Events
Speaking Engagement

Recent and Noteworthy Events

  • “Doing Good While Doing Well: ESG and Impact Investing,” 100 Women in Finance Education Series, August 22, 2019
    • Organized and moderated panel of industry thought leaders discussing ESG and impact investing, including the movement’s continuing evolution; current hot topics and new developments; and how impact investing is changing the way that companies do business.
  • “Cybersecurity: Chasing a Moving Target,” Mutual Funds Directors Forum and Center for Financial Policy of the Robert H. Smith School of Business at the University of Maryland, May 8, 2018
    • Moderated a panel at MFDF joint conference entitled The Road Ahead- Disruption and Innovation in the Fund Industry. Discussed key cybersecurity issues facing the fund industry and the board’s oversight role.
  •  “Board Composition and Governance Practices,” Fund Directions’ Annual Directors New York Summit, February 27, 2018
    • Led discussion on Board governance best practices and trends.
  • “Fund Governance Best Practices,” Gemini’s Thought Leadership & Cocktails Event, February 13, 2018
    • Participated on panel discussing Board governance trends and developments.
  • “Understanding the Roles of Independent Trustee, Fund and Adviser Counsel,” Mutual Fund Directors Forum (MFDF) Webinar Series, December 12, 2017
    • Discussed the roles of independent trustee, fund and adviser counsel and how these roles interact.
  • “The Age of Cybersecurity Warfare,” Fund Operations & Technology Leaders Summit, October 3, 2017
    • Panel discussing how fund groups and the SEC are approaching cybersecurity.
  • “A Summer Evening with Congressman Jim Himes,” 100 Women in Finance Education Series, July 10, 2017
    • Moderator for one-on-one discussion with Congressman Jim Himes regarding the financial services regulatory landscape, including the Financial Services Committee agenda, and the U.S. and international financial systems.
  • “Privilege and Proprietary Information in the Digital Age,” NICSA Webinar, May 17, 2017
    • Discussed best practices for managing and protecting digital communications in the asset management industry.
  • “The SEC’s Liquidity Risk Management Rule: Practical Considerations and Implications for Boards,” Independent Directors Council (“IDC”) Philadelphia Chapter Meeting, April 18, 2017
    • Guest speaker at IDC Chapter Meeting discussing new liquidity risk management rule and role of boards.
  • “Privilege and Proprietary Information in the Cyber Age: Are You as Protected as You Think?” ICI Mutual Funds & Investment Management Conference, March 14, 2017
    • Moderated panel discussion of what privilege, proprietary and protection mean in the current legal and technological environment.
  • “Fund Intelligence Briefing Panel on Cybersecurity,” Fund Intelligence Breakfast Briefing Series, November 15, 2016
    • Participated in a debate and discussion about hacking and the cybersecurity lesson for funds.
  • “Recent Regulation (including the DOL Fiduciary Rule) and Impact on Product Offerings,” Third Party Marketers Association (3PM) 2016 Annual Conference, October 19, 2016
    • Discussed the impact of recent regulations on investment product offerings.
  • “The Evolving Roles of Fund Boards, CCOs and Legal Counsel in the Current Regulatory Landscape,” 2016 ICI Mutual Funds & Investment Management Conference, March 15, 2016
    • Moderated a breakfast panel discussion held by Drinker Biddle during the 2016 ICI Mutual Funds & Investment Management Conference.
  • “Directors’ Duties – Weavering and Beyond: Panel on Jurisdictional Trends in Fund Governance,” Mourant Ozzanes Spotlight on Fund Governance Regulatory Seminar, February 26, 2015
    • Discussed the duties and responsibilities of investment company directors/trustees, as well as board governance trends and best practices.
  • “Who’s Our Lawyer? The Roles of Independent Trustee, Fund and Adviser Counsel,” Mutual Fund Directors Forum Webinar Series, January 8, 2015
    • Presented on the roles of independent trustee, fund and adviser counsel and how these roles interact.