Jim Fitzpatrick, President & CEO, Nicsa
Discover how senior leaders are thoughtfully advancing inclusive practices as a strategic priority within their organizations. This candid executive discussion goes beyond the business case to equip leaders with practical approaches to influence peers, activate stakeholders, and embed inclusive leadership in ways that measurably enhance talent retention and strengthen client alignment.
Attendees will gain:
-Practical ways to link inclusion efforts to growth and talent metrics
-Strategies for sustaining leadership commitment amid external pressure
-Real-world examples of inclusive leadership driving measurable outcomes
Speakers:
Byron Pitts, Anchor & Chief National Correspondent, ABC News (moderator)
Kate Burke, CEO of Allspring Global Investments
Mandell Crawley, Executive Vice President & Chief Client Officer at Morgan Stanley
The recent study commissioned by Inclusion in Finance UK into the impact of cognitive diversity on investment team performance has resonated with fund managers, helping to reset the discussion around diversity and inclusion within the British investment community. Baroness Morrissey will share the study’s findings along with reactions from member firms and Inclusion in Finance UK’s ongoing work to help members harness the benefits and minimise the frictions from cognitive diversity. This session will explain how well-managed cognitively diverse investment teams can lessen the risks of groupthink and blind spots and increase the prospect of identifying the next winning outlier idea, and so gain a competitive edge.
Featured Speaker:
Baroness Helena Morrissey DBE
This data-driven session provides a clear, unfiltered view of how the asset and wealth management industry is evolving its approach to inclusion. Gravity Research draws on its proprietary benchmarking and executive sentiment data and highlights where firms are seeing measurable impact, how leadership priorities are shifting, and what separates high-performing organizations from the rest.
Attendees will gain:
-Benchmark insights to assess their firm’s position relative to peers
-Clarity on which inclusion strategies are delivering business value
-Guidance on aligning leadership messaging with measurable outcomes
Featured Speaker:
Kendall VanHoose, Chief Strategy Officer and Senior Vice President, Advisory Services at Gravity Research
This panel explores how firms are leveraging AI to drive efficiency while ensuring equitable outcomes across talent, decision-making, and client engagement. From mitigating data bias to redefining leadership and workforce skills, this session focuses on inclusive approaches to AI adoption.
Attendees will gain:
-Strategies to identify and reduce bias in AI-driven processes
-Insight into the human skills that will differentiate future leaders
-Practical approaches to aligning AI with talent and business strategy
Speakers:
Sameer Munshi, Head of AI Simulation & Behavioral Science, EY
Learn strategies to successfully expand engagement beyond the “usual audience” and drive broader adoption of inclusive practices. The session focuses on practical tactics to shift mindsets and connect inclusion efforts to outcomes that resonate across the business.
Attendees will gain:
-Proven strategies to engage skeptics and broaden participation
-Messaging techniques that connect inclusion to business priorities
-Real-world examples of driving culture change at scale
Featured Speaker:
Liz Carrigan, VP of Inclusion and Belonging at Natixis
Mid-level leaders are the critical link between strategy and execution—yet they are often the most overlooked. This session explores how organizations can better support and empower middle management to drive inclusive leadership, talent development, and business performance.
Attendees will gain:
-Practical approaches to developing and retaining high-potential talent
-Strategies to equip managers as inclusive leaders and culture carriers
-Insights into linking career growth to measurable business outcomes
This panel brings together Nicsa’s Rising Stars to share what drives their engagement, performance, and long-term commitment. Emerging leaders share how organizations can align leadership practices with evolving talent expectations to strengthen retention and innovation.
Attendees will gain:
-Insight into what motivates and retains next-generation leaders
-Practical ways to align culture with performance and engagement
-Strategies to build leadership pipelines that reflect future business needs
