Thursday, 20 September 2018
1:30–2:30 p.m.
Optional: Yoga Classes
Satori Yoga offers yoga and meditation classes for a variety of levels from early in the morning to later evening classes. There are several classes to choose from in the early afternoon before the conference starts.
3:00–7:15 p.m.
Registration and Exhibits
3:30–4:30 p.m.
Career Development Sessions: Skill-Building Workshops
Choose from three different practical workshops that will focus on the soft skills needed to advance your career. Interact with speakers who are executive coaches and leading practitioners to gain their advice about crafting your resume, networking, negotiating promotions and salaries, and building your unique path to reach your personal career goals. You’ll have the opportunity to discuss topics and ask questions of the experts in an informal, small-group setting.
Achieving “Next-Level” Success by Leveraging Relationships
Fran Skinner, CFA
Chief Administrative Officer, Investments
Diamond Hill Capital Management, Inc.
In this interactive session, Fran Skinner will briefly share her unusual journey towards achieving her CFA designation, which changed her career trajectory in positive but unexpected ways. Through an interactive exercise, participants will learn practical ways to achieve “next-level” success and to help others achieve success by leveraging existing relationships. This session will explore:
- How to be open to new possibilities regardless of prior career and education decisions
How to be that person in others’ lives that drives the creation of “leaders at every level”
Which simple questions immediately reveal specifics about where your “next-level” success may be
Reverse-Engineering Your Long-Term Career Goals
Jared Redick
Executive Résumé Writer and Career Transition Coach
The Résumé Studio
What if there were strategies you could use today to cultivate what your career might look like in two, five, or ten years? In this session, Jared Redick shares how he helps clients from grad school to the C-suite make thoughtful investments today that can amplify career earnings, opportunities, and satisfaction tomorrow. The session includes practical career development handouts. Highlights:
- Planning ahead for new jobs, promotions, and board appointments
- Writing a game-changing résumé, LinkedIn profile, and executive bio
- Cautiously tell your career story to your public and private audiences
- Message your value without hyperbole or understatement
Building Your Path to the C-Suite and Board Room
Patrice E. Merrin
Independent Director
Glencore PLC and Kew Media Group
- It is widely known that companies that promote diversity in their C-Suite and on their boards have a distinct competitive advantage and can substantially outperform companies that do not
- In this interactive workshop, join a pioneer who has extensive C-Suite experience and as a Board Director for a number of public and private companies
- Hear about her unique business career and her advice and guidance about the steps you can take now to enhance your prospects for promotion, recruitment, and career success
- Learn to identify your unique skills that set you apart, how to match your skills with those needed on boards or at the executive level, and how to successfully negotiate your place at the table
5:00–5:15 p.m.
Conference Welcome
5:15–6:15 p.m.
Opening Keynote: The Time Has Come: Why Men Must Join the Gender Equality Revolution
Michael Kaufman
Senior Fellow, Instituto Promundo
Member, G7 Gender Equality Advisory Council
Cheryl Evans, Moderator
- Although many assume that gender equality and women’s rights are “only” women’s issues, achieving equality, increasing diversity, and improving the lives of half the world’s population should be reason enough for men to actively support these movements.
- But there are two other reasons: One is that gender equality is transforming our workplaces and economies, helping us rethink leadership and work–life balance, and unleashing tremendous talent and productive energies.
- The second is that gender equality is actually the best thing that’s ever happened to men, as it is positively transforming their lives.
6:15–7:15 p.m.
Welcome Reception and Networking
Friday, 21 September 2018
8:30–8:45 a.m.
Opening Remarks
8:45–9:45 a.m.
Discover, Empower, and Equalise
Shazia Syed
Chairperson and CEO
Unilever Pakistan Limited
Margaret E. Franklin, CFA, Moderator
- Discovering your purpose and using it as your true north to move forward
- The Magic Recipe for becoming a successful life manager
- Develop and influence an ecosystem that encourages inclusion
9:45–10:15 a.m.
Morning Networking Break
10:15–11:15 a.m.
What Works and What Doesn’t: Findings from a Year of Investment Management D&I Roundtables
Rebecca A. Fender, CFA
Head, Future of Finance
CFA Institute
Kelli E. Palmer
Director of Corporate Citizenship
CFA Institute
- Data from CFA Institute led roundtables with more than 300 investment professionals about strengths and weaknesses of D&I in the investment industry
- Actions firms are taking and how they assess their efforts versus the Global Diversity and Inclusion Benchmarks
- Ideas and advice to improve D&I at investment firms and how it differs from other industries
11:15 a.m.–12:15 p.m.
Creating Inclusive Workplaces
Lori Nishiura Mackenzie
Executive Director, Clayman Institute for Gender Research, Stanford University
Co-Founder, Stanford VMware Women’s Leadership Innovation Lab
Elsie M. Fletcher, CFA, Moderator
- Most leaders care about driving innovation, and they also increasingly care about fostering inclusion in their workplace. As it turns out, fostering inclusion spurs innovation.
- Learn about the barriers to inclusion and how you can adopt new approaches to create inclusive environments at all levels of our organizations
- The culture of your workplace is shaped in every conversation. How does your word choice—how you describe success, label failure, explain a promotion—demonstrate what you and the organization really value?
12:15–1:45 p.m.
Lunch with Keynote Speaker: Deepening Connections with Female Clients and Prospects Based on the “Your Prosperity Picture” Program
Lisa Kueng
Director of Creative Campaigns
Invesco Consulting
Elsie M. Fletcher, CFA, Moderator
- Research-based insights on adopting a strategic mindset for connecting with female investors—a mission-critical skill in enhancing collaboration with a diverse client base
- Tangible tools built to get female clients talking and help them quickly align financial goals with life goals
- Fresh thinking on the importance of taking a positive approach with financial concerns unique to women
1:45–2:15 p.m.
Attracting Diverse Talent—Millennials and Gen Z
Noriel Campos, CFA
Graduate Student, University of San Francisco
Former Associate Portfolio Manager, City National Bank
Valerie Wong
Vice President
BlackRock
Serena Ho, CFA, Moderator
Director, Account Management
Solovis, Inc.
- Building the pipeline and attracting Millennials and Gen Z to the fields of finance and investment management
- Practical ways to assure diverse, young talent can thrive
- Advice for those starting a career in finance
2:15–2:45 p.m.
Art of the Ask in Your Mid-Career
Maya Tussing
Principal
Alesco Advisors LLC
Lauren Foster, Moderator
- How to use critical negotiation strategies to transition successfully into new roles and functions
- How to find new ways to set your goals and position them with stakeholders
- How to ask for what you want in the most effective way
2:45–3:15 p.m.
Cultivating Diversity as Part of Company Culture
Christopher J. Ailman
Chief Investment Officer
CalSTRS
Lynn S. Blake, CFA
CIO, Global Equity Beta Solutions
State Street Global Advisors
Jennifer M. Johnson
President and Chief Operating Officer
Franklin Resources, Inc.
Margaret E. Franklin, CFA, Moderator
President
BNY Mellon Wealth Management, Canada
- Good governance policies and the quest to achieve increased diversity on boards of public companies—what does it take to move the needle?
- Influencing change from within investment firms and the importance of tone at the top
- How investment managers can achieve greater success through diverse cultures
- Career advice for those aspiring to senior positions at investment firms or appointments to corporate boards of directors
3:15–3:30 p.m.
Update on Fearless Girl
Lynn S. Blake, CFA
CIO, Global Equity Beta Solutions
State Street Global Advisors
State Street Global Advisors placed the Fearless Girl, a bronze sculpture by Kristen Visbal, at Bowling Green in Manhattan’s financial district on the eve of International Women’s Day in 2017. The Fearless Girl symbolizes State Street’s call to action for companies to increase gender diversity on their corporate boards. Since the sculpture was installed, State Street reports seeing solid progress on board diversity and further expanded a call to action to other markets. State Street will provide an update on the ongoing interest in the Fearless Girl and their continued efforts and the results at the conference.
3:30–4:00 p.m.
Afternoon Networking Break
4:00–4:45 p.m.
Understanding Entrepreneurs
Barbara B. Roberts
Entrepreneur in Residence
Columbia Business School
Nathan Erickson, CFA, Moderator
- What do entrepreneurs want from their wealth advisers? How can you help them at every stage?
- How are women creating new wealth through entrepreneurship?
- What are the best tips from entrepreneurs on how to build your business?
4:45–5:30 p.m.
Bridging the Divide: Making the Case for Diversity & Inclusion
Michele Norris
Former NPR Host and Special Correspondent
Founding Director, the Race Card Project
Director of the Bridge, the Aspen Institute
Lauren Foster, Moderator
- Diversity and inclusion are irrefutably good for business.
- Getting comfortable with being uncomfortable—it is key to dialogue.
- Knowledge is power and creates pathways for understanding.
- Trust is earned, and once earned, it is invaluable.
5:30–5:45 p.m.
Closing Remarks
5:45–6:45 p.m.
Farewell Reception
