Share Event
Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
- No problem! You’ll have the chance to create one prior to registration.
I already have a CFA Institute account
- Great! Be sure to use your existing credentials at registration.
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’Hara, Vice 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