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5. Policy Briefing: Accelerating the Growth of Women in Investment Management

With recognition that women continue to be underrepresented in asset management roles, there is a continued focus by the fund management industry and dedicated initiatives such as Future IM/Pact and F3 – Future Females in Finance to increase awareness of and promote funds management, as well as financial services, as a career path.

So what are the changes or areas of focus that fund management businesses can implement to shift the dial and support greater gender balance in asset management?

And what helps females on their path to, or within their funds management career, from an employee perspective?

These are some of the themes that will be explored in our webinar session on Accelerating the Growth of Women in Investment Management which will be lead and moderated by Sam Hallinan, CEO Australia, Schroders. 

Sam will be joined by Camilla Love, F3  - Future Females in Finance and Yolanda Beattie founder of Future IM/Pact who will share the insights they have gained on what will help drive change to support future females in the industry.

We are also pleased to have Jaya Ong, Investment Analyst from Cambooya on the panel who will share her experience of participating in the F3 program and insights of her career in funds management.

The webinar is open to members and non-members and will be of interest to those interested in increasing gender diversity in their organisation, as well as for females interested in a future funds management career.

YOUR SPEAKERS

Camilla Love
Founder, F3 - Future Females in Finance
It all started when a group of senior women in the financial industry in Australia decided that change needed to occur...

The F3 Project is supported by a number of senior females in financial services who want to pass on the passion and enthusiasm they have for finance to the next generation of female talent and to ensure generational change for the betterment of the industry.

F3 was the brainchild of Camilla Love. Camilla is a senior executive and business builder in the funds management industry with over 15 years of experience. Camilla sits on a number of financial industry and education boards and committees.

F3 has been built in dedication to Peter Love. A man who supported dreams and strong women. A man sorely missed. 

Yolanda Beattie
Founder, Future IM/Pact
Yolanda Beattie is the founder of Future IM/Pact – an industry initiative which is building a pipeline of future female investment professionals. She is also the director of Yo&Co, which she established in 2019 after spending three years leading Mercer’s diversity and inclusion consulting practice and before that three years leading the Workplace Gender Equality Agency’s public affairs team.

Her 20-year career has focused on influencing change by expertly facilitating conversations that capture hearts and minds – at a national, industry, organisational and individual level. She brings to clients an infectious energy, passion for breaking the mould and insatiable desire to get to the heart of issues in pursuit of solutions that work.

Yolanda holds a Bachelors degree in Commerce, a Masters degree (with merit) in public policy and is a certified executive coach (IECL).

Jaya Ong
Investment Analyst, Cambooya
Jaya Ong is an investment analyst at Cambooya, which is a prominent family office and a final-year Commerce Co-Op scholar at UNSW Sydney. This year, Jaya was included in the 2022 Top100 Future Leaders as a finalist for the Chartered Accountants ANZ award. Alongside her studies, Jaya has gained significant experience working in diverse roles across firms including Optus, J.P. Morgan, Arnott’s, and KordaMentha. Jaya has bolstered her professional experience with extracurricular activities, recently completing a Future Females in Finance (F3) project in partnership with Perpetual, with her team’s work going on to directly influence a future market offering. She is also passionate about strengthening women’s representation in finance and promoting diversity in the industry, as well as giving back to the community through her engagement in various volunteering roles.

Sam Hallinan
Chief Executive Officer Australia & NZ, Schroders
Sam is a passionate leader of asset management businesses and functions, and a senior industry leader in Financial Services in Australia.

Sam is the CEO of Schroders Australia which has approximately $34b in assets under management invested for institutional and retail clients in domestic and global listed and private assets. Schroders manages over A$1,500b in assets globally.

His 25 year career has seen me lead businesses and functions covering wealth, superannuation, advice and asset management. He is a strong leader of teams, a builder of performance driven cultures and thrive in complex business environments, particularly with an emphasis on people leadership, cultural change, business transformation and growth.

Sam has a passion for promoting our industry both inside and outside of Australia. he enjoys being an advocate for the exporting of Australia's financial services industry, including active participation in regional Government/business delegations, Government advisory groups and the Financial Services Council's Funds Management Board Committee. Outside of financial services, Sam is proud to Chair the St Joseph's College Foundation Board and Chair the Investment Committee of International Centre for Missing & Exploited Children Australia.