Diversity Forum 2017

CalPERS & CalSTRS Diversity Forum 2017

Diversity Forum 2017Registration is Now Open. Join CalPERS & CalSTRS at this year’s Diversity Forum 2017, an all-day event on May 10, 2017 in Sacramento.

About the CalPERS & CalSTRS Diversity Forum 2017

The goal of Diversity Forum 2017 is to bring together investment and corporate executives to discuss how to better capitalize on the abilities of the diverse modern workforce.

The Forum will focus on:

  • Recent research
  • Developing and implementing positive, solutions-oriented initiatives and real world best practices
  • Insight and experience of industry leaders

Diversity Forum 2017 is co-hosted by the California Public Employees’ Retirement System (CalPERS) and California State Teachers’ Retirement System (CalSTRS).

Who Should Attend?

  • Board members and executives
  • Institutional investors and investment companies
  • Public and private companies

The registration cost is $375 per person, with a discounted rate available for public pension funds and not-for-profit organizations. If you have questions about the event, email them.

Diversity Forum 2017: Morning Session – Making a Difference

8:30 – 8:45 a.m.

Welcome Remarks – Diversity and Outperformance

  • Henry Jones, Board Vice President and Investment Committee Chair, CalPERS
  • Harry Keiley, Investment Committee Chair, CalSTRS

8:45 – 9:00 a.m.

Setting the Stage – Why and How Does Diversity Matter?

A high-level overview of why creating opportunities for greater diversity and inclusion in business has a meaningful impact on the company – and the bottom line.

  • Helena Morrissey, Chair, The Diversity Project

9:00 – 10:00 a.m.

Proven Ways To Drive Inclusion – Numbers Behind the Methods

In this session, we look at the latest research on which methods are most effective to create a successful diversity and inclusion program, and which methods may have unintended negative effects.


  • Thurman White Jr., President & CEO, Progress Investment Management Company (Moderator)
  • Frank Dobbin, Harvard Professor, Inventing Equal Opportunity, Why Diversity Programs Fail
  • Celia Huber, Senior Partner, McKinsey & Company


Networking Break and Transition

10:30 -11:30 a.m.

Diversity from the Corporate Perspective

Leaders from different industries who have successfully increased diversity present the key initiatives and activities they undertook to achieve change. These presentations will be followed by an interactive dialogue about implementation and best practices, with an opportunity for Q&A.


  • Betty Yee, Controller, State of California (Moderator)
  • Gabriela Parcella, Chairman, President & CEO, Mellon Capital
  • Paul Chiames, Director of Human Resources and Development, SLAC National Accelerator Laboratory
  • Victor Hymes, CEO and Chief Investment Officer, Legato Capital Management

Diversity Forum 2017: Midday Session – Leadership From the Top

11:30 a.m. – 12:00 p.m.

Corporate Boards – Change In the Boardroom and From the Boardroom

Great strides have been made to promote diversity on corporate boards but there is still much work to be done.


  • John Chiang, Treasurer, State of California (Moderator)
  • Ginger Lew, Managing Director, Cube Hydro Partners
  • Anne Simpson, Investment Director – Sustainability, CalPERS

12:00 – 1:15 p.m.


An opportunity to network and engage with today’s speakers as well as staff from across both organizations.

1:30 – 2:15 p.m.

CIO to CIO – A Look at Changing the Investment Landscape from the Asset Owner Perspective

Leaders from the two largest pension plans in the United States discuss their efforts to encourage greater diversity and inclusion both within their own organizations and the companies they invest within. 


  • Danielle Gray, Partner, O’Melveny & Myers (Moderator)
  • Theodore Eliopoulos, Chief Investment Officer, CalPERS
  • Christopher Ailman, Chief Investment Officer, CalSTRS

Diversity Forum 2017:  Afternoon Session – Implementing Effective Tactics

2:15 – 2:45 p.m.

How Mentorship Creates Success for Everyone

An up-close look at the mentorship dynamic and the positive impact it can have on the mentee, the mentor, and the culture in which they work.

Fireside Chat

  • Marcie Frost, Chief Executive Officer, CalPERS (Moderator)
  • Verdun Perry, Senior Managing Director & Co-Head, Strategic Partners Fund Solutions, Blackstone
  • Stephen Can, Founder & Co-Head, Strategic Partners Fund Solutions, Blackstone (Mentor)

2:45 – 


3:00 – 4:00 p.m.

Recruiting, Retaining, & Promoting a Diverse Workforce

Increasing diversity in any type of business isn’t just about recruiting talent, but retaining and promoting talent as well.  This panel will discuss how to grow the pipeline of diverse talent from entry level to the senior management.


  • To Be Announced (Moderator)
  • John Bowman, Managing Director – Americas, CFA Institute
  • Julianne Haskell, Managing Director Global D&I , State Street Corporation
  • Dorothy Leland, Chancellor, University of California – Merced

4:00 – 4:30 p.m.

Keynote – Call to Action

Introductions by Rob Feckner, Board President, CalPERS

  • John Thompson, Chair, Microsoft
  • Anne Sheehan, Director of Corporate Governance, CalSTRS (Interviewer)

4:30 – 4:40 p.m.

Closing Remarks – Voices of Future Leaders

Watch, listen, and learn how future finance and business leaders experience and expect diversity in the work place.

Introductions by Dana Dillon, Board Chair, CalSTRS

  • Video Montage: Girls Who Invest/Toigo/SEO Fellow

Closing Reception 4;40-5:30 PM

Diversity Forum 2017: Connect With Us

Get the latest Forum updates by following us on social media and using the hashtag #CADiversityForum.


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