How to Sustain an Industry: Why DEI Can't Be Ignored

Recorded On: 10/07/2022

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 panel of interesting and varied views on how to increase community impact, embrace transparency, and build inclusive cultures.  

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Carol Geremia

President, MFS Investments

Carol W. Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm’s worldwide client‐facing teams as well as product and marketing strategy. As a member of the firm’s Management Committee, she helps drive MFS’ long‐term corporate strategy. In these roles, Carol oversees the management of the company’s global institutional and retail businesses, which span US and non‐US markets. Her responsibilities include oversight of all teams managing relationships with large corporate and public retirement plans, sovereign wealth plans, global intermediaries, insurance companies, retirement platforms and other advisory practices that distribute the firm’s investment products.

Carol joined MFS in 1984 and served as co‐head of Global Distribution from 2011 through 2017. She has served as president of the firm’s institutional business since 2004. Prior to that, she was president of MFS Retirement Services, which serviced US plan sponsors and their participants. There, she spent 20 years devoting her expertise in fiduciary responsibility and stewardship to the retirement industry. Since joining MFS, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged with clients at all levels to ensure that the firm builds products and services aligned with their needs.

Carol is a member of the City Year Seven Generations Board. She also serves as a member of the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc.

Lisa Jones

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

Lisa M. Jones is Head of the Americas, President and Chief Executive Officer of Amundi US,Inc., the U.S. Division of Amundi Asset Management. She is Trustee of the Pioneer Funds,and President and Chief Executive Officer of the Pioneer Funds. Lisa is also President of Amundi Distributor US, Inc. She is head of the US Executive Committee and US Management Committee, and a member of the Global Executive Committee.

She has over 30 years of experience in global financial services developing and building asset management businesses. In 2016 and 2020, Lisa received the Top Women in Asset Management Award from Money Management Executive.

Prior to joining Amundi US, Lisa was Global Head of Distribution at Morgan Stanley Investment Management (MSIM) and President of MSIM Distribution Inc. In this role, she oversaw all MSIM distribution channels globally, including retail and institutional. Prior to that, Lisa was Head of the Global Institutional Division at Eaton Vance Management. She also spent more than 16 years at MFS Investment Management in leadership roles across both retail and institutional divisions. She began her career at E.F. Hutton & Co. in New York.

Lisa is a member of the Board of Governors of the Investment Company Institute and a member of the MIT Sloan Finance Group Advisory Board at MIT Sloan School of Management. Lisa has served on other boards such as the Foreign Policy Association in New York, the Advisory Board of the Institutional Investor Institute and the Board of Fellows at Trinity College in Hartford, CT. She is also a former trustee at the Pingree School Board of Trustees in South Hamilton, MA. She has a B.A. in Economics from Trinity College.

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How to Sustain an Industry: Why DEI Can't Be Ignored
10/07/2022 at 11:30 AM (EDT)   |  60 minutes
10/07/2022 at 11:30 AM (EDT)   |  60 minutes