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EDUCATION
Seizing Opportunities and Overcoming Challenges in the Alternatives Sector
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Explore current industry dynamics and uncover innovative solutions shaping the banking and asset management sectors. Hear about ways industry participants have sought to differentiate their business and be more competitive.
Take note as professionals in banking, finance, accounting, and liquidity management consider what might lie ahead for various asset classes in 2025.
Bring your questions for a lively discussion. Continue the conversation over drinks and snacks at a networking reception, following the panel.
Guests are invited to learn more about 100 Women in Finance here and join as a new member here.
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3:30 - 4:00 PM Registration
4:00 - 5:00 Panel
5:00 - 6:00 Networking
| The program will begin promptly at 4:00 PM; please allow time to get through building security and to register before the event begins. | |
Miami Beach Woman's Club
2401 Pine Tree Dr
Miami Beach, FL 33140
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Jennifer L. Hall
KPMG
Leslie Lunak
BankUnited
Karen Manna
Federated Hermes
Rachel Fink
Holland & Knight
Moderator
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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.
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Space is limited. No walk-ins will be permitted.
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Jennifer L. Hall
Partner, KPMG
Jen is an Audit Partner in KPMG’s Financial Services practice in Charlotte, NC, with over 29 years of accounting experience; including 24 years providing audit, tax, and consulting services to clients of all sizes; from community banks to complex global asset managers. Jen has extensive experience in commercial and residential lending; including advisory for commercial loan risk grading for buy-side/sell-side due diligence and audits of credit funds, registered investment companies, REITs and business development companies. Clients served include Wells Fargo, Barings/Mass Mutual, Oppenheimer, and Brown Brothers Harriman. Jen is known for her strategic approach to problem-solving and her ability to lead cross-functional teams to deliver high-quality results. Her expertise in regulatory compliance and financial reporting has been instrumental in helping clients navigate complex financial landscapes.
Leslie Lunak
Chief Financial Officer, BankUnited
Leslie Lunak is senior executive vice president and chief financial officer of BankUnited, Inc., the holding company of BankUnited N.A., a national bank headquartered in Miami Lakes, Florida. BankUnited has $35.8 billion in total assets at September 30, 2024, providing a full range of banking services through banking centers in Florida, the New York Metropolitan area and Dallas, Texas, as well as a comprehensive suite of wholesale products to commercial customers through an Atlanta office focused on the Southeast region. The Bank also offers certain commercial lending and deposit products through national platforms. In her role as BankUnited's Chief Financial Officer, Ms. Lunak is responsible for oversight of all accounting, financial reporting and financial planning and analysis functions; investor relations; capital, balance sheet, asset/liability, interest rate and liquidity risk management; capital markets activity; procurement and strategic sourcing; taxes; board and board committee presentations and communications, the Company's emerging ESG strategy and enterprise data analytics. Ms. Lunak joined BankUnited in 2010 and previously served as the Company's executive vice president and chief accounting officer and as senior vice president, Finance. Prior to joining BankUnited, she was an Audit Director at RSM with a focus on the financial services industry. Earlier in her career Ms. Lunak was an independent consultant, providing finance and accounting related services to clients consisting primarily of community banks and thrifts and the U.S. Drug Enforcement Administration. She started her career at Deloitte and Touche, LLP. Ms. Lunak is a Florida CPA and received a B.S. in Accounting from Oklahoma State University.
Karen Manna
Fixed Income Investment Director, Federated Hermes
As investment director, Karen Manna is responsible for articulating the strategy, process, positioning and performance of Federated Hermes' fixed-income portfolios and frequently meets with clients and consultants. She is also responsible for portfolio management and research in the fixed-income area and sits on all the fixed-income alpha pod committees. With more than 20 years of investment experience, Karen brings multifaceted insights gleaned from roles including product manager, director of research and marketing, portfolio manager and senior investment analyst. Her astute and accessible analysis of fixed-income markets have been featured in CNBC, InvestmentNews, MarketWatch, The Wall Street Journal and U.S. News & World Report. Karen earned a bachelor's degree from The Pennsylvania State University and an MBA from Boston College.
Rachel Fink
Partner, Financial Services, Holland & Knight
Rachel Fink is based in Holland & Knight's Atlanta office and represents commercial banks, private credit lenders, and other debt investors, as well as corporate borrowers and financial sponsors and their portfolio companies, on a wide range of complex domestic and international leveraged finance transactions across various industries, including business services, technology, manufacturing, food and beverage, and healthcare. Rachel has extensive experience with representing lead arrangers and administrative agents in connection with structuring and negotiating secured and unsecured financings, cash flow and asset-based facilities, merger and acquisition financings, and financings with an equity co-investment and/or a junior capital component. Prior to joining Holland & Knight, Rachel was a financial services attorney in the Atlanta office of a large international law firm.
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Holland & Knight
Holland & Knight is a global law firm with more than 2,200 lawyers and other professionals in 34 offices throughout the world. Holland & Knight provides representation in a variety of areas that range from commercial litigation, regulatory matters, financial services, mergers and acquisitions, healthcare, real estate, and government advocacy. Holland & Knight’s lawyers are consistently recognized as leaders in the legal profession, earning accolades for service, responsiveness, results, and pro bono commitment. The firm’s mission is to provide seamless, efficient client-centric services over a wide range of industries. Collaboration across practices and offices, along with highly focused management of matters and cases, enables Holland & Knight to deliver dynamic legal support, regardless of location. This approach enables Holland & Knight to be highly responsive with proactive, innovative strategies that create opportunities and help transform client needs and goals into success stories. Holland & Knight provides comprehensive counsel – not just legal advice in a business vacuum – and remains agile thanks to extensive industry-relevant knowledge, being connected to the latest business trends, and making significant investments to stay abreast of the issues that are most important to our clients.
BankUnited
BankUnited, headquartered in Miami Lakes, Florida, is publicly listed, regulated by the OCC and has $35.8 billion in assets as of September 30, 2024. BankUnited’s Alternative Funds Group (AFG) provides tailored solutions to meet the unique needs of the Alternatives industry. AFG offers comprehensive depository services, competitive liquidity options and fund financing to various hedge, private markets and real asset funds, family offices, managers, and portfolio companies. We are currently enhancing our treasury platform to enable management of accounts at other banks along with multitenant user access. Our team has relationships with administrators, fintechs, and other service providers and brings a highly responsive, concierge level of service.
Federated Hermes, Inc.
Federated Hermes, Inc. is a leading global investment manager. Guided by our conviction that responsible investing is the best way to create wealth over the long term, our investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.
KPMG
KPMG helps organizations in various industries work together to transform, innovate and effectively compete in tomorrow’s fast-changing world. Our industry client teams draw from more than 40,000 professionals in the U.S. and 162,000 worldwide spanning advisory, tax and audit. We offer a market-leading service portfolio focused on helping clients digitally transform across front, middle and back office; adapt to consumerism; leverage data analytics, IA and AI; transact and divest; deliver quality audits; provide tax planning and compliance services; manage risk; and comply with regulations. KPMG has a robust commitment to gender equity, reflected in several key initiatives. The KPMG Women's Leadership Summit, which aims to build a pipeline of women leaders on the path to the C-suite, provides high-impact leadership development content, access to top leaders, and year-long networking opportunities.
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100 Women in Finance
100 Women in Finance is a global nonprofit membership organization established in 2001, committed to advancing women in the finance industry to achieve their professional potential at every career stage. Our diverse membership spans 30+ locations worldwide and is fueled by a network of global volunteers and corporate partners who collaborate to deliver our education, peer engagement, and impact initiatives. We strengthen the global finance industry by enabling female talent to attain roles that reflect their capacity to serve as executives and investors. Vision 30/40 is our guiding principle in which women will hold 30% of senior investment and executive roles by 2040. Visit 100women.org to learn more.
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