Episode 27: Undiversified: The Big Gender Short in Investment Management
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Ellen Carr has over two decades of experience as a high-yield bond portfolio manager, most recently at Barksdale Investment Management (BIM), a majority-women-owned, institutional fixed-income investment management firm based in Nashville, TN.
Ellen has been an adjunct professor of finance at Columbia Business School since 2012, where she teaches courses on the credit markets and cash flow modeling.
Ellen is also a writer. She is a frequent contributor to the Financial Times and the co-author of a book on women in investment management published in summer 2021 by Columbia University Press.
Ellen has an MBA from the Kellogg Graduate School of Management at Northwestern University and received her B.A. from Harvard in 1994, where she graduated magna cum laude and Phi Beta Kappa.
Ellen splits her time among Asheville, North Carolina, rural Tennessee, and New York. She has a son, a cat, and a pandemic puppy.
Katrina Dudley, CFA, CAIA is a Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the world’s largest asset managers, where she co-manages the Franklin Mutual Global Discovery and Franklin Mutual European Funds.
Ms. Dudley has a passion for advocating for women in finance and business. She is the author of the introduction to the Vault Career Guide to Mutual Funds and is co-author with Columbia Business School Adjunct Professor Carr, “Undiversified: The Big Gender Short in Investment Management”. Ms. Dudley is a frequent market commentator on Bloomberg and other media outlets.
Ms. Dudley earned an M.B.A. from New York University's Stern School of Business, a Law degree (with first class honors) and a Commerce degree from Bond University (Australia), and an Associate of Science degree (Computer Science) from the University of the People. She is a Chartered Financial Analyst (CFA) Charter holder and a Chartered Alternative Investment Analyst (CAIA).
Today, we talk about:
1) Ellen and Katrina’s childhood, upbringing, and career path.
2) Their book Undiversified: The Big Gender Short in Investment Management
3) The need and ways to include more women in the investment profession.
4) Ellen and Katrina share their research, and advice on how to create more opportunities for women from entry-level analyst role all the way to paths to promotion, and retention later on.
5) We discuss how women are more risk aware, not necessarily risk averse.
6) Stay tuned until the end, when talk about how this challenge of being undiversified when it comes to gender can be the next opportunity for the investment management as a profession and industry. The book - find it here.
---- Crisis Investing: 100 Essays - My new book.
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IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, neither my firm nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of a member of a registered investment adviser and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results.