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Title

Strategies for Success:  Thriving in the Finance Industry

Event Description

​Join us on Monday, April 16 for a thought-provoking panel discussion moderated by Abbot Downing's Deputy Chief Investment Officer, Carol Schleif, CFA. This panel of prominent women will navigate through their unique experiences in the financial services industry, how they've handled misconceptions in the field, and ways they've found success in their professional careers.

Panelists:
Beth Lilly, CFA - President and Portfolio Manager, Crocus Hill Partners
Kate Kelly - Regional President & EVP at PNC Bank
Mary Daugherty, CFA - financial educator, consultant and corporate director

Agenda
8-8:30 am registration, networking, light breakfast
8:30-9:30 am panel discussion, Q & A​

Speaker Biographies:

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Elizabeth M. Lilly is Founder and President of Crocus Hill Partners, an investment firm focused on small and micro-capitalization equities. From 2002-2017 Beth was a Senior Vice President and Portfolio Manager at GAMCO Investors and was a portfolio manager of the $1.0 Billion Teton Westwood Mighty Mites Fund as well as being actively involved in the $3 Billion small cap value portfolio at GAMCO Investors.  Beth began her career at Goldman Sachs in 1985 in New York.  In 1988, she joined Fund American Companies in Greenwich CT where she worked as an analyst under the tutelage of Bob Bruce and Warren Buffett learning the merits of Value Investing.  In 1997, Beth co-founded the investment firm Woodland Partners which focused on investing in small capitalization stocks.  In 2002,  Woodland Partners was acquired by GAMCO Investors.  Beth received a BA in Economics from Hobart/William Smith College where she graduated with High Honors.  She received her CFA designation in 1989.


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Kate Kelly is executive vice president and regional president of PNC Bank, Minneapolis-St. Paul. Kelly is responsible for PNC’s overall market expansion in the Twin Cities and leads a culture of teamwork, client advocacy and community leadership.

Kelly has more than 30 years of experience in the banking industry. Prior to joining PNC in January 2017, she served as president and CEO of Minnesota Bank & Trust. In 2008, Kelly, along with Heartland Financial ​​and a group of local bankers and investors, founded Minnesota Bank & Trust. Prior to founding that bank, she was a regional president of Bremer
Financial. She also worked at U.S. Bank for 18 years, most recently as district manager in corporate banking.

Active in the community, Kelly is a member of the board of directors and audit committee of the Federal Reserve Bank of Minneapolis. She is also board chair of ServeMinnesota and ServeMinnesota Education, and is a board member of Reading & Math Inc. In addition, Kelly is a member of Chapter One, Minnesota Women’s Presidents Organization and the Economic Club of Minnesota.

In recognition of her professional and community accomplishments, Kelly recently received the Twin Cities Business Women’s Leadership Award. She has been recognized as one of the Top Women in Finance and is
included in the Circle of Excellence by Finance and Commerce and was named an Industry Leader by the Minneapolis/St. Paul Business Journal. In addition, she also received the Minnesota Women Achievement Award and Innovation in Finance Award from the National Women Business Owners (NAWBO). Kelly delivered St. Catherine University’s commencement address and has spoken at St. Thomas University’s First Friday Luncheon along with a variety of industry and educational venues. 

Kelly holds a master’s degree in finance from the University of Minnesota Carlson School of Management and a bachelor’s degree in economics and humanities from the St. Catherine University in St. Paul.​​


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Mary Schmid Daugherty is a financial educator, consultant and corporate director. Over her teaching career she has taught in the undergraduate, graduate and executive MBA program. Mary is the founding faculty member of the Aristotle Fund, a $6 million student managed investment fund at the University of St. Thomas. In addition to teaching, Mary does research and consults on corporate organizational structure and its impact on valuation. She serves on the Board of Directors for Crescent Electric Supply Company, Mairs & Power Funds Trust, Driessen Water, Inc. and The Meritex Company. Mary chairs the Governance Committee and is a member of the Compensation Committee for the Crescent Electric Board. Mary serves as Chair of the Board for Mairs & Power Funds Trust. Mary serves on the Governance Committee for Driessen Water, Inc. and is the Audit Chairperson for The Meritex Company.

Mary has been working with private and/or family businesses in a variety of in- depth financial and corporate governance consulting assignments since 1993. Her experience with Boards and C-suite Management include working with transitioning the corporate structure from advisory boards to fiduciary boards, facilitating and developing optimal governance policies and practices, designing and teaching corporate governance educational programs, designing the processes and conducting Board and Committee evaluations, and advising on other corporate governance issues unique to the client. She has provided consulting services in different industries, serving both small and large companies. Mary has published in the area of family/private corporate governance co-authoring Family Business, 5th Edition, which is the most widely used textbook on family business in university family business programs. She is an active academic researcher in organizational structure and investment management, and has authored research papers in these areas.

Complementing her interest in adding value in her engagements with clients and board work, Mary has been very successful with her academic career. She was awarded the Executive MBA Teacher of the Year for both 2015 and 2014, the "Julie Hays Distinguished Teaching" award in 2011, and the Innovation in Teaching Award from the Opus College of Business in 2003. She also has both a board room and an endowed scholarship named in her honor by a significant gift from an alumnus. In addition, Mary has international teaching experience having taught Corporate Finance in the United Kingdom and topics of interest to family businesses in Chile. Mary received her Bachelor of Arts from the College of St. Thomas and went on to earn her MBA in Finance at the University of Minnesota. Upon graduation in 1982, she worked as an investment analyst co-managing the Common Fund for First Trust, Inc. While working at First Trust, Mary earned her CFA. In 1987, Mary began working as an Instructor at the College of St. Thomas while also working on her PhD at the University of Minnesota. In 1993 Mary earned her Ph.D. with a dissertation focused on endowment management at private colleges.​


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Carol Schleif is the Deputy Chief Investment Officer of Asset Management where she is responsible for helping create and communicate the firm’s Asset Management Strategy including designing and delivering the internal investment learning and development curriculum. She is actively involved in business development and overseeing the product management platform and serves on the firm’s Asset Allocation, Investment Themes, Investment Governance, Editorial, and Publications Content Committees. Carol continues to manage client relationships, providing clients with strategic, long-term investment guidance as she did in her previous role as Regional Chief Investment Officer for the Midwest region.

Carol was a partner and investment principal at Lowry Hill (predecessor firm to Abbot Downing) where she was a member of the firm’s Investment Strategy and Asset Allocation teams. Carol was previously the Director of Investment Research and a senior analyst for John G. Kinnard & Company. Prior to that, she was a research officer at First Trust Company. Carol began her career in 1983 as a market strategist with Piper Jaffray & Hopwood, analyzing market and group dynamics.

From 1996 to 2001, Carol authored a monthly column for the award-winning regional business publication Twin Cities Business Monthly (TCBM). Currently, Carol authors a quarterly column Multi-Unit Franchisee magazine. She has also written for Physician’s Money Digest, Estate Planning, MN Law & Politics and Arizona Business. Carol has frequently lectured on a variety of topics such as investment management and philosophy, asset allocation, stock selection, how to select a money manager, technological convergence/cyber security, millennial demographics and ESG/SRI sensibilities and behavioral finance. Carol has been featured on CNBC, Street.com and quoted in the Wall Street Journal, Bloomberg, Reuters and other national and regional publications.

Carol graduated with dual bachelor’s degrees in business and equestrian science from William Woods University in Missouri.  She is a Chartered Financial Analyst and is a member of the CFA Institute.

Carol serves on the Board of Trustees for the College of St. Benedict where she leads the investment committee, and is a member of the college’s executive board, academic affairs, trusteeship and finance committees.  Carol is a mentor in the MENTTIUM Program and a mentor in her local CFA Society.  She is a member and past board member of the local society of securities analysts, CFA MN. She previously served on the Board of Trustees and numerous committees for Twin Cities-based Children’s Cancer Research Fund and Gillette Children’s Hospital.

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Leadership, Management, and Communication Skills

Start Time

4/16/2018 8:00 AM

End Time

4/16/2018 9:30 AM

City

Minneapolis

State/Province

MINNESOTA

Event Country

United States

Event Region

Americas

Location Info

​Shindig Event Space
105 S 5th St
Minneapolis, MN 55403​

Speaker

Carol Schlief, CFA, Beth Lilly, CFA, Kate Kelly & Mary Daugherty, CFA

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

20.00

Non-Member Price

20.00

Candidate Price

20.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 3/27/2018 9:50 AM by support@cfamn.org
Last modified at 3/28/2018 12:59 PM by support@cfamn.org