June 16-17, 2021 | A Virtual Experience
The Fearless Leadership Symposium will highlight bold business practices that
are changing the face of Diversity, Equity & Inclusion (DEI) initiatives. Explore how inclusive leadership can
enhance productivity, promote growth, and impact the bottom line within the
global asset management industry.
This symposium brings together senior business executives from across a broad spectrum of asset management firms to examine the current state of DEI within the industry and to create an aggressive path forward. The symposium will focus on the successful ownership of DEI issues by influential business leaders.
Who Should Attend
The Fearless Leadership Symposium is essential for business executives and DEI professionals in the global asset management industry:
- Asset Managers
- Consulting Firms
- Executive Search Firms
- Fund Accounting and Audit Firms
- Investment Mangers (traditional and alternative)
- Law Firms
- Technology Providers
- Third-Party Service Providers
- Technology Companies
Agenda at a Glance
Day 1: Business Implications
Wednesday, June 16 | 10:00AM - 3:30PM
This is Not a Drill – Opening Keynote Presentation
It’s a call to action – one too loud to ignore – for business leaders across the asset management industry. “We’re working on it” is not enough. It’s time to lean forward and aggressively initiate, adjust, and then re-adjust your DEI policies. Learn how to move beyond the talk and into the type of action that will drive the industry forward on this business-critical mission.
Own It: A “How-to” for Business Leaders
Forward-thinking C-suite executives take a deep dive into how business leaders can weave DEI into the daily fabric of their business lines. Learn how to “own” the issue, how to get results, and how to turn results into business returns. A not-to-be-missed, thought-provoking session for senior-level executives looking to affect change within their organizations.
Great Expectations: What Investors Want
When it comes to investing, the dynamics of client expectations are quickly evolving. What are the key factors that attract investors to asset management firms? Learn what clients are using as guidelines and how DEI plays a role in the investment selection process.
Tackling Diversity Regulation Head-On
Both the SEC and CFPB are expected to dial up mandatory reporting on diversity. How can firms prepare? How will new disclosures be perceived by investors and ratings agencies? Explore the new age of diversity regulation in the industry and learn what executive leaders can expect when it comes to reporting around wage-gap, board diversity and more.
Day 2: The Human Element
Thursday, June 17 | 10:00AM - 3:30PM
Authentic and Empathetic Leadership
Leadership in 2021 looks a bit different than it did in 1990, 2010, or even 2019. The qualities and practices of the most successful business leaders have certainly evolved. Join us for tips and tools on developing the inclusive leadership skills that are essential for today and the workforce of the future.
DEI Data in Action
Yes, there are firms collecting and leveraging DEI data! Learn which data they are collecting, how they are evaluating them, and who they are sharing them with. Learn how to work the process of tracking and reporting metrics in this somewhat murky, quickly maturing area of the DEI landscape.
Evolution of Corporate Culture
Employee wellness slid into the hot spotlight in 2020. You understand the rationale; you accept its importance. Now, it’s time to ensure that you’ve got policies and programs in place that provide sustainable, long-term support to employees. Learn how firms are thinking differently about health and wellness, creating inclusive environments where employees can thrive, and retaining valuable talent.
Closing Keynote Presentation
- Marc Brookman, Chief Executive Officer, Schroders
- Mandell Crawley, Chief of Human Resources, Morgan Stanley
- George Gatch, Chief Executive Officer, JPMorgan Asset Management
- Kim Hyland, Managing Director, Head of US Relationship Management Team, MFS Investment Management
- Lisa Jones, Head of the Americas, President and Chief Executive Officer, Amundi US, Inc.
- Jun Li, Co-Leader Americas, Wealth & Asset Management Sector, EY
- Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
- Kristi Mitchem, Chief Executive Officer, BMO Global Asset Management
- Justine Phoenix, Distribution & Broker Dealer Engagement and Head of Diversity Project North America, Nicsa
- Kavya Vaghul, Senior Director of Research, JUST Capital
- Shawn T. Wooden, Connecticut State Treasurer
Please stay tuned for updates as we continue to confirm speakers for this event.
About Nicsa's Diversity Project North America
Accelerating progress in global asset management.
Our Mission: to promote a diverse and inclusive global asset management industry with the right talent in order to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability.
The Diversity Project North America, a Nicsa program, is a cross-company initiative spanning all facets of the asset management industry. We are an active group of business executives leveraging collaborative leadership in order to accelerate diversity, equity, and inclusion (DE&I) within the global asset management industry.