Event Profile

CAIA San Francisco presents: Fireside Chat with Co-Authors Ellen Carr & Katrina Dudley of Undiversified: The Big Gender Short in Investment Management

Date(s):
October 18, 2021
Note:
All times listed are in local time
Venue:
Webinar
 
Fee(s):
Free Event
Description:

CAIA San Francisco presents:
Fireside Chat with Co-Authors Ellen Carr & Katrina Dudley of
Undiversified: The Big Gender Short in Investment Management


Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers, the people most directly responsible for investing your money, are female, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation, and what are its consequences, including for firm's and client's bottom lines?

Drawing on wide-ranging research, interviews with prospective, current, and former industry practitioners, and the authors’ own experiences, Undiversified makes a compelling case that increasing the number of women could help transform active investment management at a time when it is under threat from passive strategies and technological innovation.

Join us for a virtual conversation with Ellen and Katrina and Q&A moderated by CAIA San Francisco Chapter Head Isela Rosales. For those interested in reading the book prior to our event, you can order it here.  

Time & Date
Monday, October 18, 2021

4:00 PM - 5:00 PM PT

Location
Zoom Webinar

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Ellen Carr
Organization: Author


Ellen Carr has over two decades of experience as a high-yield bond portfolio manager, most recently at Barksdale Investment Management, a majority-women-owned, institutional fixed-income investment management firm. She is also an adjunct professor of finance at Columbia Business School, where she teaches courses on the credit markets and cash flow modeling. She is an occasional contributor to the Financial Times.


Katrina Dudley


Katrina Dudley is a global equity portfolio manager at Franklin Templeton Investments, one of the world’s largest asset managers. She is the author of the introduction to the Vault Career Guide to Mutual Funds (2016). She is a frequent market commentator on CNBC and Bloomberg, a mentor to up-and-coming female investment professionals, and a guest lecturer at Columbia Business School.