Sign In

​​​​

Use SHIFT+ENTER to open the menu (new window).
  
  
Location Info
  
  
Event Description
  

​The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660

9/12/2019 4:30 PM9/12/2019 7:30 PM

​Presented by:CROPPED_CFA_Orange County_CMYK.JPG

and by:

WiPN logo.png

Please join us for networking and a fireside chat with the Founder and CEO of Rock the Street, Wall Street, a non-profit organization designed to spark the interest of high school girls into careers in finance through a financial literacy program.  Learn about Maura’s career, why she founded a non-profit and how she is helping close the gender wage gap by inspiring more girls to take control of their financial lives and join the finance profession.  

This is a free member event co-hosted by the CFA Society Orange County and Women in Pensions Network Southern California Chapter.  

Maura Cunningham.jpg
MAURA CUNNINGHAM 
FOUNDER AND CEO
ROCK THE STREET, WALL STREET

Maura is helping girls view math-focused fields of study as compatible with a career that has a positive impact on the world.  RTSWS sparks girls’ enthusiasm for finance at a critical age and makes them aware of the societal benefits personal financial knowledge and math-oriented careers can have.  Since the organization’s inception in 2013, more than 1,750 girls across 17 U.S. cities have graduated from the year-long program. Maura’s passion is driven by her personal experience, being one of the few women in the room during her days on Wall Street.  

Before dedicating herself full-time to RTSWS, Maura spent 25 years in financial services, working in Capital Markets, Real Estate Syndication, Mortgage-Backed Securities, and financial planning.  


Light appetizers will be served during registration and networking.
Heavy appetizers will be served during the networking reception​.

4:30 – 5:30 p.m. -- Registration and Networking
​​5:30 – 6:30 p.m. -- Program
6:30 – 7:30 -- Networking

Thank you to our sponsors!

Columbia Threadneedle logo_cropped.jpg
Federated logo.jpg
JP Morgan logo_cropped - Copy.jpg
MFS logo_cropped.jpg

WF Asset Mgmt logo_cropped.jpg

  

​The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660


9/19/2019 11:30 AM9/19/2019 12:30 PM

The 8 million men and women who serve as investment fiduciaries and manage the assets of pensions, foundations, endowments, and personal trusts struggle with understanding their roles and responsibilities.

Behavioral Governance is a new body of research that studies the interrelationships between Leadership, Stewardship, and Governance. It's based on the groundbreaking academic and scientific research in Neuro-leadership – except, now think Neuro-fiduciary. Behavioral Governance is being used to accelerate the development of key decision-makers who are serving in critical leadership and stewardship roles.

 

Don Trone is the CEO and one of the Co-founders of 3ethos, which conducts original research in the new field of Behavioral Governance (BG). BG is the follow-on to Behavioral Finance, except now the focus is on the behavior of the fiduciary instead of the investor. 

Don was the founding CEO of fi360; founder and President of the Foundation for Fiduciary Studies; and the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as the "Father of Fiduciary" and one of the 35 most influential people in the financial services industry. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council, and in 2007 he testified before the U.S. Senate Finance Committee on the fiduciary issues associated with the management of retirement plans.​

Don is the author or co-author of ten books on the subject of fiduciary responsibility, portfolio management, and leadership. He is a graduate of the U.S. Coast Guard Academy, and served for ten years on active duty, most notably as a long-range search and rescue helicopter pilot. He has a Master's from The American College and has completed post-graduate studies in theology from the Pittsburgh Theological Seminary and Trinity Episcopal Seminary.