Barbara Stewart, CFA and author of the Rich Thinking® series of white papers on women and financial issues will discuss the high level findings of her 9th annual white paper released
Barbara Stewart, CFA and author of the Rich Thinking® series of white papers on women and financial issues will discuss the high level findings of her 9th annual white paper released in March 2019. Stewart asked 55 women the questions: What is the biggest idea you have ever had in your life? Where did you get that idea, what did you do with it, how did you invest in it, and what ended up happening?
Barbara will discuss the implications of this research for the investment industry. The global finance culture is changing quickly as we are undergoing a radical shift in socialization. Financial institutions around the world are rapidly realising that women represent a lucrative business opportunity and they are becoming today’s largest, most important and most underserved target market.
We need to put Big Ideas first on our list of topics to discuss with clients and potential clients. Women are getting these ideas all the time, and in most cases need to finance them, fund them in size, and do it yesterday. Barbara will talk about what women want in 2019 in terms of financial services and communication and highlight some of the most progressive models today in the women and wealth space.
(Tuesday) 12:15 - 13:45
Saxo Bank - Trading Lounge
Ground Floor, Beethovenstrasse 33, Zurich
CFA Society Switzerland has determined that this program qualifies for one CE credit hour under the guidelines of the CFA Institute Continuing Education Program.
- Day 1
12.00 12.00 Registration * 12.15-13.45 Presentation * 13.45 Networking Lunch 12.00 - 13.45.
Barbara Stewart CFA
Barbara Stewart CFA
Barbara Stewart CFA is a leading researcher on women and finance. She is an advocate for women, for diversity and for financial education, both in public and as consultant using her proprietary research skills to help global financial institutions seeking to transform themselves. She has researched, written and published an annual series of Rich Thinking® white papers, launching every International Women’s’ Day. Eagerly anticipated, these papers have changed the global conversation around women and finance. In addition to being a researcher and author, Barbara is a sought after speaker, educator and evangelist on women, money and investing. Whether in an intimate setting, or a keynote speaker to thousands, Barbara shares her research with women (and men) of all ages, reminding them that “women need finance, and finance needs women!” She is a columnist for the CFA Institute’s Enterprising Investor website, and a thought leader regularly consulted by print and broadcast media worldwide. In her previous life, Barbara spent five years as an institutional currency trader and 20 years as a portfolio manager and investment counsellor for high net worth investors.