Thursday, 15 October 2020

11:00–11:15 a.m. ET

Remarks and Reflections

Sarah Maynard, ASIP
Global Head, External Inclusion and Diversity Strategies and Programs
CFA Institute

Maria Wilton, CFA
Director, Victorian Funds Management Corporation
Vice Chair, CFA Institute Board of Governors

11:15 a.m.–12:00 p.m. ET

Recognizing the Opportunity, Rising to the Challenge: How the Investment Industry Can Attract and Retain Women of Color

Nicole Thorne Jenkins
John A. Griffin Dean, McIntire School of Commerce
University of Virginia

Christine Phillpotts, CFA
Senior Vice President and Senior Research Analyst, Equities

Marjorie L. Winfrey
Vice President and Sustainable Investment Research Analyst
Wellington Management

Lauren Foster, Moderator
Content Director, Professional Learning
CFA Institute

  • Strategic thinking—How can organizations embed inclusion goals in their business plans?
  • Cultural adaptation—Leadership matters in driving change.
  • Programs and initiatives—When most I&D programs fail, what really works?
  • Measuring results—What metrics count?

12:00–12:15 p.m. ET


12:15–12:45 p.m. ET

Making Better Decisions and Reducing “Noise”

Michael J. Mauboussin
Head of Consilient Research
Counterpoint Global

  • Learn how to improve your judgment by focusing on process, feedback, and format.
  • See how the outside view can help you make better decisions.
  • Discover how the illusions of superiority, optimism, and control shape our actions.
  • Learn a lesson about the power of prospective hindsight.
  • Find out why noise may be a bigger problem than bias when making decisions.

12:45–1:30 p.m. ET

A Conversation on Leadership: Highlights and Lessons from a Multinational Career

Kristine Braden
Managing Director and Europe Cluster Head, Citi
CEO, Citigroup Global Markets Europe AG

Alicia Rubí, CFA, Moderator
Senior Advisor
Attalea Partners

  • The tenets of leadership and tips for being an effective leader
  • Challenges faced by women leaders
  • Highlights of a leadership journey
  • Leading during a crisis
  • Best practices for inclusive leadership and promoting and retaining a diverse team

1:30–2:00 p.m. ET

Networking Break

2:00–3:00 p.m. ET

Non-Consensus Investing: An Unconventional Roadmap for Investing and Career Success

Rupal Bhansali
Chief Investment Officer and Portfolio Manager, International and Global Equities
Ariel Investments

Lauren Foster, Moderator
Content Director, Professional Learning
CFA Institute

  • Square the circle of achieving higher returns and lower risk
  • Strategies to achieve long-term success and overcome short-termism
  • Thoughts on ways to do good and do well for all stakeholders
  • A look at what holds women back and how to make comebacks from setbacks
  • A discussion of Ms. Bhansali’s personal struggles and journey from Dalal Street to Wall Street

3:00 p.m. ET

Conference Close