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WEBINAR
What is the Reality of Diversity in the Financial Services Industry?
It is well documented that women and Black women climb an uphill path in career advancement and leadership roles in the financial services industry, in Brazil and around the world. According to Roberta Anchieta, Superintendent in the Fiduciary Administration area of Itaú Unibanco, it is a daily challenge to be acknowledged as the senior executive responsible for the fiduciary risk management of the investment funds and also lead diversity initiatives.

Gain insights as Anchieta reflects on her career trajectory and lessons learned in a conversation with Kahlil Adam, Managing Director and Head Investor at Itaú Private Bank International. Consider whether your firm’s diversity initiatives are current with best practices in the industry.

Learn more about the recent alliance between 100 Women in Finance and Black Women in Asset Management (BWAM), a nonprofit organization based in London that connects and empowers Black women working across the investment industry.

Please send your questions to brazil@100women.org by Friday, October 16, 2020 or you may submit them during the webinar.

Produced by the 100WF Brazil Committee.
DATE
20 October 2020
TIME
1:00PM N. America West Coast
3:00PM Cayman and Chicago
4:00 PM N. America East Coast
5:00 PM Brazil
The program will begin promptly.
PARTICIPANTS

Roberta Anchieta
Itaú

Kahlil Adam
Itaú Private Bank International
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BIOGRAPHIES
Roberta Anchieta
Superintendent, Itaú

A senior executive responsible for Itaú’s investment funds fiduciary risk management, Roberta started her career in 2000 joining Itaú’s wholesale bank trainee program. Roberta has worked for Itaú’s Asset Management division for 16 years. Among her main contributions is the creation and maintenance of the product department. Roberta assumed her current role in the fiduciary risk management team 3 years ago. Roberta holds a master’s degree in mathematics with a concentration in finance from São Paulo University (USP), an MBA in Finance from Insper and a bachelor’s degree in computational and applied mathematics from Unicamp. From diversity perspective, Roberta is one of Itaú wholesale bank’s gender equality group leaders and one of Itaú’s racial equality group leaders.

Kahlil Adam
Head Investor, Itaú Private Bank International

Kahlil Adam, CFA is a Managing Director and Head Investor at Itaú Private Bank International with teams in São Paulo, Miami, Zurich and Santiago. Kahlil started his career in 2001, joining Goldman Sachs on their Equity Derivatives Trading Desk. Subsequent to his time at Goldman, Kahlil worked at Louis Dreyfus Commodities, Santander Investments and most recently he spent 8 years at Itaú BBA in New York where he was the US Head of Fixed Income Sales. Kahlil graduated Magna Cum Laude from the Wharton School at the University of Pennsylvania where he attained a BS in Economics with concentrations in Finance and Real Estate and is a CFA Charterholder.
ABOUT
100 Women in Finance
100 Women in Finance's more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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