The Westin St. Francis San Francisco on Union Square
The Westin St. Francis San Francisco on Union Square, 335 Powell St, San Francisco, CA 94102, USA

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Event Date Thu Sep 20 EDT - Fri Sep 21 EDT (about 3 years ago)
Location The Westin St. Francis San Francisco on Union Square
335 Powell St, San Francisco, CA 94102, USA
Region Americas

Diversity and Inclusion 2018 will build on the success of our first three Women in Investment Management events and advance the conversation. It will offer a range of practical strategies to enhance investment careers for individuals and improve decision making at investment firms.


2018 Speakers:

Christopher J. Ailman
Chief Investment Officer, The California State Teachers’ Retirement System (Calstrs)

Noriel Campos, Cfa
Manager, City National Bank

Margaret E. Franklin, Cfa
President, Bny Mellon Wealth Management, Canada

Jennifer M. Johnson
President And Chief Operating Officer, Franklin Resources, Inc.,

Lisa Kueng
Creative Campaigns At Invesco

Patrice E. Merrin
Director, Glencore Plc And Kew Media Group

Kelli E. Palmer
Director Of Corporate Citizenship At Cfa Institute

Barbara B. Roberts
Entrepreneur In Residence At Columbia Business School

Shazia Syed
Chief Executive Officer And Chairperson, Unilever Pakistan Limited

Lynn S. Blake, Cfa
Executive Vice President, State Street Global Advisors And Cio Of Global Equity Beta Solutions

Rebecca Fender, Cfa
Head, The Future Of Finance Initiative At Cfa Institute

Serena Ho, Cfa
Director, Account Management At Solovis

Michael Kaufman
Senior Fellow, The Research Institute Promundo

Lori Nishiura Mackenzie
Executive Director, Stanford University’s Clayman Institute For Gender Research And The Co-founder Of The University’s Center For Women’s Leadership

Michele Norris
Director Of The Bridge, The Aspen Institute’s New Program On Race, Identity, Connectivity, And Inclusion

Jared Redick
Executive Résumé Writer And A Career Transition Coach, The Résumé Studio

Fran Skinner, Cfa
Chief Administrative Officer, Investments At Diamond Hill Capital Management, Inc.

Maya Tussing
Principal For The San Francisco Presence Of Alesco Advisors

Sponsors & Partners

2018 Sponsors:

• Charles Schwab
• Westwood

• Caia Association
• Kaplan Schweser
• Callan

• Mattews Asia
• Msci
• Oppenheimer The Right Way to Invest
• T.Rowe Price
• Asfip Invest with Excellence

• CFA Society Boston
• CFA Society Chicago
• CFA Society Los Angeles
• CFA Society Minnesota
• CFA Society Montreal
• CFA Society New Mexico
• CFA Society Philadelphia
• CFA Society San Francisco
• CFA Society Seattle
• CFA Society Texas
• CFA Society Toronto