Thursday, 19 September 2019

8:15-8:30 a.m.

Morning Remarks

Margaret E. Franklin, CFA
Incoming President and CEO
CFA Institute

8:30-9:30 a.m.

Perspectives on Women in Finance: Opportunities, Getting a Seat at the Table, and Moving Ahead

Anu Aiyengar
Managing Director and Head of North American Mergers & Acquisitions
J.P. Morgan

Lauren Foster, Moderator
Director, Continuing Professional Development Content, Americas
CFA Institute

  • Mentoring and encouraging young women in finance—lessons and approaches
  • Thoughts on closing the gender gap and taking your place at the table
  • Candid conversations in promotion discussions
  • The value of diversity in finance

9:30-10:30 a.m.

The Impact of Gender Bias in the Workplace

Madeline E. Heilman
Professor of Psychology ​
New York University

Cheryl Evans, Moderator
Director, Conferences
CFA Institute

  • Issues with the selection of women to lead in traditionally made roles
  • The impact of attribution rationalization and whether women get things like proper credit for teamwork
  • How positive performance information about women can be distorted
  • Penalties for violating gender stereotypical norms and the challenge of balancing being “agentic” and “communal”


11:00-12:00 p.m.

Investing in the Age of Engagement

Heather Brilliant, CFA
President and CEO
Diamond Hill Capital Management

Elsie M. Fletcher, CFA, Moderator
Chair, Education Advisory Board, CFA Institute
Former Managing Director of Client Services, Tukman Grossman Capital Management

  • The financial crisis ushered in an age of investor engagement. Institutional and individual asset owners, as well as financial advisers, are becoming more vocal and demanding across a wide range of issues.
  • Investors are far less passive than they were before 2009, and the investment management profession has taken notice and is responding.
  • What does this evolution mean for investors and the way investment decisions are made? And how can we, as an industry, lead the way in engaging investors to achieve better outcomes?

12:00-1:15 p.m.

Networking Lunch

1:30-2:30 p.m.

Diversity Etiquette and the Power of Inclusive Leadership

Bonnie St. John
Author, Leadership Consultant, and Paralympic Athlete

Leyla Kassem, CFA, Moderator
Director, Client Relations
Wells Capital Management

  • Views on diversity etiquette in the workplace
  • How inclusive leadership operates—micro-affirmations, investing in all kinds of people, and flexing your style
  • How great women lead—practical lessons from noted women leaders
  • Overcoming obstacles to be your best even when you aren’t included

2:30 p.m.

Takeaways and Closing Remarks

Elsie M. Fletcher, CFA
Chair, Education Advisory Board, CFA Institute
Former Managing Director of Client Services, Tukman Grossman Capital Management

Leyla Kassem, CFA
Director, Client Relations
Wells Capital Management