Financial Women's Association of San Francisco : Event

About the Mentors

Michelle R. Alberda CFP, CLU, Senior Financial Advisor, Ameriprise Financial; Co-Founder/CFO, Financial Wardrobe
Ms. Alberda founded a solo financial advisory practice of Ameriprise Financial Services in San Francisco in 2007. She has ten years of experience in financial planning - including retirement planning, estate and income tax planning strategies, stock option strategies, and education planning. Her main focus is working with women and small business owners.

Prior to this, Ms. Alberda utilized her foreign language skills and experience in South East Asia to co-found BMC Resources, a consulting firm in Malaysia, which specialized in government infrastructure projects. She worked together with numerous Prime Ministers and leaders in the region to improve the quality of life for the citizens by bringing them power sources, roads, and various technologies. Her career highlights also include being the only non-Japanese person employed by Toyota Automatic Loom Works (the parent company of Toyota, Inc.) in Japan during the early 90's, and collaborating with a team of all Japanese engineers to develop a patent for the automobile air conditioning air compressor which saved a multi-million dollar contract with one of the major US automakers.

Michelle is the co-founder of SKIRT, a networking group for women. She was President of the Financial Women's Association of San Francisco in 2007 and currently serves on the endowment committee. In 2008, she co-authored and published the Amazon.com bestselling book SKIRTworking: How to Network Using SKIRT.

Nicole Belytschko, Director of Private Equity, C.M. Capital
Ms. Belytschko leads C.M. Capital's investment activities in venture capital and leverage buyout funds. Prior to joining C.M. Capital, she was an investment manager with Comprehensive Financial Management, a large West Coast multi-family office.

Previously, Ms. Belytschko worked with Scient in developing the firm's corporate venture arm and leading direct investments in technology companies. She was also a member of Donaldson, Lufkin and Jenrette's Private Fund Group, where she marketed and distributed alternative investment products. Ms. Belytschko holds an MBA from the Anderson School at UCLA, and a BA, Phi Beta Kappa, from the University of California, Santa Barbara.

Cathy Clauson, Vice President of Trust Asset Services, Charles Schwab
Cathleen M. Clauson is a vice president of product development and marketing for Schwab Advisor Services (formerly Schwab Institutional�), a leading provider of custodial, operational and trading support for independent fee-based investment advisors. Specifically, she is responsible for Schwab Advisor Service�s trust capabilities, which includes expanding into new markets as well as building capabilities for our current advisor clients.

Ms Clauson has been with Schwab for over 17 years, serving in a variety of roles including customer service, operations, project management and product management. She has spent the past 7 years in Schwab Institutional building products and services for independent Investment Advisors and their clients. Most recently she has managed the relationships with Schwab affiliates, Charles Schwab Bank, U. S. Trust, and the Schwab Fund for Charitable Giving, now called Schwab Charitable�. She was responsible for working with internal partners to expand our managed accounts platform, and was also responsible for improving back office efficiencies by developing on-line tools and streamlining paperwork.

Prior to joining Schwab, Ms Clauson worked for a small regional brokerage firm in Denver, Colorado. Clauson earned a Bachelors of Business Administration degree from Colorado State University. She holds Series 7, 63 and 24 licenses. Ms Clauson is a member of the Financial Women�s Association and Professional Businesswomen of California.

Cheryl B. King, Managing Director, Symphony Financial Partners
Ms. Cheryl B. King is Managing Director and leads the Global Investor Relations effort for Symphony Financial Partners, where she is involved with client service for global investors and potential new clients. She has 20 years of investment management experience.

Prior to joining Symphony, Ms. King was Managing Director of the North America Institutional Foundation and Endowment Practice at Victory Capital Management, where she built their Not-for-Profit practice in the U.S. and in Canada. Prior to that, she had a similar role at Dresdner RCM in the institutional business, and over doubled the Not-for-Profit book of business during her tenure. Ms. King began to build her institutional not-for-profit relationships while working at Fidelity Investments. Ms. King was the recipient of "Marketer of the Year" Award by the Foundation and Endowment Money Management Newsletter in 2001 and was one of three nominated in 2006 for the same award.

Ms. King holds a Bachelor of Arts from the University of California at Santa Barbara. She is an AIMSE board member, past Advisory Board Member of II, F&E Roundtables, and speaks annually at Conferences on Best Practices for Institutional Investment Client Service and Sales.

Thet Myothwe, Sales Manager of Alternative Investment Access, Charles Schwab
Thet started her career with Charles Schwab Alternative Investments nine years ago, and she is a founding member of the Alternative Investments platforms team. Thet's primary role at Schwab AI is relationship management of numerous hedge funds, funds of funds, private equity funds, fund administrators and institutional investors on the AI Source and AI Access platforms. She also oversees trading and operations associated with the investment process.

Thet holds a BSc. in Economics from Institute of Economics (Myanmar), an Advanced Diploma in Business Administration from University of Oxford (UK), and an MBA in Finance from Hawaii Pacific University. She is also a holder of Chartered Alternative Investment Analyst (CAIA) designation.

Laura L. Ross, Partner, Harb, Levy & Weiland LLP
Ms. Ross is a partner at Harb, Levy & Weiland LLP in charge of the hedge fund tax practice. She has extensive experience in the accounting and tax issues of hedge funds, market makers, and pass-through entities and their owners. Ms. Ross has also been a guest lecturer for the Accounting Department at San Francisco State University, where she taught Financial Statement Analysis, and she is currently active as a speaker on tax issues at alternative investment seminars.

Ms. Ross has Bachelor of Science Degrees in Accounting and Finance from San Francisco State University and a Master of Science in Taxation from Golden Gate University. She is 2nd Vice President of the San Francisco Chapter of the California Society of Certified Public Accountants. She is also a state council representative for the California Society of Certified Public Accountants and serves on several state committees. She is a member of the American Institute of Certified Public Accountants and she is on the Accounting Department Advisory Board of San Francisco State University. Ms. Ross is also a licensed and active foster parent for San Mateo County.

Susan Wang, Various Boards of Directors
Ms. Wang currently serves as a director of four U.S. listed companies: solar-energy company Suntech Power, Inc.; biopharmaceutical developer Nektar Therapeutics; programmable semiconductor company Altera Corporation; and chemical and radiation sensor and detection device manufacturer Rae Systems Inc. In addition, Susan currently serves on the board of directors of Premier Inc.

Ms. Wang formerly served as the Executive Vice President of Corporate Development and Chief Financial Officer for Solectron Corporation, a worldwide provider of electronics manufacturing services, where she worked from 1984 until 2002 and during which she helped to guide Solectron's revenue growth from $40 million in 1984 to over $14 billion in 2002. Prior to Solectron, Ms. Wang held financial and managerial positions with Xerox Corporation and Westvaco Corporation. She began her career with Price Waterhouse & Co. in New York and is a certified public accountant. Ms. Wang received an MBA from the University of Connecticut and a B.S. in accounting from the University of Texas.

Space is limited, so reserve early!

Program Details

What:	"Speed Mentoring"

When:	Tuesday, July 14th from 5:30 PM - 8:00 PM

Where:	Charles Schwab, 211 Main St, 9th Floor, San Francisco (Please note the location has changed!)

Program Format:	Drinks and appetizers

Cost:	This a members only event - Fee is $25

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 to issue refunds unless the refund request is received 72 hours prior to the event.

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"Speed Mentoring"
Tuesday, July 14th from 5:30 PM - 8:00 PM

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Cost: This a members only event - Fee is $25

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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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