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#Time4Inclusion – BuildBackBetter: Inclusion in Finance Annual Event

Date: 13/11/2020
Location: Virtual
The theme for Inclusion in Finance’s 2020 Virtual Annual Event was #Time4Inclusion – Build Back Better.

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

 

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 talentEmma 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 playJane 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 GapRachel 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 CharitySarah 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 underrepresentedEmma 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 playJane 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 GapRachel 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 CharitySarah 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

 

Upcoming Information Sessions

Welcome and Opening Remarks

Helena Morrissey, Chair Inclusion in Finance

Download Presentation

Build Back Better – Panel session

Jayne Stlyes, 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 SMART Working workstream, Inclusion in Finance

Additional Resources

Build Back Better Return to Work Survey Findings A Smart Working Manifesto For Change For The Investment and Saving Industry

Lightning talk – Mental Health

Katie Halliday, Director of Client onboarding at BlackRock and Lead of Mental Health workstream, Inclusion in Finance

Additional Resources

Good habits to maintain and bad ones to avoid Potential Signs of Deteriorating Mental Health

Gender – A Fresh Perspective

Helena Morrissey, Chair Inclusion in Finance

Elf Lyon, Comedian

Download Presentation

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

Additional Resources

Armed Forces Covenant Pledge Your Support Military Terms

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

Additional Resources

#TalkAboutBlack – Allyship #TalkAboutBlack What actions can you, as an individual, take to drive real change? #TalkAboutBlack What actions can your company take to drive real change?

Summary and Champion Awards

Stephen Welton, Executive Chairman, BGF

Download Presentation

Break outs: 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 Upreach

Download Presentation

Additional Resources

Investment Industry Springboard

Break outs: Creating an inclusive culture - the key role line managers play

Jane Welsh, Project Manager, Inclusion in Finance

Julia Hobart, Partner at Oliver Wyman

Download Presentation

Additional Resources

Why line management is critical to creating an inclusive culture The role of line managers in creating an inclusive culture

Break outs: Diversity data - what, why and how?

Matt Cameron, Global Managing Director - LGBT Great and Co-lead of LGBTQ+ workstream, Inclusion in Finance

Download Presentation

Additional Resources

Join our consultation

Break outs: Returners - 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 Finance

Break outs: Social 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

Download Presentation

Making cocktails and mocktails

Mindfulness

Bake along

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