Alpha and Gender Diversity Conference
Why are there so few women in asset management, specifically, and finance, generally? Put that question to Suni Harford, head of investments and group managing director at UBS Asset Management, and she would say: "Lack of opportunity."
"Value is defined by the client," Elizabeth Corley explained at the 2017 CFA Institute Alpha and Gender Diversity Conference. "You’ve got to demonstrate that you’re putting their interests first."
Heather Brilliant, CFA, and Brad M. Barber discuss recent research on gender diversity at the CFA Institute Alpha and Gender Diversity Conference. Lauren Foster provides a synopsis.
Financial Times columnist Lucy Kellaway writes about office life, pushing back against some deep-rooted habits and misconceptions among workers and job applicants alike. She discussed her viewpoints on the financial workplace in a Take 15 interview with Lauren Foster, exploring such subjects as happiness, creativity, and the widespread use of misleading euphemisms.
Barbara Roberts shared the lessons she has learned in her over 20 years as an entrepreneur and entrepreneur adviser at the CFA Institute Alpha and Gender Diversity conference. She focused on what she calls “the owner’s journey,” specifically the issues owner-entrepreneurs must navigate in managing their wealth.
Brenda Trenowden, CFA, and Diane Nordin, CFA, shared firsthand knowledge about corporate board composition and governance, as well as advice on how women in investment management can blaze their own paths to serving on boards.
Some familiar leadership competencies include decisiveness, confidence, flexibility, intelligence, perseverance, and respect. But executive coach and author Julie Jansen notes a few others that deserve closer examination.
“While women’s leadership advancement is no longer impossible,” says Hannah Riley Bowles, “it is awfully tricky.” She urges women to think about career negotiations from a more strategic perspective.
Fresh off her ouster as CEO of Citi Global Wealth Management, Sallie Krawcheck spent some time studying the causes of the Great Recession. An epiphany led her to what she believes was the prime culprit: groupthink. So is there a cure for groupthink that could forestall another financial crisis? Krawcheck thinks there is.
The pioneering businesswoman Barbara Roberts examined how far women in finance have come in the last 50 years and presented some surprising research about where things may be heading today in her presentation at the recent Women in Investment Management Conference. In particular, she focused on demographic changes, the ongoing pay gap, and the blossoming influence of millennials.