Webinar. Diversity & Inclusion. Why is it Important in the Investment Management Profession?

Our webinar will show you how you can embrace diversity and support an inclusive working environment.

Join the event today. The webinar "Diversity & Inclusion. Why is it Important in the Investment Management Profession?" starts August 6, 10 AM CEST.

The main webinar topics:

• What is diversity and what is inclusion?
• Why is it important in the investment management profession and firms in general?
• A short description of the workshops conducted with hints how our members could redo it in their companies.
• Results of the workshops: what motivated those firms to initiate efforts towards D&I?
• What can all firms (not only investment management) do to foster D&I – a couple of practical tips for beginners?
• How to manage a diverse workplace?

Our speakers

Sarah Maynard, Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute
Sarah Maynard joined CFA Institute in 2019 in the newly created role of Global Head, External Inclusion & Diversity Strategies and Programs. Sarah leads a global, industry-recognized, external I&D program portfolio for our key stakeholders: candidates, members, societies and institutions. An experienced investment professional, Sarah joins us from Majedie Asset Management, an independent global investment firm based in the UK, where she was Client Communications Director and Head of Stewardship. In this role, she focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion in stewardship. Prior to that, she was Director of Career Development at CFA Society UK, and a founder of their Women’s Network, which is now the Inclusion & Diversity Network. Sarah previously worked as an analyst and fund manager. She earned her MA degree in English Language and Literature at Trinity College, Oxford, holds the ASIP and is an Associate of the Chartered Institute of Personnel & Development.

Andrzej Kubacki, MBA, CFA, Head of Equities and Director Pekao TFI
Andrzej Kubacki, MBA, CFA, Head of Equities and Director Pekao TFI, is an experienced capital market professional with 14 years on buy-side/ sell-side. He is focused on a fundamentals-driven investment process with a strong track record of (1) team management, (2) generating alpha, (3) advising institutional clients. Andrzej possesses a broad academic background in financial engineering and behavioural finance, is a CFA Charteholder as well as Chicago Booth MBA graduate. He has experience in working and managing diverse teams of professionals.

A discussion moderator

Milena Olszewska-Miszuris, CFA, ACCA, FSA Credential-holder, Vice President, CFA Society Poland, CEO, WM Advisory
Milena Olszewska-Miszuris possesses over 15 years of experience on capital markets. Currently she runs a boutique advisory company supporting corporates in value creation, financial and non-financial reporting as well as investor relations. She also conducts trainings and lectures on valuation, financial analysis and storytelling. She holds three international designations: CFA (Chartered Financial Analyst), ACCA (Association of Chartered Certified Accountants) and FSA Credential (Fundamentals of Sustainability Accounting) issued by SASB (Sustainability Accounting Standards Board). Milena graduated from two faculties at Warsaw School of Economics: Quantitative Methods and Information Systems as well as Finance and Banking with a major in Investment Banking. Milena started her career at an international consulting company Ernst&Young. For 10 years she has been an equity analyst at international brokerage houses (ING Securities, KBC Securities, CDM Pekao). She is a multiple times laureate of analysts rankings for her insights and recommendations both domestically in Poland (Analyst of the Year title awarded by Warsaw Stock Exchange and Parkiet financial newswire, winner of analysts rankings in TMT and retail sectors) and internationally (top CEE analyst and top consumer analyst titles in international Extel survey). Milena is also a member of Association of Independent Supervisory Board Members and a supervisory board member at companies from mWIG40 index.

The offcial partner of our event: