Investment Trends Through a Diverse Lens

Moving Forward: Creating a More Equitable and Inclusive Environment   
 
Please note that this event was originally scheduled for June 30th and will still take place through Zoom. Login information will be provided in the reminder email closer to the event
 
Hosted by: CFA Women's Network

This event was originally planned for March in honor of Women’s History Month, and then the world, as we knew it, changed. The discussion of gender diversity in financial services remains critical, however the Coronavirus and global protests seeking racial equity have put an equally urgent focus on thinking beyond gender to create a diverse and inclusive workforce. 

In this webinar session we will hear from a panel of leaders who will discuss the potential implications for each of us as we move beyond quarantine but still face health concerns and struggle with how to create a more equitable and inclusive environment for employees and clients. The conversation will include the discussion topics below, and attendees will have the opportunity to participate in interactive polling and Q&A with the panelists.   


  • Is this a moment or is this the start of a movement that (finally) drives the financial industry to diversity?
  • Have client expectations of wealth managers changed as it relates to gender and racial diversity, equity and inclusion?
  • Will the remote work structure become normalized and what are the related benefits and drawbacks?
  • How does each of us – no matter our level in our respective organizations – become agents of change?

Moderator: Laura Gregg - Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, Northern Trust
 
Panelists: 
Laurie P. Barry, CFP® - Senior Vice President - Wealth Management, Wealth Advisor, UBS 
Connie L. Lindsey - Executive Vice President and Head of Corporate Social Responsibility, Northern Trust
 

Fee*: 
Members - FREE 
Nonmembers - FREE

*Limited sponsorships available, contact Kim Augustyn at sponsorship@cfachicago.org

CFA Institute Qualified Activity: Eligible for 1 credit hour

Registration: Online 
Zoom login information will be provided in the reminder email closer to the event. 
Registration closes at 5:00 PM on July 13, 2020.

Agenda:
1:30 pm - 2:30 pm CDT: Program
Please log in a few minutes early to test your video and internet connections.

*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event


Moderator Bio:

Laura Greggis director of practice management and advisor research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is co-host of The Flexible Advisor podcast covering timely topics impacting the financial advisory industry. Gregg 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 ReportInvestment NewsFinancial Advisor MagazineCIO 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:

UBS Financial Advisor Laurie Barry, CFP® 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 to the Forbes Best-in-State Wealth Advisors in Illinois and Forbes Top Women Wealth Advisors in the US in 2020. In 2018, she was named by Working Mother as a Top Wealth Advisor Mom for her ability to successfully balance work and family. Barry was also recognized as Chicago Woman of Influence in 2017 by The Chicago Business Journal for having a significant impact on her community and beyond. 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 Entrepreneur.com, 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:
This event is complimentary for both members and nonmembers. Registration online is required and closes at 5:00 PM on July 13, 2020.


CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
When
7/14/2020 1:30 PM - 2:30 PM
Where
Online

Sign In