9:00am - 9:45am ET - Networking Breakfast

9:45am - 10:00am ET - Welcome Remarks

Featuring:
Jim Fitzpatrick, President & CEO

10:00am - 11:00am ET - C-Suite Fireside: Charting the Course

Join ABC correspondent Byron Pitts and industry leaders as they delve deep into the pivotal issues shaping the DEI journey in asset and wealth management. Expect invaluable perspectives on navigating today's complex challenges and seizing opportunities from industry trailblazers.

Speakers:
Moderator: Byron Pitts, Anchor & Chief National Correspondent, ABC News
Bob Adams, Chief Operations Officer, Fidelity Investments
Cinda Whitten, Head of Global Investment Operations, Nuveen

11:00am - 11:15am ET - Lightning Talk: Case Study: A Partnership for Pathways

Greenwood Project and Janus Henderson Present: 

An exclusive session where we delve into the remarkable partnership between a seasoned industry stalwart and a dynamic startup. From ideation to execution, witness the transformative journey that led to a remarkable success story in championing career pathways for Black and Latino students.

Don’t miss this opportunity to be inspired to drive innovation through partnerships that ignite change. 

Speakers:
Nick Cherney, Head of Innovation, Janus Henderson Investors
Kwesi Smith, CEO, Greenwood Project

11:15am - 12:00pm ET - Using AI to Advance DEI

Learn the potential, and recognize the risks, in utilizing AI to reduce bias and empower investors. Hear real-world examples of how responsible AI can be used in inclusive client servicing, talent recruitment, marketing messaging, and beyond.

Speakers:
Moderator: Cheryl Boyd, Co-Leader of Asset Management Business Transformation, EY
Myra Chen, Director, VP, Insights and Analytics, Capital Group
Shannon Daigh, Executive Director, Global Head of Middle Office Product, JP Morgan
Fee Torpey, Senior Manager, Deloitte Consulting Investment Management

12:00pm - 1:00pm ET - Lunch

1:00pm - 1:15pm ET - Break

1:15pm - 2:00pm ET - Keynote: Citi Talks DEI Leadership

Discover firsthand the proven approaches and innovative practices that have propelled Citi to the forefront of DEI leadership. Gain invaluable insights to empower your organization and drive meaningful impact.

Speakers:
Moderator: Richard Ernesti, Managing Director – Senior Client Executive, Citi
Erika Irish Brown, Chief Diversity, Equity and Inclusion Officer and Global Head of Talent, Citi

2:00pm - 2:45pm ET - Are We Going Backwards?

A hard-hitting discussion around the trajectory of progress. Are our strides towards a more diverse, equitable, and inclusive industry being sustained or regressing? From DEI fatigue, Supreme Court rulings, and leadership lethargy, learn how to battle the headwinds, reframe, and re-energize the mission.

Speakers:
Moderator: Tommy Arnold, Principal, FSO Consulting Wealth & Asset Management, Ernst & Young LLP
Omar Aguilar, CEO and CIO, Schwab Asset Management
Michelle Thompson-Dolberry, Chief DEI Officer, MFS

2:45pm - 3:00pm ET - Lightning Talk: "Juneteenth & Pride: A Path to Inclusivity"

Elevate your DEI initiatives to new heights with insights from a 2023 DPNA Rising Star. Hear personal and historical perspectives on Juneteenth and Pride Month and learn how your firm can celebrate, recognize, and educate!

Speaker:
Eugene Smith, Diversity Project Manager & Chief of Staff to The Global Head of Diversity and Talent, Citi

3:00pm - 3:15pm ET - Break

3:15pm - 4:00pm ET - Closing Keynote: “Ignite, Inspire, Act”

The grand finale of Nicsa’s Fearless Leadership Symposium, this dynamic session will ignite your passion for change and propel your intentions into action. Conclude the FLS on a high note and embark on a journey of impactful change!

Featuring: 
Moderator: Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust Asset Servicing
Carol Fulp, CEO, Fulp Diversity LLC

Sponsored by:

4:00pm - 4:30pm ET - Break

4:30pm - 5:15pm ET - Rising Stars Award Ceremony 

All attendees are invited to celebrate the industry’s brightest young talent during the Rising Stars Ceremony where we will recognize the 2024-25 class. The Rising Star Program offers DPNA member firms a high-profile and meaningful way to celebrate and cultivate the next generation of diverse leaders. Click here to learn more.  

Featuring:
Justine Phoenix, Head of Diversity Project North America, Nicsa
Frieda Lewis, Chief Commercial Diversity Officer, Broadridge

5:15pm - 7:30pm ET - Rising Stars Networking Reception | Open to All Attendees