Diversity & Inclusion 2018: Strategies for Success

Diversity & Inclusion 2018: Strategies for Success

20–21 September 2018
The Westin St. Francis on Union Square
San Francisco, California, USA

Hosted with CFA Society San Francisco
Sponsored by the CFA Institute Women in Investment Management Initiative

Why do diversity and inclusion matter in the investment profession? Research has shown that diversity improves business results for clients, teams, firms, and employees. Firm cultures with a more inclusive environment prove to be more innovative. An industry that hears and embraces many voices and perspectives will shape better investment outcomes and a stronger future for the investment profession.

Diversity and Inclusion 2018 will build on the success of our first three Women in Investment Management events and advance the conversation. It will offer a range of practical strategies to enhance investment careers for individuals and improve decision making at investment firms. The conference will feature leading researchers and investment practitioners who will:

  • provide insight on new approaches for creating inclusive workplaces;
  • share research on best practices for investment firms to move toward a more diverse and inclusive workplace and show how fostering inclusion spurs innovation;
  • offer career strategies for individuals who are early career, mid-career, and in senior roles who may want to move up to managing director, the C-suite, or the boardroom;
  • highlight how to bring men into the dialogue on diversity and inclusion;
  • give advice to those who want to become entrepreneurs or make an innovative career change;
  • share research-based insights on adopting a strategic mindset for working with the burgeoning female client base; and
  • outline strategies from women and diverse groups who have broken the mold and moved ahead in their careers.

We have created a compelling agenda with provocative presentations and interactive discussions designed to better position and shape investment firms for the future and help everyone in the industry move ahead in their careers.

Be a part of the change. Reserve your place at the conference today. Together, let’s make the world of finance as diverse as the one we live in.

Featured Speakers

Michele Norris

Michele Norris

Michele Norris is director of the Bridge … Read More

Lori Nishiura Mackenzie

Lori Nishiura Mackenzie

Lori Nishiura Mackenzie is executive director of Stanford University’s Clayman Institute for Gender Research … Read More

Lynn S. Blake, CFA

Lynn S. Blake, CFA

Lynn S. Blake, CFA, is an executive vice president at State Street Global Advisors … Read More

Christopher J. Ailman

Christopher J. Ailman

Christopher J. Ailman is chief investment officer at the California State Teachers’ Retirement System (CalSTRS) … Read More

All Speakers →

Recent Posts

Bridging the Divide: Thoughts on Diversity and Race

Michele Norris, award-winning journalist and former host of NPR’s All Things Considered, describes her current project as “eavesdropping on America’s conversation about race.” Read More

Meeting the Challenges of Diversity and Inclusion

The main challenge lies not in diagnosing the issue of diversity in the workplace, but in addressing it. Read More

The Gender Diversity Dividend

Lynn Blake, CFA, discusses State Street's gender diversity exchange-traded fund (ETF), the benefits of bringing more women into the finance industry, and the wisdom and experiences she's accrued during her nearly 30 years in investment management, in an interview with Susan Hoover. Read More

Billions of Reasons to Be Yourself

Showtime’s Billions is one of the best shows on television, says Sloane Ortel, and one of its best features is Asia Kate Dillon’s portrayal of Taylor Mason. Read More

All Posts →