Sign In

 2019 Diversity & Inclusion Symposium

DI-Mailing Invite-092619.png

On September 26th, the CFA Society of San Diego was proud to host its first Diversity and Inclusion Symposium featuring speakers from 100 Women in Finance, Blackrock, Loop Capital, Brandes Global, and 12 other esteemed firms in the asset management space. 

With over 130 attendees present, panelists covered various aspects of Diversity & Inclusion (D&I) including how it can generate organizational alpha, portfolio returns, and how to initiate an awareness of D&I within a company. 
Speakers covered a wide range of thoughtful topics and action items meant to inspire an industry narrative towards an inclusive, meaningful, and competitive space for all. The ideas included creating intentionally diverse groups, employing creative training techniques, storytelling experiences, performing a gender pay gap analysis, maintaining diverse interview panels, conducting “stay interviews” with employees, and fostering an environment for open and authentic dialogue. 

Thank you to all of our generous speakers and sponsors from the following firms for their support: 
100 Women in Finance, CFA Institute, Bank of America Private Bank, BlackRock, Brandes Investment Partners, CA Capital Management, Chandler Asset Management, Columbia Threadneedle, Denali Advisors, Factset, Globeflex Capital, HoyleCohen, Illumen Capital, Lenox Park Solutions, Litman Gregory, Loop Capital Markets, Lord Abbett, Meketa, Investment Group, Metis Global Partners, NASP, PIMCO, PGIM, Pathfinder Partners, Prudential, Rice Hall James, StepStone, and The San Diego Foundation. 

Event Brochure
Event Program
For more info about this event, click here



Interested in getting involved and sponsoring an upcoming event? 

Please contact our Executive Director for upcoming opportunities & sponsorship packages! 

 Special Thanks!

CFA Society San Diego would like to provide a special thanks to our Sponsors, Underwriters, Corporate Table Hosts and Metis Global Partners for their support! Without you, this event would not have been possible!