Diversity & Inclusion Forum, Virtual Events & Programming

A Data-Driven Lens on Diversity & Inclusion

Tuesday, March 30 | 6:00 PM - 7:00 PM

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Overview

How can you best assess the role of Diversity & Inclusion research in financial services? While the broader diversity, equity, and inclusion (DEI) conversation is often clouded with subjectivity and bias, recent available data draws a clear connection between diverse, inclusive workplaces and improved business results across a range of settings.

Please join us for an hour-long panel discussion to learn how leading-edge data analytics and Artificial Intelligence techniques are impacting hiring, talent development, and company performance. You will hear from a variety of stakeholders on different sides of the DEI conversation as they speak to the latest DEI data and explore ways to apply it when setting goals and monitoring progress.

Agenda

6:00 PM | WELCOMING REMARKS

Maggie Wong, CFA, Senior Product Manager, Silicon Valley Bank, Co-Chair of the Young Leaders Group, CFA Society New York


6:05 PM | PANEL DISCUSSION

Moderator

Erika Spence, Global Head of Data Strategy, eVestment, a Nasdaq Company

Panelists

Christopher J. Ailman, Chief Investment Officer, CalSTRS

Gretchen O’HaraVice President, AI & Sustainability Strategy, Microsoft

Paolo Gaudiano, Ph.D., Co-Founder & Chief Scientist, Aleria

Susan Reid, Global Head of Diversity and Inclusion, Morgan Stanley


6:45 PM |  Q&A


7:00 PM | CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC, Chair of the Business Management Group, CFA Society NY

Additional Details

Learning Outcomes

  • Explore how financial services firms can utilize data to assess current state of their diversity, equity, and inclusion (DEI)
  • Gain insight on how data analytics can provide useful benchmarks for a firm’s DEI initiatives
  • Discuss how Human Resources and other departments apply a firm’s DEI data and how it may impact team development and company performance