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

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.

"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.

It's finally here! Enjoy the replay of our Q1'22 #CWIM Original, ft. Rupal Bhansali, CIO of Ariel Investments, hosted by our friends at CFA Society Okanagan and CFA Society Saskatchewan!

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.

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

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.

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. 

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.

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.