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Global Annual Event 2026 & 10 Year Anniversary

Date: 12/06/2026

We enjoyed welcoming attendees to  our inaugural Global Annual Event and 10 Year Anniversary, kindly hosted by DWS at the Deutsche Bank Office.

Held on 12 June 2026, the event ran from 14:00 to 17:00 BST and was available to attend both in person in London and online via livestream. This was followed by a special evening reception from 17:00 to 19:00 BST to mark 10 years of Inclusion in Finance, formerly the Diversity Project.

For the first time, Inclusion in Finance UK, Europe and North America came together for a shared programme.

Programme

  • Global Chairs Panel. Attendees heard from our three regional Chairs on why global collaboration matters now more than ever, what clients and members are asking for across markets, and how we will help make further, faster progress.
  • Member Panel on Cognitive Diversity. Attendees heard how their peers are using the Blueprint in a Box, DOTScorecard and our new Leadership Masterclasses to give their teams a significant edge.
  • Lightning Talks. Personal, lived-experience perspectives were shared from each region.
  • Programme Showcase. Attendees had the opportunity to explore the breadth of Inclusion in Finance’s programmes across the globe.
  • Dragons’ Den. A competition focused on key issues faced by our members, including AI and intergenerational workforce challenges and opportunities. Attendees had the chance to vote for the most compelling presentation.

Upcoming Information Sessions

Agenda

 

14:00-14:10

Welcome & Framing

Helena Morrissey, Chair of Inclusion in Finance UK

14:10-14:40

The Future of Inclusion: Regional Insights, Global Impact

Moderator: Kelly Tran, Managing Director, Institutional UK at MFS Investment Management

Helena Morrissey, Chair of Inclusion in Finance UK

Jim Fitzpatrick, President Chair of Inclusion in Finance North America

Ric van Weelden, Chair of Inclusion in Finance Europe

14:40-14:50 Lightning Talk I Richard Ernesti, Managing Director – Senior Client Executive (Retired) – Citi
14:50-15:25

Member Panel: Cognitive Diversity

Andrzej Pioch, Head of Risk Targeted Funds – L&G

Emma Potter, Director of Community Engagement and Belonging – AllianceBernstein

Jonathon Hamilton-Barrett, Head of International HR – Allspring Global Investments

Moderated by Mitesh Sheth, Founder – OrgAlpha and Inclusion in Finance Board Member

15:25-15:40

Break

15:40 -15:55

Bridging Generations, Unlocking Potential

Mark Horne, Managing Director, Manager Research – Fulcrum Asset Management

Mary Joseph Asanga, PMC Transfer Agency Executive – L&G Asset Management

15:55-16:20 Dragons’ Den
Including:
Engaging the Unengaged
Powered by AI. Driven by People
Europe’s Pension Revolution and the Inclusion Imperative

Elizabeth Carrigan, VP of Inclusion and Belonging – Natixis

Vicky Burdett, Assistant Business Manager, People Department – Janus Henderson Investors

Raymond Sagayam, Managing Partner at Pictet Group and Co-CEO – Pictet Asset Management

Moderated by Bernard Robinson, Vice President | UK Talent Acquisition Lead | EMEA  – Northern Trust

16:20-16:30

Lightning Talk II

Derek Power, Global Head of Equities Management – Schroders

16:30–16:55

Programme Showcase
Rise Across
Pathway Programme
Rising Stars

 

Natalie Gill (Moderator), Global Head of Inclusion and Culture – PGIM

Shyla Hoenigschmid-DeVeaux, Director, Pathway Programme – Inclusion in Finance

Asmus Tvede Madsen, Strategic People Expert – Nordea AM

Sarah Walter, Vice President, Head of Asset and Wealth Management Relationships – Nicsa | Inclusion in Finance NA

16:55-17:00

Closing

Sam Alexander, UK Country Officer & UK COO at DWS Group

 

Introducing the Speakers

Image of Helena Morrissey

Helena Morrissey - Chair of Inclusion in Finance UK

Image of Jim Fitzpatrick

Jim Fitzpatrick - President & CEO for Nicsa and Chair of Inclusion in Finance North America

Image of Ric van Weelden

Ric van Weelden - Chair of Inclusion in Finance Europe

Image of Kelly Tran

Kelly Tran - Managing Director, Institutional UK at MFS Investment Management

Image of Richard Ernesti

Richard Ernesti - Managing Director - Senior Client Executive (Retired) - Citi

Image of Andrzej Pioch

Andrzej Pioch - Head of Risk Targeted Funds – L&G

Image of Emma Potter

Emma Potter - Director of Community Engagement and Belonging – AllianceBernstein

Image of Jonathon Hamilton-Barrett

Jonathon Hamilton-Barrett - Head of International HR – Allspring Global Investments

Image of Mitesh Sheth

Mitesh Sheth - Founder – OrgAlpha and Inclusion in Finance Board Member

Image of Mark Horne

Mark Horne - Managing Director, Manager Research – Fulcrum Asset Management

Image of Mary Joseph Asanga

Mary Joseph Asanga - PMC Transfer Agency Executive – L&G Asset Management

Image of Elizabeth Carrigan

Elizabeth Carrigan - VP of Inclusion and Belonging – Natixis

Image of Vicky Burdett

Vicky Burdett - Assistant Business Manager, People Department – Janus Henderson Investors

Image of Raymond Sagayam

Raymond Sagayam - Managing Partner at Pictet Group and Co-CEO – Pictet Asset Management

Image of Bernard Robinson

Bernard Robinson - Vice President | UK Talent Acquisition Lead | EMEA  – Northern Trust

Image of Derek Power

Derek Power - Global Head of Equities Management - Schroders

Image of Natalie Gill

Natalie Gill - Global Head of Inclusion and Culture - PGIM

Image of Shyla Hoenigschmid-DeVeaux

Shyla Hoenigschmid-DeVeaux - Director, Pathway Programme - Inclusion in Finance

Image of Asmus Tvede Madsen

Asmus Tvede Madsen - Strategic People Expert - Nordea AM

Image of Sarah Walter

Sarah Walter - Vice President, Head of Asset and Wealth Management Relationships - Nicsa | Inclusion in Finance NA

Image of Samantha Alexander

Samantha Alexander - UK Country Officer & UK COO at DWS Group

Member Quotes

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