Thursday, 15 September 2016

7:00-7:45 a.m.

Continental Breakfast and Presentation: New Research on Gender Differences in the Investment Profession


Terrance Odean
Rudd Family Foundation Professor of Finance
Haas School of Business, University of California, Berkeley

Rebecca A. Fender, CFA, Moderator
Head, Future of Finance
CFA Institute

8:00-8:15 a.m.

Opening Remarks

Essex Ballroom

8:15-9:15 a.m.

The Link between Diversity and Corporate Financial Performance: Update on the CS Gender 3000 Report

Julia Dawson
Managing Director, Equities
Credit Suisse

Leah R. Bennett, CFA, Moderator
Vice President
Westwood Trust

  • Understanding the investment case for diversity and what diversity means for companies and shareholders
  • Drilling down below the boardroom: New areas of research on companies with high participation of women in management by sector and by country
  • Showing causality and why diversity can drive differences in financial performance and governance

9:15-9:30 a.m.

Networking Break with Exhibitors

Essex Ballroom Foyer

9:30-11:00 a.m.

Building Smarter Teams

Anita Williams Woolley
Associate Professor of Organizational Behavior and Theory
Tepper School of Business, Carnegie Mellon University

Scott E. Page
Leonid Hurwicz Collegiate Professor of Complex Systems, Political Science and Economics
Director, Center for the Study of Complex Systems
University of Michigan

Margaret E. Franklin, CFA, Moderator
BNY Mellon Wealth Management Canada

  • Learning what the research tells us about the collective intelligence of groups and how your firm can use the research to improve the effectiveness of teams—from leadership teams to investment teams to product development teams and more
  • Leveraging cognitive diversity (differences in how people think) to achieve better outcomes
  • Building and leading more diverse teams (and pitfalls to avoid)

11:00-11:15 a.m.

Networking Break with Exhibitors

Essex Ballroom Foyer

11:15 a.m.-12:15 p.m.

Leading Investment Teams: Portfolio Managers’ Perspectives

Seema R. Hingorani
Founder and Chair, Girls Who Invest
Former Chief Investment Officer, New York City Retirement Systems

Jean M. Hynes, CFA
Senior Managing Director, Managing Partner, and Global Industry Analyst
Wellington Management

John Ruffolo
Chief Executive Officer
OMERS Ventures

Christopher L. Gootkind, CFA, Moderator
Vice President, Director of Credit Research, and Credit Strategist
Loomis, Sayles & Company

  • How diversity in investment teams can lead to better investment decisions and outcomes
  • What the desired behaviors of teams in an investment organization are and what makes investment teams different
  • How leaders of investment firms can ensure that the firm is operating at full potential and that they have appropriate diversity in firm leadership, investment teams, and new hires

12:15-1:45 p.m.

Lunch and Keynote Address: How I Became a Fearless Feminist at Fifty-Five

Lucy Kellaway
Financial Times

Margaret E. Franklin, CFA, Moderator
BNY Mellon Wealth Management Canada

Watch a live broadcast of this session

1:45-2:00 p.m.

Transition Break

2:00-3:00 p.m.

Developing Your Path to the Board Room

Diane C. Nordin, CFA
Director, Fannie Mae and Antares
Former Partner Wellington Management

Brenda D.H. Trenowden, CFA
Global Chair, 30% Club
Head of Financial Institutions Group, Europe
Australia and New Zealand Banking Group Limited (ANZ)

Leah R. Bennett, CFA, Moderator
Vice President
Westwood Trust

  • Why investment professionals are ideal candidates for corporate boards and why progress to date has been slow
  • What women investment professionals need in terms of connections, skills, and experience to position themselves for a board appointment
  • What the potential benefits and costs are of serving on boards
  • What the 30% Club and women currently serving on boards share as practical insights and advice

2:00-3:00 p.m.

Executive Presence: Behaving and Performing as a Leader

Julie Jansen
Author and Executive Coach

Sarah N. Samuels, CFA, Moderator
Deputy Chief Investment Officer
Massachusetts Pension Reserves Investment Management

  • The fundamental elements of leadership
  • Presentation development: Image, communication, and confidence
  • The importance of understanding and respecting organizational culture

3:00-3:30 p.m.

Networking Break with Exhibitors

Essex Ballroom Foyer

3:30-4:30 p.m.

Enhance Your Negotiating Skills and Your Career Path

Essex Ballroom ·

Hannah Riley Bowles
Senior Lecturer in Public Policy
Center for Public Leadership, Harvard Kennedy School

Tee Taggart, Moderator
Founder, Managing Director, and Principal
Taggart Associates

  • Learn to negotiate your career path and enhance your recognition and reward
  • Reduce ambiguities that can be obstacles to successful negotiations
  • Seize opportunities to expand your authority and create win/wins for your company
  • Negotiate to make your work more personally meaningful, giving you energy and resilience

3:30-4:30 p.m.

Tips from an Entrepreneur: How to Find Us, How to Market to Us, How to Build Your Business

Barbara Roberts
Entrepreneur in Residence, Columbia Business School
Chair, TIGER21

Kathleen C. Gaffney, CFA, Moderator
Vice President, Co-Director of Diversified Fixed Income
Eaton Vance

  • What wealth management professionals need to know about entrepreneurs, including how to find them, how to talk to them, and how to develop them as clients
  • How to use entrepreneurial skills and strategies to build your investment management practice
  • How to build and facilitate entrepreneurship and innovation in the culture of your firm

4:30-4:45 p.m.

Transition Break

4:45-5:45 p.m.

Managing the Investment Firm of the 2020s: Creating a Culture of Innovation

Ronald P. O’Hanley
President and CEO
State Street Global Advisors

Paul Smith, CFA
President and CEO
CFA Institute

Michael G. Trotsky, CFA
Executive Director and Chief Investment Officer
Massachusetts Pension Reserves Investment Management (“PRIM”) Board

Leah R. Bennett, CFA, Moderator
Vice President
Westwood Trust

  • Creating a culture that welcomes diversity of thought, innovation and technological shifts
  • A new set of best practices in the workplace: What works (and doesn’t work) in practice when the goal is building smarter investment teams
  • Gender diversity as a key ingredient to a firm’s competitive edge
  • Action-based strategies for shaping an organization that generates better financial performance and motivates employees
  • Managing the investment firm of the future

5:45-6:00 p.m.

Closing Remarks

Essex Ballroom

Entrepreneur in Residence, Columbia Business School
Chair, TIGER21

6:00-7:00 p.m.

Farewell Reception

Essex Ballroom Foyer