Women in Asset Management Summit Agenda - September 8th, 2021

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Summit Welcome & Co-hosts Introduction
10:00 AM  to  10:05 AM

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Speakers:
Dylan Emery. Director of Research. Last Word Media.
Lisa VanArsdale. LPL Advisor & Co-Owner. Lakeview Wealth Management.
FIRESIDE CHAT: Keynote – Assessing the recovery and growth of the Asset Management Industry
10:10 AM  to  10:45 AM

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  • State of the market with the introduction of the Biden Administration
  • Has the pandemic created new opportunities with ESG Compliance?
  • Are the UN Sustainability Goals on track?
  • What does the future of the industry hold?
Speakers:
Liz Skinner. Special Projects Editor. Investment News.
Stacy Swann. CEO & Founding Partner. Climate Finance Advisors.
Elizabeth Kent. Managing Director, Global Public Policy,. Blackrock.

STREAM 1 – Keeping up with ESG Developments and Important Metrics

STREAM 1 – Keeping up with ESG Developments and Important Metrics
FIRESIDE CHAT: What does ESG and Impact Investing actually mean?
10:50 AM  to  11:25 AM

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  • ESG compliance has intensified in the wake of the pandemic, committing to a ‘green’ recovery
  • What metrics gauge performance and philanthropic, social, and internal governance practices
  • Evaluating companies ethical supply chains
  • Clean energy and climate risks are a huge focus
Speakers:
Asha Mehta. Managing Partner & CIO. Global Delta Capital, LLC.
Nidhi Chadda. Founder and CEO. Enzo Advisors.
Rachel Shuman. VP, Investment Analyst. J.P. Morgan Asset Management.

STREAM 2 – New Normals and how to Adapt with Modern Environments

STREAM 2 – New Normals and how to Adapt with Modern Environments
FIRESIDE CHAT: Developing your diverse talent to ensure career development
10:50 AM  to  11:25 AM

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  • Is the glass ceiling of Wall Street being removed?
  • Asset Management Talent and the roles females play
  • How to upskill effectively for a changing industry.
  • Leadership accountability is imperative for workplace equity
Speakers:
Catherine Banat. Sustainable Investing Leader and Advisor; Diversity Advocate.
Nancy Tengler. Chief Investment Officer. Laffer Tengler Investments.
Lisa VanArsdale. LPL Advisor & Co-Owner. Lakeview Wealth Management.

STREAM 1 – Keeping up with ESG Developments and Important Metrics

STREAM 1 – Keeping up with ESG Developments and Important Metrics
CASE STUDY: Is Gender Lens Investing becoming a norm?
11:30 AM  to  11:50 AM

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  • How do companies that include and empower women perform better?
  • Effecting the risk/reward profile of your portfolios
  • Eliminating unintentional blind spots in decision-making
  • Focus on avoiding reputational risks
Speaker:
Ivka Kalus. Chief Investment Officer and Managing Partner. Promethos Capital.

STREAM 2 – New Normals and how to Adapt with Modern Environments

STREAM 2 – New Normals and how to Adapt with Modern Environments
PRESENTATION: Is this an opportunity for an Asset Management rebrand and culture overhaul?
11:30 AM  to  11:50 AM

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  • Asset Management Culture and the impact of COVID
  • How can inclusive cultures make us rethink standards of professionalism?
  • New measures & change initiatives you can make today
Speaker:
Heidi Ridley. Co-Founder and CEO. Radiant ESG.
C-SUITE Interview: Evolving Investor Demand for ESG Strategies
11:55 AM  to  12:20 PM

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  • Is the demand among investors for ESG strategies increasing? 

  • Have the past 18 months – with a global pandemic and social justice uprisings – accelerated some of the growing demand for ESG solutions? 

  • How are asset managers keeping up with this demand? 

  • Is there a way for active asset managers to offer new investment vehicles that meet investor demand while still generating returns? 

  • How can asset managers effectively keep these lines of communication open with clients in this remote/hybrid remote environment? Are changes being made to the nature of client relations to adapt to their shifting interests/demands? 

Speakers:
Liz Skinner. Special Projects Editor. Investment News.
Lisa Jones. Head of Americas, President & CEO. Amundi US.
Closing Remarks - End of Morning Sessions
12:20 PM  to  12:25 PM

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Summit Afternoon Welcome & Co-hosts Introduction
2:00 PM  to  2:10 PM

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Speaker:
Lisa VanArsdale. LPL Advisor & Co-Owner. Lakeview Wealth Management.
PANEL DISCUSSION: Top 5 ESG metrics to focus on to ensure D&I goals are being kept to
2:05 PM  to  2:45 PM

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  • How you can manage your portfolios for D&I
  • Measuring and promoting diversity with purpose
  • Economic Equality - Do you have the same opportunities?
  • Setting an example and outdoing your competitors
Speakers:
Sarah Bratton Hughes. Head of Sustainability, North America. Schroders.
Emily Chew. Executive Vice President and Chief Responsible Investment Office. Calvert Research and Management.
Kristin Hull. Founder & CEO. Nia Impact Capital.
Kathryn McDonald. Co-Founder, Head of Investments. Radiant ESG.
Presentation: Increasing Influence of Social Media on the Asset Management Industry
2:50 PM  to  3:10 PM

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  • Clients connect with people, not companies
  • Brand representatives on Social Media
  • Investing influencers and how to leverage them
  • A missed opportunity or an unnecessary risk?
Speaker:
Shana Orczyk Sissel. Chief Investment Officer. Spotlight Asset Group.
PANEL DISCUSSION: Addressing DEI challenges and what needs to be done
3:15 PM  to  3:55 PM

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  • What initiatives are changing the Asset Management industry to promote DEI? 

  • Are we hitting our D&I target? If not, why? 

  • What are the ‘shoot for the moon’ ideas for DEI? 

  • Where do we need to be in 5 years and how do we get there? 

Speakers:
Tania Allerton. Head of UK Advisory Distribution. Vanguard Asset Management Ltd.
Melda Mergen. Deputy Global Head of Equities. Columbia Threadneedle.
Candy Shaw. Senior Managing Director & Deputy Chief Investment Officer. SLC Management.
Deidre Boulware. Vice President of Talent, Development and Diversity. American Century Investments.
FIRESIDE CHAT: DEI advocates from a leadership perspective
4:00 PM  to  4:25 PM

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  • D&I advocates need to come from the very top
  • How to translate your passion for equality
  • Educating your stakeholders about Representation and Equity
  • Empowering the leaders of the future
Speakers:
Marc Brookman. Chief Executive Officer, North America. Schroders.
Cheryl Cole. Editor. DiversityQ.
Maria Dzanis. EVP, Head of Asset Management, EMEA | Chief Executive Officer. Northern Trust Global Investments.
Summit Round-Up & Closing Remarks
4:30 PM  to  4:35 PM

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Discussing the key takeaways from this summit

What actionable takeaway will you do first?

What topics would you like to hear about at our future WIAM Summits & Awards?

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