DEI Working Group | How Can Treasury Drive Impact? Reviewing The Results of The NeuGroup Capital Markets DEI Survey

NeuGroup recently worked with long-time partner Sustainable Fitch and leading diversity advocate NASP (The National Association of Securities Professionals) to survey Treasury professionals on inclusion and diversity practices in Capital Markets transactions (Click here to review the results).

NeuGroup, NASP, Sustainable Fitch, and several members reviewed the study at the National NASP conference in Atlanta in June.  One encouraging statistic is that 88% of surveyed members are either actively using diverse-owned firms or are not active in Capital markets. This session presents an excellent opportunity for those remaining active issuers who are not yet using diverse-owned firms to hear how they can overcome internal and external obstacles to widen the range of firms they use and improve economic results.

Join this session to review the data and findings of the survey, and hear members and subject matter experts share their thoughts on questions like:

• How does my company compare to my peers in our Diversity efforts?
• How do I move my company’s efforts beyond theory – i.e. what are tangible steps I can take to implement more impactful efforts?
• What resources (like NASP) are available to me and how can they help?
• What are the best practices and lessons learned from corporate treasury leaders?
• How prevalent are written policies and what are the “do’s” and “don’ts in developing them?
• How do I navigate the growing world of diversity-owned firms and what’s the best way to get to know them?

Panelists:

• Miguel Thames, President and CEO, NASP
• Mike Simonton, Business Division Head, Sustainable Fitch
• Guillermo Gualino, Vice President and Treasurer, Agilent
• John Pascente, Managing Director and Head of Capital Markets, Penserra Securities LLC
• Antony Michels, Editor, NeuGroup Insights
• Joseph Bertran, Senior Director, Research