SIFMA hosted the Diversity & Inclusion Leadership Summit from June 11-12, 2024, bringing together business executives from every facet of the capital markets to broadly understand how diversity and inclusion shapes today's workforce and plays an imperative role in how we serve our clients.Â
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We heard from industry executives, regulators, communications leaders, AI experts, and diversity practitioners as they discussed best practices and innovative solutions to the toughest challenges that are having a real impact on the industry and the communities we serve.
Read the Top 5 Takeaways from our enlightening conversations and view the full photo album on Flickr.
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Diversity & Inclusion is an imperative function in every aspect of the capital markets. With cross-cutting material that applies to every business leader, this Summit is built for professionals of all levels who seek to foster diversity and inclusion. Join us to learn how you can bring best practices into your organization and support a culture of inclusion.
Erika Whyte, VP, Director of Diversity, Equity, and Inclusion, Janney Montgomery ScottÂ
Avi Gesser, Co-Chair of Data Strategy and Security Group, Debevoise & Plimpton
Janie Mines, SVP, Inclusion & Innovation, Academy Securities InvestmentsÂ
Keisha Bell, Managing Director, Head of Talent Management and Diversity, Equity & Inclusion, DTCC
The SIFMA Board of Directors established a Committee on Diversity & Inclusion to highlight the overarching importance DE&I is to SIFMA and its members. A diverse and inclusive workforce drives innovation and benefits clients. During this panel, our Board D&I Committee members will discuss the how they are navigating the current DE&I landscape, the importance of building diverse teams, share the strategies their firms utilize to recruit diverse talent, as well as share how their firms encourage diverse employees’ professional growth.Â
Lisa Kidd Hunt, Managing Director, Head of International Services, Charles Schwab & Co., Inc.
Samuel A. Ramirez Jr., President & CEO, Ramirez Asset Management, Senior Managing Director, Samuel A. Ramirez & Company, Inc.
Kashif Zafar, Head of the Global Markets Division for the Americas, Credit Agricole
Kenneth E. Bentsen, Jr., President and CEO, SIFMA
As current events shape D&I conversations, organizations have to decide how and when to respond. In this panel, hear from leading communications experts on how firms are addressing current social and political changes, both internally and externally, and lending their voices to building a constructive public dialogue.Â
Jordan Bickerton, Partner, Brunswick Group
Darius Johnson, Managing Director, FTI ConsultingÂ
Matt McDonald, President, PentaÂ
Cheryl Crispen, Executive Vice President, Communications & Marketing, SIFMA
Troy Duffie, Director, Financial Markets, Milken Institute
Katia Paz Goldfarb, Ph.D., Associate Provost for Hispanic Initiatives and International Programs, Montclair State University
Jo-ann Rolle, Ph.D., Dean, Medgar Evans College, City University of New York
Joseph Wells, Director, Masters Programs, Earl Graves School of Business & Management, Morgan State University
Amanda Scipione, Head of Global Diversity and Inclusion, Fidelity Investments
Join industry leaders for an in-depth discussion on the legal frameworks surrounding Diversity and Inclusion, including the landmark Supreme Court ruling in SFFA v. Harvard. This panel will explore how these frameworks shape policies and practices in the financial services industry, while highlighting the strategies that many organizations are using to navigate these new legal landscapes effectively.
Jacqueline LiCalzi, Managing Director, Global Head of Regulatory Relations, Morgan Stanley
Jean MacInnes, Managing Director, Head of Americas Diversity, Equity and Inclusion, Mizuho Securities
Liza Velasquez, Partner, Litigation Department, Chair, Employment Law, Paul, Weiss, Rifkind, Wharton & Garrison LLP
Saima Ahmed, Executive Vice President and General Counsel, SIFMA
Since the creation of the Offices of Minority and Women Inclusion (OMWI) in the Dodd Frank Act, regulators have worked to improve diversity & inclusion both within their respective agencies as well as the entities they regulate. Join us to hear the OMWI directors’ perspectives on their efforts to increase transparency in the industry and the progress that has been made.Â
Nathaniel H. Benjamin, Chief Diversity Officer and Director of the Office of Minority and Women Inclusion (OMWI), Securities and Exchange Commission (SEC)
Tanisha Cole Edmonds, Chief Diversity Officer, U.S. Commodity Futures Trading Commission
Theresa Torres, Chief Diversity, Equity & Inclusion Officer & OMWI Director, Federal Reserve Bank of New York
Cheryl Crispen, Executive Vice President, Communications & Marketing, SIFMA
Rainia L. Washington, Executive Vice President, Chief Human Resources Officer
Kenneth E. Bentsen, Jr., President and CEO, SIFMA
Mercer, a consulting firm which helps clients advance the health, wealth and careers of their people, will share Internal Labor Market (ILM) maps showing the workforce dynamics in the industry by gender and race/ethnicity, projections of how the representation of women and people of color in the industry can be expected to change over the next decade, and actions the industry can undertake to improve diversity outcomes.
Ishita Sengupta, PhD, Principal, Workforce Strategy and Analytics, Mercer
Pedro Suriel, SVP, Diversity & Inclusion, Raymond James
Erika Whyte, VP, Director of Diversity, Equity, and Inclusion, Janney Montgomery Scott
Kenneth E. Bentsen, Jr., President and CEO, SIFMA
Erika Whyte, VP, Director of Diversity, Equity, and Inclusion, Janney Montgomery Scott
Our sponsors specialize in products and services to promote diversity and inclusion in the workplace.
For sponsorship inquiries, please contact Scott Kramer at 212.313.1119.
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Inappropriate behavior at SIFMA events is not tolerated. View our Code of Conduct and anonymous incident report form.
It is a priority to make our events inclusive and accessible for all. For questions or requests, please contact SIFMA Conferences.
SIFMA and its members strive to provide firms across the financial services industry with the resources needed to achieve, expand and promote workforce, client, and supplier diversity and inclusion.
Learn more about our Diversity & Inclusion Advisory Council and our six pillars to foster diversity and inclusion at www.sifma.org/diversity.
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