Diversity & Inclusion

On February 21, 2024, we hosted an engaging and impactful panel discussion for Black History Month titled “Important Conversations: Black Women in Leadership.” The panel featured Black women leaders sharing their stories, shedding light on the distinct challenges they face in leadership roles, ranging from systemic barriers to shattering the glass ceiling. They also discussed the ongoing efforts to advance diversity, equity, and inclusion within their organizations. We found their achievements inspiring and gained valuable insights from their experiences as they persist in challenging social norms and paving the way for future generations. Joining us on the panel were:Monica Bertran, Head of Culture Communications, Bloomberg L.P. (moderator)Paige Graves, General Counsel, Metropolitan Transit AuthorityKeita Young, Head of DEI, FanDuelAngela Matheny, Director of Diverse Manager Equity, Crewcial Partners

Last week we had the privilege of welcoming former New York Governor David Paterson to our NY office. He spoke about the significance of LGBTQIA+ rights in the context of freedom, as well as the historical significance of Juneteenth and its relevance to the ongoing pursuit of freedom and equality.

In March we enjoyed hosting the Fordham Chapter of Smart Women’s Securities. SWS members had the opportunity to join our morning meeting and hear from a panel of women at Wolfe on their career paths, day-to-day responsibilities, and experiences within Equity Research and Equity Sales. Thank you to our panelists: Timna Tanners, Arielle Foueck, Erin Weed, Paige Chamberlain, and Gabie Ingoglia! Thank you to Jesse Bigelow for sharing an overview of Wolfe’s daily morning call and Bill Weber for his insights on sales process.

In honor of Women’s History Month, we hosted a panel discussion with Sheedsa Ali (Pinebridge Investments), Alexandra Engler (Diameter Capital Partners), and Sara Carter (Viking Global Investors), moderated by Wolfe’s Arielle Foucek and Dina Blumenfeld. Thank you all for participating and helping us host a successful event!

In February we hosted a live “Music of Black Resistance” concert to celebrate Black History Month. The concert featured Wolfe’s Sylvester Powell and his band, The Tweetybirds, performing songs by Black artists in Reggae, Motown, and the Jazz Age as well as educational segments about the history of each musical movement.

In October we hosted a celebration in honor of Hispanic Heritage Month. Wolfe’s celebration included a live Mariachi Band and appetizers inspired from Dominican cuisine. Each year, Americans observe National Hispanic Heritage Month from September 15 to October 15, by celebrating the histories, cultures and contributions of American citizens whose ancestors came from Spain, the Caribbean and Central and South America. The observation started in 1968 as Hispanic Heritage Week under President Lyndon Johnson, was expanded by President Ronald Reagan in 1988, and was enacted into law on August 17, 1988, on the approval of Public Law 100-402.

In January 2023 we hosted a group of students from BLK Capital Management, Corp in our New York Office. Students had the opportunity to observe our morning call with Sales, network with employees across the firm, and learn about many aspects of the business from Ed Wolfe and a panel of members from the Wolfe pack.

Wolfe Research had a wonderful time participating in the Fall 2022 BLK Capital Management, Corp Conference this past weekend, completed with networking sessions, informative panels, and a final stock pitch competition. We are excited & appreciative to share that Ed received the Sponsor of the Year Award on behalf of Wolfe from BLK Capital President, Zac Elliott, and Vice-President, Otega Amudo. A special thank you to Ronald Song, Media & Telecom Research Associate, for representing Wolfe on the Day in the Life of Equity Research Panel, and to Andrew Rosivach, CFA, Senior REITs Analyst, for judging the final round stock pitch competition. It was a pleasure to meet and network with so many impressive students from BLK, and we look forward to continuing to support this great effort!

We recently hosted a tai chi class led by Raymond Li. Ray is an investment banker-turned-tai chi teacher who specializes in enriching the lives of New Yorkers with this ancient mind-body practice, frequently leading tailored classes for organizations and special events. This is a low-intensity exercise and will not require changing out of your work attire (unless you would like to of course). This tai chi class combines the two themes of May by practicing an ancient Chinese exercise intended to tackle health issues, encourage healthy body alignment, and improve mindfulness of employees. Tai chi utilizes breathing, visualizations and movements to work the entire body all at once. As The tai chi classics say, “if one part of the body moves, the entire body moves”. Tai chi chuan was created by applying the concept of tai chi to very natural movements using relaxation and breathing to generate health, longevity, and internal strength and power. The philosophy of tai chi is simple yet profound, in short, the idea that everything consists of two opposing forces that harmonize with each other to create a whole.

BLK Capital Management, Corp is a 100% black-owned and student run nonprofit that focuses on educating its members by exposing them to the field of active investment management. Wolfe Research and BLK Capital both share a passion for equity research and are each focused on teaching the craft of stock valuation and investment to a broader and more diverse group of young people, who might not otherwise be exposed to the financial industry. Our founder, Ed Wolfe, did not learn about equity research until he was in his late 20’s and our goal, similar to BLK’s, is to introduce as many people to the finance industry as early as possible. Wolfe supports BLK Capital, its people and mission on an on-going basis through education, resources and mentorship.

In May, the D&I Mentoring Subcommittee hosted “What Makes a Wolfe?” office hours with the Institutional Sales Team. Jenny Schrenker (Associate), Christian Pickett (Managing Director), and Anthony Blasi (Vice President) discussed time management, networking, relationship building, communication, and how to succeed as an equity sales person at Wolfe while answering audience questions. The Mentoring Subcommittee hosts “What Makes a Wolfe?” events with each department at least once a year. The goal of these events is to show employees at all levels of the firm what other employees in different departments do, to encourage increased empathy in working together and to provide mentorship.

In May, the D&I Education Subcommittee sponsored a “Disability 101” presentation by Nick Sophinos on behalf of RespectAbility. Nick discussed their experiences working in a fast paced industry as a non-binary person with a disability and how Wolfe can support employees with different backgrounds to create a more accessible and equitable workplace. RespectAbility is a diverse, disability-led nonprofit that works to create systemic change in how society views and values people with disabilities, and that advances policies and practices that empower people with disabilities to have a better future.

In celebration of Women’s History Month, we hosted a “Women of Wolfe” panel in March, spotlighting our Chief Operating Officer, Kim Manis; Head of QES Risk Solutions, Hallie Martin; General Counsel, Sandra Pallante; and Senior Research Analyst, Timna Tanners. The panel was moderated by Bill Weber, Head of NY Sales, and Dina Blumenfeld, Head of Human Resources. We are thankful for the leadership, mentorship, and example each of these individuals provide to Wolfe and the Financial Service industry.