Invest in Integrity with Symposium V - Vintage 2019

The 5th Annual Scholars of Finance Symposium

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Speakers

2019 Leadership Panelists

Ms. Kate Quinn

Vice Chairman and CAO, U.S. Bancorp

Ms. Katherine B. Quinn, also known as Kate, has been Vice Chairman and Chief Administrative Officer of US Bank NA and U.S. Bancorp since April 28, 2017. Ms. Quinn oversee all strategy, reputation and human resources work. Ms. Quinn served as the Chief Strategy & Reputation Officer and Executive Vice President at U.S. Bancorp since September 2013 until April 2017. Ms. Quinn served as Executive Vice President of Strategy and Corporate Affairs at US Bank NA. Ms. Quinn joined US Bank in September 2013 and is responsible for Strategy, Marketing, Government Relations, Customer Experience, Analytics, Corporate Communications, Community Affairs and the US Bank Foundation. Ms. Quinn served as an Executive Vice President of Strategy and Corporate Affairs at U.S. Bancorp since September 2013 until April 04, 2016. Ms. Quinn served as Chief Marketing Officer and Senior Vice President of Anthem, Inc. from March 2011 to January 2013. From September 2010 to January 2013, Ms. Quinn served as Chief Marketing Officer of Anthem, Inc. (formerly, WellPoint, Inc.), having served as Head of Corporate Marketing of WellPoint from July 2005 to September 2010. She served as Chief Marketing and Strategy Officer at The Hartford from 2003 to 2005.

Ms. Kate Quinn
Vice Chairman and CAO
U.S. Bancorp

Mr. Rob Webb

President, UnitedHealth Group Ventures

Mr. Robert T. Webb, also known as Rob, serves as the President of UnitedHealth Group Ventures, LLC since 2012. At UnitedHealth Group Ventures, Mr. Webb leads the investment strategies to advance innovative business models that improve the quality and affordability of health care. He also serves as the Senior Vice President of UnitedHealth Group. He joined UnitedHealth Group in 2001 from One Equity Partners after a decade in venture capital, private equity and consulting. Previously, he served as the Chief Executive Officer of OptumHealth Care Solutions, Inc. at OptumHealth, Inc. Mr. Webb also served at One Equity Partners LLC, where he was a Partner and was responsible for sourcing and managing private equity investments in the health care, consumer, and financial industries. Mr. Webb joined Banc One Venture Partners in 2001 and worked in private equity with Willis Stein & Partners, L.L.C., and Sam Zell's corporate investment division. He also served as a Vice President at Equity Group Investments, LLC. Prior to his private equity experience, he was a Consulting Manager with Arthur Anderson. He currently is on the board of Symphonix Health, Orthology, and Real Appeal. Mr. Webb has been the Chairman of Medirect Latino Inc. since June 2007 and has been its Director since March 2007. He holds an M.B.A. from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelor of Science in Mechanical Engineering from the University of Minnesota.

Mr. Rob Webb
President
UnitedHealth Group Ventures

Ms. Beth Lilly

CIO, Pohlad Companies

Elizabeth M. Lilly is Chief Investment Officer and Executive Vice President for The Pohlad Companies and Marquette Companies, LLC. She oversees the public and private investments for the Pohlad family and provides leadership and management of their investment team.

Beth began her career with Goldman Sachs in 1985 in New York. In 1988, Beth joined Fund American Companies in Greenwich Connecticut where she worked as an analyst learning the merits of Value Investing. In 1997, she co-founded Woodland Partners in Minneapolis which focused on investing in small capitalization equities. In 2002, Woodland Partners was acquired by GAMCO Investors where she went on to serve as a Senior Vice President and Portfolio Manager of the $1.4 billion Teton Westwood Mighty Mites Fund and as a member of the value portfolio management team. In 2017, Beth founded Crocus Hill Partners to focus on investments in small and micro capitalization equities.

Beth received her BA in Economics from Hobart/William Smith College where she graduated with High Honors. She received her CFA designation in 1989. Beth currently serves on the board of the James J. Hill Center and The Ordway Center for the Performing Arts. Beth and her family live in St. Paul.

Ms. Beth Lilly
CIO
Pohlad Companies

2019 Featured Speakers

Ms. Cathy Smith

CFO, Target Corporation

Cathy Smith is executive vice president and chief financial officer for Target and a member of its executive leadership team. Her responsibilities include Treasury and Tax; Internal and External Financial Reporting and Operations; Financial Planning and Analysis; Internal Audit; Investor Relations; and Target’s Financial and Retail Services Business.

Prior to joining Target in 2015 as chief financial officer, Cathy served as executive vice president and chief financial officer at Express Scripts, a Fortune 20 company and the nation’s largest pharmacy benefit manager with $100 billion in revenue. She has also held CFO positions at Walmart International, GameStop, and others.

In addition to her Target responsibilities, Cathy serves on the boards of Baxter International Inc. and the Carlson School of Management at the University of Minnesota.

Cathy received her BA from the University of California, Santa Barbara and her MBA from the University of Southern California

Ms. Cathy Smith
CFO
Target Corporation

Ms. Deb Schoneman

President, Piper Jaffray Companies

Deb Schoneman serves as president of Piper Jaffray, and is a member of the firm’s board of directors. She joined Piper Jaffray in 1990 in the accounting department and has held several senior management positions including global head of equities, chief financial officer, finance director of both equity and fixed income capital markets, and treasurer.

Schoneman serves as vice chair of the board of directors of Allina Health, a not-for-profit healthcare system based in Minneapolis, MN, and is chair of its finance committee. She is also on the board of directors of BestPrep, a nonprofit organization focused on business, career and financial literacy skills, and was its chair for two years. She has completed three mission trips to Haiti through the organization, Healing Haiti, and was awarded ``CFO of the Year`` by the Minneapolis-St. Paul Business Journal in 2014.

Schoneman earned a bachelor’s degree in finance from Minnesota State University Mankato and a Master of Business Administration degree from the University of St. Thomas in Minneapolis.

Ms. Deb Schoneman
President
Piper Jaffray Companies

New Pre-Symposium Analyst Event:

The Analyst Event will be a career-oriented discussion and networking time with recent graduate analysts from different financial positions around the Twin Cities. Please indicate if you will attend via Eventbrite.
*Highly recommended for Freshman & Sophomores*
3:30 pm – 5:00 pm in Schultze Hall 127 at the St. Thomas Law School

Agenda

Thursday, April 25th

5:00 – 5:30pm
Check-in and Casual Networking

5:30 – 5:45pm
Opening Remarks

5:45 – 6:45pm
Panel

6:45 – 7:45pm
Dinner

7:45 – 8:00pm
Closing remarks

8:00 – 9:00pm
Casual Networking

Sponsors

Please join us in thanking our sponsors who made the 5th Symposium possible.
Visit their pages by clicking logos below.

Questions?

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