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[CFA Institute Virtual] Women in Investment Management: Access to Success in a Changing Industry

Wednesday, October 14 - Thursday, October 15

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Cvent Transition Guide

Overview

The investment industry is in a state of upheaval driven by the rise of machine learning and AI, the need for greater personalization in investing, and increased demand for stewardship and a broader appreciation of the social factors in ESG — these trends have all been accelerated by COVID-19. Addressing these challenges demands a diverse talent pool, an inclusive work culture, and a collaborative leadership mindset.

The 2020 Women in Investment Management virtual conference will identify the opportunities brought by change, explore technology to enhance and maintain inclusive cultures, discuss evolving investment strategies, share developments on using technology to enhance and maintain diversity of thought and inclusive cultures, and provide insight from industry leaders on adapting and thriving. The virtual conference will also offer perspectives from career development experts and unique opportunities for networking and exchanging ideas.

This virtual conference will provide practical information for accessing success in a changing industry, relevant for individuals, investment teams, and those in leadership positions.

#CFAwomen

Fees:
CFA Institute Members and Candidates (CFA Program or CIPM): USD 250
Non-Members: USD 350

Register by 18 September 2020 and receive a USD 50 discount.

Agenda

WEDNESDAY, OCTOBER 14, 2020


11:00 AM | CONFERENCE WELCOME


11:15 PM | KEYNOTE ADDRESS


12:00 PM | BREAK


12:15 PM |  SUSTAINABLE INVESTING: THE NEW MAINSTREAM

Audrey Choi
Chief Marketing Officer and Chief Sustainability Officer, Morgan Stanley


12:45 PM | SESSION TITLE TBD


1:30 PM | NETWORKING BREAK


2:00 PM | CAREER LIGHTENING TALKS: STRATEGIES FOR NAVIGATING THENEW REALITY AND WRAP UP

Robert Hellman
President, Hellman Career Consulting


3:00 PM |  VIRTUAL HAPPY HOUR


THURSDAY, NOVMEMBER 15, 2020


11:00 AM | REMARKS AND REFLECTIONS


11:15 PM | PANEL DISCUSSION


12:00 PM | BREAK


12:15 PM |  METHODS TO IMPROVE DECISIONS AND REDUCE NOISE

Michael J. Mauboussin
Head of Consilient Research, Counterpoint Global


12:45 PM | SESSION TITLE TBD

Moderator

Alicia Rubí, CFA
CFA Society Spain

Kristine Braden
Managing Director and Europe Cluster Head, Citi CEO, Citigroup Global Markets Europe AG


1:30 PM | NETWORKING BREAK


2:00 PM | CLOSING KEYNOTE AND WRAP UP


3:00 PM |  CONFERENCE CLOSE

Additional Details

Learning Outcomes

Conference speakers will:

  • Explore methods for rising to the challenge of offering greater access and inclusion in the investment industry.
  • Deliver practical tips and strategies for career development.
  • Share research on methods to improve decision making.
  • Deliver insight from inspirational women who have overcome challenges to rise to high levels in their careers.
  • Present strategies for investing with impact.
  • Share practical information on leadership, highlighting leadership principles, challenges faced by women leaders, and strategies for leading during a crisis.
  • Provide information about the current global economic environment.
  • Outline methods to overcome unconscious bias to recruit, build and maintain a diverse workforce.