Capital Markets & Diverse-Owned Firms – Results of the 4th Annual NeuGroup Survey

Welcome to the 4th annual discussion of the state of Inclusivity initiatives in Capital Markets and treasury processes. Once again we are partnering with Fitch Group to continue the important discussion around the use of diverse-owned broker dealers and gather inputs via an annual survey.

Diversity initiatives may not be in the headlines as much as they were a few years ago, but the topic is no less important to success. Corporations will need to continue to invest in such programs to achieve better results. This session will review the feedback members provided in this short (and anonymous) 10 minute survey and compare notes on best practices and lessons learned.

We plan to share the results of the survey to those that complete it in advance of this session. Until then please plan to join us to hear members share their thoughts on:

1. The latest trends in the diversity-owned space and how it is evolving
2. How your company compares to peers in our Diversity efforts?
3. Moving from a wish to make change to tangible implementations
4. Best practices and lessons learned from corporate treasury leaders?

Panelists:

1. Laura Porter, Managing Director, Global Head of Financial Institutions & Public Finance, Fitch Ratings
2. Sobani Warner – Siebert Williams Shank & Co
3. Joseph Bertran, Senior Director, Research, NeuGroup
4. Andy Podolsky, Peer Group Leader, NeuGroup