Hear it from Her: A Panel on Investing will be a discussion with three female financial experts with a range of personal and professional investing expertise. Each panelist brings a unique experience and point of view to the discussion: Winnie Sun is a financial advisor, speaker and founding partner of Sun Group Wealth Partners, Sara Nayeem is a partner at New Enterprise Associates (NEA), a large diversified venture capital firm and Kara Murphy, CFA is Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management.
We understand that taking the initial steps towards investing can be challenging but we hope that anecdotal examples and personal experiences from our speakers will make the topic more approachable and easier to understand.
By addressing questions like why investing is important, how our panelists got started on their personal investing journeys and how they would approach investing a fixed amount of money, we hope to simplify the process and help you make those initial (and often daunting) investing decisions.
Kara Murphy, CFA is Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management (GS PFM). She is responsible for overseeing GS PFM’s $27 billion in client investments. Kara joined Goldman Sachs as a Managing Director in 2019 as part of Goldman Sachs’ acquisition of United Capital.
Prior to joining United Capital, Kara was Chief Investment Officer at AIG Funds, where during her tenure as CIO, assets grew from $28 billion to $50 billion. Earlier in her career, she worked at Chilton Investment Company, a hedge fund, as an equity analyst and before that, Kara worked at Morgan Stanley Investment Management as an analyst researching equities, macroeconomics and investment strategy. Before joining the investment industry, she was an analyst covering international political and economic risk at Marvin Zonis + Associates, with a focus on Eastern Europe and Russia.
Kara is a member of the New York Society of Security Analysts and the CFA Society of Dallas-Fort Worth. She serves on the board of directors for Welcome Home, a nonprofit, which she founded to provide support for newly resettled refugees. Kara earned a bachelor’s degree from Georgetown University’s School of Foreign Service and earned a master’s degree from the University of Chicago.
Sara Nayeem is a partner at New Enterprise Associates (NEA), a global venture capital firm with a mission to make the world better by helping founders build great companies that improve the way we live, work and play. Sara joined NEA's healthcare team in 2009 and focuses on investments in biopharmaceutical companies.
She serves on the boards of Centrexion, Complexa, Cydan, Imara, and Tiburio. She previously served on the boards of Vtesse (acquired by Sucampo), Mersana (MRSN) and Therachon and as a board observer for Loxo Oncology (LOXO, acquired by Lilly), Tesaro (TSRO, acquired by GlaxoSmithKline), Clementia (CMTA, acquired by Ipsen) amongst many others. She has also been involved in NEA investments such as Prosensa (RNA, acquired by BioMarin), Metacrine, and 3-V Biosciences. She serves on the boards of the New England Venture Capital Association and BioHealth Innovation Management, and on the Advisory Council of Incubate Coalition. She was included on Fierce Biotech’s 2019 list of the Fiercest Women in Life Sciences and was selected three times as one of GrowthCap’s Top 40 Under 40 Growth Investors.
Prior to joining NEA, Sara was an Associate with Merrill Lynch’s Global Healthcare Group, where she advised biotechnology, pharmaceutical and medical device companies on numerous mergers, acquisitions and financing transactions. Previously, she worked as an Investment Banking Analyst at Morgan Stanley. She has conducted basic science research in mammalian cardiac development and clinical research in age-related macular degeneration. Sara concurrently earned her MD (cum laude) and MBA from Yale University, where she was a Yale MBA Scholar. She received her AB (magna cum laude) in Biology from Harvard University.
Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm which provides planning services to senior executives, small business owners, celebrities, tech elites, and established families throughout the West Coast.
Winnie is one of the most followed financial advisors on social media today. With over 18 years of experience in the industry, Winnie serves on the CNBC Financial Advisor Council, is the regular money contributor on Good Day LA, is a Forbes contributor, selected Investment News' Twenty Women to Watch, Investopedia’s Top 100 Financial Advisors, speaker at Barron’s, Forbes, and other national conferences, appears on CNBC’s Closing Bell, Fox Business News, and Cheddar TV as a market commentator amongst others. She is quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing professional customized service. Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council throughout her tenure.
Winnie was also an advising member of the Smith Barney Asian Advisory Diversity Council. As an independent wealth advisor, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to attend the conference for Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News’ 20 Women To Watch, and coined "The Wealth Whisperer" in OC Metro's “40 under 40” recognition, and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.