Bloomberg Celebrates International Women’s Day: A Call to #pressforprogress and #mentorher

Kathryn is Head of Sustainable Investing for Rosenberg Equities.  Kathryn is Head of Sustainable Investing for Rosenberg Equities.  Kathryn leads Rosenberg’s sustainable investing initiative focusing on thought leadership, research and portfolio implementation. She was appointed in 2017.  Since joining in 1999, she has held several positions in Rosenberg Equities, including: Director of Investment Strategy, Senior Strategist for Emerging Markets and Asia ex-Japan, Head of Investments for Australia/New Zealand, Portfolio Manager and Senior Product Strategist.  Prior to joining Rosenberg Equities, Kathryn was a consultant at BARRA Inc.   Kathryn holds a Master’s degree in International Management from Thunderbird, the American Graduate School of International Management, as well as a Bachelor’s degree from Willamette University in Economics.

In February 2015, Ms. Dunlap teamed up with Seema R. Hingorani, former CIO of the $160B New York City Employees Retirement system, to launch Girls Who Invest; a nonprofit dedicated to increasing the number of women in portfolio management and investment management leadership. GWI’s goal is to have 30% of the world’s investable capital managed by women by 2030. The group provides talented girls and young women with education, industry accessibility and career placement. Ms. Dunlap retired from GWI January 1, 2018.

Ms. Dunlap is an industry veteran with nearly 40 years of experience. She has distinguished herself through her work with many of the world’s largest pension funds. Recently, Ms. Dunlap was a partner at Fiduciary Research and Consulting (FRC) managing $9B. Ms. Dunlap joined FRC from Barclays Capital in New York City where she served as Managing Director of Barclays Institutional Investor team. She rejoined Barclays in 2009 from Epoch Investment Partners, a long-only equity manager, where she was a Managing Director. Prior to Epoch, Ms. Dunlap was the Chief Marketing Officer and member of the Executive Committee of a $3B Chicago-based hedge fund. In 2000 she was the Chief Executive Officer of PrivateTrade, a company focused on trading secondary interests in private equity limited partnerships.

From 1989-2000, Ms. Dunlap held many leadership positions with Barclays Global Investors in San Francisco and New York including Managing Director and Head of US Marketing where she led the marketing launch of the ETF product known today as iShares. Earlier in her career, she held positions with Merrill Lynch and Kidder Peabody.

Ms. Dunlap received a BS in Economics from the University of San Francisco.

Prior to BlackRock, Ms. Loomis Tighe was a Managing Director at JPMorgan, responsible for the Fixed Income Private Banking business on the West Coast and South, overseeing over $15 billion assets. She also served on the Portfolio Construction Team and co-founded WISE, the Women’s Insight Series. Ms. Loomis Tighe started her career as a proprietary equity trader at First New York Securities in Manhattan.
Ms. Loomis Tighe has worked with environmental organizations for over a decade and was a founding member of the SF Council of the Natural Resources Defense Council which she chaired for 5 years. She is currently on the Advisory Board of Conservacion Patagonica. Ms. Loomis Tighe regularly appears on financial media and is quoted in the press. A native of Connecticut, she currently lives with her husband in San Francisco.
Ms. Loomis Tighe graduated Phi Beta Kappa from Duke University with a degree in Economics and Spanish.

Dr. McElhaney is on faculty as a Distinguished Teaching Fellow and the Founding Director of the Center for Gender, Equity and Inclusion at the Haas School of Business at the University of California, Berkeley.

The Center for Gender, Equity and Leadership, launched in November, 2017, is focused on agitating, activating, and fiercely turning up the volume and velocity on diversity and inclusion leadership in the business leadership world. It will not simply focus on diversity, which is counting heads, but rather on inclusion, which is making those heads count.  Haas graduates over 1,000 leaders a year, and the center will ensure that Berkeley leaders are diversity fluent.  It will also deeply partner with the powerbase that is the corporate sector.

In 2003, Kellie founded the Center for Responsible Business, solidifying corporate responsibility as a core competency and competitive advantage of the school.  Haas was rated #1 in the world for corporate responsibility by The Financial Times.  She received the Founder and Visionary Award at Haas in 2013 for this work.

Kellie wrote a book entitled Just Good Business: The Strategic Guide to Aligning Corporate Responsibility and Brand. She writes case studies of companies who are investing in women (Wal-Mart, E&Y, Gap, Inc.), and does research in the area of equal, pay, unconscious bias, and value-creation linkages between financial & sustainability returns when women are in leadership.