Joint event with STLWIN
Investment Trends Through a Diverse Lens, Moving Forward: Creating a More Equitable and Inclusive Environment
Guest Panelist: Laurie P. Barry, CFP® - Senior Vice President - Wealth Management, Wealth Advisor, UBS
Guest Panelist: Connie L. Lindsey - Executive Vice President and Head of Corporate Social Responsibility, Northern Trust
Moderator Laura Gregg - Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, Northern Trust
The discussion of gender diversity in financial services remains critical, however the Coronavirus and global protests seeking racial equity have put an equally urgent focus on thinking beyond gender to create a diverse and inclusive workforce.
In this interactive webinar session we will hear from a panel of leaders who will discuss the potential implications for each of us as we move beyond quarantine but still face health concerns and struggle with how to create a more equitable and inclusive environment for employees and clients.
Is this a moment or is this the start of a movement that (finally) drives the financial industry to diversity?
Have client expectations of wealth managers changed as it relates to gender and racial diversity, equity and inclusion?
Will the remote work structure become normalized and what are the related benefits and drawbacks?
How does each of us – no matter our level in our respective organizations – become agents of change?