The Women in Investment Management: Access to Success in a Changing Industry conference will be a virtual event held 14–15 October 2020. 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.
Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”
“Do you have a sponsor who's willing to bet on you?” Olympic medalist Bonnie St. John asks.
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.
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