DEI in the Advisory World: Where To From Here?

February 27, 2024 from 2:00 PM to 3:00 PM (ET)

In recent years, many investment advisers have embraced the values of diversity, equity, and inclusion (DEI) as imperatives for their firms, their communities, and our industry. Yet in light of the results of the Supreme Court’s affirmative action decision in SFFA v. Harvard last June and ensuing events, some advisers are taking a fresh look at their DEI activities and initiatives.

In this fireside chat, IAA DEI Committee co-chair and Brown Capital CCO Rob Burks will explore what’s trending in DEI and belonging best practices in 2024 with Ritu Bhasin, best-selling author, award-winning DEI, belonging and leadership expert. and CEO of bhasin consulting inc.

If you have questions about this webinar or need help registering, please contact Lisa Gillette at lisa.gillette@investmentadviser.org.

Webinar Speakers

Ritu Bhasin, LL.B., MBA, is the CEO of bhasin consulting inc., a globally recognized full-service DEI and leadership consulting firm that has worked with hundreds of world-renowned organizations since its launch in 2010. She is an award-winning speaker, author, consultant, and internationally recognized expert in inclusion, leadership, belonging, and empowerment. Bhasin has presented to hundreds of thousands of people globally and has personally coached over a thousand people. Her new book, the bestseller “We’ve Got This,” was released in 2023 (June), and her bestselling book “The Authenticity Principle” was released in 2017.

Robert E. Burks, Jr. is chief compliance officer of Brown Capital Management. Prior to joining the firm, Burks was a compliance officer in the Global Compliance Examinations department at Legg Mason Asset Management in Baltimore, where he conducted mock regulatory exams of Legg Mason’s Investment Adviser affiliates. Before that, he spent more than a decade with Merrill Lynch, starting out as a financial advisor and then taking on a series of increasingly senior branch office management roles. He last served as vice president, administrative manager of branch offices in Cincinnati, OH. He received a B.S. in Industrial Management from the University of Cincinnati.

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