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Nov 1st | 8:30 AM - 2:00 PM

DE&I Roundtable

Industry leaders and experts led in-depth discussions on how diversity, equity and inclusion remain an industry-wide focus at the DE&I Roundtable in Boston on Wednesday, November 1. Conversations focused on what considerations firms should make as they ramp up efforts and continue to evolve their strategies. Presenters from EY, Goldman Sachs, MFS Investment Management, SalesPage and White Marble led sessions including:

  • Trends, Challenges & Priorities in DE&I – Representatives from EY shared their perspective on the trends, challenges and priorities in diversity, equity and inclusion within the industry.
  • Connecting with Culture – Attendees heard from two different firms, MFS Investment Management and SalesPage, on successful DE&I programs and approaches that engage clients and employees.
  • Unlocking the Power of Culture: A Practical Guide to Measuring & Articulating Culture for Impactful Change – White Marble Consulting led the conversation on why some cultures don’t work, how to measure cultural health and how to use data to promote improvements in your culture to create meaningful impacts on issues like DE&I.
  • Building & Leading Diverse Teams – Goldman Sachs shared a unique perspective on how leaders can recruit, train and retain a diverse workforce. This session also explored how to provide a collection of emerging ideas on creating a culture of belonging and inclusion as well as potential roadblocks and unconscious biases.
  • Executive Roundtable

PRESENTERS

Jill Johnson

Senior Manager in Financial Services Orgnaization

Ernst & Young

Rajiv Ramanathan

Partner, People Advisory Services

Ernst & Young

Jane Steinmetz

Partner, Boston Office Managing Partner

Ernst & Young

Michelle Thompson-Dolberry

Executive Vice President | Chief Diversity, Equity and Inclusion Officer

MFS Investment Management

Shonda Jacquez

Director of Belonging

SalesPage

Vince Tiseo

Managing Director, Global Head of Business Strategy

Goldman Sachs

Benjie Elston

Partner, Asset & Wealth Management

Alpha FMC

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For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.