Investing in women-friendly firms

The pandemic brought with it a recession that has disproportionately affected women, particularly women of colour. This could be a business risk: extensive research also shows correlations between diversity within firms and improved financial performance of those firms.

How are the most innovative portfolio managers incorporating a diversity lens into their investment strategies? And how are financial services firms creating inclusive workspaces in an effort to retain top talent and create the conditions for outperformance?

In this webinar, a part of our 2021 Women in Finance series, that aired live on Tuesday, March 9, 2021 at 1:00 PM ET, experts discussed these topics and shared their best practices.

Moderated by:
Melissa Shin, Editorial Director, Advisor's Edge & Investment Executive

Presented by:

Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada
Regina Curry, Chief Diversity Officer, Franklin Templeton
Vivian Hsu, Director, ETFs and Alternatives, Fidelity Investments Canada
Ingrid Macintosh, Vice President TD Wealth, Head of Sales Enablement, Marketing and Communications, TD Asset Management

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, March 9, 2021 at 1:00 PM ET, you will receive an email notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

For those who missed the live webinar on Tuesday, March 9, 2021 at 1:00 PM ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

If you have any questions, please contact continuing.education@Newcom.ca.

Melissa Shin

Editorial Director, Advisor’s Edge & Investment Executive

With more than a decade of financial reporting and newsroom management experience, Melissa Shin heads Newcom Media Inc.’s suite of industry-leading English and French investment publications. Her work has been cited in university syllabi, in textbooks and to national regulators. In 2017, she won awards from both CFA Society Toronto and the Portfolio Management Association of Canada for her reporting. Before joining the Advisor’s Edge team in 2011, Melissa was managing editor of Corporate Knights, an independent magazine focused on clean capitalism.

Andrea Andersen

General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada

Andrea Andersen partners with individual investors in her hometown of Calgary to help them work toward achieving their long-term goals. Since October 2019, she has also served as a field-based area leader, responsible for Western Canada. In this role, she works with branch leadership teams located throughout six regions in western Canada that include 350 financial advisors. She contributes to the firm’s strategic priority of market-oriented growth by helping regional leaders realize their regions’ full potential while helping individual investors and their families achieve their dreams of financial independence.

Regina Curry

Chief Diversity Officer Franklin Templeton

Regina Curry is the Chief Diversity Officer for Franklin Templeton. She is responsible for advancing diversity and inclusion initiatives across the firm globally. With offices in over 30 countries, Franklin Templeton believes that cultivating a culture that’s inclusive of all people goes hand-in-hand with its commitment to delivering investment excellence and superior client service.

Vivian Hsu

Director, ETFs and Alternatives, Fidelity Investments Canada

Vivian is responsible for supporting Fidelity Canada's ETF product strategy, sales and operations. Vivian joined Fidelity in 2008 and has worked as both a Senior Products Solution Analyst and Institutional Analyst for Fidelity prior to becoming Director of ETFs. Vivian holds a Bachelor of Communication from Toronto University and is a Chartered Financial Analyst (CFA).

Ingrid Macintosh

Vice President TD Wealth, Head of Sales Enablement, Marketing, Communications TD Asset Management

Ingrid Macintosh joined TD Asset Management Inc. (TDAM) in August 2003 and is currently Vice President, TD Wealth, Head of Sales Enablement, Marketing, Communications, and Digital Strategy for TD Asset Management. Ingrid is responsible for developing and driving sales enablement of TDAM's investment solutions across all retail and institutional distribution channels. She leads the Sales Enablement and Marketing and Communications functions for TDAM, including the development of digital strategy.

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

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Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.