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.

Matt epitomizes change and empowerment in diversity and inclusion, with a steadfast dedication that earned him accolades such as the 2019 Diversity Champions Award and a position on the UK Diversity Project Board. As the visionary CEO of LGBT Great since 2019, Matt is driven by a mission to make every company a beacon of LGBTQ+ acceptance, aiming to empower 1 million people by 2030.

Hailing from Blackpool, Lancashire, Matt's journey from a humble background to a leadership role in London showcases his grit. He leads LGBT Great's initiatives, alongside spearheading the Goals and Progress Tool Reporting for the Diversity Project, promoting actionable change in organizations.

Matt's influence extends beyond the boardroom, evident in his recognition in programs like the Goldman Sachs 10,000 Small Business Program. Under his leadership, LGBT Great has earned titles like Most Inclusive Finance Sector Community, with Matt personally honored as the Best Financial Services Inclusivity Leader. His story underscores the transformative power of resilience, shaping a future where diversity flourishes.

You can follow Matt and LGBT Great on Twitter: @MattJCam @LGBTGreat and LinkedIn.

Katherine has significant experience in working with Boards and Executive Committees, bringing deep expertise of understanding evolving regulatory expectations. 20+ years of leading in HR in Financial Services, managing OD, transformation, regulatory alignment, reward and cost optimization.

Selected experience demonstrating suitability for this Engagement

-Creation of Talent & Reward Strategies, capability frameworks aligning to Work Reimagined

-Lead on Workforce Economics modeling, large scale OD programmes, Terms and
Conditions harmonizations and cost optimization programmes

-Lead advisor supporting clients on the impact of regulatory changes on remuneration
structures, HR processes and procedures, OD and delegation of accountabilities to align
with SM&CR requirements

-Running of culture audits, design of performance measurement based on behaviors and
values. Shaping Employee Value Proposition design to maximize employee productivity
and engagement

-Diversity and Inclusion client lead – supporting adaption of people policies and
design of initiatives