March 14, 2012: Sidley Austin Panel Discussion – Investment Strategies

Please join 100 Women in Hedge Funds, Chicago Financial Women and Sidley Austin LLP for our sixth annual hedge fund industry leadership event. This year’s program will be a panel discussion of investment strategies in light of recent market events and upcoming regulatory changes. Our panel of seasoned investment professionals will discuss topics such as the recent events in the global commodities markets and the Eurozone debt crisis, as well as regulations implementing the Volcker Rule and other aspects of Dodd-Frank.

The panelists are:

  • Katharine P. Cochran, CFA, Senior Investment Consultant, Cambridge Associates
  • Julie Hawkins, CFA, Vice President, Mesirow Advanced Strategies, Inc.
  • Sue Stevens, Founder, CEO, CIO, Stevens Wealth Management LLC

Location: 1 S. Dearborn. 37th Floor
Date: March 14, 2012
Time: 5:30pm (Networking) / 6pm (Panel)
Cost: Free – Registration Required

Panelist Biographies

Katharine P. Cochran is a Senior Investment Consultant in Cambridge Associates’ Boston office. She works with a variety of clients, including foundations, universities, non-profit endowments, pensions, and private clients ranging in size from $30 million to over $3 billion. She advises clients on investment planning, strategic and tactical asset allocation, and manager selection across all asset classes. Prior to joining Cambridge Associates in 2007, Katharine was a Summer Associate at the Blackstone Group in New York, where she worked in the Alternative Asset Management group. In this role, she worked directly with institutional clients invested in Blackstone’s fund of hedge fund products, providing portfolio performance analysis and writing market and fund-specific commentary. Prior to business school, she spent three years in the Private Wealth Management group at Mellon Financial Corporation in Boston, where she worked on a portfolio management team advising high net worth clients on strategic and tactical asset allocation, portfolio rebalancing, and wealth management strategies. Prior to Mellon, she completed a two year paralegal program at the Boston law firm Palmer & Dodge LLP. Katharine holds a BA in English from Georgetown University and an MBA in Finance and Strategic Management from The Wharton School, University of Pennsylvania. She is a CFA charterholder and a member of The CFA Institute, The Boston Security Analysts Society and 100 Women in Hedge Funds.
Julie Hawkins is a vice president for Mesirow Advanced Strategies, Inc. She is responsible for manager due diligence, strategy analysis and manager monitoring. Prior to joining Mesirow Advanced Strategies Inc. in 2004, Ms. Hawkins focused on investment grade origination at Banc One Capital Markets. Previously, she was an analyst in the equity capital markets group at Bear, Stearns & Co. Ms. Hawkins received a B.S. in Finance and Accounting from the University of Richmond. In addition, she is a CFA charterholder.
Sue Stevens is the founder, CEO and CIO for Stevens Wealth Management LLC in Deerfield, IL. She has an MBA from University of Chicago, a Masters of Science in Wealth Management from the College of Financial Planning, and is a Certified Financial Planner™ certificant, a Certified Public Accountant/Personal Financial Specialist and a Chartered Financial Analyst. Sue has been counseling individuals and small businesses on financial planning issues for over twenty years. Stevens Wealth Management manages just under $200 million. Sue has held leadership roles as Director of Financial Planning at Morningstar, head of research and development for Participant Education at The Vanguard Group and Senior Manager at Arthur Andersen. She is frequently named as one of the top advisors in the country by Worth, Bloomberg, Reuters and others. Sue was named one of 50 Distinguished Women in Wealth Management by Wealth Manager Magazine in 2008 and 2011. Her book, Put Your Money Where Your Heart Is™, has won four awards.