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UPDATE - Wells Fargo Diversity & Inclusion Investment Management Symposium

Wells Fargo Investment Institute

Wednesday, November 20, 2019 from 1:00 PM to 6:00 PM (EST)

UPDATE - Wells Fargo Diversity & Inclusion Investment...

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We are delighted to confirm the line-up of panelists at the upcoming Wells Fargo Investment Institute Diversity & Inclusion Investment Management Symposium, which will focus on the importance of including diverse asset managers in portfolios and on a la carte platforms.

You are invited to attend the Diversity & Inclusion Investment Management Symposium on Wednesday, November 20, 2019 from 1:00 pm until 6:00 pm at Wells Fargo Hudson Yards headquarters. 

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo Investment Institute (WFII) provides education, guidance and insights to inform
investment decisions

Hear from Wells Fargo leaders about our commitment to Diversity & Inclusion in Investment Management. Wells Fargo invests $2 billion of externally-managed wealth management platform assets with diverse-owned asset management firms. We will have a series of panel discussions featuring John Rogers Jr, Chairman, Co-CEO and Chief Investment Officer of Ariel Investments, Darrell Cronk, President of WFII & Wealth and Investment Management (WIM) Chief Investment Officer; Regina Heyward, Head of Supplier Diversity, and many more. Join us to learn about the company's approach to partnering with diverse asset managers.

 This will be an interactive discussion, so please feel free to come with questions.


1:00 – 1:05 pm         Welcome

                                 - Hazlitt Gill, Senior Research Director, Global Manager Research - WFII


1:05 – 1:50 pm         Wells Fargo's Commitment to Diversity and Inclusion 

                                 - Darrell L. Cronk, CFA, President WFII and CIO - WIM

                                 - Greg Maddox, Head of Global Manager Research - WFII

                                 - Tracie McMillion, CFA, Head of Global Asset Allocation- WFII

                                 Moderator: René S. Picazo, Head of Wealth Client Group - WFAM 


1:55 – 2:40 pm         A Conversation with John Rogers Jr., Ariel Investments

                                 - John Rogers Jr, Founder, Chairman, Co-CEO and CIO 

                                 Moderator: Regina Heyward, Head of Supplier Diversity- Wells Fargo


2:45– 3:30 pm          Viewpoints from Asset Allocators

                               - Bryan Lewis, Chief Investment Officer - US Steel

                               - Brian S. O'Neil, Chief Investment Officer - Robert Wood Foundation

                               - David Ourlicht, Former Chairman of the Board - NY State Insurance Fund

                               - Lynn Baranski, Managing Director, Global Head of Investments for BlackRock Private Equity Partners (PEP)

                                 Moderator: Clarence Williams, President & Treasurer - NASP NY


3:35 – 4:15 pm         The Wells Fargo Approval Process

                                 - Sage Lincoln, Senior Research Director, GMR - WFII

                                 - Kevin Sullivan, CFA, Senior Research Director, GMR - WFII

                                 - Todd Noel, CFA, Senior Research Director, GMR - WFII

                                 - Richard Turnley, Regional Director - Channing Capital Management LLC

                                 Moderator: Mariana Bush, CFA, Research Director, GMR - WFII


4:15– 5:00 pm          Meet the Wells Fargo Global Manager Research Team

                               Pre-scheduled 1x1 meetings (Limited slots)


5:00 – 6:00 pm         Networking Reception


Location: Wells Fargo, 30 Hudson Yards, 63rd Floor | New York, NY 10001

Networking Reception: Cocktail hour

Register: This event is free

Contact: Wendell Brown ( for more information

Have questions about UPDATE - Wells Fargo Diversity & Inclusion Investment Management Symposium? Contact Wells Fargo Investment Institute

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Wednesday, November 20, 2019 from 1:00 PM to 6:00 PM (EST)

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Wells Fargo Investment Institute

Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

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