Championing Belonging: DE&I Panel with IMEA  

Synfinii—our brand since September 2025—was previously known as SalesPage.

On November 1, I had the incredible opportunity to join industry leaders and experts in Boston for IMEA’s DE&I Roundtable, an event dedicated to the crucial topics of diversity, equity, and inclusion (DE&I). It was an honor to represent SalesPage and share my insights as the Director of Belonging. 

The roundtable featured in-depth conversations on how firms can enhance their DE&I strategies and adapt to evolving industry standards. Presenters from organizations such as EY, Goldman Sachs, MFS Investment Management, SalesPage, and White Marble Consulting led sessions that covered a range of impactful topics. 

Connecting with Culture  

Representatives from EY shared their perspectives on the current trends, challenges, and priorities within the DE&I landscape. Their insights provided a comprehensive overview of the industry’s direction and the key areas that require attention. I had the privilege of sharing insights on successful DE&I programs that truly resonate with both clients and employees. It was inspiring to contribute to the dialogue, particularly during the ‘Connecting with Culture’ session. The panel also explored why some cultures fail, how to measure cultural health, and the ways in which data can be leveraged to drive meaningful improvements in DE&I initiatives. 

Building and Leading Diverse Teams  

Goldman Sachs provided valuable insights into recruiting, training, and retaining a diverse workforce. This session also delved into emerging ideas for creating a culture of belonging and inclusion, as well as addressing potential roadblocks and unconscious biases.   

At SalesPage, we are deeply committed to fostering a culture that values diversity and inclusion. We believe continuous learning and self-awareness are key to building and leading diverse teams. Additionally, our core values of thrive and impact drive us to support non-profit organizations and community initiatives, such as working with Habitat for Humanity and various other organizations. These efforts reflect our dedication to creating an inclusive environment both within our organization and in the communities we serve. 

Read more about our efforts in our giving back series.  

Living Our Values at SalesPage 

At SalesPage, our commitment to belonging is deeply rooted in our core values: ingenuity, accountability, thrive, impact, and teamwork. These values shape the way we work, interact, and support each other, both within our organization and in the broader asset management community. 

Family is at the heart of our culture, fostering an environment where every team member feels valued, heard, and empowered to bring their whole self to work. We extend this value beyond our organization, championing inclusive spaces that promote connection and shared purpose. 

To thrive is to fuel our drive to make a meaningful impact. Whether through internal DE&I initiatives, community outreach, or the work we do with clients, we are committed to fostering an inclusive industry that embraces diverse perspectives and backgrounds. 

Knowledge is essential to our growth and success. We believe in continuous learning and self-awareness, which drive us to support non-profit organizations and community initiatives, such as working with Habitat for Humanity and various other organizations. 

Innovation is key to advancing DE&I. By leveraging data-driven insights and new strategies, we continuously seek ways to enhance belonging within our firm and the asset management space. This was a central theme in discussions at the IMEA DE&I Roundtable, where I had the privilege of contributing to conversations on cultural health and measuring impact. 

With accountability, we recognize that creating lasting change requires action and responsibility. We hold ourselves accountable for fostering an inclusive environment, regularly evaluating our DE&I efforts, and striving to improve. 

Finally, collaboration is essential to making progress. The insights shared at the roundtable reinforced the power of collective action. By working together—within SalesPage and alongside our industry peers—we can drive meaningful change and create opportunities for all.