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Women In Finance Networking Mixer + Panel Discussion

March 09, 2022
5:30 PM - 8:00 PM
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The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326
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This is an event in celebration of International Women's Day and Women's History Month ALL ARE WELCOME! PLEASE JOIN US!
We have assembled a strong and energetic panel and look forward to hearing about their career paths, advice for the audience as well as other topical interests.
Sabrina Bowens-Richard, CFA, CAIA | Vice President, Senior Investment Solutions Specialist–Diverse Asset Managers, Truist
Sabrina leads the effort in expanding Truist Wealth's investment platform to include more diverse managers. In her role, she creates deeper awareness and education with internal and external partners to engage, support, and promote diverse managers, investment solutions and capabilities. Prior to this role, Sabrina spent 11 years as an integral member of the Investment Advisory team responsible for establishing Truist’s investment strategy and outlook. In that role, Sabrina provided strategic and tactical asset allocation and capital market research, created custom-constructed portfolio solutions, and prepared related topical and market strategy communications. She’s an inclusion advocate, and has also contributed to financial publications addressing diversity on Wall Street.
Sabrina has more than 25 years of investment experience in asset allocation strategies, portfolio management, investment research, market strategy, and new business development. Sabrina has also enhanced research processes for diverse investment firms. Prior to joining Truist’s Investment Advisory Group, Sabrina was a senior asset allocation strategist with Truist’s predecessor SunTrust’s institutional investment solutions line of business, and was a member of the group’s investment committee.
Sabrina’s prior positions include asset allocation specialist with TruscoCapital Management, vice president and portfolio manager for Decatur Capital Management, and research analyst at Peachtree Asset Management.
Heather Robertson Fortner | Partner & CEO, Signature FD
As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Fortner has learned, navigated, and held strategic oversight for every aspect of the organization. A highly sought-after leader in the industry, Fortner is regularly asked to speak on the ever-changing landscape of wealth management. And, she was recently awarded CEO of the Year by WealthManagement.com for the category Individual RIA Firm Leaders. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate. Heather holds a Bachelor of Finance from Kennesaw State University, a Master of Science in professional counseling from Georgia State University, and is an Investment Adviser Certified Compliance Professional®. Additionally, she is a graduate of the Schwab Executive Leadership program and the G2 Institute.
Suzanne Henige, CFA | Managing Director, is Head of US-listed ETF Portfolio Engineering and Head of Atlanta Portfolio Engineering within BlackRock's ETF and Index Investments (EII) Portfolio Engineering group
She is responsible for the teams that manage US, Developed Markets, and Emerging Markets iShares ETFs listed in the US. She is also a member of the Atlanta iHub Leadership team.
Mrs. Henige's service with the firm dates back to 2009. Prior to her current role, she led the Sub-Advised Institutional PE team, which is responsible for managing US and Developed markets Mutual Funds and Sub-Advised portfolios. During her tenure, she has managed portfolios in the iShares Emerging Markets and US Institutional teams.
Mrs. Henige earned a BS degree in managerial economics and an MBA degree from the University of California, Davis, in 2003 and 2012, respectively.
Corinne E. Krincek, CFA | Senior Credit Analyst | Voya Investment Management
Corinne Krincek is a senior credit analyst at Voya Investment Management, following the telecom, media and technology sectors. Prior to joining Voya, she held various positions at Moody’s Investors Service, covering the telecommunications sector and conducting market research for syndicated loan ratings. Prior to that, Corinne worked in the syndication department at Mizuho, supporting trading activity and coordinating credit derivative transactions. Previously, she was an economist at the Bureau of Economic Analysis, in the U.S. Department of Commerce. Corinne earned a master’s in international business from the University of South Carolina and a BS in economics from The Wharton School of Business at the University of Pennsylvania. She is a CFA® Charterholder.
Moderated by: Eli Niepoky | Treasurer, Robert W. Woodruff Foundation
Eli joined the Robert W. Woodruff Foundation staff in 2021 as Treasurer. She previously served as Chief Investment Officer (CIO) of Berman Capital Advisors, and CIO & Principal of Diversified Trust Company. She started her investment career at the Delta Air Lines pension fund where she was a Director of Fixed Income and Real Estate. Eli serves as Board Chair for the Employees’ Retirement System of Georgia and on their Investment Committee. She is also serves on the Peachtree Alternatives Strategies Fund board. She received her B.A. degree in economics from Wake Forest University and her M.B.A. from Georgia State University. Eli is a CFA Charterholder and member of the CFA Society Atlanta where she previously served as VP-Programs, President and as a member of the Board of Trustees.
Tickets
$0.00 Member Ticket | Advanced Registration Required
$35.00 Guest Ticket | Advanced Registration Required
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354