The Big Shift: Diversity as a Business Rationale
Monday, April 28, 2014 / 9:30 am - 10:30 am
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Moderator
Richard Ditizio, Executive Vice President, Milken Institute

Speakers
Xavier Gutierrez, President and Chief Investment Officer, The Meruelo Group
Alexandra Lebenthal, President and CEO, Lebenthal Holdings, LLC
Richard Socarides, Head of Public Affairs, GLG
Pamela Thomas-Graham, Chief Marketing and Talent Officer, Head of Private Banking and Wealth Management New Markets, Credit Suisse

The culture of wealth is widening. Today's investors and entrepreneurs are looking not only for asset diversification, but diversification in perspective. Marketers seek new messages and employers struggle to retain diverse talent as more women become entrepreneurs and executives, more minorities pitch their companies to venture capitalists and the LGBT community gains financial empowerment through marriage and tax-law changes. How will the financial services industry appeal to an increasingly sex-, gender- and color-blind society? What do the needs of diverse investors and entrepreneurs mean for financial managers? How do new employees and clients navigate an industry that has historically excluded them? This panel will explore innovative thinking and forward-looking strategies on these crucial issues.