Diversity in Fund Finance Event

The Power of Wishing Out Loud with Lisa Ong

Name: The Power of Wishing Out Loud with Lisa Ong
Start: 2024-10-09T17:30:00Z
End: 2024-10-09T20:30:00Z

October 09, 2024

5:30 PM - 8:30 PM EST

New York, NY

We are thrilled to invite you to an exciting workshop with Lisa Ong, a renowned executive coach and consultant specializing in inclusion, diversity, equity, accessibility, and belonging. Lisa, an award-winning speaker, will guide us through essential strategies for navigating career paths, enhancing visibility and influence, networking effectively, and overcoming workplace challenges.

This workshop is designed to provide you with valuable insights and practical tools to build resilient professional relationships and thrive in today’s dynamic work environment.

A workshop for those who struggle with self-promotion and standing out. Join Lisa as she guides individuals on a journey towards unlocking the secrets to professional advancement. Whether aiming for a managerial role, seeking higher responsibilities, or striving for recognition, this session will provide essential insights and practical strategies for climbing the career ladder. Don’t miss this opportunity to learn from one of the leading experts in the field and elevate your career.

Please note, registration is open on a first-come, first-served basis. If this event becomes oversubscribed, Diversity in Fund Finance reserves the right to limit each firm's number of attendees, in order to allow for participation from all of our sponsor firms.

Lisa Ong

Wishing Out Loud

Lisa Ong

Speaker | Wishing Out Loud

Lisa Ong is an award-winning executive coach and speaker and inclusion, diversity, equity, accessibility (IDEA), and belonging consultant. Lisa specializes in inclusive leadership development, coaching, and facilitation to support creating cultures of belonging and welcoming workplaces.

Before founding Wishing Out Loud LLC, Lisa was a national diversity director in Diversity and Inclusion at PwC. She designed strategies to retain, develop, and advance diverse talent. She focused on Employee Resource Groups (ERGs), multicultural employee talent retention and advancement efforts, and growing inclusive leaders at all levels. A widely known “talent gardener” and “Inclusion connector,” Lisa helps individuals and organizations achieve goals, emphasizing inclusive leadership skills for meaningful relationships. She shares her coaching approach with her clients to discover their strengths, dream big, and keep strategically “wishing out loud” to create opportunities to shine and be their best.

Lisa earned her Bachelor of Business Administration in Accounting from The University of Texas at Austin and a Master of Science in Management degree from The University of Texas at Dallas. She is a Texas Certified Public Accountant (CPA) and Professional Certified Coach (PCC) by The International Coach Federation. As a frequent keynote speaker and podcast guest, her thought leadership is quoted or featured in national publications such as Forbes, Authority Magazine, Journal of Accountancy, Association for Talent Development, American Management Association, and Choice, a global coaching magazine.

Lisa’s clients hire her to engage everyone in the IDEA journey as an inclusive leader. She coaches executives and DEI leaders on accelerating momentum and maximizing the ROI of DEI + Belonging.

Forbes Magazine recognized her as a Leukemia and Lymphoma Society 2023 Visionary of the Year (VOY) candidate, and she won the 2023 Dallas title for Visionary of the Year for leading Team Wishing Out Loud. D CEO magazine named her to its 2024 edition of The Dallas 500 Directory as “one of the most powerful business leaders in DFW” for a fourth year. Dallas Business Journal recognized her with a 2022 Award as one of their Leaders in Diversity and a 2017 Minority Business Leaders Award for her leadership.

Lisa is an executive coach for SHRM Linkage Women In Leadership Institute, Ascend Leadership, Leadership Education for Asian Pacifics (LEAP), and The Forum on Workplace Inclusion. She is a member of the Tanenbaum Center for Interreligious Understanding Workplace Programs Advisory Council, The Univ. of Texas at Arlington’s Diversity, Race, Equity, Inclusion Council, the Board of the Infusion Nurses Society, Texas Society of CPAs, Orchid Giving Circle, and Dallas Women for Good Giving Circle. lisaong@wishingoutloud.com wishingoutloud.com LinkedIn Link Instagram @wishingoutloud

Crédit Agricole CIB

Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 9^th largest banking group worldwide by total assets in 2023 (The Banker, July 2024). With over 9,500 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa, the Bank supports large and mid-cap corporates and institutional clients, helping them meet both local and global financial needs. Crédit Agricole CIB offers a comprehensive range of products and services in capital markets, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in climate finance, and a market leader in sustainable finance providing a full spectrum of solutions to all its clients.

For more information, please visit www.ca-cib.com.

Loeb & Loeb

Loeb & Loeb is a premier law firm with more than 450 lawyers across eight offices in the United States and Asia. Loeb lawyers are at the forefront of market developments and events that have the potential to impact our clients. We advise financial institutions lending to private equity and other investment funds at all stages, whether prior to initial investor closing or after the investment period has ended, and for funds that vary widely in structure, focus and goals. We also help market participants (including syndication agents, lenders, administrative agents and others) in structuring, negotiating and implementing subscription or capital call facilities, net asset value-based facilities and hybrid facilities. Loeb lawyers provide clients in the United States and across the globe with in-depth market knowledge, practical and innovative solutions, and effective representation to get their deals done and to meet their goals. Connect with us and experience the difference.

Haynes and Boone

Haynes Boone is a leading U.S. corporate law firm whose attorneys were instrumental in developing the structure and documentation for subscription financing in the early 1990s. With over 30 years of industry experience in the global subscription financing market, our Fund Finance Practice has worked through numerous business cycles, taking a multi‐disciplinary approach to working with clients and their customers on each transaction, preserving the lender‐borrower relationship by conducting all negotiations with an understanding of the fund’s business issues, while preserving each fund’s relationship with its investors. Our work in the global subscription financing market has been recognized by The Drawdown as Fund Finance Advisory Firm of Year and by Private Equity International’s Global Annual Awards as one of the top law firms in the “Transactions” category for both Asia and North America. Our global team’s focus is a collaborative team approach with an emphasis on partner‐led deals. Our fund finance team of over 70 attorneys and specialists advises on all types of fund finance including subscription financing, NAV/Hybrid, unencumbered asset pool financing, employee co-invest, GP support and management fee financings. Haynes Boone has offices in New York, California, Charlotte, Chicago, Denver, Washington D.C., London, Mexico City, Shanghai and across Texas, representing agent banks in Fund Financings in Asia, Europe, Latin America and North America. With over 700 lawyers, Haynes Boone is ranked among the largest U.S.‐based firms by The National Law Journal.