Hunt Scanlon Media’sBuilding D&I Talent Pipelines for Investment Advantage

May 11th - 11am EST

While many industries are making continual strides in their diversity and inclusion hiring efforts, private equity is lagging. Today, just 18 percent of all PE professionals are female, with just 10 percent serving in senior-level roles. For professionals of color and those identified as LGBTQ, the metrics are even more discouraging.

A great deal of research in recent years has highlighted the positive impact diversity can have on investment outcomes and the private equity firms not prioritizing diversity and inclusion might miss out on some of the more interesting deals.

To illustrate further, experts from private equity and executive search examine how diversity of experience, culture, race, ethnicity, gender and sexual orientation can provide an outlook and distinct perspectives that engender a rich workplace and stimulate better investment decisions. We’ll talk about what several leading firms are doing to improve diversity throughout their talent pipelines.


Kara Helander

Managing Director, Chief Inclusion & Diversity Officer
The Carlyle Group

Kara Helander is a managing director and chief inclusion and diversity officer for The Carlyle Group. She is based in Washington, DC.

Prior to joining Carlyle, Kara was a managing director at BlackRock, where she led the firm’s global inclusion and diversity, and philanthropy initiatives. Harvard Business School profiled those efforts she directed in the case study, “BlackRock: Diversity as a Driver of Success”. More recently, Kara consulted with organizations to develop corporate social responsibility and diversity strategies. She founded the Science of Diversity and Inclusion (SODI), a coalition of top companies and behavioral scientists working to design and test new approaches to accelerate diversity and inclusivity in the workplace. She also led corporate social responsibility at Barclay’s Global Investors (BGI). Prior to BGI, she launched and led the Western Region for Catalyst in Silicon Valley.

Anna Edwin

Global Head of Talent Development

Anna Edwin is the global head of talent development at TPG. In her role, Anna leads the strategy for performance management, talent management and diversity and inclusion.

Previously, Anna worked at BlackRock, where she served as the head of leadership development. In this role, she was responsible for all of BlackRock’s executive leadership programs. Prior to joining BlackRock in 2017, Anna spent ten years at Goldman Sachs in a variety of human resources roles, including serving as a business partner for the technology division and roles within the global leadership and diversity team and Goldman Sachs University.

Nathan Schray

Director of Talent and Organizational Development
Clayton, Dubilier & Rice

Nathan Schray joined CD&R in 2019 and is responsible for internal talent and organizational development. He has worked in a similar capacity across the alternatives investment industry for more than ten years, including roles at Highland Capital and, most recently, Pantheon Ventures. Nathan started his career at KPMG, where he worked in banking and capital markets advisory, focused primarily on operational strategy.

Louis Montgomery Jr.

JM Search

Louis Montgomery Jr. leads the firm’s Human Resources and Diversity Officer Practice. Louis specializes in the placement of Human Resource leaders, their teams and Diversity Officers. To date 75% of his placements are women and 50% are people of color.

He joins JM Search from Korn Ferry where he led a Human Resources and Diversity Officer Practice. He has successfully placed Human Resource leaders and Diversity Officers in a variety of sectors including; Private Equity, Industrial, Consumer, Healthcare, Life Sciences, Higher Education and Associations.

Prior to moving into Executive Search, Louis had more than 30 years of experience as a Human Resources Practitioner and Diversity Officer with several major Fortune 100 firms including, IBM, Celanese Corporation, Frito Lay, Kraft Foods, Altria, AES and Serco North America.

Louis is an Author and Thought Leader in Human Resources and Diversity/ Inclusion.  Some of his publications include; A Years Worth of Inspiration, and several thought leadership articles including HR Goes to School, Starbucks Battle Against Bias, Golden Talent and “Next Generation Diversity Officers” a research study on the leadership competencies of Diversity Officers. He has been quoted in numerous publications including The New York Times, Washington Post, Human Resources Executive, Black Enterprise and American Banker.

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