October 7, 2014

Welcome!

Please join the Carlson Funds Enterprise at the Carlson School for our 2nd annual Conversation on Gender Balance in Finance where you will learn from speakers who will discuss topics such as how the role women play in the workplace has changed over the years, how organizations can achieve gender balance, and what men can do to be part of the solution.

Register today!

 
TimeAgenda
3:00 - 3:30 p.m.Registration and Networking
3:30 - 4:00 p.m.Keynote Speaker, Sharon McCollam
4:00 - 4:45 p.m.Catalyst Presentation
4:45 - 5:30 p.m.Audience Q&A with Panelists
5:30 - 6:30 p.m.Cocktail Reception in the Atrium

Key Note Speaker

Sharon McCollam, Best Buy Inc.
Sharon McCollamSharon McCollam was appointed Chief Administrative and Chief Financial Officer of Best Buy in December 2012. Ms. McCollam was previously executive vice president, chief operating and chief financial officer of Williams-Sonoma Inc. where she was responsible for the long-term strategic planning activities of the company. Prior to her time at Williams-Sonoma, Ms. McCollam served as chief financial officer of Dole Fresh Vegetables Inc. from 1996 to 2000 and in various other finance-related leadership positions at Dole Food Company Inc., a producer and marketer of fresh fruit and vegetables, from 1993 until 1996. Ms. McCollam is a graduate of the University of Central Oklahoma and is a Certified Public Accountant.

Moderator

Liz Mulligan-Ferry, Catalyst
Liz Mulligan-Ferry conducts research on many areas of diversity and inclusion, including corporate governance, talent management, organizational change, and work-life effectiveness. As a member of the Catalyst Research Center for Equity in Business Leadership, she oversees the annual Financial Post 500 Census reports, which examine women’s representation in leadership positions at Canada’s top-grossing companies. As a member of the Catalyst Research Center for Corporate Practice, Ms. Mulligan-Ferry liaises with organizations about their institutional D&I efforts and manages the Catalyst Practices Recognition Program, a new, global model for recognizing innovative Practices. Ms. Mulligan-Ferry received her MA in Psychology from the University of North Carolina-Greensboro and her BA in Psychology from Gonzaga University, where she graduated cum laude.

Panelists

Matt Grimes
Matt GrimesMatt Grimes heads the short duration credit research team at Wells Capital Management.  In this role, Matt oversees the credit analysis function for over $150 billion in Money Market and Separate Account assets.  Joining the firm in 1991, Mr. Grimes has been responsible for credit analysis in a variety of sectors including structured finance, corporates, sovereigns, and financials.  He helped to develop the credit research process for short duration and investment grade mandates.  Mr. Grimes earned his bachelor’s degree from the University of Minnesota and master’s degree from the Carlson School of Management at the University of Minnesota.  He is a CFA Charterholder, a member of the CFA Institute, and is a board member of the CFA Society of Minnesota.  He is also a current mentor for the Carlson Funds Enterprise Fixed Income Fund.

Laura Moret
Laura MLaura Moretoret is Managing Director and Chief Counsel of Asset Management for Piper Jaffray Companies.  She has been a Managing Director for Piper Jaffray since 2005.  Ms. Moret is counsel and corporate secretary for Piper Jaffray asset management businesses, including Advisory Research and Piper Jaffray Investment Management.  She is also on the board of directors of an affiliated fund group, the Advisory Research Global Funds based in Ireland.  Previously, Ms. Moret was Managing Director and Assistant General Counsel for RBC Wealth Management from 2002 to 2005.  From 1989 to 2002, she was Vice President and Group Counsel for mutual fund, advisory and brokerage businesses at American Express Financial Advisors.  She earned a BA summa cum laude and MBA from the University of Minnesota and a JD from Northwestern University.  Ms. Moret is currently President of the Carlson School Alumni Board.

Tammy Schuette
Tammy_schuetteTammy Schuette is the Executive Vice President, Corporate Controller for TCF Financial Corporation.  In this position, Tammy provides leadership and oversight for TCF’s Corporate Financial Planning & Analysis, Tax, and Accounting & Reporting functions.  Tammy and her team work with both internal and external stakeholders to drive sound business decisions and deliver projected and actual financial results for the company.  Prior to joining TCF, Tammy held several leadership roles at GE Capital including positions in the operations, finance and risk functions.  She has been a participant, sponsor and champion of the Women’s Network within GE Capital, and has been a critical leader in establishing focused groups of top female talent in high risk areas through mentoring and strengthening networks.  Tammy is a CPA with an Accounting degree from Bemidji State University.

Kathy Rogers
Financial Analyst, US Bank

Mark Simenstad
Mark_simenstadMark Simenstad serves as Thrivent Financial's vice president and head of fixed income funds and separate accounts. In this role, he oversees the investment management of all fixed income mutual funds and separate accounts. He held a variety of positions, including head of fixed income research and portfolio manager, before leaving the organization in 1993. He rejoined the organization in 1999 and assumed his new position in October of 2002. Before rejoining Thrivent Financial, Simenstad was employed by Investment Advisers Inc. as vice president and portfolio manager. He received a bachelor's degree in economics from St. Olaf College in Northfield, Minn., in 1981. He earned an MBA from the University of Minnesota in 1983. Mark currently serves on the Carlson Funds Enterprise Advisory Board.

 

Find out more about sponsorship opportunities: Gender Balance Sponsorship Proposal Form (1.16 MB).

Thank you, sponsors, for your generous contributions! This event wouldn't be possible without your support.

Platinum Sponosor
 

TCF_Bank

Gold Sponsor

piper_jaffray

 

Silver Sponsors

CFA Society MN

US Bancorp

Wells Fargo