CFIG Presents
The Diversity In Finance Conference

Register




September 25th & 26th

Join CFIG, CUBPS, CWBS, and LionFund for a two-day Diversity and Inclusion in Finance Conference consisting of a keynote speaker from Morgan Stanley, a networking session with Columbia alumni, an executive day in the life panel, and a recruiting session with our partners! Recruiters and executives from Morgan Stanley, Goldman Sachs, Citi, and RBC will share their firm’s insights and vision for diversity and inclusion. This will be an excellent opportunity to gain exposure to a variety of firms while learning about the steps that they are taking to make their workplaces more inclusive.



Schedule

September 25th

2-3pm EST Keynote Sam Lalanne
3-4pm EST Networking Session Various Alumni


September 26th

2-3pm EST Executive Day In the Life Joyce Chang, Chuck Burke, & Leyonna Barba
3:30-4:30pm EST Recruiting Panel CCE Moderator, Chelsea Herritt, and Marc Anthony Caporiccio,

Speakers

Chuck Burke

Managing Director, Investment Management

Morgan Stanley

    Chuck is Global Head of Marketing for Morgan Stanley Investment Management. He and his team are responsible for driving the development of intellectual content and marketing materials in close collaboration with investment teams, managing key investor client events and conferences and partnering closely with sales teams to develop and execute marketing strategies tailored for the various markets in which the firm operates across the globe.
    Additionally, the marketing team manages the divisions digital marketing efforts, brand and media strategy. Chuck is a champion of diversity recruiting and retention efforts and the Co-Chair of the Morgan Stanley Pride & Ally Network.
    Prior to joining the firm in 2011, Chuck worked at Merrill Lynch and Bank of America Merrill Lynch, where he spent ten years in a variety of roles in corporate development, corporate banking and risk management.
    Chuck graduated with a B.A. in economics from Fairfield University. Chuck is also the 2015 recipient of the John J. Mack Leadership & Culture Award.

Leyonna Barba

Executive Director, Commercial Banking

JP Morgan

   Leyonna M. Barba is an Executive Director in J.P. Morgan’s Commercial Bank, managing client relationships in the Technology and Disruptive Commerce banking practice in Middle Market Banking that serves high growth companies from seed stage through IPO or exit. Advising clients at every stage in their growth profile, early to late stage, she is a skilled professional in an array of solutions ranging from operational optimizations, cash management, international growth and debt financing.
   Prior to working in the early stage banking group, Leyonna worked 15+ years in the investment and corporate banking practices at J.P. Morgan. She started her career in Debt Capital Markets advising clients on capital structure, M&A financing, leverage recapitalization and liability management.
   Leyonna earned a M.B.A. from Columbia University and a B.S. in Business Administration with a concentration in Finance and Accounting from Washington University in St. Louis. She is the former President of the New York Alumnae chapter of Delta Sigma Theta Sorority, Inc. and remains an active member. Leyonna currently resides in New Jersey with her son.

Joyce Chang

Chair of Global Research, Corporate and Investment Bank

JP Morgan

   Joyce Chang is Chair of Global Research for J.P. Morgan’s Corporate and Investment Bank, a global leader in Banking, Markets and Investor Services. J.P. Morgan’s Global Research professionals study all sectors in which the firm does business, including equities, fixed income, currency and commodities, emerging markets, derivatives and structured finance. The global research team has been named the top global research firm for 2017 and 2018 by Institutional Investor.
   Joyce was most recently Global Head of Research for the Corporate and Investment Bank, a role she held for more than five years. She was previously Global Head of Fixed Income Research and began her career as an Emerging Markets Strategist. From 1997 through 2012, Joyce held top rankings in Institutional Investor surveys for Emerging Markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame.
   Joyce was a Managing Director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She serves on the Board of Directors of Trickle Up and Girls Inc. and is a member of the Council on Foreign Relations, the Economic Club of New York, the Bretton Woods Committee and the Inter-American Dialogue. She is the Senior Sponsor for J.P. Morgan’s Corporate and Investment Bank Women on the Move Network, the network for employees of Asian heritage (AsPIRE) and Nonprofit Board Service. She has been named as one of Top 25 Most Powerful Women in Finance by American Banker since 2012.
   Joyce holds an M.P.A. from Princeton and serves on its External Advisory Council for the Center for Public Policy, and has a B.A. from Columbia from where she was awarded the John Jay award for professional achievement and serves on its Board of Visitors.

Sam Lalanne

Head of Diversity & Inclusion, Institutional Securities Group

Morgan Stanley

   Sam Lalanne is the Global Head of Diversity & Inclusion for Morgan Stanley’s Institutional Securities Group (ISG). In this role, Sam is a strategic partner to colleagues across ISG and Human Resources to help drive diversity and inclusion initiatives, including a focus on improving diversity representation, advancement, and retention.Sam is a member of the ISG Diversity Council as well additional divisional diversity committeesacross the Firm.
   Sam joined Morgan Stanley from Citi where he had a distinguished career spanning 19 years. During his tenure at Citi, he held various leadership roles within the Institutional Clients Group, including Head of Fraud Management, Head of Group Information Security and Head of Vendor Management for the North America Private Banking Division. Most recently, Sam served as Senior Vice President in the Global Diversity and Talent Organization, where he was focused on building enterprise-wide, data-driven diversity efforts for the firm.
   Sam holds a Bachelor’s Degree in Finance from the Carroll School of Management at Boston College.
   Sam lives in Brooklyn, New York with his wife and two daughters.

Recruiting Panel

Kavita Sharma

Moderator

Dean of Administration and Planning

Columbia Center for Career Education

   After graduate school and a year travelling around the world, I did a short stint at an NGO before joining the University of London Careers Service, where I learned how to be a career counselor. After 7 working for various colleges in London, I relocated to NYC where I joined the team at Columbia in 2002, and have had the privilege of leading the CCE team since 2007.
   Together with a fun, energetic, and talented staff we build career education programs, internship opportunities, engage students, employers, and alumni, all to support Columbia students in their next endeavors. I spend my time working with the team, with other units on campus, faculty, students, deans, alumni, employers, parents etc. to ensure that CCE continues to evolve. I keep up to date with trends in career services, amongst peers, nationally and internationally, so that CCE can be responsive to the needs of all our constituents as we strive to provide our students with the best possible services and programs.
   When I am not at CCE you will find me relaxing, enjoying the environs of my Brooklyn neighborhood with family and friends….and watching football (that’s soccer in the US!).

Marc Anthony Caporiccio

Diversity Lead, Senior Campus Recruiter

RBC Capital Markets

    As a Campus Recruiter with Credit Suisse in NYC and later in London, his duties included driving the strategic on campus and virtual sourcing, targeting, and hiring of a robust pipeline of diversified and top talent while co-managing a portfolio of high-touch, comprehensive summer and autumn internships and diversity initiatives across eight businesses lines.
    As the Senior Campus Recruiter with RBC Capital Markets in Toronto, he drove the national student recruitment strategy for Canada's #1 Investment Bank and Global Markets platform while managing their premier Summer Analyst and Associate Program. Now in New York, he is leading the firm’s early ID diversity recruitment initiatives and external partnerships to attract, recruit, develop, and retain diverse student talent for their growing US platform.
    Marc received his M.A. from New York University, Specialized Hons. B.A. and B.Ed. from York University and Graduate Certificate in Corporate Communications from Seneca College. He is an Ontario Certified Teacher. Marc has international scholarship experiences in South Africa, Germany, and Italy.

Chelsea Heritt

Director, Campus Recruitment Team

Morgan Stanley

   Chelsea Herritt is a Director on the Campus Recruitment Team at Morgan Stanley managing the recruitment process for the Institutional Equity and Quantitative Finance divisions. Chelsea joined the firm in 2019 from Citi, where she spent 3 years supporting campus recruitment for the Banking, Capital Market and Advisory division.
   Chelsea graduated from Elon University and enjoys going out to eat a good meal with friends in New York City.