Practical analysis for investment professionals

Alpha and Gender Diversity Conference

Alpha and Gender Diversity Conference
The Alpha and Gender Diversity 2017 conference will be held 18–19 September in Toronto. This event, the latest in the series of CFA Institute Women in Investment Management events, offers a range of topics relevant to investment professionals, their clients, their employers, and the broader finance industry. Delegates will have opportunities to discuss gender diversity, foster professional development, and meet peers from other regions in North America.


Suni Harford: The Key to Retaining Women in Finance

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."

Collaborate with Clients to Create Investment Solutions

"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."

Shaping the Future of Finance: Recent Gender Diversity Research

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.

Lucy Kellaway on Office Life, Creativity, and Culture

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.

Working Forever: How to Advise Entrepreneur Clients

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.

Gender Diversity in the C-Suite and Boardroom: Blazing a Path

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.

Executive Presence: How to Present Yourself as a Leader

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.

Career Negotiation Strategy: Asking, Bending, Shaping

“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.

Collective Intelligence: Three Factors for Building Smarter Teams

So what is it that makes one team "smarter" than another? Anita Williams Woolley believes it's collective intelligence. A key component of collective intelligence is social perceptiveness. and it turns out women tend to be better at that than men. So when constructing teams, be sure to include more women.

Lucy Kellaway on Being Fearful, and Fearfully Driven

“Fear has defined my working life,” Lucy Kellaway says. But it was not the fear that she inspired in others or the fear that others attempted to instill in her. She was driven by a self-imposed fear of “being found out,” a fear that she would fail to meet expectations. That fear was her greatest weapon.



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