Culture & Diversity

Raymond James hosts fifth annual Women in Capital Markets Symposium

Raymond James hosted its fifth annual Women in Capital Markets Symposium at the Raymond James International Headquarters in St. Petersburg, Florida, January 9-11, 2019. With nearly 200 guests in attendance from across the U.S., Canada and Europe, the symposium included female associates as well as senior leaders from Global Equities, Investment Banking, Fixed Income, Public Finance and Carillon Tower Advisers.

The agenda for this year’s event opened with a presentation by Raymond James Chairman and CEO Paul Reilly. Attendees then heard a keynote by Lori Mackenzie, executive director of Stanford University’s Clayman Institute for Gender Research, co-founder of the university’s Center for Women’s Leadership and co-founder of Stanford VMWare Women’s Leadership Innovation Lab. Lori spoke on the power of language in eradicating or amplifying bias. The symposium also featured a panel discussion on women’s distinct approaches to the business of investing as both institutional money managers and private wealth investors. The panel featured panelists Andrea Turner Moffitt, author of “Harness the Power of the Purse: Winning Women Investors,” co-founder of Plum Alley Investments and national thought leader on women investors; Katherine Collins, global head of sustainable investing and senior portfolio manager at Putnam Investments; and Megan Roach, senior portfolio manager at Russell Investments. The event also offered professional development sessions and breakouts to enhance dialogue between women and the leadership in their respective business line and networking opportunities.

The Women in Capital Markets Symposium was co-founded in 2014 by Mary Turnbull of Global Equities and Investment Banking and Alexandra Band of Raymond James Financial, and is led by a steering committee of eight additional female leaders within the Raymond James Capital Markets division. The symposium is a forum for sharing ideas and conducting meaningful dialogue that will help deliver greater diversity in capital markets both at Raymond James and within the industry. It offers a venue for both substantive discussion with leadership and for women of capital markets to cultivate and deepen relationships with leadership and with female colleagues across the firm’s capital markets sectors.