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    CFA-I Diversity Roundtable | Diversity & Inclusion in the Investment Management Profession

    October 01, 2019
    2:00 PM - 4:30 PM
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    Invesco Two Peachtree Pointe - 1555 Peachtree Street, Suite 1800
    Atlanta , GA 30309  Directions


    $35.00 Guest Ticket

    $0.00 Regular Member Ticket


    Our Lead CFA-I Representatives: 

    Dan O'Connor, Director, Institutional Relationships, Americas
    Lauren Foster, Director, CPD Content Americas and Co-lead, Women in Investment Management initiative
    Joshua Chance, Manager, Society Institutional Engagement, Americas


    Welcome: Why Diversity Matters for the Investment Management Industry (5 min)

    Overview of the Diversity and Inclusion Guide (30 min)

    • Overview of workshop agenda and Chatham House Rule

    • D&I roundtable workshops – series summary

    • Overview of top 20 ideas and how the list was created

    Best Idea for Your Firm (10 min)

    Each participant selects an idea from the top 20 list that is meaningful to them and that they would like to focus on during the remainder of the workshop.
    Those from the same organization are encouraged to select different ideas.

    Discussion by Table on Ideas (30 min)

    Using the Table Discussions page in the presentation, participants move to the table related to their idea.
    Each table will discuss why they are interested in this area, including ideas they would like to implement and their past experiences (successes and failures). 

    Large Group Discussion (40 min)

    Each table shares highlights from their discussion. 

    Closing Comments (5 min)

    • The CFA Institute Experimental Partners program

    • Other ways to connect with industry peers

    Workshop Ends
    Networking and light refreshments served

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