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Where are markets headed? Read Nancy Davis’ answer along with 5 other finance heavy weights

Where are markets headed? Read Nancy Davis’ answer along with 5 other finance heavy weights

by Ian Curry | Jun 13, 2023 | Uncategorized

Hear from Nancy Davis 100WF member and founder of Quadratic Capital Management; Where are markets headed? Read her answers along with 5 other finance heavy weights, in this recent WSJ article: Where Are Markets Headed? Six Pros Take Their Best GuessThe Wall Street...
Equitable Access to Accredited Investor Status: A Step Towards Inclusion for Women

Equitable Access to Accredited Investor Status: A Step Towards Inclusion for Women

by Ian Curry | Jun 13, 2023 | Uncategorized

Leesa Soulodre Founder & VC GP. Educator. Speaker. Superconnector. Partner She Loves Tech. Former Veteran.   A Step Towards Inclusion for Women In a significant move towards a more inclusive investment landscape, the US House of Representatives recently...
From Around the Globe and ON POINT – Part Three

From Around the Globe and ON POINT – Part Three

by Ian Curry | Jun 13, 2023 | Trending, Uncategorized

Hosted by Longbow co-founder and CIO at Solstein Capital, Nadine Terman, ON POINT is a series of conversations that highlight some of the most successful females in the investment industry from around the globe. These informative and enlightening discussions cover a...
The Arrival of AI and ChatGPT in Wealth Management.

The Arrival of AI and ChatGPT in Wealth Management.

by Ian Curry | May 11, 2023 | Fintech, Uncategorized

Photo created by author using Dall·E 2 How wealth managers can adopt AI for future success. Executive Summary The launch of the ChatGPT conversational chatbot prototype last November put artificial intelligence (AI) directly into the hands of individuals, wealth...
Commentary: Silicon Valley Bank crisis — where do we go from here?

Commentary: Silicon Valley Bank crisis — where do we go from here?

by Ian Curry | May 11, 2023 | Uncategorized

By Amy Poster Originally Published April 28, 2023 07:00 AM, Pensions and Investments   Many are calling the recent collapse of Silicon Valley Bank, Signature Bank, and Silvergate Bank as a 2008 bailout deja vu. But except for another hurried backstop by the U.S....
Getting your CFA Designation- My personal experience

Getting your CFA Designation- My personal experience

by Ian Curry | May 11, 2023 | Uncategorized

By Urmi Hossain, Associate, RBC Dominion Securities   Urmi, you have a diverse and interesting background with a broad range of experience and depth of knowledge in a variety of areas. Before we dive into the specifics of a CFA designation, tell us more about...
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