Loading Events

« All Events

DEI Workshop: Men as Allies

March 25 @ 12:00 - 13:00

DEI Panel: “Men as Allies”:

While today’s workforce is more diverse than ever, senior leadership ranks in our industry remain largely white and male. Meaningful progress on the Diversity, Equity and Inclusion front cannot happen without action, courage and sponsorship from those in positions of power.

Join the New York Alternative Investment Roundtable for a candid discussion with a panel of industry leaders and experts about what leaders must do, what lessons they have learned and how to move the needle.

Speakers:

  • Alex Ehrlich, founder and CEO, Percapita Group
  • Deborah Goldstein, founder, DRIVEN Professionals
  • Kenny King, managing director, BNY Mellon
  • Scott Peeler, partner, Arent Fox

Moderator:

  • Genna Garver, partner, Troutman Pepper

Alex Ehrlich is the founder and CEO of Percapita Group, a new financial services company (currently in stealth mode), whose mission is to provide those who are substantially neglected by traditional banks with affordable services and tools to enhance their financial well-being. Prior to founding Percapita in early 2020, he spent forty years on Wall Street, where he served as a Managing Director at Goldman Sachs, UBS and Morgan Stanley. He ran or co-headed numerous successful operating and financing businesses at those firms, and served on the Equities Operating Committee at both Morgan Stanley and UBS. At Morgan Stanley, He also chaired the Diversity Council for Morgan Stanley, and led work identifying and addressing the root causes of diversity and inclusion challenges. He serves on the national boards of iMentor and ThanksUSA, and on the Board of Directors of Sharegain LLC (UK).

 

Deborah Goldstein is the founder of DRIVEN Professionals, an organization devoted to assisting companies in attracting, retaining and promoting exceptional talent. DRIVEN’s programming is designed to address the pandemic of stress, to build cultures of workplace trust, to promote intentional productivity and to empower human capital to leverage the kind of corporate emotional intelligence that leads to an engaged workforce. She has been featured on Bloomberg Surveillance, and is a frequent contributor to Forbes and Iris. She is also on the Global Advisory Council of IMPACT Leadership 21, the NYC Leadership Council of BIAAG, and the Board of Directors at SEEK Safely. Prior to launching DRIVEN, Deborah had a career in the restaurant industry, which included the launch of her own restaurant, Goldies by the Bridge in Sleepy Hollow, NY.

 

Kenny King is a managing director at BNY Mellon, where he is responsible for managing the global Relationship Management team for Alternatives. Prior to joining BNY Mellon, he was the Head of the Americas Capital Introduction and Consulting Team for J.P. Morgan. Prior to that, he spent three years managing the EMEA Capital Introduction Group in London. Kenny has spent his entire career working in alternatives, having started as an analyst for Merrill Lynch Investment Managers Alternative Strategies and then moving to Bear Stearns as the Head of Due Diligence for its Structured Funds business. Kenny serves as Board of Trustee for the Visiting Nurse Association Health Group in New Jersey.

 

 

Scott Peeler is a partner at Arent Fox, where he is a member of the firm’s Government Enforcement & White Collar group and its Complex Litigation department in New York. He also serves as co-chair of its Investigations group. He specializes in all aspects of white-collar criminal defense; has extensive experience handling complex civil litigation and global corporate compliance and recently concluded his service as the government-appointed Independent Consultant for Crédit Agricole, one of the world’s largest financial institutions. Scott was named the Independent Consultant for Crédit Agricole by the New York State Department of Financial Services following Crédit Agricole’s settlement with DFS, the U.S. Department of Justice, the Federal Reserve, the US Department of Treasury and the Manhattan District Attorney’s Office. Scott’s independent consultancy focused primarily on Crédit Agricole’s compliance with Anti-Money Laundering, Bank Secrecy Act, and OFAC statutes and regulations. Prior to joining Arent Fox, he was the Managing Director in charge of Compliance at Stroz Friedberg, a global consulting and technology firm specializing in digital risk management and investigations. He also served as an Assistant District Attorney in the New York County District Attorney’s Office under Robert Morgenthau, where he handled criminal matters and major felony prosecutions in cases involving economic fraud, coercion, violent crime, narcotics trafficking and conspiracy to commit murder. Scott also previously worked for Procter and Gamble.

Moderator:

Genna Garver is a partner at national law firm Troutman Pepper, where she provides targeted, practical advice to investment advisers and their proprietary private investment funds. She also represents institutional investors, funds of funds and family offices in connection with their private fund investments. She advises clients on formation and offering matters for both domestic and offshore funds; SEC and state investment adviser, broker-dealer and private fund regulation; Investment Advisers Act compliance programs, annual reviews and ongoing compliance matters; and regulatory examinations and investigations. She also has extensive experience representing financial institutions in a variety of transactional and regulatory matters.

 

RSVP and Location Detail are Hidden, please login or purchase a membership to view.
You can login using this link--> Login