Education Committee Members – Austin

Anca Ion Oancea, CFA

Deputy Director of Internal Investments
Texas Treasury Safekeeping Trust Co.

Anca Ion is currently the Deputy Director of Internal Investments at the Texas Treasury Safekeeping Trust Company which invests, manages and oversees over $45 billion in assets. Investments include funds such as the Treasury Poll and separately managed portfolios for various Texas state agency clients.

Anca is responsible for managing the MBS /ABS portfolios of the $30 billion Treasury Pool portfolio as well as overseeing the investment of corporate, U.S Agency securities and short term fixed-income.  Before moving to Austin, Anca worked as Treasury and Investment Officer for Eureko Romania, her responsibilities including cash-flow analysis and managing the company’s investment portfolio. Anca holds a Bachelor’s Degree in Finance and is a CFA Charterholder.

Susan Chen

Director of Public Markets, UTIMCO

Susan Chen joined UTIMCO in September 2008 as Director of Public Markets. Prior to UTIMCO, she worked as a portfolio manager and analyst at a $5 billion alternative investment firm investing in distressed debt, event-driven equity, private debt, and special assets. Previously, Susan worked in the corporate planning department of The Washington Post Company, on the risk arbitrage research team at Bear Stearns, and in investment banking at Merrill Lynch.

She received an MBA and JD, cum laude, from Harvard Business School and Harvard Law School, respectively, and an AB in economics, magna cum laude and Phi Beta Kappa, from Harvard College.

Denise Xue, MBA

Sr. Financial Analyst, Intel Corporation

Denise has been employed at Intel corporation in the FP&A (Finance Planning and Analysis) department for over seven years. She’s held a variety of Finance positions while working at Intel, including managing over $6Billion of annual budget for Intel’s Technology Development organization. Prior to joining Intel, she worked at Amazon’s Seattle headquarter in the Retail Finance team. She holds a BBA in Finance degree from the University of Washington (Seattle campus), and MBA degree with honors from the University of Texas in Austin.

Networking Committee Members – Austin

Kendall C. Courtney

Performance Team Lead, Teacher Retirement System of Texas

As Performance Team Lead for the Investments Division of The Teacher Retirement System of Texas, Kendall is responsible for performance analytics. She works with both External and Public Markets to accurately provide daily performance measurements for the portfolio. Kendall performs lead and complex investment performance calculation, analysis, reconciliation and reporting.

Prior to joining TRS, Kendall was the CFO and COO at Revolution Alternative Energy Investments, LP, where she was responsible for the daily operations of the business, including in-house oversight of finance, accounting, legal/compliance and technology-related matters. Prior to Revolution Kendall was the Director for the Private Client Group at Austin Capital Management where she developed and maintained their marketing and client relations. Prior to Austin Capital she was head of the Alternative Investment Department at NFP Securities, Inc. Kendall has over 15 years in the financial arena.

Kendall earned an MBA in Business Management from St. Edward’s University and a BA in Mathematics from the University of Texas. She has held the NASD Series 7, 24, 63 and 65 securities licenses.

Dahlia Jo Hamamcy

Dahlia Jo recently graduated Magna Cum Laude from St. Edward’s University in Austin, Texas where she earned a BBA with a double major in Finance and International Business. She studied European finance, marketing, and investments in Paris, France where she earned a Business of International Affairs certificate. She plans on pursuing an MBA and a CFA designation in the near future. She has been active in volunteer work both in Austin and Nashville, TN. She is looking forward to working on the Networking Events Committee and meeting more members of Texas Wall Street Women.

Holly Hurlbert Moore, CFP®

Investment Advisor, South Texas Money Management, Ltd.

Holly Moore joined South Texas Money Management in the acquisition of Third Coast Wealth Advisors, Inc. in April 2006. Prior to joining Third Coast Wealth Advisors in 2004, she was employed as a Registered Representative at Charles Schwab. Holly has a BBA in Accounting and worked in this industry for many years. She completed the Certified Financial Planning program at the University of Texas – Austin, earning her CFP® in 2006. Currently, she serves on the Board of the Financial Planning Association of Austin and is a member of Impact Austin, Texas Wall Street Women, and Go Red for Women American Heart Association. An avid tennis enthusiast, she participates in most local tennis leagues; both as team captain, and team player.

Elizabeth Randolph

Partner/Account Manager, Alchemy Systems, LP

Elizabeth Randolph is the Partner/Account Manager for Alchemy Systems, LP, a software firm that develops interactive group based safety and compliance training for primarily the food industry. In this role, she is responsible for managing Alchemy’s partner referral relationships and customer relations within the commercial division. Prior to joining Alchemy Systems in 2009, Elizabeth was a Manager of Investor Relations and Business Development for Austin Capital Management, a hedge fund of funds investment firm. Elizabeth was the Director of Resource Development and Membership Services at the Alexandria Chamber of Commerce before relocating to Austin, Texas. Elizabeth graduated from the University of Virginia receiving her BA in Economics.

Philanthropy Committee Members – Austin

 Lynne Fowler

Ann Richards School Volunteer Leader

Lynne was formerly a Senior Equity Analyst for Employees Retirement System of Texas. As part of the energy team, she focused on global utilities and transportation infrastructure.

Lynne began her financial career at ING Barings as an associate in the Natural Resources Group. After a couple of years of banking, Lynne joined a broadband telecom company where she served as Director of Corporate Development. Following the telecom bubble, Lynne applied her investment banking and corporate experience to distressed debt. Lynne joined ERS as a credit analyst and transitioned to public equities in 2008.

Karen Potter

Senior Manager
Deloitte Services LLP

Karen Potter brings nearly 20 years’ experience in business development with the last 15 years in professional services. Her early career in technology led to her founding a services company which she grew to more than 7m in annual sales prior to being acquired in 2000. Karen joined Deloitte Consulting in Chicago in 2001 in a National role within the Strategy & Operations area. After successfully establishing a self-sustaining market channel and strategic software alliance, Karen joined Deloitte’s Financial Advisory Services group in 2005. Her primary focus was global anti-corruption consulting and investigative services coordinating many significant world-wide engagements for top clients of Deloitte.

Wanda F. Potts

Director of Finance and Compliance at e360 Power, LLC
Vice President & Founder, Texas Wall Street Women

Wanda has over 20 years of experience in the hedge fund industry specifically in accounting and business administration. Previously, she was the Chief Financial Officer of Phillips Trading Group, Inc., Michael Marcus’ commodity futures and foreign exchange trading firm, and the Chief Financial Officer of Austin Capital Management, a fund-of-funds firm with over $2 billion in assets under management prior to her departure.

Wanda obtained her education at St. Edwards University, is a founding member and Vice President of Texas Wall Street Women, holds a Series 65 license, and is a member of the National Society of Compliance Professionals.

Jessica Walton

Rockspring Capital

After receiving her BBA in finance in 1996 from The University of Texas at Austin, Jessica began working on special projects in the treasury department of Cemex (NYSE: CX). During that time she was based out of the their corporate headquarters in Monterrey, Mexico but was engaged in projects throughout Latin America, the US and Asia Pacific. She returned to the US and completed an MBA at The McCombs School of Business in 2002. The next five years she spent as an institutional salesperson at energy focused investment bank Simmons & Company International. During her tenure at Simmons, Jessica served clients on the West Coast and in Texas.

After returning to Austin in 2007, Jessica worked for venture capital firm MPOWER Labs where she focused on new ventures in Eastern Europe. In 2010, she signed on with Rockspring Capital where she is raising money for a series of private equity real funds. Jessica welcomed her first child, Henry, in July of 2009.

Kimberly Zipfel

Kimberly Zipfel has over nine years of experience in the financial energy and commodities industry. Most recently Kimberly was the Director of Operations and Compliance at e360 Power LLC, an energy futures investment manager in Austin, Texas. Prior to joining e360, Kimberly was the Operations Manager for Griffon Energy Capital, LLC an energy futures hedge fund investment manager. As an integral team member in the management of three funds, Kimberly oversaw assets in excess of $700M including crude oil, natural gas, electricity, emissions and coal futures positions.

Prior to joining Griffon Energy Capital in 2005, Kimberly worked as a Power Price Position Risk Manager within Commercial Operations at American Electric Power (AEP) in Columbus, Ohio. At AEP, she also worked as a Short-Term Power Trader for the Southwest region of the United States as well as a Transmission Analyst for the US market.

Kimberly is currently pursuing her Masters in Business Administration from the University of Texas Austin McCombs School of Business. Kimberly graduated from The Ohio State University with a BSBA double major in Finance and Real Estate/Urban Analysis. Kimberly also volunteers as a mentor and Career Coach with Foundation Communities.

Volunteerism Committee — Austin

Lynne Fowler

Ann Richards School Volunteer Leader
Chairman — Austin

Lynne was formally a Senior Equity Analyst for Employees Retirement System of Texas. As part of the energy team, she focused on global utilities and transportation infrastructure.

Lynne began her financial career at ING Barings as an associate in the Natural Resources Group. After a couple of years of banking, Lynne joined a broadband telecom company where she served as Director of Corporate Development. Following the telecom bubble, Lynne applied her investment banking and corporate experience to distressed debt. Lynne joined ERS as a credit analyst and transitioned to public equities in 2008.