The IA Inclusion Forum
Description
WHY ATTEND
Ensuring the industry continues to cultivate an environment which is both diverse and inclusive, at all levels, is crucial for its health and sustainability. Successful businesses create an environment where people want to work, feel challenged, able to use their talents, and are valued. The industry is committed to making this a reality and, at the IA, we are committed to supporting members to do so, as a key priority.
The IA will be marking this commitment by holding our inaugural Inclusion Forum on the 08 June, kindly hosted by Pinsent Masons.
The Forum will provide a half day event seeking to challenge, inspire and equip both senior leaders championing these agendas and passionate individuals from the wider industry who are also seeking to bring about meaningful change. Topics to be discussed include:
- Practical approach to how firms can build a truly inclusive culture
- Recruiting for inclusion - entry level talent
- Creating an accessible and inclusive environment for professionals with disabilities
Don’t miss this unique opportunity to hear from subject matter experts and leading figures in this field, from both within and outside of investment management. We are also delighted to be joined by three Investment20/20 alumni still at the early stages of their careers, who will be sharing their own experiences of joining the industry.
Join us to be a part of this landmark event. Register today!
AGENDA
12:30 Registration & Lunch
13:00 Welcome
Elizabeth Budd, Partner, Pinsent Masons
13:10 Opening Remarks: The importance of diversity and inclusion for the investment management industry
Chris Cummings, CEO, The Investment Association
13:20 Panel discussion: How to establish a truly inclusive culture
Moderator: Pauline Hawkes-Bunyan, Director, The Investment Association
Dr Louise Ashley, Senior Lecturer in Organisation Studies, Royal Holloway, University of London
Tristan Davies, Senior Business Management Analyst, Capital Group
Brian Hayworth, Co-Managing Partner, Lansdowne Partners
Melissa King, Inclusion Lead, Co-op
14:10 Bringing Belonging to Life
Anne Sammon, Partner, Pinsent Masons
David Pearson, Principal Consultant, Pinsent Masons
14:40 Break
15:00 Presentation: Recruiting for inclusion – entry level talent
Karis Stander, Investment20/20
15:10 Panel discussion: What does inclusion mean?
Darrell Sharpe, Junior Sovereign Analyst , Aviva Investors
Maisha Rashid, Jupiter Asset Management
Isabelle Mangan, BNP
15:50 Panel discussion: Creating an accessible environment for professionals with disabilities
Moderator: Emma Sears, Policy Adviser, Culture and HR, The Investment Association
Sally Hooper, Scope
Felicity Carter, Programme Manager, Ambitious About Autism
Tim Roberts, Global Marketing Lead & Diversity Lead, HSBC Global Asset Management
Lord Kevin Shinkwin
16:40 Closing Remarks & Drinks reception
Pauline Hawkes-Bunyan, Director, The Investment Association
18:00 End of Drinks Reception
SPEAKERS
Chris Cummings, Chief Executive Officer, The Investment Association
Chris Cummings is the Chief Executive of The Investment Association, a post he has held since September 2016. The Investment Association is the trade body that represents UK-based investment managers.
He is a member of HM Treasury’s Asset Management Taskforce, and was a founding member of its Financial Services Trade & Investment Board. He serves on the Chancellor’s Financial Services Industry Advisory Group and Department for International Trade’s Financial Services Trade Advisory Group. He is a Board member on EFAMA, the European trade association for investment management and is a member of the Regulation Committee of IIFA, the international association for investment management. He is also a Trustee of Just Finance Foundation.
He was previously a member of the Financial Conduct Authority’s Regulatory Decisions Committee, a Settlement Decision Maker for the Payment Services Regulator. He served on the Foreign & Commonwealth’s Diplomatic Excellence Panel.
Before joining The Investment Association he was the founding CEO of TheCityUK, held senior posts in banking, insurance and consulting with major global firms. He is a regular columnist, commentator and speaker on issues of international competitiveness and regulation in financial services.
Pauline Hawkes-Bunyan – Director, Business: Risk, Culture & Resilience
Pauline is the Executive Director responsible for the Business: Risk, Culture & Resilience Team at The Investment Association (IA). She supports IA member firms to shape and respond to policy issues that impact on people and their firms.
Key areas include;
- Culture and Conduct
- Diversity & Inclusion, including Diversity Data.
- Talent
- Technology
Pauline is the overall ExCo lead on the IA’s work to support its members during COVID-19, this work now includes looking beyond the pandemic to the Future World of Work.
Pauline has spent more than 20 years in the investment management industry seeing industry opportunities and challenges from adviser, in-house and trade body perspectives. Prior to joining the IA, Pauline was a Director at Aviva and Financial Services Partner at Deloitte.
Karis Stander, Managing Director, Investment20/20
Karis Stander is an Executive Director of the Investment Association (IA) and Managing Director of Investment20/20, the IA’s talent solution. She leads a team that improves inclusive recruitment into the industry supporting members with attracting, recruiting and developing graduates and school and college leavers from a wider diversity of backgrounds. Karis joined Investment20/20 in 2014 and under her leadership it is now a multi award winning talent solution that has enabled more than 1,800 young professionals start their careers with over 55 investment management firms. By driving an inclusive recruitment approach where firms hire for potential rather than experience or academic background alone, Karis is helping to drive a forward-thinking, responsible and inclusive investment industry.
Emma Sears, Policy Adviser, Culture and HR, The Investment Association
Emma leads the IA's Culture and HR policy activity within the Business: Risk, Culture & Resilience team at the Investment Association (IA). Her responsibilities include supporting the IA’s membership to sustainably and meaningfully drive forward their diversity and inclusion agendas, overseeing the development and delivery of the IA’s Talent Strategy, evolving the IA’s Culture Framework, and supporting the IA’s HR Committee, as well as wider pieces touching on topics such as wellbeing and the future of work. Emma joined the investment management industry as an Investment20/20 trainee in 2018.
Jenny Barber, Director of Careers and Talent, Investment20/20
An experienced talent and careers professional, Jenny’s passion for diversity, with specific focus on social mobility, has been a central theme of her career. Having led on programmes for employers, education providers and charities, Jenny has developed a strong knowledge base on social mobility, in addition to professional practice gained through delivery roles direct with young people.
As Director of Careers and Talent at Investment20/20, the Investment Association’s talent solution, Jenny advises investment managers on their entry level talent agenda, with a focus on diversity and inclusion. Responsible for Investment20/20’s careers and talent work, her work drives young people from diverse backgrounds to consider a career in investment management, and the programmes she leads provides the infrastructure for them to take the step to join the sector.
Dr Louise Ashley lectures in Organisation Studies at Royal Holloway, University of London.
Dr Louise Ashley specialises in researching equality, diversity and inclusion in large multinational organisations and 'elite' occupations with a particular focus on the impact of social class and mobility, and intersections with gender and ethnicity. Dr Ashley has published articles in leading academic journals and her research has also been widely covered in mainstream media, both in the UK and internationally. She has led teams appointed by the government's Social Mobility Commission (SMC) to understand barriers to entry on the basis of socio-economic background, in law, accountancy and investment banking, and is a Research Fellow for the Bridge Group, a leading charity offering research, consultancy and thought leadership on diversity and social equality. She is widely engaged in impact and public engagement and is for example a member of the advisory board for social mobility charity UpReach, on the academic advisory panel for Transforming Access and Student Outcomes in Higher Education (TASO), and is currently a Working Group member on the Corporation of the City of London Socioeconomic Diversity Taskforce. Her book, 'Highly Discriminating: Why the City isn't Fair and Diversity Doesn't Work' is published by Bristol University Press in 2022.
Tristan Davies, Senior Business Management Analyst, Capital Group
Tristan is a Senior Business Management Analyst at Capital Group, one of the oldest and largest asset management companies globally. He sits on the firm’s diversity & inclusion steering committee for Europe and Asia, and is also part of the leadership team for CG Pride - Capital Group’s community for LGBTQ+ associates and allies.
Outside Capital Group, Tristan is on the steering committee for InterInvest – the network of financial services firms that exists to drive LGBT+ equality and inclusion across the investment industry in the UK. He is also co-chair for the InterInvest Racial Equity workstream. Tristan is passionate about LGBTQ+ advocacy and inclusion. Tristan has a bachelor’s degree in Mathematics & Music from University of Birmingham, and a masters in Finance & Accounting from Kingston Business School.
Brian Heyworth
Brian joined Lansdowne Partners in January 2021 as Co-Managing Partner and is the Chair of the Management Committee.
Brian has over 30 years’ experience in global financial markets, investment banking and asset management. He joined from HSBC Asset Management, where he was the Global Head of Institutional Business.
Before that he spent a decade in senior management roles in Global Banking and Markets at HSBC; his last role was Global Head of Financial Institutions Group. Before joining HSBC in 2006, he had senior client management roles at Bank of America Merrill Lynch and JP Morgan.
Brian obtained a MA in Economics from Cambridge University.
Melissa King, Chartered MCIPD. Inclusion Lead, Co-op.
Passionate about creating innovative people focussed solutions that drive an equal and fair colleague experience. A background in People Partnering with senior business leaders, always with ED&I at the forefront. An ambassador for positive mental health as trustee for Bromley, Lewisham and Greenwich MIND.
Anne Sammon, Partner, Pinsent Masons
Anne is a partner within Pinsent Mason’s Employment team, where she predominantly works with clients in the financial services sector. Anne is regularly involved in complex investigations (including both disciplinary and grievance matters) and litigation, including equal pay disputes and discrimination claims. She is uniquely placed to advise clients on family-friendly policies and the interrelationship between these polices and discrimination/equal pay risk, having gained a PhD in this field in 2016. In addition, Anne’s practice includes advising clients on the interplay between employment law and SMCR issues, where she frequently advises clients on complex issues arising in this area.
Anne has been at the forefront of advising the firm's clients on HR-related issues arising from the COVID-19 pandemic and the implications of this for employers and employment relationships. She has spoken on this topic frequently in the media and as an expert for industry bodies.
David Pearson, Principal Consultant, Pinsent Masons
David Pearson is an award-winning leadership and inclusion expert, keynote speaker and presenter, with global experience advising clients on every aspect of diversity & inclusion. His professional background is in organisational change, strategy consulting, economics, policy advisory and corporate finance. His senior in-house and consulting roles include Head of Diversity, Inclusion & Corporate Responsibility for Gowling WLG, subject matter expert for KPMG’s People Consulting practice, Director Global Inclusion & Diversity at KPMG and Culture & Engagement Lead, KPMG UK.
In 2017 he was named as a NatWest Top 10 Diversity Champion and in 2019 won Channel 4 Diversity Hero of the Year. He is a past regional and national winner of Boston Consulting Group’s Business Strategy Competition.
David’s select professional experience includes D&I diagnostics and maturity models, diversity benchmarking, setting diversity targets, D&I strategy development, inclusive leadership workshops for executive teams and employees, D&I policy development, creating effective diversity networks and culture transformation. He created the UK’s only in-house inclusive leadership certification.
Darrell Sharpe, Junior Sovereign Analyst , Aviva Investors
Joined the industry in 2018 as an Investment 2020 Mandate Monitoring Trainee with Aviva Investors. I started my current role as a Junior Sovereign Analyst in the Emerging Market Debt team in January 2022. I’m also part of the social mobility workstream where we aim to raise awareness and implement initiatives to improve social mobility
Maisha Rashid, Jupiter Asset Management
I joined Jupiter Asset Management as part of the Investment 2020 scheme in September 2019 as a finance apprentice, studying AAT alongside work. During my second year of sixth form, I made the tough decision to not go to university and go down the apprenticeship route – and I’ve been at Jupiter ever since! I work in finance as an AP administrator, managing supplier invoices and expenses, supplier payments and bank reconciliations.
Isabelle Mangan, Client Implementation Assistant Project Manager, BNP Paribas Securities Services
Isabelle is a client implementation assistant project manager at BNP Paribas Securities Services. She initially came into BNP Paribas as a trainee through Ambitious About Autism in June 2021. Outside of her day job, she is a steering committee member for BNP Paribas’ Ability and Early Careers employee networks as well as being a business ambassador for Ambitious About Autism.
Felicity Carter, Programme Manager, Ambitious About Autism
Felicity is a Programme Manager for Employ Autism at Ambitious about Autism. Felicity provides advice and expertise to employers to adapt their recruitment processes and design internships for young autistic people. She manages a team to deliver Information, Advice and Guidance to employers, young people and other professionals.
Lord Shinkwin
Kevin Shinkwin entered the House of Lords in November 2015. Prior to that, he had spent almost his entire career in charity public affairs and campaigning. He focuses on two policy areas in particular – disability equality, especially equality of opportunity, and Holocaust Remembrance, the latter in memory of the orthopaedic surgeon who optimised his life chances and whose extended family lost their lives in the Shoah.
In 2019, he co-authored Able to Excel with his colleague, George Relph, and in 2020 co-chaired the Centre for Social Justice Disability Commission, which published a major report in March 2021. He is currently chairing a Commission set up by the Institute of Directors to look at ‘The future of business: harnessing diverse talent for success
Sally Hooper, Scope
Sally works for the pan disability charity Scope, working with external organisations to help them become more inclusive in their recruitment, retention and progression of disabled employees. Sally has worked for over 20 years supporting individuals with long term health conditions and disabilities back into sustainable employment, but the understanding of employers was often a barrier, which is why she welcomes the opportunity to ensure employers are ready to embrace diverse talent. Sally has lived experience of dyslexia, anxiety and depression.
Tim Roberts, Global Marketing Lead & Diversity Lead, HSBC Global Asset Management
Tim Roberts has had a long career in Marketing for various companies across the Travel, Insurance, Charity and Financial Services sectors. He now works for HSBC Asset Management where he holds a role in the Global Marketing team covering 26 countries.
Tim was born profoundly deaf due to Rubella complications and has worn hearing aids for most of his life. 8 years ago he was given the opportunity to have a Cochlear Implant, which in his words “do not make me hearing” but allows him to be alerted to more noises around him. He communicates via lipreading but can also use sign language with deaf peers.
Tim is passionate about D&I and in creating equal opportunities for all but also to increase awareness of disabilities more widely in society, and to create better senior opportunities for Disabled people. Tim chairs the Disability workstream for the Diversity Project and won a Diversity Project Champion of the Year 2021 award.
