CFA Society Finland is excited to support the Collaborative Women in Investment Management Initiative. This collaboration is a partnership among more than 80 CFA societies, FPA chapters and industry groups across US, Canada, EMEA and LatAm to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds. Together, Collaborative WIM and its supporting organizations provide high-caliber programming, professional development and geography-agnostic networking opportunities to support finance professionals of all backgrounds in their personal career journey.

This is a grassroots campaign:

  • To empower female professionals across all facets of the finance industry

  • To support the advancement and development of female leaders, as well as to celebrate their accomplishments

  • To establish a broad-based community and share resources to promote our shared vision

  • To create demand for diversity

With a combined member base exceeding 60,000, this partnership will enhance networking opportunities at all levels and facilitate the formation of a peer support system for members. The CFA Society network also sees the new world of virtual programming as an opportunity to build a global community, and to share resources to create exceptional programs.

The Collaborative WIM initiative held its inaugural event on 29 September 2020, hosted virtually by the CFA Society Chicago Women’s Network. This was the first in a series of programs designed to celebrate female leaders and inspire young professionals.

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Diversity matters because diverse groups of people bring different perspectives to problem-solving. Industry participants now acknowledge the importance of gender diversity, and the importance of work structure and flexibility in attracting a diverse workforce.

While reasons driving firms to seek greater diversity may differ, effective understanding of workforce composition and motivations are critical contributors to the collaborative cultures we need in the investment industry.

The Collaborative WIM initiative founders comprising of following CFA Society leaders:

  • Sarah Yao Schutzman, CFA, Managing Partner, Providence Heights Capital Management LLC (on behalf of CFA Society Indianapolis WIM)

  • Arielle Jacobs - Bittoni, CFA, CFP, Chief Wealth Strategist, Refresh Investments LLC (on behalf of CFA Society Los Angeles Women’s Member Community)

  • Christine Tinker, CFA, Equity Portfolio Manager, Northern Trust Asset Management (on behalf of CFA Society Chicago Women’s Network)

  • Victoria Prescott, CFA, MBA, Associate Director, Capital Markets & Investor Relations at Realty Income Corporation (on behalf of CFA Society San Diego Advocacy Committee)

  • Regina Gaysina, Vice President, Municipal Finance at RBC Capital Markets (on behalf of CFA Society New Mexico Women’s Advisory Committee)

Upcoming events

  • November 7th, 2024, Global Summit: “Connect, Collaborative, Celebrate” 2024. Hosted by CFA Society Nashville, CFA Society Serbia, and CFA Society Uruguay, Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the third annual Collaborative WIM Global Summit! Register here.

PAST EVENTS

  • September 19th 2024, Moneyzen, The Secret to Finding your Enough” Featuring Manisha Thakor. Hosted by CFA Society Dallas-Fort Worth. Watch recording here.

  • May 9th, 2024, I Want to Be a Speaker. Where Do I Begin? Hosted by CFA Society Seattle, Collaborative WIM’s FREE interactive workshop with Sonya Dreizler. Recording can be found here.

  • February 29th, 2024, The Happiness Track. Q1'24 CWIM Live Q&A with the Author, Featuring Dr. Emma Seppala. Hosted by CFA Society Victoria. Watch recording here.

  • May 11th, 2023, Dont’ take it personally: managing your career in an era of layoffs. Hosted by CFA Society Emirates. Career coach Megan Walls shares valuable insights on the importance of managing your career, the power of hitting the 'Pause Button', and how to reassess your values to align with your goals. Watch recording here.

  • February 2, 2023, Collaborative WIM joined forces with CFA Societies Stamford and Winnipeg to bring in Olympic athlete, filmmaker and author Alexi Pappas with her memoir Bravey: Chasing Dreams, Befriending Pain, and Other Big Ideas. Watch the recording here.

  • November 10, 2022, First Annual Inclusion and Diversity Global Summit. The inaugural Collaborative WIM Inclusion & Diversity Global Summit, co-hosted by CFA Societies Madison and Milwaukee. Check for replay here.

  • October 18, 2022, Q3 CWIM Live Q&A with the Authors: “Undiversified: The Big Gender Short in Investment Management”. Speakers: Ellen Carr, Fixed Income Portfolio Manager, Barksdale Investment Management and Katrina Dudley, Senior Vice President, Portfolio Manager, and Investment Strategist, Franklin Templeton as they discuss their personal stories, their research (supported by the CFA network), and their insights to help navigate our own careers. Hosted by CFA Society Italy. See recording here.

  • September 20, 2022: An Honest Conversation: Personal Journeys of DE&I Pioneers. Join LIVE as we greet Sarah Maynard (Global Head, External Diversity, Equity & Inclusion of CFA Institute) and Marlene Timberlake D’Adamo (Chief Diversity, Equity & Inclusion Officer of CalPERS) for a unique and interactive discussion, moderated by Paul Olschwanger, Founder and Chief Inspiration Officer of Wendell Rhoads Consulting (Board Director of CFA Society Dallas - Fort Worth). Watch recording here.

  • April 21, 2022, Quarterly Book Club, Master Mentors: 30 Transformative Insights From Our Greatest Minds. Organized with CFA Society Switzerland. Featuring Wall Street Journal bestselling author Scott J. Miller. Watch the recording here.

  • February 15, 2022, The Power and Payoff of Non-Consensus Investing, Featuring Rupal Bhansali. Non-consensus thinking has resulted in breakthrough successes in science, sports, and silicon valley. Rupal shows how to apply it to the world of investing, to maximize returns while minimizing risk. You can find the recording here.

  • January 19, 2022, Quarterly book club, The Psychology of Money. Award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics. Recording here.

  • November 18, 2021 Outlook for Female Leaders,” hosted by CFA Society New York. Featuring Sarah Maynard, Global Head, External Inclusion & Diversity, CFA Institute, Joyce Chang, Managing Director & Chair, Global Research at J.P. Morgan, Subadra Rajappa, Managing Director, Head of US Rates Strategy, Societe Generaleé and Amanda Pullinger, CEO at 100 Women In Finance. Watch the recording here.

  • October 13, 2021 "On the Same Page" Quarterly Book Club, featuring Andy Molinsky with his new book, Reach: A New Strategy to Help You Step Outside Your Comfort Zone, Rise to the Challenge, and Build Confidence. EMEA event hosted by CFA Society Istanbul. Recording can be found here.

  • September 9, 2021, Q3’21 WIM Original, hosted by CFA Society Oklahoma. themed “Women, money and power”. Recording can be found here.

  • August 5, Inaugural “On the Same Page” WIM Book Club event, hosted by CFA OC (Americas time zones) and CFA Society Ukraine (EMEA time zones) with LIVE Q&A with the author, Vikram Mansharamani. See the EMEA recording here.


    If you want to keep up to date with the goings on in this group, consider joining the LinkedIn Group Collaborative WIM Initiative.

    See upcoming WIM events featured on our events section.