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2nd Annual CFA Society of Miami Conference: Diversity in Finance: Strategies for Success

Miami, FL • May 30, 2018

Join the women of Ellevate at the 2nd Annual Diversity in Finance Conference, and discuss the importance of diversity and inclusion in finance as well as in the boardroom.

Wednesday, May 30, 2018 2:30 PM - 7:00 PM EDT

East Hotel
788 Brickell Plaza
Rise Room - 38th Floor
Miami, FL 33131

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Join the women of Ellevate and other members of the financial community to discuss important topics related to diversity and inclusion in the industry.

Featured Speaker: Maria Elena Lagomasino (Mel)An intimate discussion with WE Family Offices CEO discussing her career in wealth management, her service as a board member of two Fortune 500 companies, and her perspective on gender diversity in finance.

Meredith Jones: "Gender Diversity in Investment Management"There is a growing body of proof that increasing the number of women in investing can boost returns, reduce volatility and create jobs from Wall Street to Main Street. This presentation will focus on providing key facts about how gender diversity can positively impact your bottom line, while also providing practical solutions to recruiting and retaining female employees.

Investor Panel moderated by Meredith Jones

Machel Allen, CFA President & Chief Investment Officer Metis Global Partners

Kim A. Krause, CFA

First Vice President, Investment Advisor

SunTrust Bank

Barbara Lane, CFA

Senior Vice President

Northern Trust

Carolina Montiel

Managing Director

BNY Mellon Family Wealth Management

Maria Negrete-Gruson, CFA

Managing Director, Portfolio Manager

Artisan Partners



Maria Elena (Mel) Lagomasino
Has worked with financially successful families for more than three decades. As CEO and Managing Partner of WE Family Offices, a global family office serving ultra-high net worth families, she engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth as a successful business enterprise. She is a recognized leader in the wealth management industry and is a founder of the Institute for the Fiduciary Standard.

Before founding WE, Mel served as CEO of GenSpring Family Offices, a wealth management firm. Prior to that, she served as chairman and chief executive officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision. Her career in banking began in 1977 at Citibank. She joined the Chase Manhattan Private Bank in 1983 and was named head of Chase’s worldwide private banking business in 1997. Following the Chase-JP Morgan merger, she became chairman and chief executive officer of JP Morgan Private Bank.
Mel serves on the boards of The Walt Disney Company, The Coca-Cola Company, and the Americas Society. She is also a member of the Council on Foreign Relations.

In August 2015 she was named one of the 50 most influential women in Wealth Management by Private Asset Management. In 2012, Mel was named one of the Directorship 100 by the National Association of Corporate Directors and was named by American Banker one of 2012’s Top 25 Women in Finance. Mel was named Women of the Year by Hispanic Business Magazine in 2007. In September 2006, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America and served on Secretary Rice’s Advisory Board on Transformational Diplomacy.

A graduate of Manhattanville College (B.A.), Mel also earned graduate degrees at Columbia University (M.S.) and Fordham University (M.B.A).

Meredith Jones
Is an internationally recognized researcher, writer, blogger speaker and expert in the alternative investment industry. She is the author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), which won an Axiom Award gold medal in 2016. She is also a contributor to Institutional Investor magazine, with a featured monthly column called “The Broadside.” Her bi-weekly blog appears in a variety of media outlets as well.
Meredith was named as an Inc. magazine’s “17 Inspiring Women to Watch in 2017” and as a Distinguished Author by the Securities and Exchange Commission in 2018. She serves on the Board of Directors for Rock the Street, Wall Street, a non-profit that provides financial and investment literacy programs to high school girls.

Over the past 19 years, Meredith has presented her original research and insights to industry participants around the world. She is a frequent speaker on the international conference circuit and has had her findings published in books and major media outlets, including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, the Journal of Investing, and others.

As founder of MJ Alternative Investment Research, Meredith continues to provide timely research, education and actionable insights to the alternative investment community, with a particular emphasis on gender and investing, emerging managers, diversity, and ESG/impact investing.

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Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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