Panel + Q&A (*Maximum 4 Panelists)
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Diversity, Equity and Inclusion: The Path and Practice of Taking Action in Investment Due Diligence

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In 2020 we again witnessed the tragic results of deep bias and racism in our country.  The issues of diversity, equity, and inclusion are not new to the impact investing community and many of its members have been leaders in driving capital towards under-served communities.  But as the broader investment community awakens to the realities of systemic racism in the United States, what actions should it take?  How should investors change the way they do business to ensure bias stays out of the investment decision-making process?  Let’s collaborate and share best practices for ensuring our business and investment operations remain rooted in objective analysis, free of conscious and unconscious bias.

Confirmed Panelists

Moderator/Panelist: Kate Huntington, Managing Director, Fiduciary Trust International

Kate co-authored FTI’s whitepaper on “Investing in Gender Equality” and co-led the Advisory Solutions Group’s internal research on eliminating bias in the firm’s investment due diligence and hiring practices.

As Managing Director, Kate focuses on private equity and private real estate investments and leads FTI’s Advisory Solutions Group.  Kate previously worked as a Consulting Associate at Cambridge Associates where she supported consultants in managing, advising on, and reporting on a variety of institutional clients’ investment portfolios. Kate started her career as a Research Analyst at Stonebridge Associates, a real estate investment and advisory firm, and then transitioned to economic consulting with both Capital Economics and LECG, where she was an Economist/Consultant providing economic analysis and market research to support high-profile anti-trust litigation.  Kate has an MBA from the Yale School of Management and earned a BA in Economics from the University of Virginia.

Unconfirmed Panelists

FTI looks forward to engaging with its peers and network of investment managers to assemble an expert panel.

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