Ms. Adamek serves as Managing Director of Portfolio Management, with responsibility for the asset management of Madison’s domestic and international investment portfolio. Ms. Adamek manages all aspects of the asset and portfolio management process, including oversight of Madison’s investment positions, monitoring financial performance, maintaining relationships with Madison’s counterparties, and providing strategic recommendations seeking to enhance investment returns.  Prior to joining Madison in 2014, Ms. Adamek spent seven years with CBRE Global Investors.  While there, Ms. Adamek served as an Acquisition Director in the Managed Accounts Group, responsible for sourcing, underwriting and closing over $1 billion in commercial assets.  Prior to CBRE Global Investors, Ms. Adamek spent three years with Unico Properties as an Analyst and Associate, where she worked on the Investments team underwriting real estate transactions.  Ms. Adamek graduated with an MBA from New York University and a BS in Finance from Northern Arizona University.

Hilary is a Senior Director in the Denver office of JLL Capital Markets, Americas. Hilary started her career in commercial real estate in May of 2008. At JLL, Hilary is responsible for institutional office and life science investment sales advisory in Denver, the greater Rocky Mountain region, and Kansas City.

Prior to joining JLL in 2021, Hilary specialized in office agency leasing, representing institutional owners. In that role she was one of the market’s top office leasing brokers and worked with owners on redeveloping and repositioning their office assets and provided strategic consulting and deal executions.

Maurissa joined Investment Management Corporation of Ontario (C$80 billion AUM) investing in a cross-asset equity strategy from private equity fund, Clairvest Group (C$4.5 billion AUM), where she was involved in all areas of the investment process. Prior to Clairvest, Maurissa was an executive at George Weston Limited (TSX:GWL), Canada’s largest food and drug retailer, REIT and provider of financial services. Maurissa has also held various roles in investment and corporate banking where she assisted companies achieve their growth objectives through mergers and acquisitions, debt and equity financing and IPO’s. Maurissa is a Chartered Accountant and holds a Bachelor of Management and Organization Studies with a specialization in Finance from Western University.

Bethany Brantley is a sustainability executive and ESG investor with over a decade of experience driving corporate action and investment strategy on climate change and ESG integration in private equity. As Head of ESG for IPI Partners, Bethany oversees all aspects of the firm’s responsible investment, sustainability, and portfolio stewardship activities.

Bethany is also a Non-Resident Senior Fellow at NYU’s Center for Global Affairs, where her work centers on complex ESG risk and opportunity areas within digital infrastructure private equity.

Before IPI, Bethany was SVP and Head of Investor Relations and ESG at Orion Infrastructure Capital. Earlier, she was a VP and Head of Fundraising and Impact Measurement at Energy Impact Partners. Earlier in her career, Bethany was a technical analyst in roles focused on renewable energy procurement and ESG at S&P Global, the U.S. DOE’s National Renewable Energy Laboratory, and Natural Resources Defense Council (NRDC).

Bethany has a master’s in environmental management and sustainability from Harvard University and a BBA in finance and marketing from Texas Christian University.

Prior to joining Nicola in April 2024, Tori was a Partner at Morningside Capital and led the Firm’s single asset secondary strategy. While at Morningside, Tori was involved in over $400 million of GP-led secondary transactions. Prior to joining Morningside at its inception in January 2016, Tori worked in the Funds, Secondaries and Co-Investments team at CPPIB in Toronto and London where she gained extensive experience in private equity, investing $5.3 billion in the asset class including $1 billion in principal secondaries. Her experience spans North America, Europe and Asia in the mid, large and mega markets. Tori also served as a member of the Institutional Limited Partners Association’s Education Committee. In 2023, she was named as a Woman of Influence in Private Markets by Private Equity International. Tori serves on the Board of Urban Squash Toronto, a not-for-profit supporting at-risk youths, and the Finance Committee of the North York Harvest Food Bank. Prior to joining CPPIB, Tori worked at BMO Capital Markets in Investment and Corporate Banking. She holds an Honours Bachelor of Business and Administration degree from Wilfrid Laurier University.

Nicola Wealth

Nicola Wealth is a Canadian asset manager with over C$16 billion in assets under management and seven offices across the country.

Nicole Byrns is an accomplished structured credit investor with 20+ year track record of private investing and financing experience at funds and financial institutions. Most recently, Ms Byrns was Managing Director at Canada’s largest pension plan, CPP Investments (CPPIB). She was a senior leader in CPPIB’s Capital Solutions Group where she focused on developing and growing the fund’s private structured credit platform. She managed $3.5bn credit portfolio that focused on asset-backed lending, specialty finance, renewables, CLOs and fintech sectors. She also led the division’s financing practices that oversaw a $47bn leverage portfolio. She was a member of the Real Assets Credit, Capital Solutions and Leveraged Finance Investment Committees.

Prior to CPP Investments, Ms. Byrns was at Deutsche Bank’s Global Credit Trading group where she developed innovative financing solutions for her clients in the fintech, aviation, mortgage and esoteric industries. Previously, she was at Garrison Investment Group and Citi where she was responsible for originating and executing asset-based financings and whole loan purchase programs.

Ms. Byrns is a distinguished writer, contributor, and conference speaker, known for her engagements at industry-leading events such as the Kayo Women’s Group and ABS East. She regularly publishes insightful articles for "Credit Check," a forum dedicated to discussing trends in the asset-based finance industry. A strong advocate for women's advancement in financial services, Ms. Byrns frequently contributes to "Balancing the Books," where she explores themes affecting women in private credit. Additionally, she has collaborated with the Structured Finance Association on various research publications and is an editorial board member for SFA’s Structured Finance Journal.

Ms Byrns received a BA from Wellesley College and an MA from the Fletcher School at Tufts University. She also studied at L’Institut d’Etudes Politiques de Paris (Sciences Po) as a Rotary Scholar. She serves on the board of Jacob Riis Neighborhood Settlement.

Lisa Calhoun is a recognized and experienced leader in venture capital. Lisa was recently named Atlanta Investor of the Year by Startup Atlanta and highlighted among Business Insider’s Top 30 Women Early-stage Investors in the U.S. She is the founder of Valor Ventures, the South’s first woman-led, institutional venture capital firm, now investing its third fund. Valor funds are backed by notable institutional investors including Delta Airlines, Georgia Tech Foundation, and the Sisters of St. Joseph.

Under her leadership, Valor has built a high performance portfolio of AI and SaaS software companies based in the South. Valor is known for developing Vic, a visionary AI-powered investment management platform integrated with industry leaders like Salesforce, Carta, and PitchBook.

Lisa is a Kauffman Fellow (Class 23), recipient of the Kauffman Fellows Leadership Award, and frequent keynote speaker. She’s spoken recently for NASDAQ, SuperReturn, and the Kauffman Leadership Summit. Her insights have been featured in Forbes, Inc., and the Venture Capital Journal. She also shares insights as a co-host of the Atlanta Startup Podcast.

Sara Casey is a Director of AB NAV Lending, where she is one of the initial senior team members involved in the development of the net asset value (NAV) lending strategy. Her responsibilities include deal sourcing, structuring, underwriting and execution, and portfolio management. Prior to joining AB in 2023, Sara was a principal at Hark Capital, where she sourced and executed NAV loans. Prior to Hark Capital, she was an associate at Wells Fargo Securities. Sara is a member of the Fund Finance Association’s NextGen Committee and was the Fund Finance Association’s 2023 NextGen Member of the Year. She holds a BS in finance from Providence College.

Regina Cho is an Investment Director at Crewcial Partners.  She also serves on the Investment Committee and co-leads the investment team.  She has been with Crewcial since May 2011 and has over ten years of investment experience. Regina travels globally and is an integral member of the investment team,  sourcing and conducting investment manager research across asset classes. Regina has a core focus on US and international public equities alongside experience investing in multi-strategy, credit, and private equity. She also plays a significant role in the firm’s diversity initiative and identifying emerging managers. Regina directly supports seven clients, which are all not-for-profit organizations. Regina works with clients to provide insights into asset allocation, manager selection, and performance. Prior to joining Crewcial, Regina was a Senior Research Analyst for Deerfield Partner's internal research firm and a Research Analyst for Gerson Lehrman Group on the healthcare primary research team. Regina has a BA in Biology from George Washington University.

Ms. Cohen joins from Monroe Capital LLC, where she was the Global Head of Institutional Partnerships, responsible for fostering key partnerships and driving growth initiatives. Before her tenure at Monroe Capital, she held top leadership positions at Mitsubishi UFJ Financial Group (USA) (“MUFG”), including Chief Investment Strategy Officer. At MUFG, Ms. Cohen was responsible for advising, directing, and governing the strategic alternatives investment portfolio, as well as playing a strategic role in the Firm's ESG and DEI initiatives.

Additionally, Ms. Cohen has held senior investment banking and trusted advisor roles at J.P. Morgan, UBS Investment Bank, and Credit Suisse First Boston, where she honed her abilities in corporate strategy, mergers and acquisitions, and client relations.

Ms. Creedon is member of the private equity team, co-leading the firm’s private equity co-investment practice. She is the Head of Diversity, Equity & Inclusion and is involved in the Firm’s various management activities.

Prior to joining StepStone in 2010, Ms. Creedon was a vice president at Citi Private Equity, a US$10 billion equity co-investment, mezzanine, and fund of private equity funds business. Before that, she was a director in the corporate strategy & business development group at The Walt Disney Company and was a director of business development at NBC Universal.

Ms. Creedon graduated cum laude with a BA from Georgetown University.

Anna Dayn is a Managing Director and US head of New End, where she partners and invests in high-growth companies, sponsors and investment platforms in private markets. New End, launched in 2018 and undergirded by a multi-family-office, anchors asset managers and facilitates future access to institutional capital. Anna has over 20 years' experience in funding, designing, and implementing private equity investment programs. Before New End, Anna established the North American platform of XTP, a cost analysis platform serving institutional investors. Anna previously served as the head of Private Equity at Cardano, a UK pension consultant, where she built a private equity program spanning $2bn of invested capital. Prior to that, Anna worked at Capital Dynamics in Switzerland and Rothschild in New York.

Anna has served on the limited partner advisory boards of several private equity funds across North America and Europe, is a published author, media commentator, and a frequently featured speaker at investment industry conferences. She sits on the Executive Board of WAVE, the Women’s Association for Venture and Equity, and serves on the New York Steering Committee for PEWIN, the Private Equity Women’s Investor Network.

Anna received an MBA from the Wharton School and a BA in Economics from the College of Arts and Sciences, both at the University of Pennsylvania.

Anne Duggan joined TIFF in 2024 and serves as a Managing Director on the Client CIO team and Co-Head of Custom Asset Allocation. In this role, Anne collaborates with clients to develop investment strategies and construct portfolios that are designed to help them achieve their objectives.

Before joining TIFF, Anne was a Managing Director at Partners Capital, an Outsourced Chief Investment Officer (OCIO) firm, where she spent 7 years serving as the lead advisor to many of the firm’s endowment and foundation clients. Anne also sat on Partners Capital’s Client Committee, which reviewed client profitability and pricing and ensured best practices across all client teams globally.

Earlier in her career, Anne worked at Fidelity Investments in corporate strategy. She also worked in Credit Suisse private equity multi-manager business making fund, secondary and co-investment investments on behalf of institutional clients. She started her career at Morgan Stanley in investment banking.

She holds a BA with Honors from Brown University and an MBA with Distinction from Tuck School of Business at Dartmouth, where she was named a Tuck Scholar. Anne is a CAIA Charterholder and is a member of TIFF’s Investment Committee.

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office. Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. Mr. Felman began his investment career as an Angel Investor. He invested in real estate, film projects, technology companies and a restaurant. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of Acquisition International 2013, 2014, 2015, 2016, 2017 Global Multi-Family Office award. Winner of Wealth & Finance International 2014, 2020,2021 Global Multi-Family Office Award. Winner of Corporate Live Wire 2020 Investment Advisory Firm of the Year. A member of the NYU Stern Family Office Council. Advisory Board member of Family Office Association. He is a frequent speaker at family office, hedge fund and emerging markets conferences.

For over 15 years, I have worked in the leveraged finance market as a lawyer specializing in high yield bond offerings and covenant analysis, spending most of my career in Europe. During that time I have worked to equip investors with tools to make sound investment decisions. Also Founder of women's empowerment program and collective providing a platform for members to live with more authenticity and joy.

Sabrina Fox, founder of Good Girl to Goddess, is an entrepreneur and empowerment advocate. Just a decade ago, she was working in a job that didn’t inspire her and she was exhausted from always doing things for other people and making no time for herself – sound familiar?

Almost every woman in modern society has a “good girl” inside who is putting others’ feelings and desires ahead of her own, using a self-critical voice in her head to motivate her, and striving to achieve her best, yet feeling that she constantly falls short.

Good Girl to Goddess is the women’s empowerment program comprised of the daily practices, mindset shifts and relationship tools that Sabrina used to turn her life around by channelling her inner “goddess.”

The GGTG Program and Collective is designed for busy women who want to hone their authenticity so they can show up stronger for the people in their lives. Find out more at www.ggtg.me.

Akila Grewal is a Partner at Apollo, where she serves as the Global Head of Credit Product and Lead of the Institutional Product Specialist team. As part of her role, Akila leads a global team of professionals who work closely with internal stakeholders and external partners on capital formation across Credit, Private Equity, Real Assets and Infrastructure. Akila is part of the Firm’s Credit Management team which helps set strategy for the credit platform and executes on key priorities.  Akila sits on several committees, including the Firm’s Credit Allocations Sub-Committee and the Apollo Opportunity Foundation’s Council. Akila also serves on the not-for-profit Braven’s NYC Board as well as PK AirFinance and Stable Asset Management's Board. Akila graduated from New York University's Stern School of Business with a BS in Finance and is a CFA charterholder.

Ms. Lin is a member of the infrastructure and real assets team. She is also involved in the Firm’s diversity and inclusion initiative.

Prior to StepStone, Ms. Lin was a portfolio analyst in AMP Capital’s Global Fixed Income team for corporate bond portfolios of over A$13bn in funds under management for retail and institutional investors.

Ms. Lin received a Bachelor of Laws and a Bachelor of Commerce from the University of Sydney.

Laurene Bielski Mahon is an experienced board member and an accomplished business executive with over 40 years’ experience in the infrastructure arena as an investment banker, management consultant, transportation and construction executive and project developer. She retired as Vice Chair of CIBC's global investment banking business in May 2023. She was recently named as an Executive Advisor to Bechtel (NEC and Canada) and continues to be a member of the North American Advisory Board of Transurban Inc., one of the largest toll road operators in the world.

Ms. Mahon served as a member of the Board of Directors of IEA, a specialized infrastructure construction company in the renewables and rail space, from November 2020 until its sale in October 2022, and sat on its audit and compensation committees. She also spent five years as a Trustee for Public Media NJ, a not-for-profit public affairs company also known as NJPBS, which is a subsidiary of WNET.

Ms. Mahon joined CIBC in 2013 to establish its global infrastructure platform, growing it from a small P3 execution team to a well-regarded financing and advisory practice encompassing the US, UK, Latin American and Australian markets across a broad array of products including balance sheet debt, M+A, ECM, DCM, rates and foreign exchange. From 1999 until 2011, she ran her own independent advisory practice, serving project owners around the world. She previously served as managing director, North America/ Infrastructure, in the Global Project Finance and Advisory Group for Chase Securities Inc. and as a director of CS First Boston’s international infrastructure practice. She began her investment banking career began at Bear Stearns in municipal finance and held positions at Kidder Peabody, in both the municipal and Latin American groups. During a 2-year hiatus from investment banking, she was chief financial officer for Labov, Inc., a Mid-Atlantic developer of specialized waste to energy projects.

Ms. Mahon’s roster of projects and clients spans the globe. Two notable transactions include directing the consultant team advising the Panama Canal Authority on its Third Lane Locks expansion project, an assignment that involved all aspects of the Canal’s operation, finances, and management. Additionally, for two years she served as the principal advisor to the Government of Puerto Rico for the establishment and initial implementation of its P3 program, including highways, maritime, airport and lottery assets.

Early in her career, Ms. Mahon spent five years at New Jersey Transit Corporation, where she held several executive positions including deputy Chief Financial Officer. She negotiated and closed the first safe-harbor leasing transaction done in the US and went on to close more than $1.2 billion in tax-driven real estate and equipment lease transactions. Ms. Mahon began her career as a transportation planner at the Port Authority of New York and New Jersey, where she was involved in various regional studies. She has also been a working journalist, at both The Boston Globe and the (Bergen) Record.

Ms. Mahon graduated from Boston University, summa cum laude, and received her MCP (Master’s in City Planning) from the Graduate School of Design at Harvard University. She is a frequent speaker at industry events, delivering one of the first keynote addresses on climate change to the IFC/World Bank’s Climate Change conference in Hong Kong in September 2016. She participated in the White House Council of Economic Advisors roundtables on transportation finance three times during the Obama administration. She has twice chaired a two-day global event in London for 600 of the most senior women in private equity, infrastructure, and real estate, and will reprise that role this year as well in both New York and London.

Irene joined Partners Group in April 2023 as Global Co-Head of Business Development, Infrastructure, and is based in NY. She has 30+ years of finance experience and prior to Partners Group was the Global Head of the Infrastructure Private Capital Advisory business for Sera Global, Brookfield’s real assets advisory platform. Irene’s previous roles include Managing Director in the Investor Solutions Group at Macquarie Infrastructure and Real Assets (MIRA), Head of North America and Business Development at Hastings Funds Management and Global Product Specialist for Infrastructure & Energy at KKR. Irene also previously worked in investment banking at both Morgan Stanley and Citigroup in NY. Irene received a Master of Laws from the University of Chicago Law School, a JD (Magna cum Laude) from the Faculty of Law, University of Ottawa, and a Bachelor of Social Sciences (Econ/Math) (Summa cum Laude) from the University of Ottawa. Irene sits on the University of Chicago Alumni Board, the Board of the Philharmonia Foundation and is a non-executive director at Verdigris Inc.

Eric is responsible for treasury, investment management, and pension fund accounting. He serves as a Trustee on the Classified Employees Retirement Fund Board, Other Post-Employment Benefit (OPEB) Board, Defined Contribution Retirement Plan Board and is a member of the City’s Investment Advisory Committee. Eric is a Trustee on the Town of Fairfield Employee Retirement Board and Joint Retirement Investment Board. He served as the Treasurer for thirty-seven special purpose funding entities.
Prior to entering government finance, Eric held finance positions at Royal Bank of Scotland, IBM Global Financing, Arnhold and S. Bleichroeder, Price Waterhouse and Soros Fund Management. Eric served as a member of the NYSSCPA Private Equity and Venture Capital Committee and Investment Management Committee.
Eric received his B.B.A. in Accounting from Adelphi University; Certificate in Investment Banking from New York University, M.B.A. in Finance from Sacred Heart University and is pursuing a Corporate Finance Certificate from Harvard University. He is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).

Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office and became the Association’s Head of Americas in December 2017.

Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investimentos, one of the largest independent asset managers in Brazil. While in Sao Paulo, she also served as the Brazil representative for AIMA and established the AIMA Brazil network. Michelle began her career in hedge funds as General Manager for a global conference organizer, where she launched and managed a portfolio of successful asset management and investment events. Michelle holds a B.A. and M.A. from New York University and is a CAIA Charterholder.

Mansi Patel is a senior managing director and head of infrastructure debt. Mansi is responsible for the growth, operations, and strategy of the private infrastructure debt investment team. She joined Principal Asset Management in May 2024 having previously spent 18 years at MetLife Investment Management as managing director, head of infrastructure debt and project finance—North America, Latin America, and APAC.

Prior to this role, she held a position at PricewaterhouseCoopers. Mansi earned a Master of Business Administration at Fairleigh Dickinson University and a Bachelor of Science at Rutgers University.

Violeta Rabanal is the Senior Director – Head of Corporate Development at Mitsubishi Power, where she leads capital raises and M&A across energy transition and conventional businesses.

Violeta has 13+ years of experience in financial services with a focus on infrastructure and energy. Prior to Mitsubishi Power, she was part of the Infrastructure Credit team at Global Infrastructure Partners (“GIP”). Prior to GIP, Violeta was a Vice President in Evercore’s Corporate Advisory business with a focus on infrastructure, power, renewables, utilities, and transportation. Previously, she was an investment manager at Rimac, Peru’s largest insurance company, where she led the short-term fixed income strategy, and was also an Adjunct Professor of Finance at Universidad del Pacifico.

Violeta holds an M.B.A with a concentration in Finance from The Wharton School at the University of Pennsylvania and a B.S. in Economics, Summa Cum Laude, from Universidad del Pacifico. She is a CFA Charterholder.

Dina Said Dwyer is the Founder, Chief Executive Officer, and Chief Investment Officer of Eden Capital Management LLC. Ms. Dwyer has more than twenty years of experience in the private equity industry. Prior to founding Eden, she served as a Managing Director at Unifund SA and was responsible for sourcing and executing transactions and oversight of Unifund’s portfolio companies. Prior to Unifund, Ms. Dwyer was an Analyst at the Blackstone Group in New York and trained at the Carlyle Group in London. She serves on the Board of Directors of Wall Street Prep, Edcetera, White Cup, and Intelvio. Ms. Dwyer received a Bachelor of Science degree in Finance from the Wharton School of the University of Pennsylvania and an MBA from Columbia Business School.

Ya Tung is the Chief Investment Officer for the Jefferies Family Office where she oversees the platform that invests capital on behalf of Jefferies senior executives and employee-partners. Prior to joining Jefferies, Ms. Tung was a Managing Director at GCM Grosvenor, an asset management firm with $70bn in AUM. While at GCM Grosvenor, she shared leadership responsibilities for overseeing the private equity business and team, including shaping investment strategy and portfolio construction. Prior to GCM Grosvenor, Ms. Tung was at Goldman Sachs, most recently as a member of the investment team and the Strategy lead for U.S. middle market in AIMS (Alternative Investments and Manager Selection) of GSAM (Goldman Sachs Asset Management). Prior to Goldman Sachs, Ms. Tung served in corporate functions that focused on cost control, operating efficiencies, and production. Ms. Tung earned her B.Sc. in Industrial Engineering from Columbia University and MBA from Columbia Business School.

Anne Valentine Andrews is the Global Head of Private Markets, Manulife Investment Management. In this role, she’s responsible for the strategy, business development, and growth of Manulife Investment Management’s private markets business, which includes real estate, infrastructure, timber, agriculture, private equity, and credit. She also leads the private markets investment teams, bringing together the chief investment officers from each asset class in the business and working closely with the global product group to drive private markets product innovation across the global institutional, retail, and retirement channels.

Based in New York City, Anne joined Manulife Investment Management from BlackRock, where she spent nine years in increasingly senior roles, most recently as Global Head of Infrastructure and Real Estate. Previously, she was Co-head and Chief Operating Officer for the Morgan Stanley infrastructure platform, and, prior to that, she was a Director at Macquarie Bank in both Melbourne and New York.

Leslie Vargas, CFA, is the Head of Portfolio Management at Resolution Life. Previously, Leslie held positions as a Vice President at Swiss Re in the Private Debt team and External Investment Mandates in New York, NY. Leslie also has experience at Bloomberg LP where they were a Team Leader in the Equity Capital Markets team managing analysts and vendors, as well as an Equity Capital Markets Analyst and Dividend Forecasting Analyst. With a background in finance and business administration, Leslie has a strong foundation in analyzing and managing portfolios.

Julia Wittlin is a Partner of the Firm and leads the Firm’s Miami office as well as its Venture and Emerging Growth investment vertical. In her current role, Julia oversees the Firm’s efforts in venture and emerging growth where RedBird backs disruptive technologies and business models in RedBird’s core areas of expertise.

Prior to joining RedBird, Julia spent 15 years at BlackRock. Most recently, Julia was a Managing Director and a senior portfolio manager within BlackRock Alternative Investors, where she developed and led the team’s growth equity investment efforts and deployed over $500 million. Julia’s investments include leading companies such as Hashicorp, Rivian, Epic Games, Attentive, and Databricks.

Julia is passionate about diversity, equity and inclusion and was a member of the UN PRI Private Equity working group where she focused on advancing diversity efforts within the industry. Additionally, Julia is a steering committee member of the southeast chapter of WAVE, the Women’s Association of Venture and Equity. Julia was featured on Wall Street Journal Pro Private Equity’s Women to Watch List in 2023.

Julia holds a B.A. from the University of Rochester and a Certificate in Mathematical Modeling. She is a CFA, CAIA, and FRM designation holder.