Investment Management Operations Stephanie Withers, Senior Manager Investment Operations – W.K. Kellogg Foundation (EP.19)
Jan 30, 2024
Stephanie Withers, Senior Manager Investment Operations at W.K. Kellogg Foundation, discusses their initiatives on DEI, their tech stack, and the importance of business process mapping. They also talk about their Expanding Equity Program and annual operations survey for change management in partnership with the investment team.
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DEI as an Investment Strategy
- The Kellogg Foundation views diversity, equity, and inclusion (DEI) as crucial for both social good and investment returns.
- They believe a broader base of talent leads to expanded capital and better outcomes.
Expanding Equity Program
- Learn more about the Kellogg Foundation's DEI blueprint by visiting expandingequity.com.
- This program offers tools and knowledge to advance racial equity within organizations.
Proactive Tax Analysis
- Ensure thorough tax analysis within investment operations to identify potential savings.
- Withers found $500,000 in annual savings through proactive tax structuring and process improvement.