Investing in Gender Equality: The Math Works
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Investing in Gender Equality: The Math Works

When: Tues., Sept. 19, 2017
5:30-7:30 pm
Where: Hewlett Packard Enterprise
3000 Hanover St.
Palo Alto, California 
United States
Contact: Mary Thorsby

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PRICING:    Prestige Members: Complimentary  |   Basic Members: $40  |   Members Bring a Guest for $60   |   Non-Members: $70

As a leader and influencer in gender equality, you work hard every day to advance leadership opportunities for women’s empowerment. Please join us as we delve into the exciting new landscape of gender-lens investing, how it’s making such a positive impact in the corporate, non-profit and investment arenas – and what that means for you, both professionally and personally.

BNY Mellon’s Return on Equality research, conducted in partnership with the UN Foundation with research support from McKinsey & Company, shows that investing in companies that advance gender equality in their workplaces, as well as through their products and services, has a direct impact on the bottom line. Gender equality is a precursor for growth – $300 billion worth, in fact, according to the research.

As part of our Women, Wealth and Wisdom series, BNY Mellon’s Heidi DuBois, Global Head of Corporate Social Responsibility and Social Investing, shares new data and insights on gender-lens investing in:

• Gender-diverse companies
• Women-owned/women-led enterprises
• Companies whose products and services help advance gender equality

After Heidi's presentation, Chevron's former Corporate Secretary and Chief Governance Officer Lydia Beebe and McKinsey Senior Partner Lareina Yee will join Heidi for a panel discussion. Each will bring their perspectives and firsthand experience in how companies are applying a gender lens to research and development – and the returns they're seeing. BNY Mellon Wealth Management Senior Wealth Director Leigh Wasson will kick off the event.

Learn how best to direct your investment dollars in ways that support the issues you and others around the world care most about – and see your return on equality grow alongside your financial returns.

Speaker Bios

Lydia Beebe is the former Corporate Secretary and Chief Governance Officer for Chevron, where she spent 20 years leading the company's governance function. Today, she serves on the boards of directors of Kansas City Southern, a Class 1 railroad company operating in central and southern United States, Mexico and Panama, and Aemetis Inc., an advanced renewable fuels and biochemicals company headquartered in Cupertino. Lydia chairs the Compensation, Governance and Nominating Committee and serves on the Audit Committee at Aemetis, and she is on the Nominating and Governance Committee at Kansas City Southern.

She is also the board chair of the Northern California Chapter of the National Association of Corporate Directors and serves on the governing boards of the San Francisco Symphony, Kansas University Endowment Association, Kansas University Law Alumni and the advisory board of the Arthur and Toni Rembe Rock Corporate Governance Center at Stanford University.

Most recently, Lydia was Senior of Counsel for Wilson Sonsini Goodrich & Rosati, focusing on corporate law and governance.

Heidi DuBois is Global Head of Corporate Social Responsibility (CSR) and Social Investing, reporting to the Head of Global Citizenship and Sustainability for BNY Mellon. In this key enterprise-wide role, Heidi is responsible for sustaining and expanding BNY Mellon’s leading reputation in CSR by

advancing a deep understanding of the quickly evolving CSR field (encompassing social finance) and building and strengthening firm performance and reputation. She serves as our organization’s lead subject matter expert and primary liaison with key business, industry, government and civil society leaders at the global, national, regional and local levels.

Prior to joining BNY Mellon, Heidi was Vice President, Global Sustainability, at PepsiCo, responsible for driving the company’s sustainability agenda, engaging leadership teams to deliver on sustainability goals and coordinating with external-facing functions to promote the company’s sustainability vision and progress to external stakeholders. Previously, she was Senior Counsel in PepsiCo’s Law Department, where she supported the Compensation Committee of the Board of Directors and PepsiCo’s Chief Human Rights Officer, and managed the company’s shareholder engagement program. Before joining PepsiCo, Heidi was Vice President and Senior Counsel at Assurant, Inc., a Fortune 300 insurance company. She started her career at Debevoise & Plimpton LLP in New York.

Heidi holds a BA from Harvard College and a JD from Columbia University. She is a member of the Aspen Institute Business and Society Leaders Forum, a past member of the Consumer Goods Forum’s Social Steering Group and past president of the New York Chapter of the Society of Corporate Secretaries and Governance Professionals.

Lareina Yee is a Senior Partner at McKinsey & Co. She leads the global Tech Infrastructure and Services sector for McKinsey’s High Tech Practice, where she is an expert on digital sales transformations, sales excellence and culture change.

Committed to achieving gender parity in business, Lareina is the Head of McKinsey's North American Women Program and leads the firm's ongoing research on women in leadership. She developed McKinsey Academy for Women, a digital training course for managers that has reached thousands of business leaders; she runs McKinsey's knowledge partnership with and she regularly publishes articles and speaks about advancing women in business.

Lareina also serves as a Board Member for The International Center for Research on Women in Washington D.C. and the San Francisco Child Abuse Prevention Center. She is based in McKinsey's San Francisco office.

Leigh Wasson brings 28 years of investment management and client relationship experience to her role as a Senior Wealth Director at BNY Mellon Wealth Management. At BNY Mellon Wealth Management, Leigh collaborates with team members and advisors to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, executives, philanthropists and their family members. Leigh’s areas of specialization includes working with business owners and founders to accelerate the value of their businesses.

Prior to BNY Mellon, Leigh was Regional Managing Director of Northern California for Citi Private Bank. Leigh's background also includes 16 years at JP Morgan with both the private bank and the institutional investment management division, where she was a Managing Director with assignments in Australia, London, New York, San Francisco, Silicon Valley and Newport Beach.

Leigh is a member of the Board of Directors of The Japan Society of Northern California, a member of the Advisory Board of Astia and is a Certified Exit Planning Advisor. Leigh earned her BBA in Finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania.

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