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Thursday, June 17, 2021

Thurs, June 17 at 10:00 am EST
Authentic and Empathetic Leadership

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Leadership in 2021 looks a bit different than it did in 1990, 2010, or even 2019. The qualities and practices of the most successful business leaders have certainly evolved. Join us for tips and tools on developing the inclusive leadership skills that are essential for today and the workforce of the future.


Marc Brookman, Chief Executive Officer, Schroders North America

Mandell Crawley, Chief Human Resources Officer, Morgan Stanley

Thurs, June 17 at 11:00 am EST
Lightning Talk: How Neurodiversity is Creating a Competitive Advantage

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Hiren Shukla, Director - Automation & Innovation, Neuro-Diverse Center of Excellence, EY

Thurs, June 17 at 11:15 am EST
DEI in Action: SEI

Thurs, June 17 at 11:20 am EST

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!

Follow Us on Linkedin

Thurs, June 17 at 11:30 am EST
DEI Data in Action

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Yes, there are firms collecting and leveraging DEI data! Learn which data they are collecting, how they are evaluating them, and who they are sharing them with. Learn how to work the process of tracking and reporting metrics in this somewhat murky, quickly maturing area of the DEI landscape.


Justine Phoenix, Vice President, Distribution & Broker Dealer Engagement, Head of Diversity Project North America, Nicsa


Cassie McCarthy, Wealth and Asset Management Consultant, EY

Kavya Vaghul, Senior Director of Research, JUST Capital

Thurs, June 17 at 12:30 pm EST
DEI in Action: Northern Trust

Thurs, June 17 at 12:35 pm EST

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

Visit the Showroom

Thurs, June 17 at 1:00 pm EST
Evolution of Corporate Culture

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What will your “corporate culture” look like next year? How about in five years? Learn how firms are thinking differently about health and wellness, creating inclusive environments where employees can thrive, and retaining valuable talent. Now is the time to ensure that you have policies and programs in place that provide sustainable, long-term support to employees. Topics will include: - Hiring, recruiting and retention - Mentorship, sponsorship and allyship - Role of ERGs and BRGs


George Wilbanks, Managing Partner, Wilbanks Partners, LLC


Sue Thompson, Head of Americas Distribution for SPDR ETFs, SSGA

J. Womack, Managing Director - Investment Products and Services, SEI

Paul Zettl, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers

Thurs, June 17 at 2:00 pm EST
DEI in Action: Fidelity Investments

Thurs, June 17 at 2:05 pm EST

We are 350 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

Thurs, June 17 at 2:30 pm EST
Closing Fireside Chat with J.P. Morgan's George Gatch

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A leader of one of the world’s premier asset management firms, George Gatch is CEO of J.P. Morgan Asset Management. As CEO, George is responsible for the overall Asset Management business, managing $2.3 trillion in assets across equities, fixed income, alternatives, and multi-asset solutions on behalf of institutional, sovereign and retail clients globally.

During the closing fireside chat, George will speak with Sandy Bolton, Head of Managed Investments within the Investment Solutions Group for Bank of America, on important Diversity, Equity and Inclusion issues facing the asset management industry. Don’t miss this exclusive opportunity to hear George’s views on J.P. Morgan’s commitment to cultivate diverse and inclusive leadership within the asset management industry. A session you won’t want to miss.


Sandy Bolton, Managing Director, Head of Managed Investments - Investment Solutions, Bank of America Merrill Lynch


George Gatch, Chief Executive Officer, J.P. Morgan Asset Management

Thurs, June 17 at 3:30 pm EST
DEI in Action: Invesco

Thurs, June 17 at 3:35 pm EST
Conference Closing Remarks