Serving San Francisco, East Bay, and Silicon Valley

Joint CFASF Event: Gender Lens Investing

Wednesday, July 9, 2014 Members Only Networking - Alliance Networking Series

CFA Society San FranciscoExtensive research shows a strong correlation between significant female representation on public company boards and in senior leadership and company financial strength. Join Andrea Davis, Associate Director of the Clayman Institute for Gender Research, part of Stanford University and Eve Ellis, Portfolio Manager, The Parity Portfolio Strategy, Morgan Stanley for a panel discussion focused on current research and how investors can use this knowledge to their advantage through gender lens investing. We will discuss impact investments that align investments with values that empower women and girls.

Suggested reading: The Parity Portfolio Strategy

RSVP by contacting Michael Reilly via e-mail at: michael@cfa-sf.org or call 415.814.7902.

Register on the CFA website and use coupon code “FWSF.”  

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Speaker Bios

Eve EllisEve Ellis

Eve Ellis, partner in The Matterhorn Group of Morgan Stanley, a full-service wealth advisory group for individuals and institutions, is a portfolio manager of The Parity Portfolio, a gender lens discretionary portfolio, providing investors with opportunities to seek financial and social returns. The Parity Portfolio has been featured in DealBook in the New York Times, the Wall Street Journal, as well as in articles in the Huffington Post, The Globe & Mail, and Zeit Online. Eve, who earned her B.A. at Yale University, is a CFP™, CIMA®, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. She was certified by the Institute for Preparing Heirs, and is a member of the Association of Professional Investment Consultants (APIC). Eve is active in numerous organizations including the Ms. Foundation for Women (Executive Committee; Co-Chair, Investment Committee), Jewish Women’s Archive (Chair, Investment Committee), Maccabi USA (Board Member), 2020 Women on Boards (NYC Steering Committee), and the Thirty Percent Coalition (Institutional Investors Committee). A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.

Andrea ReesAndrea Rees Davies

Andrea Rees Davies holds a Ph.D. in History and M.A. in Religious Studies from Stanford and a B.A. in Women's Studies and Comparative Religion from Harvard. She works on interdisciplinary solutions to advancing gender equality and has contributed to the Clayman Institute research projects on dual-career academic couples, women in technology, and women entrepreneurs. She collaborates with other institutions and scholars to create and implement solutions to advancing gender equality. Andrea taught U.S. History as an Assistant Professor at California State University, Northridge. She has also appeared in documentaries for the History Channel and ABC news. Andrea currently teaches a Feminist Studies/History course at Stanford. During her studies at Stanford, Andrea won the Prize for Excellence in First-Time Teaching from the Stanford Department of History and a graduate dissertation fellowship from the Institute for Research on Women and Gender. In addition to her interdisciplinary work, Andrea's new book, Saving San Francisco: Relief and Recovery after the 1906 Disaster, was published in November 2011. Her interest in the social consequences of disasters was sparked by her work as a San Francisco firefighter. More information is available at the Saving San Francisco website, http://www.stanford.edu/~ardavies/. A podcast of Andrea Rees Davies' April 9, 2012 book talk at the Commonwealth Club of California is available online.

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