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Gender Diversity as a Profitable Corporate Strategy

Thursday March 23, 2017 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: NYSSA Event, Sustainable Investing

Program Overview 

This is a part of Diversity and Inclusion Series to honor the women's history month and is also a kickoff event of Investors First Campaign 2017 at NYSSA

Research by the Peterson Institute for International Economics suggests that diversity of gender in a company’s workforce can actually boost profitability. Some of the possible reasons for this could be that successful companies may search for talent across a wider spectrum of people, or that they actively seek to diversify the skill sets and relationships of their employees.

In this conference, we will feature leading practitioners in using factor models to invest based on gender diversity. These practitioners, from companies such as U.S. Trust, State Street Advisors and Morgan Stanley, will discuss their research, along with the statistical and quantitative support for their models. Additionally, the speakers will discuss the possible underlying qualitative reasons behind using gender diversity as a factor in their models.

This event is a must for anyone interested in factor based investing, quantitative analysis, and the impact of gender diversity on corporate performance and investing returns.


Marcus Noland, Tyler Moran, and Barbara Kotschwar, “Is Gender Diversity Profitable? Evidence from a Global Survey”, Peterson Institute for International Economics, Working Pager 16-3, February, 2016.

Features, Benefits, Values and Objectives

Attendees will understand the benefit of having workplace diversity for their top and bottom line, including:

  1. The evolution of diversity and inclusion at the workplace

  2. Understanding the effects of diversity on business

  3. Investment opportunities in diversity


5:30-6:00PM Check-in

6:00-6:10PM Opening Remarks

Patrick Holert, CFA, CAIA, Board of Directors, NYSSA

6:10-6:35PM Keynote and Q&A
Jackie VanderBrug, Managing Director, U.S. Trust

6:35-7-35PM Panel Discussion and Q&A

Jennifer Bender, Ph.D., Senior Managing Director, State Street Global Advisors, Director of Research, Global Equity Beta Solutions
Charles Clavel, CFA, FRM, Executive Director, Morgan Stanley

Genna Garver, Of Counsel, Chair Investment Management Group, Dorsey & Whitney LLP

7:35-7:40PM Closing Remarks
Drianne Benner, CFA, Board of Directors, NYSSA

7:40-8:00PM Networking Reception

Gender Diversity in Investment Management: New Research for Practitioners on how to Close the Gender Gap

Who Should Attend

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants and corporate HR.

NYSSA expects all attendees to comply with NYSSAs Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

The New York Society of Security Analysts, Inc. (NYSSA) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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Sustainable Investing

Program Details

Thursday, March 23, 2017


Members $30
Nonmembers $70

NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

CFA Institute CE: 1.5 Credits

Opening Remarks
Patrick Holert, CFA, CAIA, Board of Directors, NYSSA

Jennifer Bender, Ph.D., Senior Managing Director, State Street Global Advisors, Director of Research, Global Equity Beta Solutions
Charles Clavel, CFA, FRM, Executive Director, Morgan Stanley
Jackie VanderBrug, Managing Director, U.S. Trust

Genna Garver
, Of Counsel, Chair Investment Management Group, Dorsey & Whitney LLP

Closing Remarks
Drianne Benner, CFA, Board of Directors, NYSSA

Kate Starr, CFA
Hank Boerner
Andrew King, CFA
Kenneth Lassner, CFA

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Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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