2022 Shortlist A woman working in asset/wealth management who has gone out of her way to support the cause of getting more women and diverse groups of people into the industry in the last 2-years. As well as examining the initiatives the candidates has pioneered to inspire women and diverse talent to succeed in asset/wealth management, judges will also assess their leadership and the initiative’s impact on, and integration with, the business.
Candice Richards, MidOcean Partners
Carrie Schroen, BlackRock
Derya Elmali, WisdomTree Asset Management, Inc.
Emily Lawrence, Northern Trust
Jamie Kramer, JP Morgan
Janessa Cox-Irvin, Alliance Bernstein
Judy VanArsdale, Lakeview Wealth Management
Kristen Bitterly Michell, Citi
Mary Kate Gulick, Carson Group
Sarah Schutzman, Providence Heights Capital Management, LLC
A senior figure who has gone out of their way to improve the diversity levels within financial services, within the organisation and/or in the wider community. Successful nominations must provide case studies or examples of how the candidate has gone out of their way, or strategically prioritised, getting more diversity of talent into the industry/organisation and supporting them in their careers.
Albert Chiaradonna, SEI
Anisha Goodly, TCW Group
Candice Richards, MidOcean Partners
Doug Sieg, Lord Abbett & Co. LLC
This category is open to a woman who is either a portfolio manager or plays an active role through research/analysis in US domestic bond markets; global and sovereign bond; or specialist fixed income (e.g. credit US mortgage-backed securities). This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Anupam Damani, Nuveen
Jen Liang, AIG
Laila Kollmorgen, Pine Bridge Investments
Leah Traub, Ph.D., Lord Abbett & Co. LLC
Lisa Hornby, Schroders
Riti Samanta, Grantham, Mayo, Van Otterloo
This award is for in-house CIOs that have broken down barriers to advancement in the company and/or wider financial sector, that have delivered for their clients, and they have paved the way for diversity in leadership. The award is based on the achievements made in the past 2-years.
Anne Walsh, Guggenheim Investments
Deborah Cunningham, CFA, Federated Hermes
Robin Foley, Fidelity Investments
This award will be presented to a project or initiative that has had demonstrable success in improving the recruitment, on-boarding, development and/or progression, networks and inclusion of underrepresented talent. This may be a digital technology driven initiative or project that has improved communication, engagement and support and removed a significant barrier to change affecting diverse talent. Submissions must include the name of the initiative or project.
Bardin Hill’s Responsible Business and Investment Program, Suzanne McDermott, Bardin Hill Investment Partners LP
IR+M’s Networking Circles, Meghan Driscoll, Income Research + Management (IR+M)
Orina Chang Scholoarship Fund, Orina Chang, Morgan Stanley
The Leap Continuum, Amy Ridge, Mercer
WisdomTree's Women's Initiative Network (WIN), WisdomTree Asset Management, Inc.
This award category is open to asset management & wealth management companies which have demonstrated internal and external initiatives, policies and practices specifically developed to increase diversity, equity and inclusion of the firm or its clients. women and diverse talent. The efforts recognized will have demonstrated results showing a transformation of the organizational makeup or culture of the firm or its client base through the inclusion of women and diverse groups.
Veronica Curran, Alumni Ventures
Heather Brilliant, Diamond Hill Capital Management Inc.
Fisher Investments
Meghan Driscoll, Income Research + Management (IR+M)
Judy VanArsdale, Lakeview Wealth Management
WisdomTree Asset Management, Inc.
This award is open to those women who can demonstrate that their investment decisions have been consistently made in an ethical and responsible way, while achieving healthy returns for their clients. Things to include in the submission are their definition of ESG and how that impacts their fund selection. As ESG is an evolving process, submissions relating to the growing role of ESG within an organisation are also welcomed.
Allison Walsh, Income Research + Management (IR+M)
Harlin Singh, Citi
Jana Holt, SEI
Janet Glazer, Fidelity Investments
Lisa Hornby, Schroders
Michelle Dunstan, Alliance Bernstein
A woman who is either a portfolio manager or plays an active role through research/analysis in Global Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Alicia Levine, BNY Mellon Wealth Management
Anne Wickland & Jessica Bemer, Easterly Investment Partners
Carrie Schroen, BlackRock
Linda Lasater, Wasatch Global Investors
Melda Mergen, Columbia Threadneedle Investments
Rupal Bhansali, Ariel Investments
An emerging leader in the asset/wealth management industry who is in the early stages of their career but shows exceptional growth in contributions to the profession. This individual already has demonstrated leadership qualities and is expected to be a driving force to buildingdiversity and an inclusive culture in the asset/wealth management profession. These individuals should have worked for less than 10 years in their financial services career.
Alyssa Strasser, State Street Global Advisors
Ana Trujillo Limón, Carson Group
Arielle Downey, Wisdom Tree Asset Management, Inc.
Cassie McCarthy, EY
Catherine Lu, Alumni Ventures
Lillian Lin, PIMCO
Lisa VanArsdale, Lakeview Wealth Management
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A role model who has demonstrated a high degree of excellence, innovation and leadership in the last 5-years, and shone a light on the great things women in asset management can achieve. In their submission, nominees should not only demonstrate outstanding business-and asset management focussed achievements, but also give examples on how they have actively sought to bring more diversity to the asset management industry.
Amrita Nandakumar, Vident Investment Advisory, LLC
Andrea Zaretsky, Morgan Stanley
Georgina Field, White Marble Consulting
Halé Behzadi, Citi
Heather Brilliant, Diamond Hill Capital Management Inc.
Kate Burke, Alliance Bernstein
Kristen Maple, Lord Abbett & Co. LLC
Pamela Brylski, BlackRock
Suzanne McDermott, Bardin Hill Investment Partners LP
Yesim Tokat-Acikel, PGIM Quantitative Solutions
