Overview

Leaders from top wealth and investment managers provide executive insights on how to lead by example, increase ownership of results, and ultimately move the DEI needle.

Moderator

Byron Pitts, Anchor & Chief National Correspondent, ABC News

Speaker(s)

Mel Lindsey, Founder and Managing Partner, Nile Capital Group

Chris Perry, President, Broadridge Financial Solutions, Inc.

Overview

As a white male, how do you join the conversation? As a DEI advocate, how do you align white male colleagues as diversity partners? Join this very candid discussion around building the most inclusive and powerful solutioning strategies.

Speaker(s)

Bill Proudman, Co-Founder, White Men as Full Diversity Partners (WMFDP)

Overview

Allie Shafer, Director at SS&C, is a proud wife, pet mom, musician, board member and transgender woman. In addition to sharing her personal story of the joys and hardships of transitioning in the workplace, Allie will offer guidance on how to be supportive of your transgender and non-binary colleagues so that you can be a great ally, and help foster an inclusive work environment where everyone can succeed.

Speaker

Allie Shafer, Director, Relationship Management, SS&C

Overview

Client expectations, brand reputation, and regulatory pressures are just a few of the business reasons why DEI roadmaps are essential to the sustainability of our industry. Join a discussion of interesting and varied views on how to increase community impact, embrace transparency, and build inclusive cultures.

Speaker(s)

Carol Geremia, President, MFS Investments

Lisa Jones, Head of the Americas, President and CEO, Amundi US, Inc.

Overview

The “How” of Inclusive Leadership: Transforming Organizational Cultures Through Allyship

We’re hearing more than ever about the critical importance of allyship, in workplaces and in society at large, and many of us want to become an ally, but we don’t know how to make this happen. This keynote digs deep into the concept of allyship and how effective allyship can allow both leaders and team members to interrupt bias, develop their cultural lens, and create environments that are authentic, empowering, and innovative. Main takeaways include:

• The critical importance of allyship in workplaces and society at large
• The “how” for creating inclusive cultures through allyship — the must dos of allyship
• Practical tools, skills, and language both leaders and individuals need to boldly transform themselves into allies

Speaker

Ritu Bhasin, CEO and Founder, bhasin consulting inc.

Overview

Chandra Sanders serves as the VP of RISE at the Mom Project, an organization that creates economic opportunities for women who have stayed home to take care of their children by engaging them back into the workforce. In addition to sharing her personal story as a working mother and offering insights into the challenges faced by this overlooked demographic, Chandra will provide guidance on how firms can make sure they are reaching this segment of talent in their pipelines.

Speaker

Chandra Sanders, VP of RISE, The Mom Project

Overview

We all know why hiring and retaining diverse talent is essential to innovative and productive workplaces. This not-to-be-missed session is for anyone struggling with the HOW part of this equation. Join us for tactical, actionable ideas on how to refresh recruitment and retention strategies.

Moderator

Jamila Abston, Partner, EY

Speaker(s)

John Desmond, SVP, Head of Investment Operations Outsourcing NA, Northern Trust

Sharyn Jones, Global Head of Talent Management, BNY Mellon

Tom Wilson, Global Head of Talent Acquisition, Invesco