DEI Data in Action

Recorded On: 06/17/2021

Only available as part of a package

11:30am - 12:30pm: 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.

12:30pm - 12:35pm: DEI in Action: Northern Trust

CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 CPE

Field of Study: Specialized Knowledge

Program Level: Basic

Delivery Method: Group-Internet Based

Advanced Preparation: None

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Justine Phoenix

Head of Diversity Project North America, Nicsa

Justine Phoenix is Head of Diversity Project North America and Vice President of Distribution & Broker Dealer Engagement at Nicsa. Justine joined Nicsa with over 30 years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations. In her current role, Justine is responsible for building and enhancing Nicsa programs that engage and support distribution and BD executives. Before joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments. In this role, she was head of relationship management for Fidelity FundsNetwork® and was responsible for overseeing all functions related to managing relationships with over 600 asset managers. Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute (ICI). In her role, she was responsible for all activities associated with mutual fund operations and distribution, including the Transfer Agent Advisory Committee and the Broker Dealer Advisory Committee. She also held leadership roles at Massachusetts Financial Services and Boston Financial Data Services prior to joining the ICI.

Kavya Vaghul

Senior Director of Research, JUST Capital

Kavya Vaghul is the Senior Director of Research at JUST Capital. She is responsible for contributing to data modeling efforts and conducting original analysis and research about wages, workers, inequality, and other ESG topics. Previous to JUST Capital, Kavya was a Senior Research Analyst at the Washington Center for Equitable Growth. There, she researched a wide portfolio of social policy issues, including economic equity, family economic security, student debt, early childhood education, wages, taxation, and gender and racial inequality. Kavya has also served as a researcher for the Healthy Neighborhood Study in the Greater Boston Area, a fellow for the Massachusetts State Department of Public Health’s Population Health Information Tool, and a legislative intern for Senator Maria Cantwell (D-WA). Kavya received her Masters in City Planning from the Massachusetts Institute of Technology and her B.A. in Public Health Studies from The Johns Hopkins University.