D&I Archives - NeuGroup

About this meeting Treasury professionals have been diligently working with corporate leaders to support growing Corporate ESG reporting and trying to tie those efforts to tangible initiatives within treasury. NeuGroup member Eaton Corporation recently issued their own Diversity report with interesting, ambitious goals. We’ve invited leaders from Eaton to join this session, including Monica Jackson (Eaton’s VP of Inclusion and Diversity) and Yan Jin (Vice President, Investor Relations) to attend and encourage our members to invite their Diversity and Investor…

About this meeting NeuGroup has sponsored several events where DE&I Broker Dealers discussed their participation in transactions. This event represents a unique chance to talk directly with leaders from six leading D&I firms we have invited including: Academy Securities CastleOak Securities Loop Capital Ramirez & Co. Seelaus Siebert Williams Shank Planned agenda: 15 min: Introductions (2 min each per firm) 40 min:  Six Breakout Rooms – one for each firm.  A chance for members to talk directly with representatives and…

About this meeting Many treasury professionals are working hard to integrate DE&I initiatives as they manage their balance sheets.  These initiatives are important and often align with their broader organizational goals and long-term values.  However, the myriad of options and the shifting market can often make evaluating products and opportunities challenging.  Join Pia McCusker, Global Head of Cash Management, and Kevin Zimmerman, Head of US Cash at State Street Global Advisors for a roundtable discussion to help unpack these exciting…

About this meeting NeuGroup has introduced corporate treasury leaders to several leading intermediary firms that aim to make navigating how to support Minority Deposit Institutions (MDIs) and Community Development Financial Institutions (CDFIs) simpler and more efficient.  This session will provide an opportunity for members to hear directly from a IntraFi (formerly Promontory Interfinancial network), a long-standing provider of services to streamline the placement of deposits with D&I firms and compare and contrast with the other solutions that have already been…

About this meeting The NeuGroup Diversity and Inclusion Working Group has discussed the use of diversity firms across several capabilities including bond issuances, bank deposits, affordable housing initiatives, investments, and other transactions. This session offers an opportunity for members to meet directly with leading D&I Broker/Dealers and Investment Firms including: Annie Seelaus Chief Executive Officer Seelaus  www.rseelaus.com Chance Mims, Founder & Chief Executive Officer, Academy Securities www.academysecurities.com Samuel A. Ramirez Jr, President and CEO Ramirez & Co, https://www.ramirezco.com/ Chris Williams…