Lunch Speakers

 

 

Monday

Jamie Higgins ’98, Vice President, Goldman Sachs

Jamie Fiore Higgins graduated from Bryn Mawr with a major in mathematics in 1998. Following graduation, she started at Goldman Sachs as an analyst in Global Securities Services in the Securities Division. She became an Associate in 2001 and a Vice President in 2004. She currently manages the US Institutional Supply team responsible for Goldman's major lending institutions covering both US and International securities.

 

Tuesday

Dana Niblack ’93, Managing Director, Perella Weinberg Partners

Dana Niblack is a Managing Director responsible for Asset Management Client Services at Perella Weinberg Partners. Prior to joining Perella Weinberg Partners, Ms. Niblack was the Director of Investor Relations for Citco (Canada) Inc. where she was responsible for building the office’s investor services department. Ms. Niblack held the same role at Citco’s New York office from 2002 – 2004. Prior to joining Citco, Ms. Niblack spent three years in client service at Morgan Stanley Prime Brokerage. Previously, Ms. Niblack held operational roles at Oaktree Capital Management working with the emerging markets hedge funds product (formerly Moon Capital) and for the Global Small Company and Asian Equity products at Scudder, Stevens and Clark. Ms. Niblack serves on the President's Advisory Council of Bryn Mawr College and the Hedge Funds for Habitat-NYC Steering Committee. Ms. Niblack received an A.B. in Mathematics from Bryn Mawr College.

Wednesday

Heather Hanowitz '07, Business Lender and Program Devloper, FINANTA

Heather joined FINANTA in 2010 with three years of international lending experience, specializing in portfolio risk management, profitability forecasting and training management on risk-based pricing concepts.  She provides technical assistance and loans for FINANTA’s small business clients and undertakes the development of new programs and products for expansion purposes. Hanowitz has a Bachelor’s Degree in Mathematics and Spanish from Bryn Mawr College in Bryn Mawr, Pennsylvania.

Jodie Lurie '08, Corporate Credit Analyst, Janney

Ms. Lurie is a Corporate Credit Analyst in Janney’s Fixed Income Research team, Ms. Lurie focuses on companies’ debt structures at the micro level, analyzing the many factors that contribute to credit quality and assigning outlooks on companies’ abilities to meet obligations.  Ms. Lurie has a dedicated list of over 30 companies under coverage across eight industries, including Autos and Auto Finance, Food & Beverage, Water, and Chemicals, and continues to roll out coverage on a regular basis.  Ms. Lurie regularly publishes for Janney’s Daily Fix and Fixed Income Weekly, and can be seen occasionally in-print and on-air.  Most recently, she appeared on CNBC’s Closing Bell with Maria Bartiromo to discuss the volatility of the high yield market.      

Prior to beginning Janney’s corporate credit research effort, Ms. Lurie was an investment banker in Janney’s Consumer & Retail Group, working with companies in the food & beverage and hard- and soft-line retail spaces.  She worked on various transactions, including IPOs and follow-on offerings, mergers and acquisitions, private placements, fairness opinions, and other financial advisory.  Prior to her hiring at Janney, Ms. Lurie worked at Citigroup-Smith-Barney. 

Ms. Lurie is the 2010 recipient of the Distinguished Alumni award at the Rohr Center for Jewish Life of Bryn Mawr, Haverford, and Swarthmore Campuses.  Additionally, she is a member of the Board of Directors for Hillel of Greater Philadelphia, as well as the Commission for Campus Projects, which funds innovative Jewish student activities in the Philadelphia area, encouraging students to apply their leadership and creativity to community affairs. Ms. Lurie received an A.B. magna cum laude in Mathematics (with Honors) and Economics from Bryn Mawr College.

 

Thursday

Carol Pepper ’84, CEO & Founder, Pepper International, LLC

Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office located in New York City. Carol is a member of Forbes Intelligent Investing team and writes columns for www.forbes.com. In November 2009, Barron’s named Pepper International as one of the top family offices in the United States. In 2008, Pepper International LLC was awarded the Growth Leadership Award by the Family Wealth Alliance (www.fwalliance.com). Carol was named a 2007 Rising Star in Wealth Management by Institutional Investor News. Carol acts as an advisor to families of wealth and oversees the investment management, estate and tax planning, philanthropy and concierge needs of her clients. The firm has an expertise in Socially Responsible Investing and works with families who would like to have a strong focus on integrating their values into their investments and their philanthropy. The firm also focuses on families that have complex international issues such as family members with different nationalities and complex jurisdictional issues.

Carol also acts as a consultant to families who would like to create their own operations, and has built family offices around the globe. Carol lectures extensively around the world on issues of interest to the family office industry. Past and current speaking engagement agendas are posted on the company website, www.pepperinternational.com. Carol has over 25 years of experience in the wealth management industry. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office formed by the Rockefeller family. As a principal at Morgan Stanley, she was instrumental in creating a web-based virtual family office prototype. Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in philosophy and a minor in Russian language. She obtained an MBA in entrepreneurial studies from Columbia University Business School in 1989. She published her first novel, Beyond Blood, a wealth management thriller, in 2009.

 

Friday

Cass Barnes '04 - Director, Precision Capital

Prior to joining Precision Capital, Ms. Barnes was the director of marketing & investor relations for the hedge fund, Sursum Capital. Prior to Sursum, she was the director of business development for Silver Oven Studios, a brand consulting agency focused on alternative investment firms. Ms. Barnes earned her A.B. from Bryn Mawr College in Bryn Mawr, PA in 2004

Alexandra Kaufmann ’04, Vice President of Investor Relations, Pershing Square Capital Management, L.P.

Pershing Square Capital Management, L.P.a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets.   Ms. Kaufmann has been with the fund since 2004 and focuses on client service and new business development with an emphasis on endowments, family offices and high net worth individuals. 

Ms. Kaufmann graduated cum laude with a B.A. from Bryn Mawr College and an M.B.A. from Columbia Business School.

Young Alum Panel

- Arianae Tsavaris '09

- Zoe Odenwalder '12

- Esther Chen '12

- Sophia Abboud '12