Upcoming Events
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CWIM Live Q&A with the Author: “Powered by Me: From Burned Out to Fully Charged in Work and in Life” Featuring Neha Sangwan, MD (Hosted by CFA Society Orlando)
Burnout is a wake-up call.
Overview and Key Takeaways
You probably juggle too many activities between work and your personal life, which often leads to burnout.
Physicians say that burnout is a complex condition stemming from prolonged stress; it also is an ongoing net drain of energy across five dimensions: physical, mental, emotional, social and spiritual.
When you experience burnout, it impairs your productivity, compromises your health and makes you more reactive in your relationships. You can address burnout using the right tools to manage stress, resolve conflicts and set healthy boundaries, both at work and at home.
Gain insights into burnout and how to manage it from Dr. Neha Sangwan, a physician and executive coach who specializes in helping leaders manage stress. CWIM invites you to read her book, Powered by Me, and join a discussion with Dr. Sangwan.
You will identify your biggest energy drains and equip yourself with powerful tools that enable you to:
Expand your awareness
Transform your mindset
Communicate with integrity
Align your decision making with what matters most
When you understand how to identify and heal burnout, you have the power to reconnect with yourself, your colleagues and your community.
It’s time to learn how to reclaim your energy and align your life with what truly matters
Uncover simple, powerful steps towards healing.
Ask questions and get answers to what-if scenarios in a LIVE Q&A with Dr. Sangwan.
You are encouraged to invite your colleagues for this complimentary interactive event.
Featured Speaker
Dr. Sangwan, CEO and founder of Intuitive Intelligence, is an internal medicine physician, international speaker and corporate communication expert. Her private practice and corporate consulting focuses on empowering individuals, organizational leaders, and their teams with the tools for clear, effective communication. She addresses the root cause of stress, miscommunication, and interpersonal conflict, often healing chronic conditions such as headaches, insomnia, anxiety, and depression.
She regularly consults with organizations such as the American Heart Association, American Express, Kaiser Permanente, and Google, and has shared her keynote presentation on the stages of TEDx.
For more information or to submit your questions in advance, please email [email protected].
CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours
Thank you for being part of our community!
Presented By:
3rd Annual CWIM Global Summit: "Connect, Collaborate, Celebrate 2024” (Co-hosted by CFA Societies Nashville, Serbia, and Uruguay)
Featured Speakers
James Rhee, Founder, Investor/CEO, Johnson Chair of Entrepreneurship at Howard University, Bestselling Author of red helicopter
Marina Severinovsky, Head of Sustainability North America, Schroders
Kathryn Valentine, Founder of Worthmore Strategies
Andy Molinsky, Professor, Bestselling Author, Thought Leader
Melissa Hahn, Intercultural Consultant, Adjunct Professorial Lecturer, Bestselling Author
Paul Olshwanger, Founder of Wendell Rhoads Consulting
Dr. Andrea L. Eisfeldt, Laurence D. and Lori W. Fink Endowed Chair in Finance, UCLA Anderson School of Management
Jade Scipioni, Senior Reporter and Journalist
Lindsey Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital
James Brown, Founder of Vedic Path Meditation
Special Guests
Sarah Maynard, Global Senior Head, Diversity, Equity and Inclusion, CFA Institute
Marlene Timberlake D’Adamo, Chief Diversity, Equity and Inclusion Officer, CalPERS; Chair, CFA Institute DEI Steering Committee
2024 CWIM Global Summit Presented By:
Overview
Collaborative WIM’s final event of the year will take place on Thursday, November 7th between 12:00PM - 4:30PM EST, co-hosted by CFA Societies spanning 3 continents!
Key takeaways:
Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the third annual Collaborative WIM Global Summit!
Interact with change makers who are delivering results for individuals and organizations on a global level.
Engage in live discussions with your peers from your region and around the world.
Collaborative WIM is honored to highlight an incredible lineup of truly outstanding industry leaders and diverse experts for your professional and personal advancement. You are encouraged to invite your colleagues for this complimentary interactive event.
The 100th registrant* will receive a signed copy of Red Helicopter from author James Rhee! *Registrant must attend the Summit event Book Club session.
Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Nashville, Serbia, and Uruguay.
Together, let us Connect, Collaborate, Celebrate!
Watch last year’s Summit replay: “Connect, Collaborate, Celebrate” 2023
CFA Institute Qualified Activity: Eligible for 4.5 PL credit hours
For more information, please email [email protected].
CWIM Live Q&A with the Author: “MoneyZen The Secret to Finding your Enough” Featuring Manisha Thakor (Hosted by CFA Society Dallas-Fort Worth)
Discover the power of “Enoughness.”
Overview
What does it mean to have a rich life? If a “never enough” mindset is holding you back from a happier and more meaningful life, you need to reimagine your relationship with work and money. In her book MoneyZen, Manisha Thakor reveals lightning rod concepts and tools for scaling back to create more time for the things that really matter. Learn how to free yourself from toxic and self-sabotaging behaviors so that you can effectively invest in both your financial health and emotional health.
Uncover why less really is more.
In this LIVE Q&A with the author, you can ask questions for a unique and inspiring discussion that you won’t want to miss!
You are encouraged to invite your colleagues for this complimentary interactive event.
Key Takeaways:
Get off the 24/7 hamster wheel of Hustle Culture
Eradicate the soul destroying belief that “Self-worth = Net worth”
Implement a new formula for a rich life: “Financial Health + Emotional Wealth”
Embrace “Joy-Based Spending” to squeeze maximum happiness out your hard-earned dollars
Experience “Achieving Less” as the real path to lasting success
About MoneyZen:
For anyone who has ever felt that they can never measure up, MoneyZen is your cure.
No matter your age, income, or profession, it’s all too easy to fall prey to the false belief that the amount of money you earn, or accomplishments you achieve, or praise you receive is just Never Enough. In MoneyZen, financial industry veteran Manisha Thakor candidly shares how she overcame toxic behaviors around work, money, and prestige that had threatened her relationships, her health, and her career, told alongside the inspiring stories of individuals from all walks of life who reveal their own struggles with “Never Enough.”
Through Thakor’s interviews with a wide range of interdisciplinary experts, you’ll learn how personal traumas, cultural influences, societal pressures, and even our own biology have conspired to make us believe that “more” is the answer to all our problems. And you’ll discover a unique way to reclaim your life using a formula that’s ultimately rooted in less: Financial Health + Emotional Wealth = MoneyZen.
The result is a powerful, research-based framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning.
Featured Speaker
Manisha Thakor is a highly sought after speaker and media commentator on the subject of personal finance. Audiences consistently rave about her authentic, upbeat, and straight-from-the-heart style of discussing personal finance.
As the founder of the Women’s Financial Literacy Initiative, Manisha teaches, writes, and speaks about the basics of personal finance for women. With the triple force of an MBA from Harvard Business School, she had the experience of building and running a $6 billion money management business. With her “girl next door” personality, Manisha is noted for her unique ability to stand with one foot on Wall Street and one foot on Main Street. Manisha’s core message is “Learning and acting on basic financial lessons early and often starting in your 20s, 30s, 40s and 50s will successfully place you on the path to financial nirvana.” Manisha teaches a highly regarded online personal finance class called “Money Rules” at Sympoz.com and is a Financial Fellow at Wellesley College.
She blogs about personal finance at Forbes and is the co-author of two critically acclaimed personal finance books: ON MY OWN TWO FEET and GET FINANCIALLY NAKED. When asked why she focuses her energy on working with women, Manisha is quick to point out that the technical basics of Personal Finance 101 are essentially the same for both genders. However, she feels it is vital for women to grasp these concepts as early in life as possible, as statistically speaking, the vast majority of men die married while the vast majority of women die single. As such, women quite literally are the ones left holding the bag. And the bag is not a pretty one. For two-thirds of women over the age of 65, meager Social Security payments are their primary source of income.
Manisha Thakor’s financial literacy advocacy work has been featured in print and online publications such as: The New York Times, Reuters, Smart Money, Huffington Post, Glamour, and Real Simple. Manisha’s national TV and radio appearances include CNN, CNBC, PBS’ Nightly Business Report, NPR and The Rachael Ray Show. Previously, Manisha spent 15 years working in the financial services industry. At various points in her career Manisha has worked as an analyst, portfolio manager and client relations executive at SG Warburg, Atalanta/Sosnoff Capital, Fayez Sarofim & Co., and Sands Capital Management.
For more information or to submit your questions in advance, please email [email protected].
CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours
Thank you for being part of our community!
Presented By:
CWIM Original: “I Want to Be a Speaker. Where Do I Begin?” Featuring Sonya Dreizler (Hosted by CFA Society Seattle)
No more sitting on the sidelines. Make your voice heard!
Overview
If you are new to public speaking or looking to pursue more speaking roles, do yourself a favor and register for Collaborative WIM’s FREE interactive workshop with Sonya Dreizler, Co-Founder of Choir. Sonya will light a fire in you, equipping you with strategies for defining your speaking profile and crafting a compelling pitch to conference organizers, committee groups, and any audience you are looking to captivate.
You have the knowledge and expertise; learn how to effectively showcase it. Collaborative WIM and Hello Choir have teamed up with the joint mission of amplifying a diverse group of voices on conference stages and in the media. Don’t miss out on this unique opportunity to step up, shine bright, and do your part in affecting change.
Be a voice. If not YOU, then who?
Key Takeaways:
Explore actionable ideas for proactively pursuing more speaking roles.
Obtain practical guidance for creating a personalized pitch which will boost your chances of getting booked.
Uncover useful tips for leveraging one event into more.
Speaker Bio
Sonya Dreizler is the co-founder of Choir, a diversity-tech platform focused on amplifying the expert voices of people of color, women and nonbinary professionals in finance, business, and tech. Sonya is also a speaker and author focused on fostering candid conversations about gender and race in financial services.
Sonya is a former financial services CEO with two decades of industry experience.
Outside of work, Sonya enjoys traveling with her family, weight lifting, gardening, and cooking. She is on the board of Foodwise, a nonprofit dedicated to growing thriving communities through the power and joy of local food.
About Choir
At Choir, our mission is to lift the voices of people of color, women, and non-binary professionals in industries historically represented by white men.
We all have the power to course-correct our broken systems, starting by changing who we listen to. That happens on stage and in the media – the two most public platforms for recognizing and amplifying expert voices.
For more information, please email [email protected].
CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours
Presented By
CWIM Live Q&A with the Author: “The Happiness Track” Featuring Dr. Emma Seppälä (Hosted by CFA Society Victoria)
New year, new HAPPY you.
Overview
“We don’t have to sacrifice ourselves to be successful. On the contrary, you’ll be more successful if you don’t.” - Emma Seppälä, Ph.D
There’s no better timing than the new year to ditch what is not working and implement a new system that will set you up for success. Ingrained in our culture is the belief that stressful endeavors and a cut-throat mentality are the only ways to get ahead in life and in the workplace. In her book, “The Happiness Track,” Dr. Emma Seppälä uses science to demonstrate that prioritizing your happiness is what will truly give you an edge.
Learn how to conquer the things holding you back in life and get on track to being the you that you want to be.
Key Takeaways:
Uncover the secrets to better health, improved emotional intelligence and relationships with other people, and greater happiness.
Learn practical strategies for being more resilient to stress, which will allow you to be more creative and innovative.
Boost your potential for success by increasing your sense of well-being, redefining productivity, and effectively managing your energy and stamina.
Bonus
As a special treat, Dr. Seppälä will provide a sneak peek of her newest book, available for pre-order now! Sovereign: Reclaim Your Freedom, Energy, and Power in a Time of Distraction, Uncertainty, and Chaos delivers a radical exploration of our self-destructive beliefs and tendencies, to help us live free, happy, and authentic lives.
“Sovereign is one of the most influential books I have read in years. It’s loaded with ideas that will recharge your life and change the way you think and act right away. By far the most highlighted book in my library!” - Tom Rath, Bestselling author of Strengthsfinder 2.0
About The Happiness Track: How to Apply the Science of Happiness to Accelerate Your Success
Everyone wants to be happy and successful. And yet the pursuit of both has never been more elusive. As work and personal demands rise, we try to keep up by juggling everything better, moving faster, and doing more. While we might succeed in the short term, it comes at a cost to our well-being, relationships, and, paradoxically, our productivity. In The Happiness Track, Emma Seppälä, the science director of the Center for Compassion and Altruism Research and Education at Stanford University, explains that our inability to achieve sustainable fulfillment is tied to common but outdated notions about success. We are taught that getting ahead means doing everything that’s thrown at us (and then some) with razor-sharp focus and iron discipline; that success depends on our drive and talents; and that achievement cannot happen without stress. The Happiness Track demolishes these counter-productive theories. Drawing on the latest findings from the fields of cognitive psychology and neuroscience—research on happiness, resilience, willpower, compassion, positive stress, creativity, mindfulness—Seppälä shows that finding happiness and fulfillment may, in fact, be the most productive thing we can do to thrive professionally. Filled with practical advice on how to apply these scientific findings to our daily lives, The Happiness Track is a life-changing guide to fast-tracking our success and creating the anxiety-free life we want.
Pre-Order Sovereign: Reclaim Your Freedom, Energy, and Power in a Time of Distraction, Uncertainty, and Chaos
Freedom, Energy, and Power in a Time of Distraction, Uncertainty, and Chaos. Sovereign delivers a radically new and enlightening message made for this age of suffering and confusion. It’s a manifesto that awakens us to all the areas in our lives where we have subjugated ourselves to self-destructive beliefs and tendencies. And it’s a roadmap to reclaim our full psychological sovereignty so we can live free, happy, and authentic lives. Seppälä’s voice is raw and honest, laugh-out-loud funny, and deeply reflective, delving into topics ranging from the nature of self-loathing to the nuances of relationships as she shows us how to unbind ourselves in every area:
In our working life and our family life
In our physical health and our emotional well-being
In our minds, our spirits, and our connection to our very selves
Backed by psychological data, neuroscience, and empirically validated methodologies, Sovereign takes us further along the path of personal transformation than we may ever have ventured before—and gives us the true freedom to live life to our fullest potential.
Featured Speaker
EMMA SEPPÄLÄ, Ph.D., is an international keynote speaker, research scientist, and author whose book The Happiness Track (HarperOne, 2016) has been translated into dozens of languages. She is currently a Lecturer at the Yale School of Management and Faculty Director of the Yale School of Management's Women's Leadership Program. She is also the Science Director of Stanford University’s Center for Compassion and Altruism Research and Education. Seppälä’s expertise is positive leadership, emotional intelligence, positive psychology, and social connection. Her research has been published in top academic journals and featured in major news outlets like The New York Times, The Washington Post, NPR, and CBSNews. Seppälä speaks and consults internationally for Fortune 500 companies like Google and Facebook and contributes to Harvard Business Review, The Washington Post, Psychology Today, and TIME among others. She has also spoken at several TEDx events. A repeat guest on Good Morning America, her research on breathing for military veterans with trauma was highlighted in the documentary Free the Mind. She is also featured in documentaries like The Altruism Revolution, What You Do Matters, and Bullied. Seppälä is the recipient of a number of research grants and service awards including the James W. Lyons Award from Stanford University for founding Stanford’s first academic class on the psychology of happiness and initiating other well-being programs for Stanford students. She graduated from Yale (BA), Columbia (MA), and Stanford (Ph.D.). Originally from Paris, France, she is a native speaker of French, English, and German and conversant in Spanish and Mandarin Chinese.
For more information or to submit your questions in advance, please email [email protected].
CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours
Thank you for being part of our community!
Presented By:
2nd Annual CWIM Global Summit: "Connect, Collaborate, Celebrate 2023: Building Bridges" (Co-hosted by CFA Societies Alabama, Sacramento, and Cyprus)
Overview
Collaborative WIM’s final event of the year, co-hosted by CFA Societies Alabama, Sacramento and Cyprus, will take place on Thursday, November 9th, between 12:00PM - 4:30PM EST.
Key takeaways:
Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the second annual Collaborative WIM Global Summit!
Interact with change makers who are delivering results for individuals and organizations on a global level.
Engage in live discussions with your peers from your region and around the world.
Collaborative WIM is honored to highlight an incredible lineup of truly outstanding industry leaders and diverse experts for your professional and personal advancement. You are encouraged to invite your colleagues for this complimentary interactive event.
Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Alabama, Cyprus, and Sacramento.
Together, let us Connect, Collaborate, Celebrate!
Featured Speakers
Sally Helgesen, Bestselling Author of “How Women Rise”
Oliver Burkeman, Bestselling Author of “Four Thousand Weeks”
Mike Green, CFA, Portfolio Manager and Chief Strategist, Simplify
Marina Severinovsky, Head of Sustainability North America, Schroders
Janie Mines, former U.S. Naval Academy Officer (and first African-American woman to graduate from the U.S. Naval Academy)
Jade Scipioni, Senior Reporter
Dr. Katharina Seiler, Founder of Women for Women Fund, Senior Equities Fund Manager, DWS
Fran Skinner, CFA, CPA, Partner, AUM Partners
Jillian Climie, Co-Founder of The Thoughtful Co
Natalya Tarasova, Life and Career Coach
Welcome Remarks
CWIM Co-Founders
Adrian Hughes, Senior Vice President and Portfolio Manager, Regions Bank, CFA Society Alabama
Marlene Timberlake D’Adamo, Chief Diversity, Equity and Inclusion Officer, CalPERS, CFA Society Sacramento
Natalie Philippou, CFA, Portfolio Manager, Fiduserve Asset Management, CFA Society Cyprus
With special guest Sarah Maynard, Global Senior Head, Diversity, Equity and Inclusion, CFA Institute
View Full Agenda
Watch last year’s Summit replay: “Connect, Collaborate, Celebrate 2022”
CFA Institute Qualified Activity: Eligible for 4.5 PL credit hours
For more information, please email [email protected].
2023 CWIM Global Summit Presented By:
CWIM Live Q&A with the Author: “Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)” Featuring Meredith A. Jones (Hosted by CFA Society Nevada)
Overview
Are women superior investors? The data, the stories, and the interviews in Meredith Jones’ book, Women of the Street make a compelling case that it pays to invest with or like a woman. As a veteran on wall street with 20+ years of experience in investment management and consulting roles, Jones is uniquely qualified to conduct relevant research and interviews to explore how women think about investing and what gives them a money management edge.
Key takeaways:
Gain insights into the behavioral and biological investment research that suggest there is a gender advantage in investing
Become financially empowered through hearing experiences and anecdotes from exceptional female investors
Learn how to emulate the innate skills and unique traits that help women outperform in a male-dominated field
About Women of the Street
Why would an investor care whether a money manager wears Louboutins or loafers? Because money--how to keep it and how to make more of it--is on everyone's mind. Study after study shows that women invest differently than men. From less overconfidence, overtrading, and testosterone to a greater tolerance for market noise and a more consistent application of investment strategy, there are a number reasons why women approach investing in a unique way. Women create both cognitive and behavioral "alpha" with their investment style which contributes over the long-run to outsized investment returns. Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too) looks at behavioral and biological investment research to explore how women think about investing, and to determine why women may have a money management edge. The book then identifies and interviews 11 top female "market wizards" in hedge funds, private equity, venture capital, and other asset classes to see how women's innate investing characteristics translate in different strategies and markets into significant profits. The conversations provide market wisdom that can enhance your portfolio, regardless of your gender. It also provides interesting "insider information" on the financial industry. And finally, Women of The Street provides role models for the next generation of female money managers.
Featured Speaker
Meredith Jones is an internationally-recognized researcher, writer, and speaker. She is a well-known expert in the investment industry with 20+ years of experience.
Currently, an ESG consultant at EY for asset managers and insurance/reinsurance firms, Meredith is the award-winning author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too). She was named one of Inc. magazine’s “17 Inspiring Women To Watch in 2017” and as a Distinguished Author by the Securities and Exchange Commission in 2018. She was also a regular columnist for Institutional Investor and Market Watch.
Prior to joining EY, Meredith was the Global Head of Responsible Investing for Aon Investment Consulting, an institutional investment consultant with more than $3 trillion in assets under advisement. There, she worked with global pensions, endowments, foundations and defined contribution plans to integrate environmental, social and governance (ESG), impact investing, diverse manager investing, decarbonization and socially responsible investment techniques into investment portfolios, across all asset classes. She also worked in ESG across insurance, reinsurance, mergers and acquisitions transaction advisory, the New Ventures Group, health and human capital during her tenure at the firm.
Meredith began her investing career at Van Hedge Fund Advisors International (VAN), as Director of Research. At VAN, Meredith was responsible for manager selection, due diligence, index construction and aggregate hedge fund industry research for the $500 million fund of funds.
She was then recruited by hedge fund analytics provider PerTrac Financial Solutions. At PerTrac she focused on industry trends with an eye to providing actionable insights and information. Her research on emerging managers (initiated in 2006) and women and minority-owned funds created new investment categories. It has changed the way investors and money managers behave - both in the way investors allocate and how money managers market to and seek investors.
Meredith then went on to be Director at Barclays Capital Strategic Consulting Group. There she consulted for clients and authored white papers, including her first paper on women and minority-owned investing. She was recruited to Rothstein Kass, a professional services firm with a focus on alternative investments, from Barclays. There Meredith served as Director of the Rothstein Kass Institute, an Alternative Investment Think Tank and created the first Women in Alternative Investments Hedge Fund Index to measure performance of female hedge fund and private equity managers.
A sought-after speaker, Meredith has presented research in Tokyo, London, Paris, Hong Kong, Cape Town, Johannesburg, Sydney, Geneva and more. She delivered a TEDx talk at TEDxUIUC in 2018 and testified before the U.S. House of Representatives Financial Services Committee on Diversity and Inclusion in June 2019. Meredith also is on the Board of Directors for Rock the Street, Wall Street, a non-profit that provides financial and investment literacy courses for high school girls and she has served as a mentor for female entrepreneurs in Nashville through the Pathway Women’s Business Center.
Meredith is a foodie and cultivates a love of charcoal and open flames in her cooking. She is also an avid figure skater and relies on an inexplicable addiction to decaffeinated coffee to survive early morning ice times.
For more information or to submit your questions in advance, please email [email protected].
CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours
Thank you for being part of our community!
Thank you to the sponsors of this event!
CWIM Original: “Don’t Take It Personally: Managing Your Career in the Era of Layoffs” Featuring Megan Walls (Hosted by CFA Society Emirates)
Overview
Are you feeling stuck in your career advancement? Learn how to take back control of your career! Follow a no-nonsense approach that will help you get real and get going, regardless of the circumstances holding you back.
Motivate yourself and take practical steps forward, as presented by career coach Megan Walls.
Key takeaways:
the importance of managing your career, especially in this era of layoffs
how hitting the Pause Button can further your career advancement
how to effectively reassess your values
internal and external networking strategies, and what's truly effective for career advancement
Gain a clear understanding of how to navigate your career in uncertain times and the practical action steps that will help you achieve your goals.
For more information, please email [email protected].
Featured Speaker
Megan Walls, CPC, PCC, ELI-MP is a certified executive and career coach, author, noted speaker. She works with high-achieving professionals and teams to unlock their full potential, develop leadership skills, and boost confidence to overcome obstacles and thrive in their organizations and their careers.
What sets Megan apart from other career coaches is that she has developed a proprietary “inside-out” coaching approach which she uses as her foundation with every client. The “inside” refers to helping clients identify areas of strength, areas to improve and obstacles to overcome. The “out” refers to helping clients set realistic goals and create action plans to achieve their goals. During this process, Megan provides guidance, insights and leadership tools and serves as an accountability partner to accelerate a client’s career success while staying true to themselves.
Prior to coaching, Megan enjoyed a highly successful, 20-year career as an institutional salesperson in the municipal bond industry at Hutchinson, Shockey, Erley & Company and was the firm’s first female partner. She holds a B.A. in Economics from DePauw University, received her coach training from the Institute of Professional Excellence in Coaching (iPEC) and is a member of the International Coaching Federation.
Thank you to the sponsors of this interactive workshop!
CWIM Live Q&A with the Author: “Bravey: Chasing Dreams, Befriending Pain and Other Big Ideas” Featuring Alexi Pappas (Hosted by CFA Society Stamford and CFA Society Winnipeg)
The Olympic runner, actress, filmmaker and writer Alexi Pappas shares what she’s learned about confidence, self-reliance, mental health, embracing pain, and achieving your dreams.
1st Annual CWIM Global Summit: “Connect, Collaborate, Celebrate” (Co-hosted by CFA Societies Madison and Milwaukee)
The Collaborative WIM Global Summit is coming!
On November 10th, we will launch the inaugural Collaborative WIM Inclusion & Diversity Global Summit, co-hosted by CFA Societies Madison and Milwaukee!
In response to many wonderful conversations that have taken place among CWIM allies near and far, this half-day event will be an opportunity for us all to gather at year end and celebrate the community that we have achieved together. The agenda includes an incredible lineup of truly inspiring sessions with finance leaders and soft topic experts. We’ll be sharing more details soon, so please save the date and stay tuned!
Thank you to our sponsors, friends, and allies around the world— whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community.
CWIM Live Q&A with the Authors: “Undiversified: The Big Gender Short in Investment Management,” Featuring Ellen Carr and Katrina Dudley (Hosted by CFA Society Italy)
Overview
Join us LIVE to greet Ellen Carr and Katrina Dudley to discuss their personal stories, their research (supported by the CFA network), and their insights to help navigate our own careers.
Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation, and what are its consequences—including for firms’ and clients’ bottom lines?
In Undiversified, experienced practitioners Ellen Carr and Katrina Dudley examine the lack of women in investment management and propose solutions to improve the imbalance. They explore the barriers that subtly but effectively discourage women from entering and staying in the industry at each point in the pipeline. At the entry level, the lack of visible role models discourages students from considering the field, and those who do embark on an investment management career face many obstacles to retention and promotion.
Carr and Dudley highlight the importance of informal knowledge about how to navigate career tracks, without which women are left at a disadvantage in an industry that lionizes confidence. They showcase a diverse constellation of successful female portfolio managers to demystify the profession.
Drawing on wide-ranging research, interviews with prospective, current, and former industry practitioners, and the authors’ own experiences, Undiversified makes a compelling case that increasing the number of women could help transform active investment management at a time when it is under threat from passive strategies and technological innovation.
Speakers
Ellen Carr, CFA, Portfolio Manager and Principal, Barksdale Investment Management
Katrina Dudley, CFA, CAIA, Senior Vice President, Portfolio Manager, and Investment Strategist, Franklin Templeton Investments
CWIM Original in Partnership with Schroders: "An Honest Conversation,” Featuring Sarah Maynard, Marlene Timberlake D’Adamo and Paul Olschwanger (Hosted by CFA Society Luxembourg)
Overview
Join us and our dear friends CFA Society Luxembourg LIVE as we greet Sarah Maynard (Global Head, External Diversity, Equity & Inclusion of CFA Institute) and Marlene Timberlake D'Adamo (Chief Diversity, Equity & Inclusion Officer of CalPERS) for a unique and interactive discussion, moderated by Paul Olschwanger, Founder and Chief Inspiration Officer of Wendell Rhoads Consulting (Board Director of CFA Society of Dallas-Fort Worth ).
What makes a person dedicate their life and career to the pursuit of equity for all? What are the personal stories and motivations behind two of the finance industry’s leading female pioneers?
How did they get there?
What disappointments have they faced?
What inspirations overshadow their frustrations?
What are they risking to be the voice that calls for change— and what do we risk, if we miss the message?
For all the conversations had about DEI over the last two years, these are the personal stories you’ve never heard before.
Speakers
Sarah Maynard, Global Head, External Inclusion & Diversity, CFA Institute
Sarah Maynard is Global Head, External Inclusion & Diversity, Strategies and Programs at CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials.
Based in London, Sarah leads a global, industry-recognised portfolio of Inclusion & Diversity programs for CFA Institute stakeholders, including candidates, CFA charterholders, CFA member societies, and investment institutions in order to champion the cause of greater diversity in the investment management industry.
An experienced investment professional, Sarah joined CFA Institute in 2019 from Majedie Asset Management, an independent global investment firm based in the UK, where she was Head of Stewardship and Client Communications Director. In the role, Sarah focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion.
Previously, Sarah was Director of Career Development at CFA Society of the UK, and a founder of the society’s Women’s Network, which she transformed into the Inclusion & Diversity Network, which now has a membership of over 1,200 investment professionals.
Prior to that, Sarah was a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of $3.3bn. She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP and is an Associate member of the Chartered Institute of Personnel & Development. She currently serves on the Advisory Board of Girls Who Invest, and on the CEO Advisory Council of Diversity Project North America. Sarah has also been a state (public) school governor for over a decade and a charity trustee mainly working with disadvantaged communities.
Marlene Timberlake D'Adamo, Chief Diversity, Equity, and Inclusion Officer
Marlene Timberlake D'Adamo was named CalPERS first Chief Diversity, Equity and Inclusion Officer in June 2021.
She works across the organization and the Investment Office to foster a culture of equality, respect and inclusiveness. She partners with the environmental, social, and governance investment team to help identify and analyze emerging DEI issues and opportunities supported by sound investment methodology and academic research that may impact the CalPERS portfolio.
Marlene also guides CalPERS DEI framework, the employee Diversity Advisory Council, and works with the CalPERS Health Program and contracting health plans to survey and measure outcomes and customer satisfaction using race, ethnicity, and gender identity data.
She joined the CalPERS executive team in April 2016 as chief compliance officer, responsible for all aspects of the Enterprise Compliance Division. She has more than 25 years of finance and investment experience and has also provided executive leadership as CalPERS' interim chief financial officer.
Prior to joining CalPERS, Marlene served in other leadership capacities in the finance and compliance field, including managing director, senior vice president, Portfolio & Risk Management at PNC Bank in Philadelphia; chief compliance officer of Glenmede Investment Management; and vice president of the Glenmede Trust Company.
She is a former board memer to the Committee of 70 and the Economy League of Greater Philadelphia, both located in Philadelphia.
Marlene holds a bachelor's degree, magna cum laude, from Seton Hall University, and Juris Doctor degree from the Beasley School of Law, Temple University.
Moderator: Paul Olschwanger, Founder and Chief Inspiration Officer
Leveraging 35 years in asset management, Paul is committed to helping firms achieve balance, and protect profit, by developing human potential differently. Before founding Wendell Rhoads Consulting, he led Olschwanger Partners, with a focus on complex executive searches. Most recently, while at Aon, he provided senior-level support for diversity, equity, and inclusion initiatives and human capital development. There he mentored over 300 investment professionals globally. He also served on numerous internal and external boards, including the CEO Advisory Council of The Diversity Project North America, and North America Inclusion Council.
Paul earned a BBA in Finance degree from the University of Texas at Austin. He completed the first AIMSE Investment Institute, Investments, and Marketing at The Wharton School, and earned a graduate certification in Industrial and Organizational Psychology from Purdue University.
A long-time board member of the CFA Society in Dallas-Ft. Worth, he hosts their flagship podcast. He sits on the Texas Leadership Council of Positive Coaching Alliance, as well as the Diversity and Inclusion Advisory Board for the Defined Contribution Institutional Investment Association (DCIIA). He previously served on the board of the Parkinson Voice Project and is a member of the Society for Industrial and Organizational Psychology, American Psychological Association, and CFA Institute.
CWIM Original in Partnership with Schroders: “Leading with Courage and Connection,” Featuring Parneet Pal (Hosted by CFA Society Mexico)
Overview
The second quarter Collaborative WIM Original event, hosted by CFA Society Mexico, will discuss how we can fortify our personal resilience to achieve better outcomes! Come prepared to network in breakout sessions with your peers and participate in an active conversation with Harvard- and Columbia-trained physician turned well-being expert, Parneet Pal, MBBS.
In a world of increasing complexity, loneliness and uncertainty, women have a powerful advantage that leverages their biological drive for compassion. In this conversation, we will discuss the science and practical implications of how we might respond to stress differently - in a way that builds courage, connection and wellbeing. At work, this translates to building cultures of care and belonging that are innovative and resilient. In our personal lives, this means we live longer, healthier and happier.
Speaker
Parneet Pal, MBBS, MS, is an educator, science communicator and wellbeing expert working at the intersection of business, lifestyle medicine (nutrition, exercise, sleep, stress management, mental and emotional health) and behavior change. A Harvard- and Columbia-trained physician, she looks for the connections and interdependence within human and planetary systems that make them resilient and regenerative. Her work is focused on solutions for business leadership that architect the future of an equitable society: a wellbeing economy where health is the default.
LinkedIn: https://www.linkedin.com/in/parneetpal/
Twitter: @parneet_pal
CWIM Live Q&A with the Author: "Master Mentors," Featuring Scott J. Miller (Hosted by CFA Society Switzerland for EMEA and CFA Society Atlanta for Americas)
Overview
Collaborative WIM in Partnership with Goelzer Investment Management Presents: "Master Mentors," Featuring Scott J. Miller
For busy professionals and lifelong learners seeking practical strategies for reaching new heights, Master Mentors distills 30 essential learnings from top business minds and thought leaders of our time.
Attendees will:
• Experience the incredible impact realized when you leverage key insights from the world's most brilliant business and leadership thinkers.
• Understand essential concepts like Seth Godin's "Smallest Viable Market" principle or Karen Dillion's "Deliberate vs. Emergent" strategy.
• Reengage with their careers and lives in new, exciting ways, restoring their commitment to growth and leading to greater success.
Speaker
Capping a twenty-five-year career in which he served as chief marketing officer and executive vice president, Scott Miller currently serves as FranklinCovey's special advisor on thought leadership, leading the strategy, development, and publication of the firm's bestselling books and thought leadership.
Miller hosts the FranklinCovey-sponsored On Leadership with Scott Miller, the world's largest and fastest-growing weekly leadership podcast, reaching more than six million people. Miller also authors a leadership column for Inc.com, hosted the weekly iHeartRadio show Great Life, Great Career with Scott Miller, and hosts and moderates FranklinCovey's Bookclub.com series with world-renowned authors.
Miller is the author of the multivolume Mess to Success series, including Management Mess to Leadership Success: 30 Challenges to Become the Leader You Would Follow, Marketing Mess to Brand Success: 30 Challenges to Transform Your Organization's Brand (and Your Own). He is the coauthor of the Wall Street Journal bestseller Everyone Deserves a Great Manager: The 6 Critical Practices for Leading a Team and the author of the Amazon #1 Bestseller Master Mentors: 30 Transformative Insights from Our Greatest Business Minds, which features insights from his interviews with the leading thinkers of our time, including Seth Godin, Susan Cain, General Stanley McChrystal, and many others.
In addition to supporting FranklinCovey's global thought leadership efforts, Miller has developed the ignite your genius™ coaching series to help leaders take their careers from accidental to deliberate.
CWIM Original in Partnership with Schroders: “The Power and Payoff of Non-Consensus Investing,” Featuring Rupal Bhansali (Co-hosted by CFA Societies Okanagan and Saskatchewan)
"𝐎𝐧𝐞 𝐭𝐡𝐢𝐧𝐠 𝐈 𝐡𝐚𝐯𝐞 𝐥𝐞𝐚𝐫𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐭𝐡𝐢𝐬 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞 𝐢𝐬 𝐭𝐡𝐚𝐭 𝐰𝐨𝐦𝐞𝐧 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐚𝐥𝐥 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝. 𝐖𝐞 𝐦𝐚𝐤𝐞 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐦𝐢𝐬𝐭𝐚𝐤𝐞𝐬, 𝐟𝐚𝐥𝐥 𝐢𝐧𝐭𝐨 𝐟𝐚𝐦𝐢𝐥𝐢𝐚𝐫 𝐭𝐫𝐚𝐩𝐬, 𝐚𝐧𝐝 𝐡𝐨𝐥𝐝 𝐨𝐮𝐫𝐬𝐞𝐥𝐯𝐞𝐬 𝐛𝐚𝐜𝐤—𝐞𝐯𝐞𝐫𝐲𝐰𝐡𝐞𝐫𝐞. 𝐖𝐞 𝐝𝐨𝐧’𝐭 𝐫𝐚𝐢𝐬𝐞 𝐨𝐮𝐫 𝐡𝐚𝐧𝐝, 𝐝𝐨𝐧’𝐭 𝐟𝐞𝐞𝐥 𝐪𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐭𝐨 𝐬𝐞𝐞𝐤 𝐩𝐫𝐨𝐦𝐨𝐭𝐢𝐨𝐧𝐬 𝐨𝐫 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭 𝐨𝐟 𝐚𝐬𝐬𝐮𝐦𝐢𝐧𝐠 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐫𝐨𝐥𝐞𝐬. 𝐌𝐚𝐧𝐲 𝐝𝐨𝐧’𝐭 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐞𝐲 𝐝𝐞𝐬𝐞𝐫𝐯𝐞 𝐦𝐨𝐫𝐞 𝐨𝐫 𝐛𝐞𝐭𝐭𝐞𝐫 𝐚𝐧𝐝 𝐫𝐞𝐬𝐢𝐠𝐧 𝐭𝐡𝐞𝐦𝐬𝐞𝐥𝐯𝐞𝐬 𝐭𝐨 𝐚 𝐥𝐢𝐟𝐞𝐥𝐨𝐧𝐠 𝐬𝐞𝐜𝐨𝐧𝐝-𝐜𝐥𝐚𝐬𝐬 𝐜𝐢𝐭𝐢𝐳𝐞𝐧𝐬𝐡𝐢𝐩. 𝐓𝐡𝐨𝐬𝐞 𝐰𝐡𝐨 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐞𝐲 𝐜𝐨𝐮𝐥𝐝 𝐝𝐨 𝐛𝐞𝐭𝐭𝐞𝐫 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐜𝐡𝐨𝐨𝐬𝐞 𝐧𝐨𝐭 𝐭𝐨 𝐝𝐨 𝐬𝐨 𝐟𝐨𝐫 𝐟𝐞𝐚𝐫 𝐢𝐭 𝐰𝐢𝐥𝐥 𝐬𝐞𝐭 𝐭𝐡𝐞𝐦 𝐛𝐚𝐜𝐤 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐥𝐲, 𝐫𝐮𝐢𝐧 𝐭𝐡𝐞𝐢𝐫 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬, 𝐨𝐫 𝐦𝐚𝐤𝐞 𝐭𝐡𝐞𝐦 𝐮𝐧𝐬𝐮𝐢𝐭𝐚𝐛𝐥𝐞 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐬. 𝐄𝐯𝐞𝐧 𝐭𝐡𝐨𝐬𝐞 𝐰𝐡𝐨 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐚𝐦𝐛𝐢𝐭𝐢𝐨𝐧 𝐨𝐟𝐭𝐞𝐧 𝐥𝐚𝐜𝐤 𝐭𝐡𝐞 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧; 𝐭𝐡𝐞𝐲 𝐰𝐨𝐧𝐝𝐞𝐫 𝐰𝐡𝐞𝐭𝐡𝐞𝐫 𝐭𝐡𝐞 𝐬𝐭𝐫𝐮𝐠𝐠𝐥𝐞𝐬 𝐚𝐧𝐝 𝐬𝐚𝐜𝐫𝐢𝐟𝐢𝐜𝐞𝐬 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐰𝐨𝐫𝐭𝐡 𝐢𝐭. 𝐎𝐟𝐭𝐞𝐧, 𝐰𝐞 𝐝𝐨𝐧’𝐭 𝐬𝐞𝐞 𝐞𝐧𝐨𝐮𝐠𝐡 𝐫𝐨𝐥𝐞 𝐦𝐨𝐝𝐞𝐥𝐬 𝐭𝐨 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐢𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞, 𝐥𝐞𝐭 𝐚𝐥𝐨𝐧𝐞 𝐰𝐨𝐫𝐭𝐡 𝐟𝐢𝐠𝐡𝐭𝐢𝐧𝐠 𝐟𝐨𝐫.
𝐀𝐬 𝐚 𝐰𝐨𝐦𝐚𝐧 𝐰𝐡𝐨 𝐡𝐚𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐝 𝐚𝐧𝐝 𝐨𝐯𝐞𝐫𝐜𝐨𝐦𝐞 𝐦𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐟𝐞𝐞𝐥𝐢𝐧𝐠𝐬, 𝐈 𝐚𝐦 𝐬𝐡𝐚𝐫𝐢𝐧𝐠 𝐜𝐞𝐫𝐭𝐚𝐢𝐧 𝐚𝐬𝐩𝐞𝐜𝐭𝐬 𝐨𝐟 𝐦𝐲 𝐨𝐰𝐧 𝐣𝐨𝐮𝐫𝐧𝐞𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐡𝐨𝐩𝐞 𝐢𝐭 𝐰𝐢𝐥𝐥 𝐡𝐞𝐥𝐩 𝐭𝐨 𝐝𝐢𝐬𝐩𝐞𝐥 𝐦𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐜𝐨𝐧𝐜𝐞𝐫𝐧𝐬 𝐛𝐲 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠 𝐬𝐨𝐦𝐞 𝐚𝐝𝐯𝐢𝐜𝐞 𝐚𝐧𝐝 𝐞𝐧𝐜𝐨𝐮𝐫𝐚𝐠𝐞𝐦𝐞𝐧𝐭."
- Rupal Bhansali, Non-Consensus Investing: Being Right When Everyone Else Is Wrong
Overview
Non-consensus thinking has resulted in breakthrough successes in science, sports, and silicon valley. Rupal shows how to apply it to the world of investing, to maximize returns while minimizing risk. She illustrates how misdiagnosing quality can be the mother of all mistakes or the mother-lode of all opportunities and how patience is the smart move, not the slow one.
Enjoy the replay of our Q1'22 #CWIM Original (above), ft. Rupal Bhansali, CIO of Ariel Investments, hosted by our friends at CFA Society Okanagan and CFA Society Saskatchewan!
CWIM Live Q&A with the Author: “The Psychology of Money,” Featuring Morgan Housel (Hosted by CFA Society Idaho)
Collaborative WIM in Partnership with Goelzer Investment Management Presents: "The Psychology of Money," featuring columnist, author and economist Morgan Housel
On January 19, we kicked off the 2022 CWIM event calendar with Morgan Housel. For the first time ever, we extended the event by a full 15 minutes (to 90 minutes total) in response to the incredible volume of questions posed to Morgan by attendees! Our Q&A discussion with Morgan ran a full hour, with friends from all over the world asking their questions of Morgan directly, live on camera. Thank you to everyone who participated, and especially to CFA Society of Idaho, Jim Steele, CFA, CAIA and Melanie Lewis for hosting, and to more than a dozen of our amazing friends who joined the #CWIM team as discussion facilitators. For those who missed it, enjoy the replay!
Overview
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics.
Speaker
Morgan Housel is a partner at The Collaborative Fund.
His book The Psychology of Money has sold over two million copies and has been translated into 49 languages.
He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel.
CWIM Original: “2022 Outlook for Female Leaders,” Featuring Sarah Maynard, Joyce Chang, Subadra Rajappa, Birgit Boykin and Amanda Pullinger (Hosted by CFA Society NY)
Overview
Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative. The conversation will focus on the advancement of female leaders of all backgrounds, specifically drawing on the perspectives of women with long careers in the financial service industry and exploring how aspiring female leaders can look to elevate their careers to the executive level.
Panelists will share how their experience informs their outlook on future opportunities and challenges, taking into consideration the striking range of societal wins and losses faced by women over the course of the COVID pandemic.
Learning Outcomes
Discover lessons we can take from the pandemic on supporting women in the workplace and creating a more diverse and inclusive culture
Discuss the impact of the past couple of years on women’s representation in high-level roles
Explore actions we can take today to provide opportunities and enhance the pipeline of future women executives and to ensure the future of finance is more equitable
Speakers
Moderator: Amanda Pullinger, Chief Executive, 100 Women in Finance
Panelists:
Birgit Boykin, Global Head of Diversity, Equity and Inclusion for Talent & Culture, BlackRock
Joyce Chang, Chair of Global Research, J.P Morgan
Sarah Maynard, Global Head, External Inclusion & Diversity, CFA Institute
Subadra Rajappa, Managing Director, Head of US Rates Strategy, Société Générale
CWIM Live Q&A with the Author: "Reach: A New Strategy to Get Outside of Your Comfort Zone," Featuring Andy Molinsky (Hosted by CFA Society Istanbul for EMEA and CFA Society Edmonton for Americas)
Overview
Is it easy for you to deliver bad news? Do you look forward to speaking in public? Do you enjoy networking? Do you thrill to the idea of throwing out original ideas for criticism? If you answered no to any of these questions, this book can help. What often sets successful people apart is their willingness to do things most of us fear. What’s more, we have the false notion that successful people like to do these things, when the truth is that successful people have simply found their own way to do them. According to Andy Molinsky, an expert on behavior in the business world, there are five key challenges underlying our avoidance tendencies: authenticity, competence, resentment, likability, and morality. This book will help you take the thing you are most afraid of doing and make it a proud part of your personal repertoire. Enjoy the replay of our live conversation with Andy Molinsky!
Speaker
Andy Molinsky is a Professor at Brandeis University’s International Business School, with a joint appointment in the Department of Psychology. Andy received his Ph.D. in Organizational Behavior and M.A. in Psychology from Harvard University. He also holds a Master’s Degree in International Affairs from Columbia University and a B.A. in International Affairs from Brown University. Andy’s work helps people develop the insights and courage necessary to act outside their personal and cultural comfort zones when doing important, but challenging, tasks in work and life. His research and writing has been featured in Harvard Business Review, Inc. Magazine, Psychology Today, the Financial Times, the New York Times, the Wall Street Journal, the Boston Globe, NPR and Voice of America. Andy was awarded as a Top Voice for LinkedIn for his work in education. His first book, Global Dexterity (Harvard Business Review Press, 2013), received the Axiom Award (Silver Medal) for Best Business Book in International Business & Globalization and has been used widely in organizations around the world, including Boeing, AIG, the US Air Force Academy, and the Clinton Foundation, among others. His new book Reach was published with Penguin Random House in January 2017. He teaches, consults, and lectures widely to university and corporate audiences.
CWIM Original in Partnership with Schroders: “Women, Money & Power,” Featuring Marilyn Wechter, Moderated by Déla Hoyi (Hosted by CFA Society Oklahoma)
Overview
As you all know, money is a loaded topic for most people- and it is usually more difficult for people to talk about than sex! In this afternoon's discussion, that's just what we are going to be doing - not talking about the allocations or the strategies, but rather, the psychological relationships that we all have with money. We are going to talk about why it's so important to come to terms with, and take responsibility for, not just our finances but also our psychological relationship to our finances and money. Our own histories and feelings about money have a huge impact on how we think about using it and sharing it. Making those feelings conscious can be of enormous value. So, even though professionally, you deal with money and people's issues around it all day, this is going to be a discussion to help you think a bit about your own relationships with money- to try and make the underlying thoughts and feelings a bit less syntonic and more dystonic! And, my hope is, that this will also be a way of thinking that can benefit your clients!
Speaker
Marilyn Wechter is a psychotherapist and wealth counselor in private practice. In her specialty area of wealth counseling, she focuses on topics relating to money, wealth and the stressors associated with them. Her work addresses a variety of issues, such as: women, money and power; privilege and parenting; psychological considerations in estate planning; and the uses of philanthropy. She meets with individuals, families and mutigenerational groups to provide counsel about the complex psychological dynamics surrounding wealth. Marilyn also works directly with estate lawyers and planners, financial and investment advisors, and executive coaches. Based in St Louis Missouri, she works with individuals and institutions around the country.
Marilyn taught at the Brown School of Social Work at Washington University and at Webster University, both in St. Louis.
Moderator
Déla Hoyi is a senior economist and advisor for the federal government of Canada. She has experience in public policy research and analysis, public programs design, portfolio management, financial management and government decision-making. In all her endeavours, she strives for positive contributions. After her bachelor’s degree with honours in mathematics and economics, followed by a master’s degree in economics, she took on a challenge and completed the requirements of the Chartered Financial Analyst (CFA) designation. CFA charterholder from 2016 to 2019 and past board member of the CFA Society Ottawa, Déla is an ally to the CFA Societies women in investment management initiatives. She is an avid gardener, baked goods enthusiast and passionate about helping others. Continued education is top of mind, and she is always looking for ways to grow personally and professionally, hone her verbal and non-verbal communication skills and learn from her peers.
CWIM Live Q&A with the Author: "Think for Yourself," Featuring Vikram Mansharamani (Hosted by CFA Society Ukraine for EMEA and CFA Society Orange County for Americas)
Overview
Have you ever followed your GPS device to a deserted parking lot? Or unquestioningly followed the advice of an expert—perhaps a doctor or financial adviser—only to learn later that your own thoughts and doubts were correct?
As Vikram Mansharamani shows in this eye-opening and perspective-shifting book, our complex, data-flooded world has made us ever more reliant on experts, protocols, and technology. Too often, we've stopped thinking for ourselves.
”Think for Yourself” is an indispensable guide for those looking to restore self-reliant thinking in a data-driven and technology-dependent yet overwhelmingly uncertain world.
Speaker
Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of the recently-released THINK FOR YOURSELF: Restoring Common Sense in an Age of Experts and Artificial Intelligence and BOOMBUSTOLOGY: Spotting Financial Bubbles Before They Burst. He has been a frequent commentator on issues driving disruption in the global business environment. Vikram's ideas and writings have also appeared in Bloomberg, Fortune, Forbes, The New York Times and a long list of other publications. Linkedin twice listed him as their #1 Top Voice for Money, Finance and Global Economics and Worth has profiled him as one of the 100 most powerful people in global finance. Millions of readers have enjoyed his unique multi-lens approach to connecting seemingly irrelevant dots.
Vikram is currently a lecturer at Harvard University, where he teaches students to use multiple perspectives in making tough decisions. Previously, he was a Lecturer at Yale University. In addition to teaching, he also advises several Fortune 500 CEOs to help them navigate the radical uncertainty in today's business and regulatory environment. He has a PhD and two Masters degrees from MIT and a Bachelors degree from Yale University, where he was elected to Phi Beta Kappa. Vikram lives in Lexington, MA with his wife, daughter, son, golden-retriever, and two cats, one of which he believes may be clairvoyant.
CWIM Original in Partnership with Schroders: “The Myth of Fearlessness: Using Biopsychology to Craft Your Next, Best Steps," Featuring Mary Poffenroth (Hosted by CFA Society Los Angeles)
Overview
Please join us for the next Collaborative WIM Original special quarterly interactive event, hosted by CFA Society Los Angeles. Come prepared to network in breakout sessions with your peers and enjoy an interactive workshop tailored to our industry.
We want to create innovative solutions to our most suffocating struggles, but in order for that to happen, our brains can’t be stuck in survival mode. Feeling stressed and afraid is an arousal state and an over stimulated brain needs systems to get back our sense of wonder and curiosity. When we give our brains a framework to attach to, we feel more in control and ready to move forward, instead of feeling frozen in place. Join biopsychologist Mary Poffenroth as she shares her favorite evidence based frameworks to help you move through everyday fear and build a future full of promising ideas and surprising solutions.
Speaker
Mary Poffenroth is a biopsychologist and in her 14th year as faculty for San Jose State University, the oldest institution of public higher education on the West Coast.
As a native to Silicon Valley, Mary began her research career in astrophysiology at NASA Ames Research Center Moffett Field and now focuses her scholarship and organizational consulting at the scientific intersection of emotional intelligence & innovation. She is the author of Write Present Create: Science Communication for Undergraduates and has taught nearly 20,000 students both in person and online since 2007. A first generation college student herself, she continues to find ways to give back to her community and is currently leading her third cohort of university faculty to success in teaching in the digital space.
Mary holds three masters degrees, one in biology, the other in psychology, and the third in science communication from Imperial College London, with her PhD planned for conferment in 2021. She has spoken at TEDx London, Harvard, and SXSW and her work has been featured in such legacy media outlets as Time magazine, Forbes, Science, Entrepreneur, and National Geographic.
Off stage, she can usually be found alongside her rescue pup bandit, reading a supernatural YA novel, and drinking her weight in fizzy water.
CWIM Original in Partnership with Schroders: “Break Free from Imposter Syndrome: Embrace Your Capable, Competent Self,” Featuring Michelle Galloway (Hosted by CFA Society Indianapolis)
Overview
Join Collaborative WIM and Michelle Galloway of Cooley LLP for a special interactive program to support the advancement of women of all backgrounds, and to demonstrate the commitment of the finance community to true diversity and inclusion. Together, alongside this incredible group of finance leaders, we will demystify imposter syndrome!
Learning Outcomes
Further the CFA Institute’s WIM objectives
Support the advancement of women of all backgrounds
Demonstrate the commitment of the finance community to true diversity and inclusion
Demystify imposter syndrome
Hosted by CFA Society of Indianapolis.
Speaker
Michelle Galloway, Of Counsel, Cooley LLP
Michelle Galloway is Of Counsel for Cooley LLP, a technology litigation practice that focuses on patent litigation and strategic counseling. Ms. Galloway also advises her clients on legal, strategic and technical issues of information management, as well as risk management, compliance, and ethics. She currently serves on the Litigation Executive Committee for the California Lawyers Association, as well as CLA’s Racial Justice Committee, and has a certificate in Diversity and Inclusion from Cornell.
Michelle speaks on a wide range of both legal and leadership topics such as attorney ethics, confidentiality and privilege, DE&I (diversity, equity and inclusion) topics, elimination of bias, health and wellness topics including mindfulness, and communication and influence strategies. She has been a speaker at numerous conferences and meetings, including but not limited to the California Women Lawyers and 100 Women in Finance. She received a JD from Stanford Law School and a bachelor’s degree from Stanford University, majoring in economics and political science.