Kindly hosted by Schroders at their London Headquarters

Welcome

Tuesday 22nd May, 2018

13:00 – 17:00 BST 

At Schroders plc

31 Gresham Street

London, EC2V 7QA

£229 + VAT per person

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Women Invest Too is the brainchild of Holly Mackay, founder and CEO of Boring Money. This popular bi-annual event will focus on tech and innovation from a female perspective. How can we better engage with female customers? How do we need to change what we do?

Hear the latest from a range of experts in their field. Build and develop a network of women in finance today and take specific action points back on making your products, services, comms and workplace more open to female customers and colleagues. 

Speakers

Hear from and meet some of the most powerful and entrepreneurial women in finance.  

  • Sophie Bialaszewski, Head of Innovation at Lloyds
  • Anne Boden, CEO at Starling Bank
  • Camilla Carson, Creative Director at Moo.la
  • Emily Cox, Director of Public Affairs at Virgin Money
  • Natasha Power, Head of Advertising and Brand at Schroders

WIT speakers 2018

Why should you attend?

This previously female-only event will be opened up to all in 2018.

Designed to build knowledge, insights, skills and an amazing business network, we invite everyone to be a part of the drive to get more women investing and working in the industry.

This year, we find out how women are transforming sections of the finance industry through innovation, technology and disruptive evolution. Our panellists debate topics such as whether we should create content and provide products specifically for women. We also discuss the Women In Finance Charter – why is it important, how can it be implemented and what do we hope to see in the future of the industry with the charter in place.

What's been said about WIT

"Very informative and valuable and very good panel too. Learnt some essential lessons in this session. Thank you!"

"10/10. The panel discussions were fantastic and very informative. Engaging, empowering and eye opening. Incredibly relatable content!"

"Fascinating info on entrepreneurs with this idea about 3 Olympic spikes. Professional - wanting to push for personalised, less investing focused communications."

"All areas gave me fuel for thought in both work and personal life. Lorna in particular made me think about both my team and my personal development."

Agenda

The afternoon will share data, research, learnings and strategy from eight women who are building and developing financial products and services - and shaking it up along the way. -

Section 1: Inspire

13:00

Registration

13:30

An update on our female customers (and female non-customers!)

What are the latest data and insights on how women engage with the stock market and the world of investing? How can groups improve engagement and address some of the barriers such as attitude to risk, perceptions of affordability and a general sense that ‘this isn’t for me’?

  • Holly Mackay, CEO, Boring Money
  • Kate Fitzpatrick, Head of Tribes, Boring Money
13:50

Fireside chat: Anne Boden, CEO, Starling Bank

What does it take to start your own bank? How do you go from idea to reality and what type of confidence in yourself does that really take?

14:15

Panel discussion: should we create content and provide products specifically for women?

  • Anne Boden, CEO, Starling Bank
  • Caroline Ramscar, Client Relationship Manager, L&G Investment Management
  • Camilla Carson, Commercial Director, Moo.la
14:40

Our ambassadors

This session will draw from the experience of our ambassadors.

  • Magnus Wheatley, MD, Charles Stanley
  • Jill Jackson, Head of UK Retail and Distribution Support, Aberdeen Standard
  • John Porteous, Retail Client Solutions Director, Old Mutual
  • Verona Smith, Head of Platform, 7im
  • Honor Solomon, Head of Retail EMEA, LGIM
  • Jasper Martens, VP Marketing, Pensionbee
  • Mary-Anne McIntyre, Non executive and business angel
  • Shaun Sandiford, Academy Specialist, St James's Place
15:05

Tea Break

Section Two: Innovate

15:30

Sophie Bialaszewski, Head of Innovation, Lloyds Banking Group

What does it take to innovate from within a large corporation? How do you get internal people to think differently and apply this into their day-to-day? Some insights from Lloyds and how a big bank innovated for its customers.

15:50

Panel discussion: how and why we changed our business through innovation

  • Sophie Bialaszweski, Head of Innovation, Lloyds
  • Georgie Killik, Partner & Head of Silo, Killik & Co
  • Natasha Power, Head of Advertising and Brand, Schroders
16:20

Fireside chat: Emily Cox, Director of Public Affairs, Virgin Money

Emily led the Virgin Money team responsible for the Gadhia Review into the representation of women in senior managerial roles in the Financial Services Industry which had now been signed by 93 companies. Holly and Emily will discuss why such a charter is important and what we should be doing as an industry to move forward and expand on the charter or work so far.

16:20

Closing thoughts: Holly Mackay & The Ambassadors

17:00

Networking drinks

19:00

Close

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