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EDUCATION SESSION

Market Trends and Career Advancement in Private Markets

Explore trends and the dynamic market landscape of private asset classes, including private equity, real estate and private debt, among others. Dive into navigating career development as a woman to achieve executive roles in this sector.


Celebrate International Women’s Day as you share your perspective with colleagues and network over lunch, following the panel discussion.


You are encouraged to invite a guest in the financial services industry to attend, learn more about 100WF and become a member of the organization. Visit the 100WF website here.

DATE

26 March 2024

TIME

11:15 AM Registration

11:30 AM Event Begins


The program will begin promptly at 11:30 AM; please allow time to get through building security and to register before the event begins.


Lunch will be served.

LOCATION

Morgan Creek Capital Management

301 W Barbee Chapel Rd

Chapel Hill, NC 27517 - Directions

PARTICIPANTS

Jocelyn Lewis

S&P Global


Laura Parrott

Nuveen


Jackie Rantanen

Hamilton Lane


Carly Tripp

Nuveen


Hannah Menachem

Hamilton Lane

Moderator

RSVP NOW

HOSTS

Hamilton Lane

www.hamiltonlane.com

 Morgan Creek Capital Management

www.morgancreekcap.com

Nuveen

www.nuveen.com

S&P Global Market Intelligence 

www.spglobal.com/marketintelligence

IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

  

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend 100WF events, access the 100WF Job Board and other member benefits.

 

When you register or are registered for this event you will be Subscribed to 100WF’s Mailing List. You may unsubscribe at any time by clicking the "Unsubscribe" link in any 100WF invitation or announcement.


If you have any questions about this event, please contact the North Carolina committee.



Visit your Member Profile RSVPs to view your event registrationIf you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your Member Profile. If you have any membership questions, please contact the Membership Committee.

 

This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.

 

Space is limited. No walk-ins will be permitted.

 

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Photographs, including of participants, may be taken during our events and used on our website and social media.

BIOGRAPHIES

Jocelyn Lewis

Head of Commercial Strategy for Private Debt Software Solutions, S&P Global


Jocelyn Lewis has responsibility for the go-to-market strategy for our Private Debt Solution in S&P Global Market Intelligence. Jocelyn is responsible for S&P Global's private debt strategy globally as well as product development and client engagement. Previously, she was the regional head of Private Valuation Services for North America at S&P Global. Jocelyn joined S&P Global in 2016 with direct lending, asset management, special situations, private credit and private equity experience. Previously, she was a member of Fortress Investment Group's Asset Management Group where she was a Vice President in the Credit Funds for eight years. Jocelyn managed various niche investment portfolios alongside joint venture partners and focused on restructuring distressed investments stemming from the 2008 financial crisis. Jocelyn also worked at D.B. Zwirn & Co. focusing on asset management and Wells Fargo Capital Finance, where she was part of the asset-based lending portfolio management and audit teams. Jocelyn holds a Bachelor of Business Administration from the University of Miami.


Laura Parrott

Head of Private Fixed Income, Nuveen


Laura Parrott is a senior managing director and Head of Private Fixed Income at Nuveen where she leads Private Placements and oversees Nuveen Green Capital and the Energy Infrastructure Credit investment team. As Head of Private Fixed Income, Laura is responsible for the growth and commercialization of the Private Placements platform, which has grown to over $60 billion in AUM, and includes corporate credit, infrastructure debt, credit tenant loans, and private ABS. Laura oversees Nuveen Green Capital which was acquired in 2021 and is the leading provider of C-PACE financing in the nation. She also oversees the Energy Infrastructure Credit investment team that was launched in 2022 to further assist companies' efforts to reduce carbon emissions, advance the electrification of industry, and ensure energy supply and reliability. She joined the company in 2005 in the private placement originations and portfolio management group. Prior to joining Nuveen, Laura worked at JPMorgan in various market-related roles in Equities and Corporate Strategy. Laura graduated with a B.S. in Business Administration from Wake Forest University’s Calloway School of Business and an M.B.A. from Duke University’s Fuqua School of Business.


Jackie Rantanen

Head of Investor Solutions, Hamilton Lane


Jackie is Head of Investor Solutions within our Evergreen Portfolio Management team, where she is responsible for leading the investor solutions function with a focus on the continued expansion of our growing retail platform. Jackie also serves as a member of the Investment, Responsible Investment and Executive Committees. Jackie began her career with Hamilton Lane on the Fund Investment team. She has held roles in Relationship Management, Public Relations, Marketing teams, and previously led the global Product team. Prior to joining Hamilton Lane in 1997, Jackie was a Corporate Finance Analyst for Comcast Corporation. Previously, she was a member of the Chemical Division’s Financial Analysis Department for Sunoco, Inc. Jackie received an M.B.A. from Villanova University and a B.S. from Drexel University.


Carly Tripp

Global Chief Investment Officer and Head of Nuveen Real Estate Investments


Carly is Global Chief Investment Officer and Head of Investments for Nuveen Real Estate. Nuveen Real Estate is one of the world’s leading investment managers with over $150 billion in assets under management. Globally, she leads a team of 350+ investment professionals responsible for all transactional and asset management functions. Carly is also a member of the Global Executive Leadership team. Prior to her current position, Carly held several leadership positions across the firm, including CIO of the Americas for Nuveen Real Estate, Global Head of Real Estate and Alternatives for TIAA’s $260 billion General Account, and Deputy Portfolio Manager on the TIAA Real Estate Account where she managed over $13 billion in transaction activity. Carly began her career at LaSalle Investment Management where she was a member of the portfolio management team. Carly received dual B.S. degrees in Finance and International Business from University of Maryland and a M.S. in Economics from the University of North Carolina.


Hannah Menachem

Vice President, South Regional Head, Hamilton Lane


Hannah is a Vice President in the Client Solutions Group based in North Carolina, where she is responsible for cultivating institutional relationships in the Southern region of the U.S. Prior to her current role, she led business development and strategy for Cobalt LP, Hamilton Lane’s proprietary data and analytics software. Prior to Hamilton Lane, she worked at First Trust Advisors distributing ETFs to Latin American institutional investors. Hannah is an investment committee member and executive board member at The Stockton Bartol Rush Foundation. Hannah received a B.A. in Spanish Language & Literature from Temple University and is a candidate for a M.B.A. at Duke University’s Fuqua School of Business.

ABOUT

Hamilton Lane

Hamilton Lane’s purpose is simple: To provide enhanced financial well-being for those who depend on us. We do that by delivering tailored, solutions-oriented private markets exposure with superior investment returns and industry-leading client service. We’re an organization built on over 30 years of client-centricity, candor and authenticity and powered by intellectual rigor and data-driven insight. 

 

Morgan Creek Capital Management

Morgan Creek Capital Management, LLC is a SEC-registered investment adviser providing investment management services to institutional and qualifying clients such as endowments, pension plans, foundations and family offices. We provide customized investment solutions to clients in need of a targeted investment program, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. We provide asset allocation, manager selection, and portfolio construction. Morgan Creek’s global investment solutions and strategies incorporate our investor experience, access to what we believe to be a top-tier manager network, international presence and history with asset allocation. Morgan Creek is based in Chapel Hill, North Carolina with an office in Shanghai.


Nuveen 

Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world’s largest institutional investors, a highly-rated insurance company and a retirement provider. With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on our world. For more information, visit About Nuveen | Nuveen.

 

S&P Global Market Intelligence 

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence. 

 

100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

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