Other Industry Event, Virtual Events & Programming

[CFA Society Chicago] Investment Trends Through a Diverse Lens

Tuesday, July 14 | 2:30 PM - 3:30 PM

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Overview

Moving Forward: Creating a More Equitable and Inclusive Environment   

Please note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event

This event was originally planned for March in honor of Women’s History Month, and then the world, as we knew it, changed. The discussion of gender diversity in financial services remains critical, however the Coronavirus and global protests seeking racial equity have put an equally urgent focus on thinking beyond gender to create a diverse and inclusive workforce. 

In this webinar session we will hear from a panel of leaders who will discuss the potential implications for each of us as we move beyond quarantine but still face health concerns and struggle with how to create a more equitable and inclusive environment for employees and clients. The conversation will include the discussion topics below, and attendees will have the opportunity to participate in interactive polling and Q&A with the panelists.   


Speakers

Laura Gregg, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, Northern Trust

Laurie P. Barry, CFP, Senior Vice President – Wealth Management, UBS

Connie L. Lindsey, Executive Vice President, Head of Corporate Social Responsibility, Northern Trust

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS


6:05 PM | PANEL DISCUSSION

Dennis Alvarado, Managing Director, Human Resources Business Partner at Nuveen Investments

Solange Charas. Ph.D., CEO, Charas Consulting, FOunder, HCMoneyball


7:00 PM |  CLOSING REMARKS


7:05 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Is this a moment or is this the start of a movement that (finally) drives the financial industry to diversity?
  • Have client expectations of wealth managers changed as it relates to gender and racial diversity, equity and inclusion?
  • Will the remote work structure become normalized and what are the related benefits and drawbacks?
  • How does each of us – no matter our level in our respective organizations – become an agent of change?