Global Conference 2014

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.

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


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