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Title

SOLD OUT: Promoting Women in Investment Management

Event Description

Presented by the CFA Society of Washington, DC Women's Investment Network​

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Tuesday, October 16 | 8:00AM – 1:00PM
George Washington University Marvin Center

 
Diversity and inclusion are critical to the success of the investment profession. Whether male or female, all are welcome to attend this conference to join in the discussion and help the industry move forward.
 
Research shows that diversity improves business results for clients, teams, firms, and employees. Firm cultures with a more inclusive environment prove to be more innovative. An industry that hears and embraces many voices and perspectives will shape better investment outcomes and a stronger future for the investment profession.
 
Women specifically continue to be underrepresented at every level and in every function of investment management. Further, women represent less than one in five CFA charterholders. This conference will explore employment trends, share what organizations and leading investment firms in the industry are doing to close the gap, and provide career guidance and advice to women and other underrepresented groups in investment management. 
 
*First 80 registrants will receive Rebecca Shambaugh's book 'It's Not a Glass Ceiling, It's a Sticky Floor: Free Yourself From the Hidden Behaviors Sabotaging Your Career Success', available at check-in.
 

Click here to register

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AGENDA

8:00 AM | CHECK-IN & CONTINENTAL BREAKFAST

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8:30 AM | CONFERENCE WELCOME

MATTHEW MALONE, CFA – Board Chair, CFAW; Senior Vice President, FS Investments​

CHRISTINE SONG, CFA Founder, CFAW Women's Investment Network, Founder & Mid-Cap Portfolio Manager, Songbird Asset Management, LLC

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8:35 AM | STATE OF THE INDUSTRY & THE CFA INSTITUTE'S WOMEN IN FINANCE INITIATIVE

LAUREN FOSTER- Co-Lead, Women in Investment Management Initiative, CFA Institute​​ ______________________________________________________________________________

8:50 AM | GENERAL SESSION - How are firms working to encourage women and other under-represented groups to work in the investment industry?

Moderator:
CHRISTINE SONG, CFA – Founder, CFAW Women's Investment Network, Founder & Mid-Cap Portfolio Manager, Songbird Asset Management, LLC

Panel:
ESTHER CHANCE – Head of Front Office Operations, Investment Administration, Invesco​ LAUREN FOSTER - Co-Lead, Women in Investment Management Initiative, CFA Institu​te​​
BRIE WILLIAMS – Head of Practice Management, State Street Global Advisors | Global SPDR Business​​

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9:35 AM | BREAK

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9:45 AM | CONCURRENT PROFESSIONAL DEVELOPMENT BREAKOUT SESSIONS (Choose One)

Demystifying and Establishing Executive Presence
REBECCA SHAMBAUGH – President & CEO, Founder of Women in Leadership & Learning, SHAMBAUGH Leadershi​​p

Do you know what executive presence is? Are you aware of your own presence and how it works to your advantage or disadvantage? This presentation will demystify an important attribute for all leaders – executive presence. Rebecca will present a multidimensional framework that will not only define executive presence but also how to achieve it.

Attendees will examine their own presence, hone in on key attitudes, behaviors, and practices for tapping into their power and showing up with authentic presence for advancing their career, growing their credibility, and influencing others.

 

Negotiating Strategies that Get You Ahead
AVA J. ABRAMOWITZ – Professorial Lecturer in Law, George Washington University Law School ​

Scared of negotiating? Don't be. There is science behind negotiation theory and understanding the science will make negotiating all the easier. Come and find out for yourself just what you can do to be more effective at the negotiation table.
 

Managing the Impact of Behavioral Biases on Investment Decisions 
LARA COVIELLO, CFA Executive Director, FS Investments​

In all markets, but especially during periods of volatility, investors can let their worries and fears drive their decisions. The intensity of these emotions and disconnection from rational thought can cause investors to make changes to their portfolios that negatively impact their long-term outcomes.

Join us to learn how tapping into behavioral finance can help us understand how our emotions affect the choices we make and our ability to reach our long-term goals. In this session, we'll discuss an overview of behavior finance and the value of diversification, the big three emotions and their influence on investing, and a variety of practical tools and strategies to help overcome emotional obstacles.

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10:45 AM | BREAK

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11:00 AM | KEYNOTE - Striking the Self-Promotion Balance: Demonstrating your Value Without Being the Obnoxious Person in the Room

DEBBIE EPSTEIN ​HENRY​ Founder, DEH Consulting, Speaking, Writing; Co-Founder, Bliss Lawyers​

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12:00 PM | CLOSING COMMENTS

MATTHEW MALONE, CFA – Board Chair, CFAW; Senior Vice President, FS Investments​

CHRISTINE SONG, CFA – Founder, CFAW Women's Investment Network, Founder & Mid-Cap Portfolio Manager, Songbird Asset Management, LLC

______________________________________________________________________________

12:05 PM | BOXED LUNCH & NETWORKING


Learning Objectives

  • Outline the current engagement landscape of women in investment management
  • Explore how to enhance collaboration with a diverse client base
  • Understand the potential challenges facing women in this industry
  • Gain practical career management tips that can be implemented immediately
  • Learn how to demonstrate your personal value to others

Who Should Attend

  • Entry to mid-level investment management professionals
  • Students considering a career in investment management
  • Senior management or firm owners seeking to diversify their team
  • Those seeking to increase their personal presence and brand

Note
No walk-ins permitted.

Dress Code: No jeans allowed; business attire recommended

Thank you to our Sponsors

 

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Event Type

Career

Education Topic

 

Start Time

10/16/2018 8:00 AM

End Time

10/16/2018 1:00 PM

City

Washington

State/Province

DC

Event Country

USA

Event Region

Americas

Location Info

George Washington University
Marvin Center
800 21st St NW

Washington, DC 20052

Click here for map

Closest Metro: Foggy Bottom-GWU (Blue, Orange & Silver lines)

Speaker

 

CE Credits

3.50

SER Credit

0.00

Currency

USD

Member Price

125.00

Non-Member Price

185.00

Candidate Price

125.00

Registration

​Walk ins cannot be accomodated.

Discounts/Refund Policy

Group Discount:

Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to events@cfawashington.org.

Cancellations, Substitution, and Refund Requests

  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

10/16/2018 8:00 AM

Attachments

Content Type: MyCFA Calendar
Version: 1.0
Created at 9/13/2018 12:29 PM by dmartinez@cfawashington.org
Last modified at 10/15/2018 7:11 AM by serena.roche@gmail.com[CASMSTS:username]