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The Movers and Shakers on Wall Street

Greenwich, CT • October 22, 2009

The Harvard Business School Club of Connecticut & The Penn Club of Fairfield County invites all Alumni and friends to A Panel Discussion “The Movers and Shakers on Wall Street” - ...

Thursday, October 22, 2009 7:30 PM - 9:30 PM EDT

Bush-Holley Historic Site
39 Strickland Road
Greenwich, CT 06807
US

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The Harvard Business School Club of Connecticut
&
The Penn Club of Fairfield County

invites all Alumni and friends to

A Panel Discussion

“The Movers and Shakers on Wall Street”

- A Woman’s Perspective

Featuring ;

Moderator

Umber Ahmad
Co-Chief Investment Officer, Platinum Gate Capital Management LLC

Panelists

Lee Spelman Doty, Managing Director at J.P. Morgan Asset Management

Renee Noto, Managing Partner at Crown Advisory International Ltd.

Leena Akhtar, curator of “Women on Wall Street” currently on exhibit at
the Museum of American Finance’s (MAF)

Bio information on the panel below

Members of either Penn or Harvard Club:
$35 per person
Non-members: $45 per person
Space is limited. Reservations will be accepted first-come, first-served.


Call 203-869-6899, ext 18 to reserve or register online at:

http://www.hstg.org

Moderator:

Umber Ahmad, Co-Chief Investment Officer, Platinum Gate Capital Management

Umber is Co-Chief Investment Officer with Platinum Gate Capital Management, LLC and the co-founder of Goldenridge Capital, a private equity boutique. Prior to co-founding Goldenridge, Ms. Ahmad was a Vice President in the Goldman Sachs Private Equity Group, where she focused on new product development, institutional and ultra-high net worth fundraising and investor relations, and the creation of third-party distribution opportunities for the firm’s $21bn primary and secondary private equity fund of funds.

Prior to Goldman Sachs, Ms. Ahmad worked in the Financial Institutions Group of Morgan Stanley’s Investment Banking Division, focusing on mergers, acquisitions, and financings for insurance companies and financial technology firms worldwide. Previously, Ms. Ahmad was a Manager with Deloitte Consulting, focusing on operational and strategic redesign in the healthcare sector. Ms. Ahmad received a B.S. in Genetics from the Massachusetts Institute of Technology, an M.P.H. in International Health Policy from the University of Michigan, and an M.B.A. in Finance and Healthcare Management from The Wharton School of the University of Pennsylvania. Ms. Ahmad serves on the Arzu Junior Advisory Committee and on the Board of Directors of The 85 Broads Foundation and The Eye-Bank for Sight Restoration.

Speakers:

Lee Spelman Doty, Managing Director at J.P. Morgan Asset Management

Mrs. Lee Spelman Doty (Wharton’76) is a Managing Director at J.P. Morgan Asset Management. Mrs. Doty heads the team of U.S. Equity client portfolio managers and is responsible for the institutional and retail equity channels.

Prior to joining J.P. Morgan in 1989, Mrs. Doty was the Director of Research and technology specialist at Martin Simpson and Co., a brokerage house specializing in technology and health care research. She is a Chartered Financial Analyst.

At Penn, Mrs. Doty is President of the Penn Alumni Board of Directors and Chair of the Penn Alumni Executive Committee. She also serves on the Board of Overseers of the Graduate School of Education and on the Executive Board of Penn Medicine. She is a member of the Penn Alumni Council and was a founding member of the Penn Club of New York. Mrs. Doty was a past vice chair of the Trustees Council of Penn Women and has served as co-chair, along with her husband and classmate, George E. Doty, Jr., of her Class Gift Committee for several reunions. She and her husband have supported financial aid through endowed scholarships and have supported numerous other areas of the University.

Mrs. Doty and her husband reside in New York City with their three children, one of whom, Christopher, is a Penn alum (C’06).

Renee Noto, Managing Partner at Crown Advisory International Ltd.

Renee is a Managing Partner at Crown Advisory International Ltd., a small/mid cap long/short equity hedge fund in New York City. Prior to Crown, she founded Talon Advisors LLC, a fund of funds, and was responsible for asset allocation, research, marketing, IR and day to day operations. She also co-founded (2007) another management company, Flexion Asset Management, to operate an additional global fund of funds and an asset management firm. With a passion for investing, prior to co-founding two firms, Renee was the co-head of research at New Providence Asset Management and prior to this, she was a founding partner at Narragansett Asset Management, a $1 billion long/short equity hedge fund. She has work experience as Goldman, Sachs and Fidelity Management & Research. Ms. Noto received a BA in Math and Geography from Dartmouth College in ’88 and was awarded the Rufus Choate Scholar. She received her MBA from Harvard University. She is a member of the Investment Committee at the Emma Willard School and resides in Greenwich, CT.

Leena Akhtar, curator of “Women on Wall Street” currently on exhibit at the Museum of American Finance’s (MAF)

Leena Akhtar is curator of “Women on Wall Street” currently on exhibit at the Museum of American Finance (MAF) in Manhattan and scholar on Hetty Green (1934-1916), the first female Wall Street tycoon and a Greenwich resident. Lena will join the discussion to explore the historic role of women in the world of finance and Wall Street.



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