Investment Trends Through a Diverse Lens - Canceled

Please note this event has been postponed. At this time an alternate date has not been scheduled. CFA Society Chicago will reach out to all registered attendees.
Hosted by: CFA Women's Network

Investing in diverse talent, recognizing and utilizing impactful trends, and accommodating preferences of investment decision makers.

March 1st kicks off Women’s History Month! We’re excited to be joined by a panel of experts to discuss investment trends including the value of investing in diverse talent, how these trends help to build great companies and teams, and important facts about women’s investment perspectives and preferences. 

Everyone is welcome to join us, and we believe all investment professionals including RIAs/wealth advisors and business/hiring managers will benefit from this event. In fact, anyone interested in learning more about trends in diversity and inclusion, women in investments, and how women invest will leave with valuable information. This includes:

  • New subject matter knowledge

  • Real data that challenges common assumptions and stereotypes

  • Inspirational insights and advice

  • Renewed career motivation

We’ll also be discussing investment trends… but with a bit of a twist!

  • Active Investing: Adding “alpha” to the bottom line by taking an active approach to promoting diversity in the workplace.
  • Impact Investing: Younger generations are no longer making their first company their “forever company” so how do you acquire and retain young talent?
  • Factor Investing: Women control a larger and larger share of wealth. What are their needs, preferences, investment styles and how is it similar/different from men? What factors are important to the woman investor?
  • ESG in the marketplace as it relates to successful Diversity Engagement: Execution is key, Successes need to be measured and Goals need to be established!
  • Risk vs Return: Younger generations and female employees often take a different path to success. How do you value the risks of doing what is right for you and the expected return associated with your career/life choices? Will the investment industry better understand and appreciate that all paths along the Career Curve can have “efficient” risk and return metrics?
Supportive Organization:

Members - $45 or Free with Function Ticket
Student Members - $45
Nonmembers - $65
100 Women in Finance - $45 (Discount Code will be emailed to 100 Women in Finance members)
Reserved VIP table - $360 (8 guests, company name on table, contact office directly - limited corporate tables available) 
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal available upon request)

Registration: Online

Agenda: Please note the program will start promptly at 11:45 am 
11:30 am - 11:45 am - Registration and Networking
11:45 am - 1:00 pm - Program 

Moderator Bio:

Laura Gregg is director of practice management and advisor research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses. She speaks regularly at industry events on a range of business building strategies. Her insights have been published in U.S. News & World Report, InvestmentNews, Financial Advisor Magazine, CIO Magazine and other industry trade publications. 

Gregg has more than 20 years of asset management experience in a variety of roles including conducting industry research, as a relationship manager, marketing and communications director, leader of sales enablement team and as an investment product specialist. She has expertise in a broad range of investment products and has worked closely with financial professionals and financial institutions throughout her career focusing on distribution and marketing strategies. Gregg joined Northern Trust in 2008, and has previously worked for Claymore Securities (now part of Invesco) and Deutsche Asset Management. She graduated from Saint Mary’s College, Notre Dame, IN and holds FINRA 7 and 63 licenses. She is a member of Women Investment Professionals, Women in ETFs and sits on a membership committee with the Money Management Institute.

Panelists Bios:

Laurie P. Barry, CFP® is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. She has developed special relationships with her women clients, who represent nearly three-quarters of her Chicago-based practice. Over the years, Barry has reached out to women decision-makers at seminars and other speaking engagements, seeking to provide them with access to sound investment advice and the holistic wealth management resources of UBS.

Barry was named a 2017 Chicago Woman of Influence by The Chicago Business Journal for having a significant impact on her community and beyond and was named 2018 Top Wealth Advisor Mom by Working Mother for her ability to successfully balance work and family. In addition, she has been a reoccurring guest on WCIU-TV and has also appeared on the First Business News program and WGN Radio to discuss her views on the market as well as marriage and financial planning. She has also been featured in publications such as “Know When and How to Sell Your Business” on, Fox News, and “Can you Afford to Get Divorced?” in Make it Better.

Active in her community, Barry has been a member of the Professional Women’s Club of Chicago (PWCC) since 2000 and further served as the president of the organization. She has volunteered with other organizations for women including Deborah’s Place, a Chicago women’s shelter, teaching women the basics of finance, and Between Friends, where she has completed 40 hours of domestic violence training and answered the crisis line for many years. Barry earned her bachelor’s degree from the University of Illinois, Champaign and is a Certified Financial Planner™. She holds the Series 7 and 65 securities licenses, as well as her life and health insurance license.

Connie L. Lindsey is executive vice president and head of corporate social responsibility at Northern Trust, Chicago. She is responsible for the design and implementation of the global Corporate Social Responsibility, Community Development and Investments, and Global Diversity, Equity and Inclusion strategy for Northern Trust. Lindsey also provides oversight and leadership to the firm’s response to environmental matters as well as social issues.

Lindsey is the former national board president of Girl Scouts of the USA, the highest-ranking volunteer of this 2.5 million-member organization. She serves on several civic and charitable boards to include Leadership Greater Chicago (Board President and Fellow since 2001); McCormick Theological Seminary (Chair of the Board of Trustees); Obama Foundation Inclusion Council (Co-Chair); YMCA of Metropolitan Chicago; Global Reporting Initiative (GRI); and Executives’ Club of Chicago.  

Lindsey received her BA in finance from the University of Wisconsin-Milwaukee, has completed the Harvard Business School Executive Education Corporate Social Responsibility program, and is also a licensed Qualified Administrator of The Intercultural Development Inventory®. She is a public and motivational speaker on topics of diversity and inclusion, corporate responsibility, leadership, and personal and professional empowerment.

*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, March 18, 2020.

Passport Program

Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

3/23/2020 11:30 AM - 1:00 PM
The Chicago Club 81 E. Van Buren Chicago, IL 60603 UNITED STATES

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