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WE TALKS | WHAT DOES MENTORSHIP MEAN TO YOU?
 
CONNECT.SUPPORT.INSPIRE.TALK
 
 
    APRIL 14, 2016
    WHAT DOES MENTORSHIP MEAN TO YOU?
 
WE Talks are a series of short video productions by WE members for other WE members. As one key initiative under the WE Global Mentorship and Leadership Committee, the WE Talks program is intended to provide a forum for members to enlighten and inspire each other by sharing their professional growth experiences and challenges.

 

Each production will be dedicated to a specific topic, where multiple members will speak about their experiences on the same subject.  In particular, the video series will deliver inspiring messages devoted to several areas: 

  1. The sharing of new and impactful ideas;
  2. The communication of a particular passion;
  3. Education on a topic where there is shared curiosity

In this inaugural series, four WE members will share their stories about various aspects of the following subject:

 

WHAT DOES MENTORSHIP MEAN TO YOU?

  • Personal journey from both mentors and mentees
  • Peer to peer mentorship
  • Mentorship and sponsorship - what’s the difference?
  • Unexpected rewarding experience as a mentor

Please join us to listen and to experience their personal journey on this subject. They will be available to answer your questions after viewing the videos during this webcast. 


    HOST 
   

LINDA ZHANG
Senior Portfolio Manager and Head of Research
Windhaven Investment Management, Inc.


Linda Zhang is the Senior Portfolio Manager and Head of Research at Windhaven Investment Management, Inc. She leads the firm’s Research Team responsible for macro investment research,model development and Exchange Traded Fund analysis and implementation. She joined Windhaven from MFS, where she managed mutual funds including Global Multi-Asset, Absolute Return and Commodities funds.

Previously, she was a Portfolio Manager at BlackRock's Multi-Asset Solution Group. She was the head of Quant Strategy Group and a fund manager at State Street Research Management.

Linda has spoken extensively about global investment and ETF topics, and has published in Journal of Investing, CFA Digest and the Journal of Alternative Investments. She is a co-founder of Women in ETFs and a recipient of the Top Women in Asset Management Awards 2015 by Money Management Executive. She got her B.A. in Business from University of Regina, Canada, Master's degree in Applied Economics and Ph.D in Finance from University of Massachusetts at Amherst.
     
     
    PANELISTS 
   
KRISTINE DELANO
Managing Director of Marketplace Strategy
NextShares Solutions


Kristine Delano is the Managing Director of Marketplace Strategy with NextShares Solutions, a wholly owned subsidiary of Eaton Vance Corp. She is responsible for working with broker/dealers, exchanges, data providers, market makers and other marketplace participants to strategically plan for the adoption and trading of NextShares. She has been working on NextShares as a consultant since 2013 and joined Navigate Fund Solutions in 2015. Kristine began her career in the financial services industry in 1996.

Before joining Navigate Fund Solutions, she was a senior executive with Pershing, Bank of New York Mellon, where she was responsible for customer-facing technology and strategic direction. She was also senior vice president of technology strategy at LPL Financial, where she led enterprise technology planning, innovation, product management, user experience and design.

Kristine earned a B.S. in behavioral neuroscience from Lehigh University and a master’s degree in industrial engineering from North Carolina State University. She holds the Series 7 FINRA license. She has authored numerous publications and has been a featured speaker at many industry conferences.
     
   

JILLIAN DELSIGNORE, CIMA
Executive Director
J.P.Morgan Asset Management


Jillian DelSignore is the Head of ETF Distribution with J.P.Morgan’s Asset Management business. She is responsible for leading the sales efforts and strategy in the intermediary and institutional markets.

Before joining J.P.Morgan in September 2015, Jillian was a Strategic Account Manager within BlackRock's iShares ETF Institutional Asset Management Group. She was responsible for developing and maintaining relationships with institutional investors, including boutique asset managers, global institutional asset managers, hedge funds and registered investment advisory firms.

Prior to joining iShares in March, 2009, Ms. DelSignore worked in the Independent Advisory Channel of Goldman Sachs Asset Management covering GSAM mutual funds, separate accounts, retirement plans, and alternative investments. She joined Goldman Sachs in 2005. Earlier, Ms. DelSignore worked in both the Institutional Corporate Cash and Global Bank Divisions at Federated Investors from 2000-2005.

     
   

SUE THOMPSON
President & CEO
Thompson Peak Advisory


Sue Thompson, President and CEO of Thompson Peak Advisory, serves as a Senior Advisor to BlackRock, advising the firm on the ETF Investment Strategist, asset management and the Registered Investment Adviser (RIA) landscape. Mrs. Thompson was previously a Managing Director of BlackRock , where she headed the distribution teams focused on institutional asset managers, hedge funds, family offices and RIAs. She was also responsible for creating and developing the firm’s highly regarded Connect program.

Prior to joining BlackRock in 2007, Mrs. Thompson was a Principal at Vanguard, heading the national sales team focused on full service brokerage firms. She joined Vanguard in 1999 as Senior Counsel, specializing in tax law and structured products. Prior to joining Vanguard, Mrs. Thompson was an attorney at Orrick, Herrington & Sutcliffe, LLP in California, in the public finance practice.

Mrs. Thompson is one of the founders of the industry group Women in ETFs (WE) and is the organization’s co-President. She is also an active member of 100 Women in Hedge Funds. Mrs. Thompson was voted one of the top women in the fund management industry and has been a frequent contributor to various publications and media.

     
   

NATALIE ZAHRADNIK
Executive Vice President
PIMCO

Natalie Zahradnik is an executive vice president in the Newport Beach office, exchange traded fund (ETF) strategist and member of PIMCOs global wealth management team. She focuses on distribution strategy for ETFs and is responsible for managing relationships with hedge funds and asset managers that utilize ETFs.

Prior to joining PIMCO in 2010, she was a principal at Barclays Global Investors, most recently responsible for Latin American sales strategy and management and previously, for marketing Barclays' exchange-traded funds to hedge funds and mutual funds. Ms. Zahradnik began her career in finance at Goldman Sachs on the whole loan trading desk and subsequently became director of the client service group, managing client relations for the executive office.

She has 20 years of investment and financial services experience and holds a Ph.D. in urban planning from Harvard University. She received a bachelor's degree in engineering and a master's degree in socio-cultural anthropology from Stanford University.<

     
 
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