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When the Bear Shows Up, Where Are You Going to Hide? – Insights & Perspectives on 2020 & Ahead

November 14 @ 17:30 - 20:30

International Women’s Day may not be until March, but the New York Alternative Investment Roundtable isn’t letting that stop us.

The Roundtable will host its third, annual all-female forum on November 14th, with a panel that will discuss their views on a wide array of topics impacting the alternative investment industry –from the role alternatives play within the industry at large; to their individual roles and how they rose to their positions in a male dominated industry; and even the looming bear market and what investors should be doing in preparation for its arrival.

Panelists:

  • Erin Gibbs, president and chief investment officer of Gibbs Wealth Management
  • Liz Ann Sonders, chief investment strategist, Charles Schwab
  • Susan Webb, president and CIO of Appomattox, a $3 billion dollar, woman owned investment firm

 

Erin Gibbs is president and chief investment officer of financial advisory firm Gibbs Wealth Management, where she oversees all of the firm’s equity portfolio strategies, which include both North American and International jurisdictions. She is also responsible for developing the firm’s equity advisory business and quantitative portfolio research globally and is a voting member of its Portfolio Strategy Committee. Prior to her current role, she spent 13 year with Standard & Poors Investment Advisory Services, where she was the firm’s equity chief investment officer. Before that she held positions at Liberty Ridge Capital, Citigroup and Sanford Bernstein. She is a board member of the Society of Quantitative Analysts, a not-for-profit organization focused on education and communication to support members of the quantitative investment practitioner

Liz Ann Sonders is chief investment strategist at Charles Schwab, where she  has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She is a regular contributor to Schwab’s publications and the keynote speaker at the firm’s corporate and client events and is a frequent guest and guest host on many CNBC programs, among other networks, and was a regular panelist and guest host on PBS’s original Wall $treet Week With Louis Rukeyser. Sonders initially joined U.S. Trust in 1999, which was acquired by Schwab in 2000, where she was a managing director and member of that firm’s investment policy committee. Prior to that, she was a managing director and senior portfolio manager at Avatar Associates. She has been named one of SmartMoney’s “Power 30,” one of Kiplinger’s  “25 Most Powerful Women in Finance,” most recently was named to Investment Advisor’s list of the 25 most important people in and around the financial advisory profession, the “IA 25,”for a second time, along with Warren Buffet -among other similar awards. In 2005, she was appointed to and served on the President’s Advisory Panel on Federal Tax Reform, President Bush’s bi-partisan tax reform commission. She serves on the Make-A-Wish Foundation of America’s CT Chapter’s board, having  previously served on the organization’s national board of directors.

Susan Webb is president and CIO of Appomattox Advisory, a woman owned investment firm with approximately $3 billion in assets under management. Ms. Webb is a member of the firm’s investment committee, which is responsible for identifying and evaluating managers and managing portfolios. Prior to co-founding Appomattox, she was head of First Atlas Capital, the SEC Registered Advisor of global fund of hedge fund firm Atlas Capital. Other previous positions include working on the trading desks of Citibank, Paribas Capital Markets and CIBC. In addition to that, she was also a managing director at Caisse des Depots, where she established that firm’s U.S. credit derivative and synthetic CLO and hedge fund structuring business. Ms. Webb is a member of GTI Capital Group’s board; is on the board of High Water Women, and is on the advisory board of Catalyst Financial Partners. She holds a bachelor of arts from the University of Virginia and an MBA from the University of Virginia’s Darden School.

Moderator:

  • Deborah Goldstein, founder DRIVEN Professionals

Deborah Goldstein is the founder of DRIVEN Professionals, an organization devoted to assisting companies in attracting, retaining and promoting exceptional talent. DRIVEN’s programming is designed to address the pandemic of stress, to build cultures of workplace trust, to promote intentional productivity and to empower human capital to leverage the kind of corporate emotional intelligence that leads to an engaged workforce. She has been featured on Bloomberg Surveillance, and is a frequent contributor to Forbes and Iris. She is also on the Global Advisory Council of IMPACT Leadership 21, the NYC Leadership Council of BIAAG, and the Board of Directors at SEEK Safely. Prior to launching DRIVEN, Deborah had a career in the restaurant industry, which included the launch of her own restaurant, Goldies by the Bridge in Sleepy Hollow, NY.

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