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#Time2Deliver: Diversity Project Annual Event

Date: 2nd October 2019
Location: Willis Towers Watson, The Willis Building, 51 Lime Street London, EC3M 7DQ
Over 330 investment industry professionals attended this Diversity Project’s Industry Event, kindly hosted by Willis Towers Watson on the 1st of October 2019.
“I’ve been worrying that the investment and savings industry is on the verge of a ‘Kodak’ moment, accepting the need to attract new diverse talent, but moving far too slowly. The fourth Diversity Project seminar has made me far more optimistic that we are on the verge of a real breakthrough.
The packed room, focus on culture and repeated talk of ‘transformation’ all showed a new level of intent and attention. Let’s  aim high now and treat the issue with greater urgency.”
– Helena Morrissey, Head of Personal Investing LGIM and Chairwoman of the Diversity Project
“I was struck by the strong emphasis on the need for cultural change in our organisations.  Policies and programs aren’t enough – we need to address day to day behaviour rooted in cultures that impede our ability to create truly inclusive workplaces.
The status quo in our industry is not acceptable (for example, just 4% of industry AUM is managed by women – this should shock us).  We need to confront the aspects of our working environments that have led us to this place”.
– Ed Francis, Head of EMEA Investments, Willis Towers Watson.
If you are interested in getting involved in the Diversity Project, or would like further information on how to move the diversity dial in your organisation please contact us at [email protected].

Agenda

4:00pm – Registration | 4:30pm – Event start | 6:30pm – Networking, drinks and canapés

TimingTopicSpeaker
4.30 – 4.45 pmWelcomeHelena Morrissey, Head of Personal Investing, LGIM
4.45 – 5.15 pmCultural TransformationChair: Gavin Lewis, Co-Chair #TalkAboutBlack and Steer Co Member, Diversity Project

Emma Codd, Partner, Global Special Advisor on Inclusion, Deloitte

Paulette Cohen, Head of D&I, Barclays

5.15 – 5.25 pmLightning talk – LGBT+Matthew Cameron, Managing Director – The Ocean Partnership & LGBT Great
5.25 – 5.55 pmAddressing barriers to the progression of diverse talent.Chair: Jon Terry, Partner, PWC

Consultant – Luba Nikulina, Global Head of Manager Research, Willis Towers Watson

Abbie Llewellyn-Waters, Fund Manager Active Global Sustainable Equities, Jupiter Asset Management

Justin Onuekwusi, Head of Retail Multi-Asset Funds, LGIM

Nick Miller, Head of Asset Management, FCA

5.55 – 6.05 pmLightning talk – Social Mobility Stephanie Lieber, Head of Programmes and Impact, upReach.
6.05 – 6.20 pmSummary and DP Champion AwardsEd Francis, Head of EMEA Investments, Willis Towers Watson

Previous events

View our previous post event sites here:

#Actionnotwords (September 2018)

#Buildingmomentum (September 2017)

 

Event Agenda

Introduction

Helena Morrissey, Chairwoman, Diversity Project

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10 Standards

Helena Morrissey, Chairwoman, Diversity Project

We need more urgency around culture

Helena Morrissey, Chairwoman, Diversity Project

Cultural Transformation - Pannel Discussion 1. Part 1

Chair – Gavin Lewis, Co-Chair #TalkAboutBlack and Steer Co Member, Diversity Project

Emma Codd, Partner, Global Special Advisor on Inclusion, Deloitte

Paulette Cohen, Head of D&I, Barclays

Additional Resources

Respect & Inclusion at Deloitte Barclays: Male allies and our journey towards gender parity PDF Barclays: Building disability and mental health confidence PDF Barclays: Dynamic Working PDF

Cultural Transformation - Pannel Discussion 1. Part 2

Chair – Gavin Lewis, Co-Chair #TalkAboutBlack and Steer Co Member, Diversity Project

Emma Codd, Partner, Global Special Advisor on Inclusion, Deloitte

Paulette Cohen, Head of D&I, Barclays

Cultural Transformation - Pannel Discussion 1. Part 3

Chair – Gavin Lewis, Co-Chair #TalkAboutBlack and Steer Co Member, Diversity Project

Emma Codd, Partner, Global Special Advisor on Inclusion, Deloitte

Paulette Cohen, Head of D&I, Barclays

Cultural Transformation - Pannel Discussion 1. Part 4

Chair – Gavin Lewis, Co-Chair #TalkAboutBlack and Steer Co Member, Diversity Project

Emma Codd, Partner, Global Special Advisor on Inclusion, Deloitte

Paulette Cohen, Head of D&I, Barclays

Lightening Talk: The Role Model Within

Matt Cameron, Partner & Project Founder - LGBT Great

Download Presentation

Additional Resources

LGBT Great Research

Lightening Talk: The Role Model Within - Role Modelship

Matt Cameron, Partner & Project Founder - LGBT Great

Addressing barriers to the progression of diverse talent

Chair – Jon Terry , Partner, PWC

Consultant – Luba Nikulina, Global Head of Manager Research, Willis Towers Watson

Abbie Llewellyn-Waters, Fund Manager Active Global Sustainable Equities, Jupiter Asset Management

Justin Onuekwusi, Head of Retail Multi-Asset Funds, LGIM

Nick Miller, Head of Asset Management, FCA

Additional Resources

Time To Get Serious: If Diversity Is A Business Imperative, Treat It Like On Addressing barriers to Diversity in portfolio management: Performance continuity and turnover Case studies: advancing diversity in portfolio management: performance continuity & turnover Diversity is the solution Promise progress or failure to prioritise gender pay

Addressing barriers to the progression of diverse talent. Part 2

Chair – Jon Terry , Partner, PWC

Consultant – Luba Nikulina, Global Head of Manager Research, Willis Towers Watson

Abbie Llewellyn-Waters, Fund Manager Active Global Sustainable Equities, Jupiter Asset Management

Justin Onuekwusi, Head of Retail Multi-Asset Funds, LGIM

Nick Miller, Head of Asset Management, FCA

Addressing barriers to the progression of diverse talent. Part 3

Addressing barriers to the progression of diverse talent. Part 4

Addressing barriers to the progression of diverse talent. Part 5

Addressing barriers to the progression of diverse talent. Part 6

Addressing barriers to the progression of diverse talent. Part 7

upReach: a partnership with the Investment and Savings Industry

Stephanie Lieber, Head of Programmes and Impact

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Additional Resources

Investment Industry Springboard

upReach: Investment Springboard Project

Stephanie Lieber, Head of Programmes and Impact

Summary and DP Champion Awards

Ed Francis, Head of EMEA Investments, Willis Towers Watson

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Member Quotes

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