The portfolio of the future requires different thinking which will mean embracing diversity. This session looked at the importance of diversity in bring out innovation in thinking, processes and operational best practice.
Jenny Johnson is president and chief executive officer of Franklin Resources, Inc. As president and CEO, Johnson is responsible for the operation of all aspects of the business, and she will set long-range strategic objectives and drive corporate priorities.
Previously, Johnson held the role of chief operating officer; overseeing the majority of investment management and all related investment management support services. She was also responsible for Franklin Templeton’s global retail and institutional distribution efforts, including product development. In addition, she oversaw client service, fund administration, global technology, and the company’s high net worth business, Fiduciary Trust Company International. She remains a member of Franklin Resources’ executive committee, a small group of the company’s top leaders responsible for shaping the firm’s overall strategy. She joined the company in 1988.
In 2014, Johnson was one of 10 executives named to Money Management Executive’s inaugural list of Top Women in Asset Management and was chosen by her peers as one of Ignites.com’s Most Influential Women in Fund Management. Johnson received the 2012 Robert L. Gould Award presented by global investment management association NICSA, recognising outstanding achievement in helping the mutual fund industry better serve investors through customer service, thought leadership and technology. In 2010 and 2011, she was recognised by the San Francisco Business Times as one of the Most Influential Women in Bay Area business.
Johnson earned her B.A. in economics from the University of California at Davis. She is a board member of Riva Financial Systems. She is also a trustee at Crystal Springs Uplands School, and a board member of the Lucile Packard Children’s Hospital.
Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was established in 2005, and is headquartered in Sydney, Australia.
The company hosts more than 20 conferences and events globally each year and publishes three digital publications, including the global website and strategy newsletter for global institutional investors Top1000Funds.com, Professional Planner for financial planners, accountants and private bankers in Australia and Investment Magazine for Australian superfunds and institutional investors. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium attended by global asset owners and hosted in the Americas and Europe.
Conexus Financial’s events aim to place the responsibilities of investors in wider societal and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes.
Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project. In 2021 was appointed as a Member (AM) of the Order of Australia (General Division) for significant service to the community through charitable initiatives.