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Diversity and Inclusion in Wealth Management Conference


This conference will be an inaugural event for the CFA Society of Pittsburgh and will be held on June 17, 2019 from 11:45 – 6:30 PM at Hotel Monaco.

Speaker lineup will include members from the local investment community, academics in the fields of diversity & inclusion and industry leaders outside investment management who will share their successes and challenges in implementing these initiatives. (Yvonne Campos will be among the speakers!)

Audience members will include rising and experienced investment professionals who want to advance their professional development and improve performance outcomes for their businesses by implementing diversity & inclusion initiatives. We are aiming for 100 attendees for this inaugural event. Presentation topics will include building inclusive teams, diversity in the c-suite, sponsorship vs. mentoring, effective allyship, measuring results of DEI initiatives, working with diverse client groups and more.

Earlier Event: June 6
BlueTree Screening Meeting
Later Event: June 20
NAF Screening Meeting