Over 330 investment industry professionals attended this Inclusion in Finance’s Industry Event, kindly hosted by Willis Towers Watson on the 1st of October 2019.
“I’ve been worrying that the investment and savings industry is on the verge of a ‘Kodak’ moment, accepting the need to attract new diverse talent, but moving far too slowly. The fourth Inclusion in Finance seminar has made me far more optimistic that we are on the verge of a real breakthrough.The packed room, focus on culture and repeated talk of ‘transformation’ all showed a new level of intent and attention. Let’s aim high now and treat the issue with greater urgency.”– Helena Morrissey, Head of Personal Investing LGIM and Chairwoman of Inclusion in Finance
“I was struck by the strong emphasis on the need for cultural change in our organisations. Policies and programs aren’t enough – we need to address day to day behaviour rooted in cultures that impede our ability to create truly inclusive workplaces.The status quo in our industry is not acceptable (for example, just 4% of industry AUM is managed by women – this should shock us). We need to confront the aspects of our working environments that have led us to this place”.– Ed Francis, Head of EMEA Investments, Willis Towers Watson.
If you are interested in getting involved in Inclusion in Finance, or would like further information on how to move the diversity dial in your organisation please contact us at info@inclusioninfinance.com.
Agenda
4:00pm – Registration | 4:30pm – Event start | 6:30pm – Networking, drinks and canapés
| Timing | Topic | Speaker |
|---|---|---|
| 4.30 – 4.45 pm | Welcome | Helena Morrissey, Head of Personal Investing, LGIM |
| 4.45 – 5.15 pm | Cultural Transformation | Chair: Gavin Lewis, Co-Chair #TalkAboutBlack and Steer Co Member, Inclusion in Finance
Emma Codd, Partner, Global Special Advisor on Inclusion, Deloitte Paulette Cohen, Head of D&I, Barclays |
| 5.15 – 5.25 pm | Lightning talk – LGBT+ | Matthew Cameron, Managing Director – The Ocean Partnership & LGBT Great |
| 5.25 – 5.55 pm | Addressing barriers to the progression of diverse talent. | Chair: Jon Terry, Partner, PWC
Consultant – Luba Nikulina, Global Head of Manager Research, Willis Towers Watson Abbie Llewellyn-Waters, Fund Manager Active Global Sustainable Equities, Jupiter Asset Management Justin Onuekwusi, Head of Retail Multi-Asset Funds, LGIM Nick Miller, Head of Asset Management, FCA |
| 5.55 – 6.05 pm | Lightning talk – Social Mobility | Stephanie Lieber, Head of Programmes and Impact, upReach. |
| 6.05 – 6.20 pm | Summary and Champion Awards | Ed Francis, Head of EMEA Investments, Willis Towers Watson |
Previous events
View our previous post event sites here:
#Actionnotwords (September 2018)
#Buildingmomentum (September 2017)
