On February 14, Wharton Women in Investing held its fourth annual conference at Convene in New York City, sponsored by the Harris Family Alternative Investments Program. The conference was centered on building investment strategies and careers that last.
The fourth annual Wharton Women in Investing Conference brought together professionals, students, and industry leaders for a day of thought-provoking discussions and networking. Open to all, this year’s conference featured distinguished keynote speakers, engaging breakout sessions, and invaluable opportunities to connect with peers and experts in the field.
“The Wharton Women in Investing Conference continues to be an outstanding platform for fostering insightful discussions on investment careers and strategies that stand the test of time. It was inspiring to see industry leaders, investors, and students come together to engage in discussions on the evolving investment landscape, career longevity, and the opportunities ahead.
From keynotes by trailblazing investors to deep dives into industry shifts, the conference highlighted the importance of adaptability, long-term thinking, and innovation in today’s investment world. At the Harris Family Alternative Investments Program, we are proud to support this initiative, which not only fosters knowledge but also forges meaningful connections that will shape the future of investing.”
– Burcu Esmer, academic co-director of the Harris Family Alternative Investments Program
Three Powerful Keynotes
Beth Ferreira, C’96, WG’04 – General Partner, Serena Ventures
Beth Ferreira opened the day with insights on the evolving investment landscape and the role of societal and technological shifts in shaping market opportunities. Drawing from her experiences at FirstMark Capital, WME Ventures, and as an early executive at Etsy, Beth shared invaluable lessons on navigating the complexities of venture capital.
This conversation was moderated by Ann Gehan, e-commerce and retail reporter for The Information.
Andrea Finan – Managing Director, J.P. Morgan Wealth Management
Andrea Finan took the stage in the afternoon, sharing her expertise on digital investing and the future of wealth management. As the head of Self-Directed Investing at J.P. Morgan, Andrea spoke about building for long-term success and empowering individuals to enhance their financial futures.
This engaging keynote was moderated by Rochelle Dubrovsky, WG’25, co-president of Wharton Women in Investing.
Daphne Tong, W’04 – Partner & Co-Head of Investments, WestCap
Closing the conference, Daphne Tong, reflected on her journey from Goldman Sachs and Blackstone to leading investments at WestCap. She provided valuable perspectives on private equity, co-investments, and the evolving dynamics of global financial markets.
This discussion was moderated by Allie Haldeman, vice president of WestCap.
Deep Dives into Finance and Investing
Throughout the day, attendees participated in engaging breakout sessions. These discussions showcased the expertise of investing industry leaders and highlighted today’s opportunities within the investment industry.
A standout session, The Evolution of Private Equity, was moderated by Professor Burcu Esmer, academic director of the Harris Family Alternative Investments Program. The discussion explored how private equity is adapting to changing market dynamics, the role of technology, and navigating today’s economic landscape. Panelists included Allison Beller, W’03 (Prelude Growth Partners), Andrea De Leon, C’09 (TPG), Lizzie Wintle, WG’18 (GTCR), and Natasha Kingshott (American Securities).
Building Connections
Beyond the keynotes and panels, the conference provided ample networking opportunities, from breakfast and coffee chats to the evening reception. Attendees connected with industry leaders, exchanged ideas, and forged new professional relationships that will continue beyond the event.
Looking Ahead
The Wharton Women in Investing Conference continues to serve as a platform for knowledge-sharing, mentorship, and professional growth. Thank you to all who attended and contributed to another successful year, and congratulations to the Wharton Women in Investing Club!
Learn more about the Wharton Women in Investing Club.
Go to the Harris Family Alternative Investments Program homepage.
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