Loading Events
  • This event has passed.

Overview

*Keynote Speakers Announced*

Opening: John Glen MP, Economic Secretary to the Treasure and City Minister, UK Government

Closing: Andrew Bailey, CEO, FCA 

Today we face many challenges in recruiting for and engaging our workforce and with a diverse client base and shifting wealth patterns, the need for diversity in our workforce is ever increasing to meet the needs of clients, existing and potential.

Topics to be discussed:

  • Women Returners
  • Culture and Diversity
  • The Case for Flexibility
  • Flexibility in Practice
  • Looking for Someone Different: Social Mobility and Young People
  • Encouraging Young Female Talent
  • What’s the Offer – Diverse Communities and Clients

This conference will highlight the different approaches taken by firms to break out of the mould and to implement new ideas to enhance the diversity in their organisations. This event is a must for senior managers in the sector.

 #PIMFADiversityConf

 

Agenda

08:30: Registration & Networking Breakfast

09:00: Opening Remarks
Liz Field, Chief Executive, PIMFA

09:10: Opening Keynote
John Glen MP, Economic Secretary to the Treasury and City Minister
UK Government

09:30: Diversity in Our Industry – What Can We Learn from Scandinavia?
Tracey Davidson, CEO, Heartwood, part of the Handelsbanken Group’

09:50: Women Returners
Panel 
ChairJohn Barrass, Deputy CEO, PIMFA
Sarah Jane Cawthray, Portfolio Manager – Beta Strategies, Fidelity International
Camilla Hughes, Director, Investment Banking, UK Advisory and Corporate Broking , Credit Suisse
Julianne Miles, Co-Founder & Managing Director, Women Returners
Camilla Stowell, Managing Director, Head of Wealth & Investment Management, Coutts & Co

10:30: Learning from a Decade of Diversity & Inclusion Initiatives
Gillian Lofts, Partner, EY

10:50: Break

11:10: Diversity in Business is Good Business
Andy Briggs, CEO, Aviva Insurance and Business Champion for Older Workers

11:30: Flexibility in Practice
Panel:
ChairLiz Field, CEO, PIMFA
Natalie Gill, Programme Director (Corporate Sector), Timewise
Peter Cheese, CEO, CIPD
Anneliese Dodds MP, Shadow Treasury Minister, House of Commons

12:00: Encouraging Young Female Talent
Panel:
ChairLiz Field, CEO, PIMFA
Sarah Deaves, UK Wealth Director, Lloyds Banking Group
Phoebe Stone
, MPS Investment Manager, LGT Vestra
Pinky Lilani, Founder and Chairman, Women of the Future

12:30: Lunch

13:30: Looking for Someone Different: Social Mobility and Young People
Panel:
Chair John Barrass, Deputy CEO, PIMFA
Kate Rogers, Head of Policy, Cazenove
Karis Stander, Managing Director, Investment20/20
Helen Watson, CEO – UK Wealth Management, Rothschild & Co

14:00: What’s the Offer – Diverse Clients
Panel:
ChairJohn Barrass, Deputy CEO, PIMFA
Amy Clarke, Co-Founder, Tribe Impact Capital
Jennifer Davy, Head of Independent Women
Anna Sofat, CEO, Addidiwealth

14:30: Culture and Diversity
Andrew Bailey, CEO, FCA

14:50: Closing Remarks
Liz Field, CEO, PIMFA

15:00: Afternoon Tea and Networking

*Please note: agenda is subject to change

Speakers

John Barrass
Deputy Chief Executive
PIMFA
Andrew Bailey
CEO
FCA
Andy Briggs
CEO
Aviva
Sarah Jane Cawthray
Portfolio Manager - Beta Strategies
Fidelity International
Peter Cheese
Chief Executive
CIPD
Amy Clarke
Co-Founder
Tribe Impact Capital
Tracey Davidson
CEO
Heartwood, part of the Handelsbanken Group
Jennifer Davy
Head of
Independent Women
Sarah Deaves
UK Wealth Director
Lloyds Banking Group
Anneliese Dodds MP
Shadow Treasury Minister
House of Commons
Liz Field
Chief Executive
PIMFA
John Glen MP
Economic Secretary to the Treasury and City Minister
UK Government
Natalie Gill
Programme Director (Corporate Sector)
Timewise
Camilla Hughes
Director, Investment Banking, UK Advisory and Corporate Broking
Credit Suisse
Pinky Lilani CBE DL
Founder and Chairman
Women of The Future
Gillian Lofts
Partner
EY
Julianne Miles
Co-Founder & Managing Director
Women Returners
Kate Rogers
Head of Policy
Cazenove Capital
Anna Sofat
Addidi Wealth
Founder
Karis Stander
Managing Director
Investment20/20
Phoebe Stone
MPS Investment Manager
LGT Vestra
Camilla Stowell
Managing Director, Head of Wealth & Investment Management
Coutts & Co
Helen Watson
CEO - UK Wealth Management
Rothschild & Co

Sponsors

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.

Tickets

Details

Date:
5th February
Time:
08:30 - 15:30
Cost:
£249 - £499
Event Categories:
,

Organiser

PIMFA
Phone:
0207 448 7100
Email:
events@pimfa.co.uk

Other

CPD Hours
4.5
Morning Break
01:00:00
Afternoon Break
01:00:00

Venue

EY
25 Churchill Pl, Canary Wharf,
London, E14 5EY United Kingdom
+ Google Map
Phone:
020 7951 2000
Venue Website:
https://www.ey.com/uk/en/home