Agenda is subject to change.

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. Read More

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. Read More

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
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7:30-9:30 p.m.

Optional: Networking Dinners

CFA Society San Francisco welcomes you! As co-hosts of the conference, CFA Society San Francisco has made reservations at six nearby restaurants on Thursday evening. We invite you to pre-register to attend one of these small group dinners to meet other attendees in a relaxed setting. Read More

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
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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
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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
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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
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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.
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2:15–2:45 p.m.

Art of the Ask in Your Mid-Career

Maya Tussing
Alesco Advisors LLC

Lauren Foster, Moderator
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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
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3:15–3:30 p.m.

Update on Fearless Girl

Lynn S. Blake, CFA
CIO, Global Equity Beta Solutions
State Street Global Advisors
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4:00–4:45 p.m.

Understanding Entrepreneurs

Barbara B. Roberts
Entrepreneur in Residence
Columbia Business School

Nathan Erickson, CFA, Moderator
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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

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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 … Read More