Episode 19

Women of Wealth and Gender Equity - What Professional Advisors to (U)HNWI should know

Episode 19

Event details
Location and contact details for this event.
Event type: 
Webinar
Date: 
27 Jul 2020 - 4:00pm to 4:30pm
Venue address: 
WEBINAR
Telephone: 
07480894463

This episode is designed to help professional advisors better understand the needs of women of wealth and  how to support them on their donor, social investment and impact investing journey. 

Issue being addressed include: 

•    Addressing how advisors can meet the needs of the next-gen of wealth and women of wealth – trends, opportunities, and challenges. 

•    Hearing about examples for gender lens investing. 

•   Discussing promoting investment in female leadership in the finance sector – gender equality and driving the economic advancement of women.
 
•   Learning about examples from investors in women-founded tech businesses and how they introduce more women to angel investing and promote diversity. 

•   Reviewing the role the advisors play in supporting their clients to understand the social and health issues of women and girls and how philanthropy, social investment and impact investing can address capacity building; hearing lessons learned from the Maverick Collective and others. 

 

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Speaker Bios
 
Alana Petraske
Alana is a partner in the charities team. She advises both charities and their donors on a wide range of legal, fiscal, and regulatory issues. Her practice focuses on tax-efficient giving by corporate and individual donors, including advising on the structuring of philanthropic giving vehicles, the terms of direct funding, venture philanthropy, social investment and a range of operational matters. Alana was selected by the Society of Trusts and Estates Practitioners as the People’s Choice – Trusted Advisor of the Year at the 2019/20 Private Client Awards.
Alana also focuses on international issues facing both donors and charities, including cross-border giving and fundraising, tax and fiduciary issues connected to overseas operations, UK regulation and recognition of foreign organisations, and the establishment of ‘dual qualified’ charity structures which enable tax-efficient giving in the US and the UK.
In addition, Alana has experience advising trustees, companies, royal charter bodies, CICs, and associations on a variety of operational matters including: fundraising, sponsorship and trading, constitutional reorganisations, campaigning and elections, and social enterprise.
 
Annabel Bosman
Annabel is currently the Managing Director and Head of Relationship Management at RBC Wealth Management in London, UK. She is also a founding partner of the Wealthiher Network. This is new initiative founded by a group of financial firms in 2019, including a number of wealth and asset managers, designed to champion female clients, improve the client experience for women and promote financial education. Annabel has over 20 years’ experience in the wealth management industry, joining RBC from Julius Baer International. Prior to that, she worked at Deutsche Bank, Citi, Credit Suisse and Barclays Wealth.
 
Rena Greifinger
Rena Greifinger leads the Experiential Philanthropy division at Population Services International,
including its signature programs Maverick Collective and the MaverickNext fellowship. With over 15
years of entrepreneurship, global health and design-thinking expertise, Rena has been at the forefront of designing and delivering unique philanthropic programs that drive lasting impact for women and girls around the world; while co-creating a movement of philanthropists who are becoming informed advocates, bold leaders and strategic investors through their partnership with PSI. As PSI's Global Youth & Girls Advisor for five years, she led the organization's work in design-thinking and private sector approaches to adolescent health. Prior to PSI she started Next Step's One Love Project, an awardwinning program that builds leadership, life-skills and mentoring support for young people living with HIV in the U.S. She holds a Master’s of Science from the Harvard School of Public Health.
 
Sarah Hillware
Sarah is an award-winning social entrepreneur, global health strategist and advocate for girls and women. She currently serves as Deputy Director of Women in Global Health, a global movement founded in 2015, which has more than 20,000 supporters in more than 90 countries and continues to grow.
Sarah brings more than a decade of experience in international development and global health, most recently having worked as a senior-level consultant at the World Bank for four years, and, in 2012, founding Girls Health Ed, a grassroots non-profit focused on delivering comprehensive sexuality education in schools, community centers and health clinics to underserved adolescent girls through a proven model. Girls Health Ed has served more than 4,000 girls to date and has been profiled in The Washington Post, Huffington Post and Global Citizen, among others. The organization has since hired employees to manage day-to-day operations, but Sarah continues to serve as Board Chair.
Throughout her career, Sarah has worked at the intersection of project operations and stakeholder engagement to drive global action and national policy reform across the Sustainable Development Goals (SDGs), having co-led several program launches and advocacy campaigns. She has been a member of leadership teams overseeing portfolios up to US$2 billion across multiple countries, and comes with a deep understanding of “Health in All Policies,” as well as operations and procedures of UN agencies. Sarah is known to facilitate strategic inter-ministerial collaboration for greater development impact and has previously worked for World Health Organization (WHO), World Food Program (WFP), UN Refugee Agency (UNHCR), and Pan American Health Organization (PAHO) Foundation.
 
Sarah has experience on a range of issues, including universal health coverage, air pollution and climate change, nutrition, sexual and reproductive health and rights, menstrual health, HIV/AIDS, TB and HPV. Sarah's research and experience on school- and community-based health interventions and global women's issues have led her to give talks at TEDxBerkeley as well as at the United Nations through TEDxUNPlaza. She was profiled in 2016 by Population Services International (PSI) for Leaders, Makers and Risk-Takers, alongside First Lady Michelle Obama and former UN Secretary General Kofi Annan for her work in public and global health innovation. In 2014, she was named to the Leadership Center for Excellence 40 Under 40 list. Sarah also serves on the Board of Directors for the Osgood Center for International Studies.
 
Simon Hopkins
Simon Hopkins is the co-founder (with Sarah Turner) of Angel Academe, a network dedicated to helping women become angel investors and to increasing the flow of investment to female investors. Now in its seventh year, Angel Academe has raised over £6m for 30 companies in a range of verticals, including HR-,  fin- and med-tech. Simon has worked in digital media since the mid 90s and for over 30 years in the creative industries more widely.

 

Event registration
Registration: 
registration@philanthropy-impact.org