Celebrating 15 Years

Freda

Zietlow

Independent Director/Audit Committee Chair

Bank of the Orient

San Francisco,

California

2025 Cohort

Industry

Financial Services

Area of Expertise

Finance

Immediately Qualified to Serve

Audit

Previous Board Experience

Nonprofit, Private

Freda Zietlow is a dynamic financial services executive and seasoned board director. She brings deep industry expertise in asset and wealth management, banking, capital markets, and real estate. Freda is multilingual and has lived and  worked in the US, Europe, and Asia.

Freda’s executive career is marked by her broad investment expertise and ability to drive business growth and operational excellence. She is valued for her global perspective, strategic vision, and commitment to organizational resilience and growth. As Managing Director at Fiduciary Trust International, the $40 billion AUM wealth management arm of Franklin Templeton (NYSE: BEN), Freda led a successful turnaround of the California business, increasing revenue by 50% in two years through targeted team restructuring and innovative market initiatives, particularly in the women and NextGen wealth segments. She played a key role in two post-acquisition integration, aligning operations and expanding  offerings. Previously, as founder of Peridot Capital Management, she advised globally-mobile families and executives in the US and Europe on cross-border investment and financial planning issues, and as Director of Portfolio Management at Bingham Osborn & Scarborough, she managed the firm’s largest, most complex investment portfolios for high-net-worth families and institutions. Freda’s capital markets acumen was honed at JPMorgan, where she led due diligence and developed funding strategy for a $590 million pan-Asia power plant portfolio acquisition and provided critical analysis during the Enron crisis. Her real estate expertise is equally robust, with direct experience structuring over $1 billion in equity and debt investments at the Fremont Group and developing major residential and commercial projects in New York City.

In addition to her operating roles, Freda Zietlow is a SEC-qualified financial expert and seasoned board director with experience in audit, finance, risk and compliance, and technology, having chaired and served on multiple board committees across both corporate and nonprofit sectors. Her board governance leadership spans more than a  decade, including significant roles at Bank of the Orient, where she guided the institution through post-GFC recapitalization and strategic transformation, resulting in restored profitability and a doubling of assets to approximately $1 billion today. At Myriad USA, she serves as Vice Chair of the Executive Committee and a member of the Investment Committee; Myriad facilitated $169 million in grants to 89 countries in 2024 alone. Freda also provided governance and investment oversight at Give2Asia and the Piedmont Scouting Council.

Freda holds an MBA in Finance from the Wharton School, an MS in Real Estate from Columbia University, and a BA in Architecture with High Honors from UC Berkeley. She completed the AI Governance Director Education Program at Stanford Law School and is a Chartered Financial Analyst and NACD Director Certified. Freda is a passionate advocate for women corporate leadership and financial literacy, and a frequent speaker at industry events. She was named one of the Most Influential Women in Silicon Valley (Silicon Valley Business Journal 2024) for her professional achievements and contribution to sustainability and diversity & inclusion initiatives. She was honored as a Top 50 Women Leaders in San Francisco (Women We Admire 2023) .

Code of Conduct: Governing Data & Emerging Tech

Boards are no longer observers of emerging technology; they are stewards of how it’s governed. This panel goes beyond awareness to examine how directors can structure oversight, define accountability, and measure governance effectiveness in AI, data use, and digital innovation. Panelists will share practical strategies for building governance systems that ensure transparency, ethical decision-making, and responsible innovation at scale.

Your First Board Meeting: A Director’s Playbook

Designed for aspiring and newly appointed directors, this session offers practical guidance on how to step confidently into your first boardroom. Learn what to expect in early meetings, how to contribute with purpose, and how to quickly build credibility and trust among seasoned peers. Gain insight into board dynamics, unspoken protocols, and the critical questions new directors should be ready to ask and answer.

Tactics that Work: Case Studies in Navigating Shareholder Activism

In this tactical, director-focused session, participants will engage in case-based exercises to dissect real campaigns and pressure scenarios. From activist letters to proxy fights, explore how boards can craft strategic responses that reinforce governance integrity, protect corporate reputation, and align with long-term priorities. Walk away with actionable tactics and frameworks to strengthen board preparedness in the face of growing investor scrutiny.

Inside the Boardroom: Resilience Planning in Action

This interactive session places directors inside the boardroom during moments of disruption. Through tabletop exercises and real-world scenarios, participants will explore how boards can apply structured frameworks to assess geopolitical risk, anticipate threats, and make decisive decisions under pressure. Designed as a classroom-style session, this breakout provides practical tools to strengthen oversight and build a proactive board response strategy in an increasingly uncertain world.

Reputation & Response: How Boards Navigate Shareholder Activism

As shareholder activism intensifies, boards face mounting pressure to defend strategy, protect corporate reputation, and engage stakeholders with clarity. This panel brings together seasoned directors to explore how boards can respond effectively while maintaining credibility, board alignment, and stakeholder trust. Hear real-world insights on navigating activism in today’s high-stakes, high-visibility environment.

Navigating Global Markets: Trade, Tariffs, and Supply Chain Strategy

As global disruptions reshape business models, this panel will explore how boards can navigate the practical complexities of trade, tariffs, and supply chain shifts across regions. Panelists will share how directors are guiding companies through regulatory changes, sourcing challenges, and new market risks, while seizing opportunities for growth and operational agility.

Strengthening Oversight: Risk Management and Board Resilience

This keynote will equip directors to think globally about risk through the lens of geopolitical foresight, cross-border tensions, and long-term instability. Learn how boards can strengthen oversight and guide enterprise-wide resilience by anticipating disruption and embedding a proactive risk culture in a changing world.