CFA Society of Columbus May 5, 2021

Please join CFA Columbus in welcoming Barbara Stewart, CFA, as our guest speaker!

"Rich Thinking"

Barbara Stewart, CFA started doing Rich Thinking� research ten years ago because she knew that neither the media nor the financial industry was portraying the area of women and finance accurately. Why were all the messages about women and money so negative? This was completely at odds with her day-to-day experience as a portfolio manager dealing with so many strong, capable female investors.

Barbara realized that if the same inaccuracies about women’s actual capabilities and behaviours about money kept being repeated there would be no progress. It was up to women to make a difference. 11 years (and over 850 interviews in 30 countries) later, we have gained a much more accurate perspective on women and finance.

Barbara will discuss the high level findings from a Decade of Rich Thinking and she will share some of the investing ‘wins’ from her Rich Thinking research paper Hear me roar: Smart women share investing success stories released on March 8 – International Women’s Day, 2021.

Barbara Stewart is a Chartered Financial Analyst with 28 years of investment industry experience; five years as a foreign currency trader and then more than two decades as a portfolio manager investing on behalf of high net worth entrepreneurs. For the past five years she has been on the Advisory Board of Kensington Capital Partners.

11 years ago Barbara saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. Today, Barbara is recognized worldwide as one of the leading researchers in women and finance. Her Rich Thinking� global research papers quote smart women from all ages, professions and countries and are released annually on International Women’s Day, March 8. Barbara is a columnist for CFA Institute, Canadian Money Saver, and Golden Girl Finance.

Barbara is a keynote speaker for CFA Societies, banks and stock exchanges around the world, and conducts interview driven research for financial institutions in Canada and globally.

Registration closes Tuesday, May 4, 2021.

Please remember to register via Zoom for this event. Zoom link will be provided to you in the confirmation e-mail from Constant Contact.