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

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
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

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
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.

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?

Watch now

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.

Watch now

5:30–5:45 p.m.

Closing Remarks

5:45–6:45 p.m.

Farewell Reception

The conference will conclude on Friday evening with a closing reception in Alexandra’s on the 32nd floor of the Westin St. Francis. With floor-to-ceiling windows and skyline views of San Francisco and the Golden Gate Bridge, Alexandra’s has been called “the most spectacular special event venue in Northern California.” Closing speaker Michele Norris will be in attendance to talk with delegates and answer questions. We hope you will be able to join us.