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Overview

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.

Speakers

Sharon Epperson, CNBC Senior Personal Finance Correspondent

Shundrawn Thomas, President, Northern Trust Asset Management

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Overview

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.

Speakers

George Madrigal, President and CEO, Penserra

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We are 400 respondents away from our goal! Please take our 10 minute DEI Perception Survey and help provide invaluable insights for our annual report.

Take the Survey

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Overview

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.

Moderator

Jun Li, Co-Leader Americas Wealth & Asset Management Sector, EY

Speakers

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

Want to get the latest DEI content and news pertinent to the global asset management industry? Help us get to 2500 followers by the end of FLS!

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Overview

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.

Moderator

Kim Hyland, Managing Director, Head of US Relationship Management Team, MFS Investment Management

Speakers

Shelly Heier, President, Senior Consultant, Verus Investments

Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund

Shawn T. Wooden, Connecticut State Treasurer

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Thank you to our sponsors for their support in accelerating change in the global asset management industry!

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Overview

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.

Moderator

Emily Lawrence, Director, Sustainable Investing, Institutional Client Group, Northern Trust

Speakers

Jayme Colosimo, Head of Business Advisory Services and Head of ESG, Citi

Glen Yelton, Head of ESG Client Strategies, Invesco

We are 400 respondents away from our goal! Please take our 10 minute DEI Perception Survey and help provide invaluable insights for our annual report. 

Take the Survey

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Overview

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.

Speaker

Frieda Lewis, Chief Commercial Diversity Officer, Broadridge Financial Solutions

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