Perspectives by Women in Securities Finance

Elaina Kim Benfield, Assistant General Counsel at Vanguard, sits down with Andy Vitrano, Senior Vice President Manager of Coaching and Special Programs at Baird, to explore the power of being connected to others and having a shared purpose in driving success. They discuss how organizations thrive when colleagues support one another, hold each other accountable, acknowledge “invisible excellence,” embrace vulnerability and focus on pathways to change.

Elaina Kim Benfield is joined by Lora Robertson, a Wealth Management Advisor at Merrill, to delve into the multifaceted world of wealth planning. Lora shares invaluable insights on the significance of understanding your assets and investments, paying yourself first, saving early and often, strategic retirement planning, and preparing for life's unexpected events. If you'd like to connect with Lora or Elaina, you can find their LinkedIn profiles below: Lora Robertson: https://www.linkedin.com/in/lora-robertson-89485aba/ Elaina Kim Benfield: https://www.linkedin.com/in/ekbenfield/

Newest Virtual Chapter Lead, Erika Fleming, Senior Manager, Business Architect at Charles Schwab, joins her Co-Lead, Lori Paris, Senior Vice President and Head of Client Management at Northern Trust, to share the unique origin story of how she found her way into securities finance and offers advice for other women developing their careers. Continuation of "Our Stories" mini podcast series.

There are many different reasons why you may take time away from your career. Brooke Gillman of eSecLending interviews Roanna Kim of RBC Capital Markets and Jordana Parker of Provable Markets about how they relaunched their careers after time away from the industry and what helped the most in their journeys.

The new Boston Chapter Leads, Chelsea Grossman, Head of US Asset Owner Client Management at State Street Corporation; Bridget McGill, Head of Securities Lending Trading at Invesco; and Meredith Roderick, Head of US Securities Lending Relationship Management at Brown Brothers Harriman, join former Chapter Leads Betsy Coyne, Christel Carroll, and Marney McCabe to tell their unique origin stories of how they found their way into securities finance, their current roles, and share their exciting plans for the Boston Chapter. Continuation of "Our Stories" mini podcast series.

Elaina Kim Benfield and Betsy Coyne are joined by Andy Bernstein, creator of the 7-step process named Active Insight, teacher at Wharton Executive Education and founder of the Resilience Academy. Andy teaches us how resiliency comes from changing your mindset about stress and learning to think differently in the face of a challenge. Learn more about the Resilience Academy here: Resilience Academy – Calmer, Clearer, Happier.

Marney McCabe and Brooke Gillman have always been competitors, but now they are also personal and professional friends. Morgan Hillenbrand unlocks their story and teaches us why female allyship is critical to advancing women. Women in the Workplace 2023 report | McKinsey

In anticipation of International Women's Day, WISF co-founder, Elaina Kim Benfield asked two inspiring female entrepreneurs, Tessa Jenkins, founder of The Works studio, and Kristen Sapp founder of Orange Lotus to join us and share their experiences in stepping out of their comfort zones and starting successful businesses.

WISF co-founder, Elaina Kim Benfield speaks with Stephanie Movahhed, an Executive and Leadership Coach for Krishtel, about navigating difficult conversations, setting boundaries, letting go of perfectionism and people-pleasing, and remembering you always have a choice. Learn more about Krishtel here: https://www.krishtel.com You can find Stephanie on LinkedIn here: https://www.linkedin.com/in/smovahhed

Harpreet Bains of J.P. Morgan was joined by Selina Suresh, Co-CEO of The Culture Practice, for an enlightening discussion about Diversity, Equity, and Inclusion, navigating DEI fatigue, generating measurable goals, creating practical changes in the workplace, and how micro exercises lead to macro changes.

Francesca Sanzone of Pirum speaks with Nadine Chakar, CEO of Securrency, about Nadine's inspiring career journey that led her to be a key pioneer in the evolution of Blockchain while taking risks, not being afraid of failure, and continuously learning new things.

Liz Rotem speaks with Angela Lee, founder of 37 Angels, about her mission to close the gender gap in Angel Investing through education. Learn more about her mission, 37 Angel's accomplishments and how you can get involved.

WISF Toronto Chapter Leads, Roanna Kim and Mary Jane Schuessler, sit down with Samir Dhrolia from British Columbia Investment Management to learn about their industry leading centralized global trading approach and their intense focus on prioritizing diversity and developing talent.

Daren Pippio, Chairperson of the SIFMA Securities Industry Institute (SII) Board of Trustees, is joined by fellow Trustees Lana Calton, Tom Gooley and Joe Colaizzo to discuss how the SII is developing the future leaders for the financial services industry.

Our Toronto Chapter leads Mary Jane Schuessler and Roanna Kim sit down with Steve Everett from TMX to hear the latest topics from an infrastructure perspective and the ever looming T+1 phenomenon we are all facing.

Nehal Udeshi, Co-Head of Cross Asset Financing at Goldman Sachs speaks with Craig Starble, CEO of eSecLending, John Stracquadanio, Co-Founder of Appia Ventures, and Social and Behavior Change Expert, Morgan Hillenbrand from TetraTech about what CEOs and Business Leaders can do to increase diversity on their teams.

Following our first courageous conversation podcast last year, Mike Daly of Goldman Sachs, met with Kyle Kolasingh of RBC I&TS, and Larry Albaugh of eSecLending, to talk about being gay men in the Securities Finance industry and what their individual experiences have been towards bringing their authentic selves to work in a world where unconscious bias exists.

WISF co-founder Elaina Kim Benfield from Vanguard talks with Tia Adams from Goldman Sachs about her career journey, hiring a career coach, and leading with authenticity.

SIFMA hosted their Diversity, Equity & inclusion Leadership Summit on September 20th, 2022 at the Morgan Stanley Headquarters in New York City. This summit brought together business executives from all facets of capital markets to broadly understand how diversity, equity & inclusion shapes today's workforce and plays a role in how we serve our clients. Cheryl Crispen, Executive Vice President of Communications and Marketing at SIFMA recaps themes from SIFMA's DE&I Leadership Summit with Arianne M. Collette, Executive Director, COO and Head of Business Development for the Reinvestment and Participant Engagement business at Morgan Stanley Wealth Management.

Leadership is key to creating and maintaining high performing teams. Vanguard's Elaina Kim Benfield discusses what leadership means at Vanguard with John James, Senior Staff and Head of Vanguard's Institutional Investor Group, his Chief of Staff, Emily Magee, and Sam Anaokar, Head of Strategy, Partnerships, and Operations for Vanguard's Institutional Investor Group.

WISF members Melissa Gow from S&P Global Market Intelligence and Brooke Gillman from eSecLending opened the IMN conference diving into topics such as the gender wage gap and gender wealth gap and how they continue to impact gender equality in the workplace

WISF partnered with Carmella Haswell of Securities Finance Times for this two-part miniseries. In this episode, Carmella speaks with Jacqueline Waller at eSecLending, Simona Stoytchkova at State Street, and Ina Budh-Raja at Bank of New York Mellon about the current landscape facing women in the industry, the power of networking, and the road to diversity. Part 2 of 2 mini podcast series

WISF partnered with Carmella Haswell of Securities Finance Times for this two-part miniseries. In this episode, Carmella speaks with Margaret Harwood-Jones at Standard Chartered Bank and Camille McKelvey at MarketAxess about the current landscape facing women in the industry, the power of networking, and the road to diversity. Part 1 of 2 mini podcast series

For the first time in the firm's history, the three systemically important financial market utility businesses of DTCC are run by all women. Michele Hillery, Ann Bergin, and Laura Klimpel talk in this episode about this historic moment that they are part of, their career paths, and their tips for listeners.

Kicking of Pride Month 2022, as Women in Securities Finance continues to make strides toward equality, inclusion, and diversity in the workplace, Boston Chapter co-lead, Marney McCabe from BBH, talks with Mike Daly from Goldman Sachs and Donavan Brown from BBH about sexual orientation and race in the world of Securities Finance and the importance to be yourself, be brave, recognize your position to create awareness, share perspective, always learn, and embrace the notion that change comes first from discomfort.

WISF Boston Chapter co-lead, Brooke Gillman from eSecLending, podcasted LIVE from IMN Scottsdale 2022 for the Perspectives podcast series with behavior change communication expert, Morgan Hillenbrand, who discussed methods for advancing gender equality in male-dominated industries. Morgan has led strategic communications for high-profile US-led initiatives worldwide, including the $400M Afghanistan Promote program—the largest US investment in women worldwide—and the USAID Land and Rural Development program in Colombia; a critical implementing instrument of the Havana Peace Accords. She currently works with a team of gender and change-management experts to advance gender equality at 100 organizations across 38 countries. Morgan and her team at Tetra Tech offers data-driven approaches known to increase gender equality in male-dominated workplaces. https://www.womeninsecuritiesfinance.com/ https://www.imn.org/investment-management/conference/Beneficial-Owners-International-Securities-Finance-Collateral-Management-22/ Research references supporting podcast discussion: A Record Number of Women Are in Top Business Schools in 2021 | Time How Many Fortune 500 CEOs Are Women? And Why So Few? - The Quantic Blog Moving Toward Gender Balance In Private Equity Markets (ifc.org) Women @ Work 2022 Ending Sexual Assault and Harassment in the Workplace

Are you interested in a career in the asset management industry? If so, please join Andy Maack (Vanguard's Head of US equity trading and portfolio management) and Michelle Louie (Senior portfolio manager) to learn how they discovered their passion and developed their careers at Vanguard as portfolio managers. The podcast is moderated by Elaina Kim Benfield (Vanguard attorney) whose questions range from personal histories to career tips with the goal of helping to attract a more diverse workforce to the asset management industry.

Every career story is different, but they often have common themes – networking, taking chances, moving up or moving on, learning, growing teams – the leadership team of Women in Securities Finance each share their unique origin stories of how they found their way into securities finance and offer advice for other women developing their careers. Part 5 of 5 mini podcast series

Every career story is different, but they often have common themes – networking, taking chances, moving up or moving on, learning, growing teams – the leadership team of Women in Securities Finance each share their unique origin stories of how they found their way into securities finance and offer advice for other women developing their careers. Part 4 of 5 mini podcast series

Every career story is different, but they often have common themes – networking, taking chances, moving up or moving on, learning, growing teams – the leadership team of Women in Securities Finance each share their unique origin stories of how they found their way into securities finance and offer advice for other women developing their careers. Part 3 of 5 mini podcast series

Every career story is different, but they often have common themes – networking, taking chances, moving up or moving on, learning, growing teams – the leadership team of Women in Securities Finance each share their unique origin stories of how they found their way into securities finance and offer advice for other women developing their careers. Part 2 of 5 mini podcast series

Every career story is different, but they often have common themes – networking, taking chances, moving up or moving on, learning, growing teams – the leadership team of Women in Securities Finance each share their unique origin stories of how they found their way into securities finance and offer advice for other women developing their careers. Part 1 of 5 mini podcast series

Five years in, Women in Securities Finance founders, Elaina Benfield, Arianne Collette, and Jill Rathgeber reflect on many of the recent accomplishments of the networking group and share their vision for how WISF can continue to support the growth of women in our industry

Tonia Noschese of Pirum chats with Georgia Williams of JP Morgan and Nancy Allen of UBS to learn more of their apprenticeship experience, growing their careers and advice for those looking to use this alternative route into Securities Finance.

Elaina Kim Benfield from The Vanguard Group chats with Rebecca Gardy from Campbell Soup Company about believing in yourself and investing in your relationships.

Johanne Armita from Goldman Sachs chats with Harpreet Bains from JPMorgan and Erica De Rosa from Morgan Stanley about the importance of mobility and diverse skill sets in navigating their careers in securities finance and how taking ownership over your career path may seem like an obvious goal, but it is not always done and is not always easy.

Sonia Navas from JPMorgan talks with Peter Bassler from eSecLending about the role of allyship in the workplace and how male colleagues can support underrepresented individuals.

Nicole Giffuni from EquiLend and Anita Hill Sands from Intuition Financial Placement reflect on how remote working has impacted the hiring landscape in our industry while focusing on what is still needed from employers and candidates to broaden networks and better diversify talent in securities lending.

Kristen Blake from Goldman Sachs, Meg Cuneo from State Street, and Isabel Docal from Bank of America share their perspectives on growing their careers, being your own champion, approaching mental health and wellness and training/skill development in this work from home world.

Deepta Venkataraman and Sarah Williamson from Morgan Stanley reflect on how their organization's commitment to diversity and inclusion is allowing an environment where grassroots efforts create real change.

Nora Bowman speaks with Rachel Bailey from the Genius Unlocked Coaching Institute and the host of the Life Coach In Your Pocket podcast about her 7-step guide to advocating for yourself efficiently and effectively to achieve your desired outcome.

Mathilda Yared speaks with Alicia Del Real and Bob Biglin from The Center for Advanced Emotional Intelligence on ways to increase emotional intelligence in both work and life.

Christel Carroll from Goldman Sachs Agency Lending, and an active member of Women in Securities Finance, chats with Debbie O'Connell about the impact positive language, empowering beliefs and delivering your authentic self can have on your ability to be an effective leader in work and life For more information on Debbie O'Connell and Live Positive, please visit https://livepositive.debbie-oconnell.com/accelerate-your-success/. Live Positive will be hosting a free webinar on December 15, 2020 to Accelerate Your Success in 2021. This is going to be the greatest time you could spend to set yourself up for accelerated success in 2021. Do you sometimes struggle with self-doubt, anxiety, worry and fear? It's time to crush it! Debbie O'Connell invited her coach to team up and bring you the most powerful life changing webinar you've experienced. Mindset in the key to having abundance in all areas of your life - join Debbie and Carson Cooper - invite your family and friends - and get ready to be filled with inspiration, confidence, belief and a knowing that 2021 will be your greatest year.

Melissa Gow of IHS Markit chats with industry experts Catherine Talks of Univista and Phil Morgan of Pirum on what the broader securities finance community has learned from the challenges posed by SFTR, and how this has created industry-wide opportunities and potential.

Marney McCabe, Lori Paris and Brooke Gillman chat about leading remotely and how they have adapted and found ways to build and expand relationships.