C-Sweet NY Chapter
Moving Markets: Women, Wealth and Influence
Weds, June 12th, 5:30 - 8:00 PM ET
Bernstein Private Wealth Management
1345 6th Ave.,
New York, NY 10105
Building a Personal Legacy Beyond Financial Wealth: Explore the broader concept of legacy beyond financial assets, including the importance of values, purpose-driven goals, and mentorship in shaping a lasting impact.
Explore how women are reshaping wealth ownership and embracing broader legacies beyond finances. Dive into empowering conversations about leadership, leveraging technology in wealth management and building personal legacies driven by values and purpose.
Delight in delectable appetizers, crafted cocktails, and engage in a stimulating panel discussion. Celebrate an evening of sophistication and enlightenment with us!
Complimentary for C-Sweet members. Non-member tickets - $69.
Meet the Moderator
Cristina Chen-Oster, CFA
Founder and CEO, M2M Capital
Prior to founding M2M Capital, Cristina served as the Head of Americas Distribution for S64, a global Alternatives Solutions business committed to optimizing private market access. Her responsibilities at S64 followed her 13-year tenure at Deutsche Bank, where she led institutional solutions distribution and equity structured products to consistently receive top tier league table recognition. Cristina’s experience also includes lead coverage roles at other global investment banks, such as Goldman Sachs and Natixis. During her career, Cristina has been responsible for over $60bn in alternative product transactions.
Cristina is a strong advocate for Diversity, Equity, and Inclusion, with a mission to connect and support women leaders. She has held leadership positions in women networks at Deutsche Bank and Goldman Sachs. Some of her initiatives over the past two decades have been featured by financial publications such as Bloomberg and Fortune.
Cristina is a CFA charter holder and has a Bachelor of Science degree in Economics from MIT.
Meet the Panelists
Alison Smith
Managing Director, Bernstein Private Wealth Management
Alison R. Smith has 2 decades of experience working with entrepreneurs, families, foundations, and investors. Alison is a Managing Director at Bernstein Private Wealth Management, which advises high net worth clients on planning for—and living with—the complexities that come with wealth. Before joining Bernstein, Alison was a Partner and Head of Strategic Growth at Rethink Capital Partners, a venture capital and real estate investment platform.
Before joining Rethink, Alison was a Managing Director of Cornerstone Capital Group, a registered investment advisor that serves clients who want their investments to contribute to a more sustainable and inclusive world without sacrificing financial performance. Prior to joining Cornerstone, for over a decade, Alison worked at TIGER 21, an investment think-tank for high-net-worth individuals. Alison is often asked to speak at conferences and guest lecture at universities on topics including: aligning your portfolio with your values, impact investing, strategic growth, authentic financial marketing, and how to measure success.
Christine C. Bailey
Senior Vice President, Business Development - US Investment Research, Aranca
Christine joined Aranca to leverage her sales and business development skills in order to showcase Aranca’s financial research products to clients within the Fixed Income arena.
Before joining Aranca, Ms. Bailey was a Director of Fixed Income, Global Markets, in New York City for ABN Amro, a global bank based in the Netherlands. Her expertise in the financial arena includes multiple facets of debt, including high yield, distressed debt, convertibles, private placements, and equity. Prior to ABN Amro, Christine was associated with Merrill Lynch Wealth Management. She spent much of her sales trading career at R.W. Pressprich as part of its High Yield/ Distressed credit team in New York. Christine is well versed in credit analysis, having previously held senior positions at Dresdner Bank as Vice President of their Mergers & Acquisitions Restructuring group and at The Bank of New York Mellon as AVP of Corporate Banking. She received her MBA degree in Finance from New York University, Stern School of Business, and BA degree in English from Lehigh University in Bethlehem, Pennsylvania.
In addition to her business background, Christine is philanthropically involved with multiple charities. She serves on the board of both alumni organizations (Lehigh and NYU) and serves as Contributing Committee Member at Integrity House in Newark, NJ, and the Fortnightly Women’s Club in Summit, NJ. She was also Treasurer for the New Jersey Festival Orchestra based in Westfield, NJ. Christine’s interests include spending time with her family, global travel, wine tastings, and singing karaoke.
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This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Bernstein does not provide tax, legal, or accounting advice. In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions.
The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein® is a registered service mark used by permission of the owner, AllianceBernstein L.P
© 2024 AllianceBernstein L.P.
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