
The coronavirus pandemic has taken its toll on many aspects of our lives.
Whilst the outlook remains unclear and businesses face many challenges, there are also real opportunities to reshape the future and for the investment industry to emerge stronger, more resilient, and modernised.
We were joined by some great speakers who touched on a wide range of practical I&D topics on how as an industry, we could build back better. There were also be some ‘fun’ optional sessions at the end of the event, including cocktail/mocktail making, a cook along and mindfulness.
“It’s a sign of the times that over 1,000 people registered to attend this year’s Inclusion in Finance Annual Event – and encouraging that over 70% see Covid-19 as more of an opportunity than a threat to D&I in the investment industry.
It’s up to us to seize this moment: the industry needed a big shake-up and we certainly have that now. The Inclusion in Finance is here to help both member firms and employees as we move forward.”
– Helena Morrissey, Chairwoman of Inclusion in Finance
| Timing | Agenda topic | Item |
|---|---|---|
| 2.00 – 2.15pm | Welcome | Welcome and Opening Remarks
Helena Morrissey, Chair Inclusion in Finance
|
| Master of Ceremonies
Upasana Bhadhal, Founder of the Career Collective
|
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| 2.15 – 2.55pm | Build Back Better – panel session | Jayne Styles, Co-Lead Ambassador workstream, Inclusion in Finance
Mitesh Sheth, CEO Redington Anne Richards, CEO Fidelity International Steve Butler, CEO Punter Southall Aspire Ana Maria Tuliak, Partner of Ludgate Search and Lead of Smartworking workstream, Inclusion in Finance
|
| 2.55 – 3.05pm | Lightning talk –Mental Health
|
Katie Halliday, Director of Client onboarding at BlackRock and Lead of Mental Health workstream, Inclusion in Finance |
| 3.05 – 3.25pm | Gender: A fresh perspective
|
Helena Morrissey and Elf Lyon, comedian
|
| 3.25 – 3.35pm | Lightning talk – Military Veterans
|
Kelly Mullane, Senior New Business consultant, EMEA sales at Northern Trust Corporation and Lead of Military Veterans workstream, Inclusion in Finance
|
| 3.35 – 3.55pm | Race and Racism in the Industry | Marisa Hall, Co-head of the Thinking Ahead Institute at Willis Tower Watson
Darren Johnson, Chief Operating Officer – Listed Equities, Executive Director at Impax Asset Management
|
| 3.55 – 4.05pm | Summary and Champion Awards
|
Stephen Welton, Executive Chairman, BGF
|
| 4.05 – 4.20pm | Break Outs 1 | Accessing untapped potential from underrepresented young talent – Emma Douglas, Responsible Investment Consultant LCP and Lead of Early Careers workstream, Inclusion in Finance Lee Robertson, Programme manager at UpreachCreating an inclusive culture – the key role line managers play – Jane Welsh, PM of Inclusion in Finance and Julia Hobart Partner at Oliver WymanDiversity data – what, why and how? – Matt Cameron, Global Managing Director – LGBT Great and Co-lead of LGBTQ+ workstream, Inclusion in FinanceReturners – a way to solve our Diversity Pay Gap – Rachel Harris, Head of Credit and Equity Investment Specialists, Aviva Investors and Co-Lead of Returners workstream, Inclusion in FinanceSocial Mobility and The Inclusion in Finance Charity – Sarah Bates, Chair TC and Dr Louise Ashley, senior lecturer in organization studies at Royal Holloway, University of London.
|
| 4.25 – 4.40pm | Break Outs 2 | Accessing untapped potential from underrepresented – Emma Douglas, Responsible Investment Consultant LCP and Lead of Early Careers workstream, Inclusion in Finance Lee Robertson, Programme manager at UpreachCreating an inclusive culture – the key role line managers play – Jane Welsh, PM of Inclusion in Finance and Julia Hobart Partner at Oliver WymanDiversity data – what, why and how? – Matt Cameron, Global Managing Director – LGBT Great and Co-lead of LGBTQ+ workstream, Inclusion in FinanceReturners – a way to solve our Diversity Pay Gap – Rachel Harris, Head of Credit and Equity Investment Specialists, Aviva Investors and Co-Lead of Returners workstream, Inclusion in FinanceSocial Mobility and the The Inclusion in Finance Charity – Sarah Bates, Chair TC and Dr Louise Ashley, senior lecturer in organization studies at Royal Holloway, University of London.
|
| 4.40 – 5.15pm | Optional fun sessions | Making cocktails and mocktails
Mindfulness Bake along |

