Envision RISE
Envision RISE
Mar 26, 2021
Intentional Investment: Exploring Financial Education for Marginalized Groups with Bay Street Capital Holdings
Play • 24 min

On this week’s episode, we meet William Huston and Ekenna Anya-Gafu of Bay Street Capital Holdings, a minority-owned, independent investment advisory, wealth management, and financial planning firm that is also dedicated to increasing financial literacy for marginalized groups. As William explained, the institution space has many diverse managers - people of color and women - who outperform their peers; however, these managers often have no advisors or plan sponsors supporting them. Will and Ekenna share: 

  • How comprehensive 401K plans and performance plans for 401Ks can be used as tools for attracting and retaining talent
  • How many POC traditionally have had less access to financial resources and tools, and how Bay Street’s resources and financial workshops support women and POC 
  • The significant increase in investments by POC in 2020 alone 
  • A historical, systemic understanding of lower participation of women and POC in financial planning due to pay inequity
  • An insight on behavioral finance and its impact on financial decision making
  • The necessity for organizations to include DEI in all decisions, especially externally for a larger diversity of suppliers and vendors

Learn more about Bay Street Capital Holdings

Connect with us to learn more about how our RISE platform helps companies commit to promoting diversity, inclusion, equity and create an environment where your people are empowered to drive change and innovation. EnvisionRISE.com

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