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Inclusion at the heart of ESG

Accelerating change through social and governance factors

Virtual Event Series  |  24 Feb | 3 Mar | 10 Mar 2022


February and March 2022 will see CFA UK’s Inclusion & Diversity Committee and associated working groups come together with industry leaders, investment professionals, investors, policymakers and influencers for robust debate and insight on driving industry change on inclusion.

CFA UK's Inclusion & Diversity Committee believe that positive action and transparency around inclusion and diversity is reflected in societal and governance matters, and it can help companies and individuals make equitable change. In this three-part virtual event series, they will explore - the current landscape on social opportunities and risks, practical skills what can be implemented as best practice and how strong governance is the glue that holds everything together. 


Why this event is for you…

A lot of the industry focus on ESG is dedicated to making environmental impact and making the necessary step change to cutting global emissions as the effects of climate change become more prevalent. However, the profession also needs to play its part in balancing societal and governance progress in equal measure and knowing how this can be applied, measured and improved. This event is a great opportunity to inspire inclusion in ESG and gives you the chance to network with other  investment professionals, while contributing to this important debate with your own questions and comments. 


Registrations now open

Join us on any of the three half-day events and workshops to hear from expert thought leadership and get involved in interactive discussion on inclusion in investment management.

Thursday 24 February 

Thursday 3 March

Thursday 10 March

If you wish to attend all three days, you will need to register for each day separately. You will receive your link for each event day the week before. This virtual event series is free to attend and open to CFA UK members and non-members.


Day 1 | Thursday 24 February 2022

Time            Session Speakers
13:00 –13:05 Welcoming remarks

Arun Kelshiker, CFA, Head of Environmental and Social, Georgeson

13:05 –13:55 Enabling a Just Transition

Sylvia Solomon, ASIP, Director of ESG & Business Development, Equitile Investments

Nick Robins, Board Member at Investor Watch

Maria Nazarova-Doyle, CFA, Head of Pension Investments and RI at Scottish Widows

Moderator: Andrew Parry, Former Head of Sustainable Investing at Newton Investment Management

14:00 –14:30

Fireside chat 

Virginie Maisonneuve, CFA, Global CIO Equity, AllianzGI
Moderator: Juliet Bullick, 
Head of Strategic Initiatives, Europe at Fidelity International
14:30 –14:40


14:40 –15:10

Fireside chat TBC
Moderator: Will Goodhart, Chief Executive, CFA UK
15:20 –16:20 Embedding Diversity, Equity and Inclusion within an organisation: CFAI’s new DEI code TBC
Moderator: Sarah Maynard, ASIP, Global Head, External Diversity, Equity, & Inclusion, CFA Institute

16:25 17:00

Virtual Networking Moderator: Racha Sibai, CFA, Head of Ecosystems & Strategic Partnerships, Tap Payments

Day 2 | Thursday 3 March 2022

Time Session Speakers

15:00 –15:05

Welcoming remarks Richard Stephens, CFA, Consultant Relations at Goldman Sachs Asset Management
15:05 – 15:55

Neurodiversity in practice

Amanda Roestorf, Psychologist, Autism Professional, Researcher & Specialist Mentor

Nazia Habib, Head of Research Center, University of Cambridge

Moderator: Marilyn Swinney, CFA, Managing Director, Head of Institutional Sales UK & Ireland

16:00 – 17:00 "Fish out of water” campaign

Kelly Tran, CFA, Managing Director, UK & Ireland Institutional Sales, MFS Investment Management

Monica Gogna, Partner | Head of Financial Regulation UK EY Law

17:05 – 18:05 Delegate breakout sessions and presentations Richard Stephens: & volunteers from CFA UK’s Inclusion and Diversity working groups followed by closing remarks

Day 3 | Thursday 10 March 2022

Time Session Speakers
13:00 –13:05 Welcoming remarks Marilyn Swinney, CFA, Managing Director and Head of Institutional Sales, UK and Ireland, Principal Global Investors
13:05 –13:55 Actioning Stewardship

Deborah Gilshan, Founder, The 100% Club

Christine Chow, PHD, Head of Stewardship, HSBC Asset Management

Uche Orji, Managing Director/CEO, Nigeria Sovereign Investment Authority

Moderator: Arun Kelshiker, CFA, Head of Environmental and Social, Georgeson

14:00–14:30 Fireside chat TBC
14:30 –14:50 Break
14:50 –15:40 Changing Perceptions

Caroline Vincent, ASIP, Fund Manager, Wesleyan

15:45 –16:35 Fireside chat

Mitesh Sheth, MBE, Former CEO of Redington

Moderator: Aoifinn Devitt, Chief Investment Officer, Moneta Group

16:40 –17:15 Virtual networking Moderator: Racha Sibai, CFA, Head of Ecosystems & Strategic Partnerships, Tap Payments