Networking Breakfast with Speaker: “How to Create Belonging and Why it is so Important”

Join us at The Crossings at Carlsbad for this timely and in depth discussion with DeAnne Steele, CFA, CAIA. She will break open the Diversity and Inclusion topic by addressing the most meaningful aspect which is “belonging.” Since we can’t have a meaningful discussion about “belonging” without men, we are opening this event to everyone. We encourage you to bring one of your male colleagues. (Please add them during registration)

Networking time is built into the agenda as well and breakfast will be served.

About Our Speaker

DeAnne Steele, CFA, CAIA

DeAnne Steele is Managing Director and Private Client and Institutional Advisor at Bank of America Private Bank. DeAnne and her team are responsible for providing families, executives, entrepreneurs and non-profit organizations with wealth management strategies customized to help meet their goals. She is also a frequent speaker on global economy, financial markets, ESG (Environmental, Social and Governance), Women and Wealth and Diversity and Inclusion. She is the proud recipient of Bank of America’s Global and Diversity and Inclusion Award, a testament of her commitment to creating a world that harnesses the power of diversity by creating an inclusive environment in which all are empowered to share ideas.

DeAnne earned her MBA, Finance, from UCLA Anderson School. She has received the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst designations and is a member of the CFA Institute.

DeAnne Steele

Our Sponsors

Nuveen
T. Rowe Price
Transamerica
Lincoln Financial Group
BNY Mellon
MetLife
ALGER
EGPS