Friday May 3rd in Omaha, NE

Variant Perspectives: Women in Value Investing


To connect exceptional female investment managers with the highest quality investors, so that a diversity dividend is generated.

How To Grow AUFM. [Assets Under Female Management]? The numbers tell the story: 51 percent of the wealth in the U.S. is held by women -- yet female asset managers own less than 3.0 percent of all asset management firms and manage only one percent of assets under management (AUM).

Last year Warren Buffett kicked off the first -ever All-Female Asset Management Conference in Omaha. Now Fordham Business School is hosting its first All-Female Investment Conference. On April 21, you will hear from leading experts about:1) How this gender-investment disparity was created; 2) How women have succeeded in growing their asset management businesses; and 3) How savvy capital allocators are disrupting the structural, and cultural barriers that hinder growth in AUFM. This is a historic conference – and it is the beginning of a movement.

This year we celebrate 100 years since the passage of women's suffrage. We want women take their rightful place not only on the ballots, but also as powerful capital allocators and asset managers. We want to grow AUFM.

Who?This conference is for any man or woman, be they allocators or it aspiring, emerging or established investment managers who value Variant Perspectives. We are seeking solutions to boost diversity in the asset management industry.

Why?The conference founders are female entrepreneurs: Kim Shannon and Barbara Ann Bernard, both manage their own funds, and Laura Rittenhouse, inventor of Candor AnalyticsTM, is author of Investing Between the Lines, endorsed by Warren Buffett. We decided that the industry did not need another event for women portfolio managers to meet each other, but rather, an event where female investors and capital allocators could learn from each other. Investing more assets with more women can change the status quo. We are passionate about making this happen.

What? There is no shortage of headlines about institutional investors looking for female investment managers. And contrary to popular opinion, there is no shortage of accomplished female investment managers looking to raise assets. The solution lies in coming together. We can all play our part in being the change we wish to see in the industry.

Awareness. Advocacy. Action.


+100 Participants

Register Now. Seating will be limited. The networking will not.

Brilliant Ideas

Best investment ideas from incredibly talented portfolio managers with newly launched funds.

Captivating Speakers

Success stores that will inspire you regardless of where you are in your career

Captivating Speakers

Variant Perspectives Value Investing Conference


Variant Perspectives Value Investing Conference

2:00pm – 2:15pm

Keynote Address:

Amanda Pullinger - Founder & CEO of 100 Women in Finance

What we’ve done before won’t get us where we want to be

2:15pm - 2:45pm

Allocators who are Giving Women the Opportunity to Show their Mettle

Panel Moderated By Barbara Ann Bernard, Founder & CIO of Wincrest Capital

An enlightening panel discussion by those embracing variant perspectives in their portfolio

Susan Webb - Founder & CIO of Appomattox

Alifia Doriwala – CIO at The RockCreek Group

Meredith Jones – Author of "Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)"

Amy Flikerski, Senior Portfolio Manager at CPPIB

2:45pm - 3:15pm

Newly Launched Funds & Tips from the Pioneers of the Possible

Panel Moderated by Kim Shannon, Founder and CIO of Sionna Investment Managers

Managers who doubled down on themselves share their stories. A unique opportunity to learn and question what these women attribute their success to, what they wish they had done differently and how they keep challenging themselves to grow as professionals.

Asli Ay – Founder and CIO of Lioness Capital

Dianne McKeever – Founder and CIO of Ides Capital

Touk Sinantha – Founder and CIO of AltraVue Capital

Jane Siebels – Former Tiger Cub, Founder and CIO of Green Cay Asset Management

3:15pm - 3:45pm

Networking break

Mingle with the speakers, moderators, allocators, press and fellow attendees. Don’t miss this brilliant opportunity to make friendships and helpful industry connections.

3:45pm – 4:15pm

Making the dream a reality: Pointers from those who jump start and empower the journey

Panel Moderated by Joanne Huckle, Partner at Ogier in the Cayman Islands

Debra Franzese – Partner at Seward & Kissel

Tracy Castle-Newman - Managing Director at Morgan Stanley

Michele Walker - Partner at Ernst & Young

4:15pm – 5:00pm

The Call to Action

Panel Moderated by Laura Rittenhouse, author of Investing Between the Lines

Amanda Pullinger - Founder and CEO of 100 Women in Finance

Kelly Rau - Partner at KPMG

Dan Hanson - Portfolio Manager, Jana Impact Capital Fund

Danielle Town - New York Times bestselling author of Invested and founder of The Invested Practice

5:00pm – 6:00pm

Networking Reception

Exchange ideas, contacts, share your story and raise a glass to being part of the solution to double the AUM being managed by women from 1% to 2% by the end of 2020.

Register Here

Awareness. Advocacy. Action. A unique opportunity to be part of the solution.


Hilton Omaha

Variant Perspectives Value Investing Conference

1001 Cass Street,

Omaha, NE 68102

Tel: (242) 603 2015

Our Sponsors

Variant Perspectives is proud to showcase our devoted Sponsors.


Contact Us

Feel free to email us with any questions

Contact Us