry or who hold a financial position in another industry. The FWA has a long tradition of encouraging women to seek career opportunities in finance and business through mentorship and networking.



Reservations Required -- Bring Photo ID -- No Walk-Ins

 Reservations/Cancellations and payments are required by Tuesday, May 15, 2018.


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