Women on Investing for Impact

Why are so many investors implementing impact investing strategies? What do you need to know?

Our experts will answer these questions and share expertise on:

  • Discussing impact investing with your investment advisor, and your spouse or partner.
  • Aligning your investments with Jewish values and your philanthropic interests.
  • Understanding how an impact investing strategy affects your portfolio's performance.

We welcome women and their spouses/partners! 

Program details:

Guest check-in - 6:00 pm
Schmoozing & Appetizers - 6:00 pm to 6:50 pm
Speaker Panel - 6:55 pm to 8:00 pm
Dessert - 8:00 pm to 8:30 pm

Catering by: Shuk Shuka - contemporary cuisine inspired by Israeli and Palestinian roots and culture.

Sponsored by the South Peninsula Women Planning Committee:
Tali Alon, Julie Arnheim, Shirley Braun, Linda Fresco, Efrat Kasznik, Nanette Rowe, Susan Sims

January 16, 2020
6:00 PM - 8:30 PM
Perkins Coie
3150 Porter Drive
Palo Alto
$30 early bird. $25, 2020 Campaign $500+ donors and Donor Advised Fund holders. $36, after January 9.


Organized By: 
Jewish Community Federation's South Peninsula Women
Event Contact Person: 
Jeanne Miller
Joy Sisisky
Chief Philanthropy Officer, Jewish Community Federation and Endowment Fund

Before joining the Federation, Joy served as executive director of the Jewish Women’s Foundation of New York. Previously, she was selected as the 2007-2008 Ralph I. Goldman Fellow in International Jewish Communal Service at JDC, for which she lived and worked in Ukraine and Ethiopia. Joy is co-founder of Do Good Ukraine!, an organization dedicated to building civil society through volunteerism in Ukraine. Earlier, she served as the associate director for national women’s philanthropy at United Jewish Communities, where she worked with Jewish federations in the development of gender-based fundraising. Joy graduated from Brandeis University and earned a double M.A. in Jewish Communal Service and Public Administration at the joint program of Hebrew Union College and the University of Southern California.
Tali Alon, MBA, APMA®, CFP®, CDFA®
Financial Advisor - Vice President, Ameriprise Financial

Tali Alon is a Financial Advisor, Associate Vice President who leads an advisory based wealth management practice with Ameriprise Financial in the Redwood Shores branch office with over 17 years of industry experience. Tali’s areas of focus are sustainable and responsible investing, retirement planning strategies, family finances, saving for education with several specialty areas focused on women’s financial strategies and divorce financial planning for which she is very passionate about.

As a committed planner Tali’s approach to her client’s relationships is that each client has a unique story, set of financial dreams and goals but also worries and concerns, and therefore takes the time to connect, ask and talk about and uncover what is truly important to them. With the financial planning process, she advises on how to prepare for both the expected and the unexpected that life brings, with personalized tailored strategies designed to reach a more confident financial future.

Tali was recently nominated by her leaders to participate in the Ameriprise Women Leadership 2019-2020 Academy. Tali was nominated for her proven success, high abilities, aspiration and engagement in the business. Her participation in this learning experience will prepare her for current and future leadership opportunities by leveraging peer-to-peer collaboration supplemented with more formal leadership training within the firm.

Tali is an active participant in the Jewish and Israeli Bay area community, serving as a community liaison board member of Sequoia Palo Alto and Bay Area Chapter of Hadassah. She is also an active participate of the Israel Collaboration Network – Women in Tech (ICON Silicon Valley), and a member of the California Israeli Chamber of Commerce (CICC). She is a proud current supporter of the Israeli Cultural Connection (ICC) at the Oshman Family JCC in Palo Alto, the Kol Emeth Congregation in Palo Alto and the Silicon Valley Jewish Firm Festival. She is a former Board Member of the Kol Emeth Congregation in Palo Alto and former Board Member and Treasurer of the GHJDS in Palo Alto.

Tali is an alumna and graduate of Fordham University-Graduate School of Business Administration in NY and enjoys traveling the world looking for Jewish roots and good local wines and foods.
Judith Goldkrand
Senior Vice President, Commercial Banking Leader, Wells Fargo

Judith Goldkrand manages the Commercial Banking team in San Francisco, California. Judith has more than 25 years of experience in banking including Corporate Finance, Private Banking, and Business Banking. Her banking team provides a full array of financial services to private businesses and non-profits. Using a relationship management approach, her team and partners secure debt financing, optimize cash flow, manage risk, and create efficient business solutions. Judith serves on the commercial banking Diversity and Inclusion Council and is co-chair of the marketplace outcomes committee.

Judith is a board member of the Women Presidents’ Organization on behalf of Wells Fargo and the Chair of the Foundation of the Women Presidents’ Organization. In addition, Judith serves on the board of directors of Equal Rights Advocates and is co-chair of the development committee. She is a board member of WBEC-Pacific (Women’s Business Enterprise Council) and is a mentor with Million Women Mentors. Judith is a participant in the Wexner Foundation’s year-long Summit on Gender: Safety and Equity in Jewish and Israeli Work Space and Life. Judith serves on the Impact Investing Committee for the San Francisco Jewish Federation and is a past board member of National Women’s Philanthropy of the Jewish Federations of North America and a past president of Women’s Philanthropy of the Jewish Community Federation of San Francisco. She was until recently a board member of Pacific Community Ventures and chair of the loan policy committee. Judith is active in her community, having served on many non-profit boards in California and New York. She is a Wexner Heritage Fellow alumna and a graduate of Yale University.
Judith is passionate about women’s leadership and influence, global philanthropy, and the growth of women-owned businesses. In 2013, Judith was named one of Silicon Valley’s 100 Women of Influence by the Silicon Valley Business Times. She has also been awarded the Lloyd W. Dinkelspiel Award for Young Leadership and the Jim Brooks Young Leadership Award by the Jewish Community Federation. In 2016, Judith was honored with the President’s Award from the Women Presidents’ Organization.
Justina Lai
Director of Impact Investing and Shareholder, Wetherby Asset Management

Justina joined Wetherby as Director of Impact Investing in 2015. In her role, she leads the firm's impact investment strategy and all impact investment-related activities and supports Wetherby’s client service team in integrating impact investments across client portfolios. Prior to Wetherby, she was a Director and Senior Investment Analyst at Sonen Capital focused on global impact investment strategies in the private markets including private equity, private debt, and real assets investments. Previously, Justina helped manage the Rockefeller Foundation’s Program Related Investments portfolio comprised of domestic and international impact investments in private equity and private debt. She was also a core member of the Impact Investing team where she advanced and shaped the grantmaking initiative strategy focused on building the field of impact investing. In addition, she has held positions with Legacy Venture in Palo Alto, CA and Rwanda Ventures, a business incubator launching and operating sustainable agricultural companies in Kigali, Rwanda. Prior to her career in impact investing, Justina spent several years in investment banking with Citigroup and private equity with Vestar Capital Partners in New York and Paris.

Justina received a B.S. in Finance and International Business, summa cum laude, from New York University and an M.B.A. with certificates in Public and Global Management from Stanford University’s Graduate School of Business. Justina is a Board Member and Finance Committee Chair of Turning Green, a student-led global movement focused on promoting positive environmental and social actions. She is also a Board and Investment Committee Member of ICA Fund Good Jobs, a Community Development Financial Institution (CDFI) investing in high potential businesses to create economic freedom for those who need it most.