Diversity Data: What is at stake? Business, Reputation and Talent
Recorded On: 04/22/2021
The effective collection of diversity data is not just a talent issue, it is also a critical business and reputation issue. The purpose of this virtual event is launch the ‘Holding up the mirror: diversity data in the investment, wealth management and savings industry’ report. Find out how to get ahead, and align diversity data at the core of your organization's purpose. This is an LGBT Great & EY Report, done in partnership with the Diversity Project UK and NICSA, the Diversity Project North America.
1. An awareness of the industry’s diversity data challenges.
2. An understanding of the current approaches to the collection of diversity data.
3. An appreciation of the new need to connect the request for the data with the ‘why’.
4. An awareness how the industry ecosystem can work together to drive the agenda.
5. The role of the c-suite in role modeling and communicating with impact
Who should attend: This webinar is primarily aimed at CEOs/ C-Suite and HR Leaders, but will be open to all.
Justine Phoenix (Moderator)
VP, Distribution & Broker Dealer Engagement, Head of Diversity Project North America
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.
Global Managing Director
Matt is an experienced talent management, diversity and organisational development leader with extensive experience within the investment and savings industry. A proven track record in inspiring others, developing effective strategies, programme execution, managing diverse teams and building effective partnerships.
Originally from Lancashire in northern England, he holds a BA (Hons) degree in Modern & Medieval History with Italian from the University of Birmingham and was the first in his family to go to university. Matt takes a key role in the development and delivery of LGBT Great’s programmes and is responsible for the organisation’s strategic direction. His vision for the investment and savings industry is to achieve LGBT+ equality and inclusion maturity to
deliver on the expectations of employees, clients and investors. His team advises a broad range of global investment, savings and wealth management firm as well as, pension trusts, hedge funds, asset owners and investment consultancies.
Matt is a member of the Diversity Project’s Steering Committee and was awarded the 2019 Diversity Champions Award for his work on ‘Role Modelship’ and contributions to the industry diversity and inclusion agenda. You can follow Matt and LGBT Great on Twitter: @MattJCam @LGBTGreat and LinkedIn.
Partner, Financial Services, People Advisory Services
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
-Diversity and Inclusion client lead – supporting adaption of people policies and
design of initiatives