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Outstanding Investors Online

Outstanding Investors Online: Female Manager Summit

A replay of the summit is now available below

Jennifer Wallace – Summit Street Capital Management

Jennifer Wallace is a founding partner of Summit Street Capital Management, LLC and serves as the firm’s Chief Investment Officer and Portfolio Manager. Jennifer has more than 23 years of investment experience. Prior to co-founding Summit Street, Jennifer worked with the Robert M. Bass investment groups where she was manager of Emerald Value Partners and co-manager of Alpine Capital. Before joining the Bass organization, Jennifer was a consultant with McKinsey & Company and an investment banker. Jennifer earned a BA from Columbia College and an MBA from the Columbia University Graduate School of Business where she received Beta Gamma Sigma honors as well as other awards and prizes. In addition, Jennifer serves on the Advisory Board of The Heilbrunn Center for Graham & Dodd Investing at the Columbia Business School and the Stewardship Committee of the Episcopal Church of the Heavenly Rest in New York.

 

 

 

Tania Pouschine – Fithian LLC

Tania Pouschine is the Portfolio Manager and Founder of Fithian LLC, which manages a long-only global equity strategy. Prior to Fithian, Tania co-managed Davis Advisors’ Global and International Funds for twelve years from their inception. She previously spent a decade as a senior research analyst at Ruane, Cunniff (Sequoia Fund), was an Associate Editor and investigative reporter at Forbes, and trained as an international lending officer at Bankers Trust. She speaks several languages, received her early education in Europe, earned her BA at Middlebury College, and is committed to supporting the arts. She sits on the board of the Chamber Music Society of Lincoln Center and has given talks at Columbia Business School’s Heilbrunn Center for Graham & Dodd Investing, where she has also judged the CSIMA Stock Pitch Challenge.

 

 

 

 

 

Barbara Ann Bernard – Wincrest Capital

Barbara Ann is Founder and CEO of Wincrest Capital, a global long/short equity firm. She has been honoured as “Top 50 Women in Hedge Funds” by Ernst & Young and the Hedge Fund Journal, designated a Young Global Leader (“YGL”) by the World Economic Forum, co-founded the Variant Perspectives: Women in Investing Conference and is a regular guest expert on CNBC, Bloomberg and Reuters. She began her career under the mentorship of Sir John Templeton in The Bahamas. She earned a BSc from the London School of Economics and Chairs the United World Colleges Bahamian National Committee.

 

 

 

 

 

Kim Shannon – Sionna Investment Managers

Kim founded Sionna in 2002 and has more than 35 years of industry experience. She is the President and Co-Chief Investment officer at Sionna, and was previously Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the Canadian Coalition for Good Governance and previously served as Chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Kim is also a past President of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

 

 

Hyde Hsu – Willis Towers Watson (Moderator)

Hyde Hsu is a Director with Willis Towers Watson, with a focus on long only equity investment manager due diligence. Prior to her current role in manager research, she was a member of the client consulting team and assisted clients with investment oversight, investment manager selection, development of investment policies, manager and asset class structure, as well as asset/liability modeling. She has been with the firm since 1998 when she joined as an actuarial analyst. Hyde is a Fellow of the Society of Actuaries, a Chartered Financial Analyst (CFA) charter holder and a member of the New York Society of Security Analysts. Hyde received her M.S. in Actuarial Science from Boston University and her B.A. in Economics and Mathematics (magna cum laude) from Wellesley College.

 

 

 

 

 

Harry Holzer – Willis Towers Watson (Moderator)

Harry is a Manager Researcher at Willis Towers Watson focusing on concentrated equity strategies. Prior to Manager Research, Harry held a number of research roles across asset classes, mostly public equity. Harry read Economics at Lancaster University, Finance at Warwick Business School and is a Chartered Financial Analyst (CFA) charter holder.

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