Listen, Learn & Lead.
Recorded On: 08/13/2020
A Dialogue on Authentic Allyship.
Join us for an important discussion about race in the asset management industry. Hear from a range of generational perspectives about what it means to be a Black senior leader, mid-level manager, or new entrant in the industry. Take away actionable guidance and tips that all business leaders – across all levels, racial identities, and backgrounds – can leverage to address inequalities in the workplace, to build more inclusive organizations, and harness the benefits of a diverse workforce.
“What needs to change?”
“What can I do?”
The answer to these difficult questions starts with being a part of the conversation.
CFO, Northern Trust
Jason Tyler is Executive Vice President and Chief Financial Officer of Northern Trust, a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. He is a member of the corporation’s Management Group.
Jason’s previous roles at Northern Trust include Global Head of Corporate Strategy, Global Head of the Institutional Group in the Asset
Management business, and Chief Financial Officer for Wealth Management.
Jason joined Northern Trust from Ariel Investments, where he was Director of Research Operations and a member of the firm’s Investment Committee. Prior to his time at Ariel, he served in various leadership roles in Corporate Finance and Banking at American National Bank/Bank One.
Jason earned an MBA from the University of Chicago Booth School of Business and an AB from Princeton University. He is a director of TreeHouse Foods (NYSE:THS), the University of Chicago Laboratory Schools, Advance Illinois, Northwestern Memorial HealthCare Foundation, and the Joffrey Ballet where he formerly served as Chairman. Jason is a past contributor and guest market expert on Bloomberg TV, Bloomberg radio, ABC News, PBS, and Fox Business.
Principal, Leadership for Life
India Martin is a 25-year veteran of financial services and a member of the Forbes Coaches Council. She has held several global C-Suite roles including expatriate assignments in London, Frankfurt, Tokyo and Hong Kong. In her final role at JPMorgan, India was Managing Director & Global Chief Operating Officer for Investment Banking Technology and Operations where she had multi-billion-dollar budgetary management responsibility for 15,000 staff in more than 40 global locations.
India is a globally recognized leadership expert and executive coach with a clientele of Fortune 100 and C-Suite executives from around the world.
Formerly an adjunct professor of Corporate Education at Temple University in Japan, she is a well-known keynote and panel speaker. India is on
the coaching faculty at Georgetown University for the Executive Master's in Leadership program and is also on the coaching faculty of the New York
City Bar Association's Leadership Institute. She is the National Association Of Female Executives 2019/2020 Entrepreneur of The Year,
During her time in Europe, India was named one of the 50 top businesswomen in Europe and Top 100 Black executives in the UK. India is the President Emeritus of City Women's Network, a professional body for senior women in corporate, third sector and entrepreneurial industries where she spearheaded and developed the methodology for the "Corporate Board Readiness Program”. For this work, she has been featured in publications such as Forbes, Marketing Week, Computer Weekly and Harpers Bazaar.
Leveraging her corporate experience, India is a masterful strategist, supporting leaders to transform operating frameworks, build high performing teams and navigate the complexities of corporate culture. She is a sough-after diversity, equity and inclusion practitioner helping organizations to develop and implement racial equity strategies but also complex DE&I strategies more widely. India is a published writer, speaks fluent French and
functional Japanese. She attended Spelman College and London Business school.
Maurice Tsuro is a director on BlackRock’s Global Accounting and Product Services team. In his role, he drives strategic development initiatives on the alternatives platform and oversees Fund Administration for Long Term Private Capital and Energy & Power Infrastructure funds under BlackRock Alternative Investors.
Prior to joining the organization in 2017, Maurice was a member of the Private Equity Group at SS&C Technologies Inc. focused on fund administration, financial and regulatory reporting for several clients. Maurice’s other experience prior to SS&C Technologies Inc. includes RSM US LLP where he was an auditor in the Financial Services Group, and Ernst & Young LLP where he began his career in 2001 and completed his articles of clerkship.
Maurice holds a Bachelor of Science degree in Accounting from the University of South Africa.
Steven Duncan (Moderator)
Senior Relationship Executive, BNY Mellon
Steve Duncan is a BNY Mellon Senior Relationship Executive within the Banks, Broker Dealers and Advisors segment of the Asset Servicing division. He is responsible for supporting premier financial institutions with a focus on driving a consistent global client experience and delivering a comprehensive set of BNY Mellon solutions. Steve is an advocate for the client’s long-term strategy and responsible for ensuring all aspects of the relationship are strengthened.
Steve has more than 26 years in the financial services industry supporting several types of clients: including asset managers; asset owners; alternative investment managers; insurance and non-for-profit entities. Before assuming his current role, Steve was a Senior Vice President and Global Head of Loan Services, Structured Trust & Analytics at State Street Bank and Trust. He led a team of over 500 individuals within centers
of excellence focused on back and middle office, alternative investments and infrastructure debt mandates. These operational service centers were strategically located across the globe and provided practical “follow the sun” servicing solutions to support complex client requirements.
Prior to this role, Steve was an integral part of the State Street’s Relationship Management team within Investor Services. He led a team of individuals where the focus was to advocate for the client in all aspects of the relationship including product development, ancillary services, legal, technology and overall client satisfaction. Steve also served as Senior Director of Client Management at Investors Bank and Trust (USA). He also held the role of Senior Manager - Mutual Fund Operations at Lord, Abbett & Co. (USA). Steve started his career in 1993 with Investors Bank and Trust (Canada) and held multiple roles in operations and client service. Steve holds Bachelor of Business Administration from Wilfrid Laurier University, Waterloo Ontario Canada.