Wednesday, 14 October 2020

11:00–11:15 a.m. ET

Conference Welcome

Margaret Franklin, CFA
President and CEO
CFA Institute

11:15 a.m.–12:00 p.m. ET

Lessons in Perseverance, Inclusion, and Overcoming Challenges from a Career as a Physician and Army General

Nadja West
First African American Army Surgeon General and Former Commanding General
US Army Medical Command

Lauren Foster, Moderator
Content Director, Professional Learning
CFA Institute

  • Lessons from a lifetime and career of overcoming obstacles
  • Thoughts on women and those of diverse backgrounds in STEM careers
  • Building organizational cultures where diversity can thrive
  • The significance of arming leaders with empathy

12:00–12:15 p.m. ET

Break

12:15–12:45 p.m. ET

Sustainable Investing: The New Mainstream

Audrey Choi
Chief Marketing Officer and Chief Sustainability Officer
Morgan Stanley

  • Family legacy of immigration to working to make change within institutions
  • The transformation of impact investing in a time of change
  • What it means to commit to investing with impact
  • Sustainable investing strategies

12:45–1:30 p.m. ET

Using AI to Reduce Bias in Workforce Decisions: Changing Systems, Not People

Frida Polli
CEO and Co-founder
pymetrics

Lauren Foster, Moderator
Content Director, Professional Learning
CFA Institute

  • Daniel Kahneman’s System I (fast thinking) and System II (slow thinking) framework provides a relevant structure to analyze how processes evaluate job candidates.
  • The status quo of workforce decisions is built on biased fast thinking, which limits our ability to find the best people.
  • System I thinking is not amenable to de-biasing.
  • System II thinking can be used to design workforce decision systems that focus on accountability, transparency, and bias mitigation.
  • Responsible AI is optimized for both performance and equity, so it helps reduce bias and find better performing employees.

1:30–2:00 p.m. ET

Networking Break

2:00–3:00 p.m. ET

Career Lightning Talks: Strategies for Navigating the New Reality

Building Your Brand in the New Reality
Dorie Clark
Branding Expert and Author

Being recognized as a compelling leader can dramatically accelerate your professional success—especially in uncertain times. Brand-building techniques show you how to cultivate a powerful professional reputation that enables you to persuade others and obtain buy-in more easily for your best ideas. Learn how to:

  • Communicate your brand effectively to others.
  • Establish and cultivate your reputation over time.
  • Increase your influence within and outside your organization.
  • Ensure others understand your true leadership abilities.

Lasting Connection: Why the Importance of Your Network Increases Every Year and How to Nurture it Now
Jared Redick
Executive Résumé Writer and Career Transition Coach
The Résumé Studio

With “networking: the idea” blasted across digital and traditional publications worldwide, you would think more of us would be ready to tackle network building. In reality, many struggle with putting the idea into action, and the new reality hasn’t made it any easier. Ideas covered include:

  • The experience paradox and benefits of network vitality as our careers grow
  • The passive, well-tended network and how to shape it
  • Ideas for building connections and keeping them alive—even at a distance
  • A list of reasonable reasons for “reaching out”

Ten Ways to Ensure Your Job Search and Career Thrive During an Economic Downturn
Robert Hellmann
President
Hellmann Career Consulting

  • How to tap into the hidden job market by building career-advancing relationships now
  • A method for getting organized, keeping in touch, and contact management so that no opportunities pass you by
  • How to conduct a virtual informational meeting that will get you interviews and referrals
  • Job search benchmarks to use to ensure you’re playing the “numbers game” to win
  • If you’re currently employed, what to do now to prepare just in case

 

3:00–4:00 p.m. ET

Virtual Happy Hour

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
AllianceBernstein

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

Break

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