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07:40 AM
Breakfast and Check-In
08:40 AM
Opening Remarks
08:50 AM
Bench Marking Wall Street DEI: Where We Are and Where We’re Headed

Wall Street is known as a fast-paced, high stress, high stakes environment. The nature of the work requires a certain attitude, confidence and attracts a specific demographic. But regulators, shareholders and employees are demanding change, and financial institutions are scrambling to address a number of systemic issues. Creating a cultural shift takes time, and institutions will need to do much more than “talk the talk.” What changes can leaders make today to get the ball rolling?

This panel will explore:

  • The unique DEI challenges on Wall Street
  • Progress being made
  • Sticking points preventing change
  • Strategies to benchmark success

09:35 AM
Accelerating Growth: The Power of Mentors, Coaches and Sponsors

Accelerating career growth and succeeding in the “meritocracy” of Wall Street takes more than hard work and dedication. It’s all about who you know and who is advocating for you behind closed doors. Join veteran bankers, traders, investors, and money managers as they discuss the “ins and outs” of maximizing relationships as a cornerstone of career building.

This panel will explore:

  • Advancing career growth in a challenging environment
  • Raising each other up with mentorship, sponsorship and coaching
  • Succeeding in the “meritocracy” of Wall Street
  • Understanding the value of an advocate

10:20 AM
Networking Break
11:00 AM
Bulls, Bears and Bias: Busting Stereotypes on “The Street”

Whether we want to admit it or not, bias impacts every decision we make at the individual and the institutional level. As individuals we have biases that affect all aspects of our lives and the lives of those with whom we interact. At the institutional level, bias is more implicit, and creates a toxic culture if its not addressed. The challenge for individuals is recognizing how bias, assumptions and stereotyping colors our perception and decision making. For institutions, leaders must be brave enough to call out toxic practices and intentional in how they address them. As individuals and leaders, how do we build awareness within ourselves and our organizations to begin creating change?

This panel will explore:

  • What are some of the typical stereotypes on Wall Street?
  • How do we recognize our own individual biases that work against an inclusive culture?
  • How does bias impact hiring, review processes, promotion and compensation at the institutional level?
  • What steps can we take to call out discriminatory practices, stereotypes and microaggressions that lead to a toxic work environment?
  • How do we remove invisible barriers that hinder diversity?

11:45 AM
Keynote: Fearless Leaders – Lessons Learned from Deal Makers Driving Diversity

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 dealmakers discuss how they’ve overcome obstacles, worked their way to the top, and what they’re doing now to carry it forward.

This panel will explore:

  • Overcoming bias, microaggressions and stereotypes
  • Self advocacy, making the ask, and getting what you’re worth
  • Busting through the Wall Street culture
  • Strategies to manage work, health and beating burnout
  • Turning difficult experiences into career breakthroughs
  • Promoting DEI from the top

12:45 PM
Lunch & Networking
01:30 PM
From the Old Boy's Club and to a Culture of Inclusion: Making the Shift

Wall Street has an attitude and a look. For women and diverse professionals, getting in and getting ahead can be a challenge if they don’t fit the stereotypical mold – even when they’ve worked hard, put in the time, and achieved results. 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?

This panel will explore:

  • Busting down “Bro” Culture and the pressure to conform
  • Building a “speak up” environment by activating bystanders and cultivating allies
  • Strategies to take when you’re considered a Wall Street “outsider”


02:15 PM
The Gender Lens: Building Equity Through Impact Investing

With a growing emphasis on corporate responsibility, impact investing has emerged as one of Wall Street’s hottest trends. What is Gender Lens investing (GLI) and how has it impacted women-owned businesses so far? How are financial institutions supporting GLI and are we seeing results?

This panel will explore:

  • Wall street has tremendous ability to effect social change through investment
  • Bringing a spotlight to impact initiatives - showcasing how impact investing benefits diversity on “The Street” and in society as a whole
  • Is this Wall Street trend a movement or just a moment? How do we keep the momentum going?

03:00 PM

Roundtables to Come!

04:00 PM
Networking Break
04:15 PM
Demographics and Diversity: The ROI on Inclusion

According to the U.S. 2020 census, the U.S. population has more diversity in terms of race and ethnicity than ever before. At the same time, the workforce is getting younger and more diverse as well. In this new era, organizations that don’t make DEI a strategic priority risk getting left behind in the race to innovate and grow profits. This holds true for businesses on Main Street and Wall Street. Diverse teams are powerful – making better decisions, stimulating creativity, and attracting new clients – all of which is good for the bottom line.

This panel will explore:

  • Stakeholder capitalism and why it’s important
  • What happens when DEI results aren’t financial?
  • Organizational pitfalls when DEI isn’t a priority
  • Risks of homogenous teams and “group think”

05:00 PM
Closing Comments + Networking Cocktail Hour