Race and Inclusion Now:
An Investment Industry Call to Action
July 2 | 1:00 PM - 2:15 PM ET
Join CFA Institute for a special online panel discussion that brings together two investment industry leaders — each of which have clear goals on race and inclusion for our industry — and an identity and diversity scholar and researcher who is an expert on how organizations can foster positive relationships across differences.
What should our actions be to confront racism in the investment industry? As responsible investment professionals, what steps can we take as individuals? What commitment to racial inclusion should we expect from our organizations?
Machel Allen CFA
Founder and Chief Investment Officer,
Metis Global Partners
Machel Allen, CFA, is the founder and chief investment officer of Metis Global Partners, an investment firm dedicated to the management of global and international equity portfolios. She leads the firm’s business strategy efforts and the investment team responsible for researching and managing the firm’s portfolio strategies.
Assistant Professor of Management
The Wharton School
University of Pennsylvania
Stephanie J. Creary is assistant professor of management at the Wharton School of the University of Pennsylvania. She is an identity and diversity scholar, a field researcher, a founding faculty member of the Wharton IDEAS Lab, an affiliated faculty member of Wharton People Analytics, a senior fellow of the Leonard Davis Institute of Health Economics, and an affiliated faculty member of the Penn Center for Africana Studies. Professor Creary leads the Leading Diversity@Wharton speaker series as part of her Leading Diversity in Organizations course at Wharton.
John W Rogers Jr.
Chairman, Co-Chief Executive Officer, Chief Investment Officer
John W. Rogers, Jr., is founder, chairman, co-chief executive officer, and chief investment officer of Ariel Investments. Ariel Fund, which he started over 30 years ago and still manages today, is the number-one-ranked fund among its peer group since the market bottom that followed the global financial crisis.
Content Director, Professional Learning
Lauren Foster is content director on the professional learning team at CFA Institute, host of the Take 15 Podcast, and anchor of Conference Live. She spent nearly a decade at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron's and the Financial Times.