On November 7, 2018, WE Washington, D.C. hosted our fourth annual educational event at Georgetown University.
The panel discussion was titled: "Macro Trends, Careers and Gender Diversity in the ETF Space". The panelists included:
Lisa Cregan, Managing Director, Morgan Stanley
Kathleen McQuiggan, Special Adviser on Gender Diversity for CFP Board
Kathy Neumann, President, Serenity Shares
Cathy Tinsley, Executive Director, Georgetown University Women's Leadership Institute
John Jacobs - Moderator, Executive Director and distinguished fellow of the Center for Financial Market and Policy at the Georgetown University McDonough School of Business
Speakers discussed how ETFs are facilitating goal and theme-based investing, like socially responsible investing, an area that is of great interest to millennials. They also discussed the challenges for women in financial services, which lead many very capable women to exit the industry - the so-called "leaky pipeline". They agreed that women have a difficult time reaching the higher echelons in financial services, both because of the dearth of female leaders who can serve as role models, as well as the limited support systems available, even if the opportunities exist. They discussed ways to address those challenges for the newer generation of women entering the world of financial services, which included not only creating opportunities, but also providing coaching resources to help them navigate their way up.
The post-discussion reception was a terrific opportunity for networking among long-time members and many new faces as well, representing a variety of managerial levels and areas of expertise.