Diversity  & Inclusion Investment Virtual Forum

Diversity & Inclusion Investment Virtual Forum

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Date and time


Online event

A growing set of investors are focusing on diversity & inclusion (D&I) to gain a performance advantage as well as driving social change.

About this event

CleanTechIQ’s 4th annual Diversity & Inclusion Investment Forum will provide insight into how forward-thinking investors are incorporating diversity & inclusion into their investment strategies.

Key discussion topics include:

  • Incorporating D&I into the investment process.
  • How new D&I policies & engagement strategies are driving change.
  • The impact of integrating diversity in corporate boards & management teams.
  • Incorporating D&I data into manager diligence and reporting efforts.
  • Strategies for building emerging manager platforms & diverse manager approaches.

AGENDA (All Times EST)

11:00am Presentation: CFA Institute’s DEI Code (USA & Canada)

  • Sarah Maynard, Global Head, External DEI, CFA Institute

11:20am Incorporating D&I into investment strategy across asset classes

  • Thomas Lynch, Sr. Managing Director, Mill Road Capital
  • Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone
  • Carolina Gomez, Director of Strategy, Diverse Manager Research, Cambridge Associates

12:00pm How engagement on D&I Issues is driving change

  • Mary Beth Gallagher, Director of Engagement, Domini Impact Investments
  • Ashley Marchand Orme, Director, Corporate Equity, JUST Capital (TBC)
  • Angela Outlaw-Matheny, Director of Investment Staff & Diverse Manager Equity, Crewcial Partners
  • Jaylen Spann, Head of Research And Development, Whistle Stop Capital, LLC

12:45pm Incorporating D&I into Impact Investment Strategies with Foundations & Endowments

  • Bert Feuss, Senior Advisor, Community Capital Advisors
  • Erika Seth Davies, Chief Executive Officer, Rhia Ventures

1:15pm Presentation: Incorporating D&I in Portfolio Construction in Private Markets

  • Amy Ridge, Partner, Mercer Alternatives

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