Wednesday, June 16, 2021
Wed, June 16 at 10:45 am EST
Wed, June 16 at 11:00 am EST
This is Not a Drill – Opening Keynote Presentation
It’s a call to action – one too loud to ignore – for business leaders across the asset management industry. “We’re working on it” is not enough. It’s time to lean forward and aggressively initiate, adjust, and then re-adjust your DEI policies.
During the opening keynote presentation, Shundrawn will speak candidly with CNBC's Sharon Epperson around how to move beyond the talk and into the type of action that will drive the industry forward on this business-critical mission.
Sharon Epperson, CNBC Senior Personal Finance Correspondent
Shundrawn Thomas, President, Northern Trust Asset Management
Wed, Jun 16 at 11:50 am EST
Lightning Talk: How Diverse Firms are Changing the Competitive Landscape
Hear from a small, diverse firm about how they continue to win business with large asset managers. Explore how the industry can further the development of business synergies with diverse firms.
George Madrigal, President and CEO, Penserra
Wed, June 16 at 12:05 pm EST
DEI in Action: MFS Investment Management
Wed, June 16 at 12:10 pm EST
Wed, June 16 at 12:45 pm EST
Own It: A “How-to” for Business Leaders
Forward-thinking C-suite executives take a deep dive into how business leaders can weave DEI into the daily fabric of their business lines. Learn how to “own” the issue, how to get results, and how to turn results into business returns. A not-to-be-missed, thought-provoking session for senior-level executives looking to affect change within their organizations.
Jun Li, Co-Leader Americas Wealth & Asset Management Sector, EY
Lisa Jones, Head of the Americas, President and Chief Executive Officer, Amundi US, Inc.
Kristi Mitchem, Chief Executive Officer, BMO Asset Management
Dick Weil, Chief Executive Officer, Janus Henderson Group
Wed, June 16 at 1:45 pm EST
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Wed, June 16 at 2:00 pm EST
Great Expectations: What Investors Want
When it comes to investing, the dynamics of client expectations are quickly evolving. What are the key factors that attract investors to asset management firms? Learn what clients are using as guidelines and how DEI plays a role in the investment selection process.
Kim Hyland, Managing Director, Head of US Relationship Management Team, MFS Investment Management
Shelly Heier, President, Senior Consultant, Verus Investments
Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
Shawn T. Wooden, Connecticut State Treasurer
Wed, June 16 at 3:00 pm EST
DEI in Action: BlackRock
Wed, June 16 at 3:05 pm EST
Thank you to our sponsors for their support in accelerating change in the global asset management industry!
Wed, June 16 at 3:30 pm EST
The “S” in ESG: DEI’s Expanding Role
Is the increased focus on the “S” a moment or a movement? Join us for a discussion with industry ESG experts as we explore the increasing focus on social issues in investor decision making. From proxy voting guidelines and stewardship publications to the rise in DEI as key RFP criteria, ESG leaders will discuss the changing landscape and the impact it has on equity markets.
Emily Lawrence, Director, Sustainable Investing, Institutional Client Group, Northern Trust
Jayme Colosimo, Head of Business Advisory Services and Head of ESG, Citi
Glen Yelton, Head of ESG Client Strategies, Invesco
Wed, June 16 at 4:15 pm EST
Wed, June 16 at 4:30 pm EST
Presentation of the Rising Star Awards
Nicsa’s Diversity Project North America (DPNA) is committed to providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset management industry. The Rising Star Program offers DPNA member firms a high-profile and meaningful way to celebrate and cultivate the next generation of diverse leaders.
The 2021 Rising Stars will be recognized during this segment of the program.
For more information about the Rising Stars Program, please click here.
Frieda Lewis, Chief Commercial Diversity Officer, Broadridge Financial Solutions
Wed, June 16 at 4:40 pm EST
Day 1 Wrap Up
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