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The Financial Women’s
Association Of San Francisco
presents
"Speed Mentoring"
Join FWA senior members and industry leaders on
Wednesday, November 29, 2006 for our second evening
of "speed mentoring". Many of our members have asked for a
mentoring program and access to successful senior people.
Based on this feedback and on the heels of our successful
July mentoring event, we are excited to bring you our fall
speed mentoring event. We only have space for 20
members, so sign up NOW!
What is "speed mentoring"? This is an opportunity for
junior members ("mentees") to meet with senior members and
industry leaders ("mentors") and ask specific questions
about their careers and goals. Our 6 mentors will spend 12
minutes with each mentee group, and then we'll finish the
evening with cocktails and a chance to mingle!
About the Mentors:
Stephanie Bontemps is the Division Head and
Portfolio Manager for the Technology, Media, and
telecommunications industries at Citigroup. Stephanie
manages a portfolio exceeding $40 billion in assets with
direct responsibility for exposure in North America and
Europe as well as shared responsibility for exposure in the
emerging markets globally. Her nineteen years with Citibank
also include five years as a relationship manager for
various leading global telecommunications, media and general
corporate clients and eight years as a senior industry
analyst for the telecommunications industry. Early in her
career, Stephanie worked in consumer banking for Crocker
National Bank. She holds a B.A. in Economics from the
University of California, Los Angeles and an M.B.A. in
Finance and Accounting from the Anderson School at the
University of California, Los Angeles.
Saundra Davis is a financial planner and
management consultant with fifteen years' experience in
grant writing and ten years providing capacity building and
technical assistance to non-profit and local government
agencies. After completing a B.S. in Management at Golden
Gate University (GGU) in 1996, Saundra founded the
Management & Business Assistance Center and for five years
managed the Ryan White Title I Planning Council, a 30-member
community planning body that prioritizes and allocates AIDS
funding for Alameda and Contra Costa Counties. In 2004,
Saundra expanded her mission to include comprehensive
personal financial planning services for individuals and
small business owners. Saundra is the recipient of the
Financial Women’s Association scholarship awarded to
candidates who demonstrate leadership skills, academic
honors and communication skills, and has Master’s Degree in
Financial Planning, receiving the Financial Planning Student
of the Year Award. Saundra is currently the FPA San
Francisco Chapter Pro Bono Committee Coordinator and a
volunteer for community-based organizations that focus on
asset building for the working poor.
Saundra is also an adjunct professor in the Golden Gate
University Financial Planning program and has recently
received a Certified Financial Planner (CFP®) Board of
Directors grant award to provide financial planning for
community-based organization staff and constituencies.
Liz Fisher brings more than 20 years of
financial services experience to Spencer Stuart as a member
of the firm’s Financial Services, Marketing Officer and
Diversity practices. Liz specializes in recruiting senior
executives, particularly within wealth management, consumer
financial services, asset management and marketing. Prior to
Spencer Stuart, her last position was as managing director
of JPMorgan Chase Asset & Wealth Management Group and
president and CEO of BrownCo, its brokerage subsidiary.
Prior to JPMorgan Chase, Liz was an executive vice president
with Fidelity Investments Institutional Brokerage Group in
Boston where her responsibilities included product
management and marketing for the banking, broker-dealer, RIA
and capital markets client bases. Before joining Fidelity
Investments, Liz was with Union Bank of California in Los
Angeles, where she was CEO of the bank’s broker-dealer and
related activities. Liz began her career at Fidelity
Investments after earning her Bachelor of Science degree in
marketing from Boston College. She currently serves on the
board of directors of the Financial Women’s Association of
San Francisco.
M. Maureen Freeman, CFA is the Director,
Portfolio Management at AXA Rosenberg Investment Management
LLC, a $100 billion global equity investment firm based in
Orinda. At AXA Rosenberg, Maureen has oversight
responsibilities in the Americas investment process and
strategy implementation. She joined the firm in 1987 and has
served in a number of roles including research, trading,
chief investment process and deputy chief investment
officer-North America. As AXA Rosenberg's products and
clients have grown over the years, she has applied her depth
of knowledge to global investment management and
implementation. Maureen has responsibility for the portfolio
management and client relationships for a number of AXA
Rosenberg's institutional and public fund clients. Before
joining AXA Rosenberg, she worked as a financial consultant
in litigation matters and as a capital markets analyst.
Maureen holds a MBA degree in Finance from The Wharton
School, University of Pennsylvania, and a B.Sc. from the
University of California, Berkeley, Haas School of Business.
Catherine Hutton, is the CEO and Executive
Director of the BizWorld Foundation, an education non-profit
that promotes entrepreneurship, business and financial
education for youth. Ms. Hutton’s began her career in
finance first as a financial advisor for PaineWebber, then
for Smith Barney. Before her move to the non-profit sector,
Catherine was an investment banker at Fortrend International
in San Francisco. Ms. Hutton has been doing philanthropic
work since early in her career, serving on the board of
Financial Women’s Association of San Francisco (Chair,
Financial Woman of the Year event) and chairing various
fundraising committees for the Junior League of San
Francisco. Currently, Catherine is a board director for the
Futures Leaders Institute in Oakland. She attended the
University of California at Santa Barbara and holds a
Director’s Certification from the Anderson School of
Business.
Lisa Pfeil, CFA, is the Director, Interest
Rate Risk Management at Charles Schwab. Since joining
Charles Schwab in 2004, Lisa has been building the
asset/liability management function by improving risk
management models, automating data aggregation and
developing staff. In addition, Lisa oversees the funds
transfer pricing of client products. Lisa participates in
the development of investment strategies for Charles
Schwab’s brokerage and banking businesses and is responsible
for monitoring the company’s net interest income and
sensitivity to changes in market interest rates. She is also
responsible for monitoring the derivatives portfolio and
recommending and implementing new hedging strategies. Prior
to joining Charles Schwab, Lisa worked in Profitability
Management and Corporate Development at other firms.
Lisa holds a B.S. from the University of California,
Berkeley, Haas School of Business.
Space is limited, so reserve early!
Event Details
Who:
The Financial Women’s Association of San Francisco
What:
"Speed Mentoring"
When:
Wednesday, November 29, 2006
5:30 - 8:00pm
Where:
Le Meridien (formerly the Park Hyatt
Hotel) ,
333 Battery St at Clay, San Francisco, CA Map
Cost:
This a members only event - Fee is $35
REGISTRATION
There are 5 ways to pre-register:
1. Register online. Online registration is now closed.
2. Print and mail the following form to FWA, P.O. Box
26143, San Francisco, CA 94126
3. Print and fax the following form to 415-586-6606
4. Send an email to
5. Call Rhoda Singer at (415) 586-8599
Refund Policy: We are unable issue refunds unless the
refund request is received 72 hours prior to the event.
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Wednesday, November 29, 2006 5:30 - 8:00pm
"Speed Mentoring"
Yes, I am attending
event and will/will not bring a guest (s). Total number in attendance:______
Return to: FWA, P.O. Box 26143, San Francisco, CA 94126
or fax (415) 586-6606
For any questions regarding the above program call (415) 586-8599 or email
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