linkedin-icon.png twitter-icon.png

Wednesday, October 6th, 2021

08:00 AM
Registration and Check-in
09:00 AM
Opening Remarks
09:15 AM
Increasing ROI through Diversity on Wall Street

The relationship between diversity and improved financial performance has been well documented, but the benefits go beyond the bottom line. From improved idea generation to increased employee morale, organizations that make DEI a strategic priority have a competitive advantage. Might this not be the case in the world of finance as well?

This panel will explore:

  • Organizational pitfalls when DEI isn’t a priority
  • Risks of homogenous teams and “group think”
  • Inclusion as a business strategy and opportunity
  • Success stories from investment banks, hedge funds and asset management firms leading the way


10:00 AM
Networking Break
10:15 AM
Representation: Diversifying the Talent Pipeline at Every Level

Wall Street is under pressure to diversify but focusing on entry-level recruitment alone isn’t enough to solve the challenges many institutions face. Studies show that women account for less than 17 percent of senior leaders in investment banking. In private equity, women comprise only 9 percent of senior executives and only 18 percent of total employees. Getting a job on Wall Street has gotten easier but rising through the ranks is a feat few women achieve.

This panel will explore:

  • Strategies for tapping into a diverse talent pool
  • Tools to ensure career growth and retention
  • Promotability: Busting through roadblocks
  • Succession planning and developing a diverse leadership pipeline for the C-suite


11:00 AM
Networking Break
11:15 AM
Breaking Down “Bro” Culture: Cultivating Male Allies & Change Agents

“Bro” culture has permeated Wall Street for decades, and while some large banks and institutions have worked to eradicate it, the disrespect and exclusion it engenders still impacts women and their careers. In a world that is dominated by money, high stakes deals and cutthroat competition, how do we move towards a workplace that is committed to change beyond the surface, thereby embracing a true culture of inclusion?

This panel will explore:

  • Wall Street and #MeToo – Has the Street had its moment?
  • Recognizing and calling out microaggressions
  • Challenging the status quo and gaining “buy-in”
  • Influencing cultural change through leadership


12:00 PM
Networking Break
12:15 PM
Making It Big: Maximizing the Benefits of Sponsors and Mentors

To be successful on Wall Street developing the right relationships is crucial. However, many women in the financial sector report that they have never had a mentor or sponsor. And, if they had, the benefits were minimal. Given the importance of having strong advocates and allies to get ahead in any profession, why do many women on the Street struggle to develop and foster these connections and relationships?

This panel will explore:

  • Succeeding in the “meritocracy” of Wall Street
  • Moving beyond mentorship – the importance of having an advocate
  • Identifying and cultivating current and potential sponsors
  • Building your relationship currency

01:00 PM
Networking Break
01:15 PM
Busting Stereotypes and Unpacking Unconscious Bias

Intimidating. Pushy. Aggressive. Emotional. Women across corporate America have been subjected to stereotypes for decades. But for women on Wall Street, breaking down stereotypic bias is even more challenging in a world where men are often rewarded for being “aggressive” while women are chastised for the same behavior. The double standard is well known, but not easily addressed. With the pressure mounting for financial institutions to diversify, the importance of busting stereotypes and unpacking bias has never been more important.

This panel will explore:

  • What does unconscious bias sound like, feel like and look like?
  • How do stereotypes justify a lack of inclusion?
  • Strategies to breakdown stereotypes and disrupt bias
  • What to do when tactical solutions aren’t enough


02:00 PM
Networking Break
02:15 PM
Hope is Not a Strategy for Success: Lessons Learned from Women on Wall Street

Let’s face it, there are few females on the trading floors and even fewer money managers of color. How did they get there? Talking about DEI issues is one thing but learning through shared experiences and stories may be one of the most effective ways to create lasting results. During this session, you will hear from top Wall Street leaders and executives as they discuss their own strategies for overcoming discrimination, breaking down barriers and advancing through the ranks.

This panel will explore:

  • Practicing self-advocacy and making the ask
  • Networking is your “net worth” – why it’s more important than ever
  • Overcoming adversity on the path to success
  • Experiences from leaders driving change on the Street


03:00 PM
Networking Break
03:15 PM
Bulls, Bears and Equity in a Post 2020 Market

The global pandemic has disrupted every aspect of our lives. With so much change and disruption happening all at once, organizations have had to prioritize where they focus resources. Fortunately, the nature of the pandemic has positively impacted some aspects of work, particularly in areas like increased employee flexibility. But Wall Street is a different animal where support for diversity and inclusion initiatives has only recently started to take hold. How has the pandemic impacted these initiatives, and what does the future hold for continued progress?

This panel will explore:

  • How have views on diversity and inclusion evolved since the pandemic?
  • Impacts of remote work on diversity and inclusion – the good and the bad
  • Key mistakes to avoid when promoting DEI initiatives in a changing climate
  • Success stories during a challenging time

04:00 PM
Closing Remarks and Networking Reception