Diversity, Equity & Inclusion: An Investment Industry Imperative
October 2020 – The historic lack of diversity in the investment industry is certainly no secret. Recent events in our country have added even more urgency to the issue and have inspired more candid dialogue on how best to rectify it. The work of the industry leaders in this panel at the IAA’s 2020 Leadership Week shows their careers-long dedication to the values of diversity, equity, and inclusion. They shared their experiences and thoughts about the path forward and the challenges faced as our industry confronts and seeks to improve its record.
The panel, sponsored by Fidelity Investments, featured Wendy E. John, Head of Global Diversity & Inclusion, Fidelity Investments; Dana Emery, CFA, CIC, Chief Executive Officer & President, Dodge & Cox; Gilbert A. Garcia, CFA, Managing Partner, Garcia Hamilton & Associates, L.P.; Keith A. Lee, President, Chief Investment Officer, & Senior Portfolio Manager, Brown Capital Management; and John W. Rogers, Jr., Founder, Chairman, Co-Chief Executive Officer, & Chief Investment Officer, Ariel Investments.