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Investment Trends Through a Diverse Lens, Moving Forward: Creating a More Equitable and Inclusive Environment
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 interactive 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.
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?
this interactive 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
Moderator: Laura Gregg - Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, Northern Trust
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
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 Report, Investment
News, Financial Advisor Magazine, CIO Magazine and other industry trade
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
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.
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
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.
Questions: please reach out to Matt Radano
Matt Radano, CIMA®
FlexShares Exchange Traded Funds
215-588-2078 | MR296@ntrs.com