CWIM Featured Speakers

Thank you to our friends for sharing their insights with us and for their leadership of the CWIM global community.

Our collaboration was born out of shared ideas, and we look forward to hearing yours!
Contact us at [email protected].

  • Neha Sangwan, Bestselling Author of “Powered by Me: From Burned Out To Fully Charged At Work and in Life”

  • James Rhee, Founder, Investor/CEO, Johnson Chair of Entrepreneurship at Howard University, Bestselling Author of “red helicopter”

  • Kathryn Valentine, Founder and CEO, Worthmore Strategies.

  • Dr. Andrea L. Eisfeldt, UCLA Professor of Finance.

  • Lindsey Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital.

  • James Brown, Founder, Vedic Path Meditation.

  • Melissa Hahn, Bestselling Author of “Forging Bonds in a Global Workforce”, Adjunct Professorial Lecturer, Author.

  • Manisha Thakor, Bestselling Author of “MoneyZen: Finding Your Enough”.

  • Sonya Dreizler, Co-Founder, Choir.

  • Emma Seppälä, Ph.D, Keynote Speaker, Yale Lecturer, Best-selling Author “The Happiness Track”.

  • Oliver Burkeman, Best-selling Author “Four Thousand Weeks Time Management for Mortais”.

  • Mike Green, CFA, Portfolio Manager and Chief Strategist, Simplfy.

  • Marina Severinovsky, Head of Sustainability North America, Schroders.

  • Jillian Climie, Co-Founder, The Thoughtful Co.

  • Fran Skinner, CFA, CPA, Partner, AUM Partner.

  • Janie Mines, Formoer U.S. Naval Academy Officer.

  • Jade Scipioni, Senior Reporter.

  • Katharina Seiler, Founder of Women for Women Fund, Senior Equities Fund Manager, DWS.

  • Sally Helgesen, Bestselling Author of “How Women Rise”.

  • Natalya Tarasova, Life and Career Coach.

  • Meredith A. Jones, Author of “Women of the Street”.

  • Megan Walls, Founder, Walls Career Coaching.

  • Alexi Pappas, Olympic runner and award-winning filmmaker, Bestselling Author of “Bravey: Chasing. Dreams, Befriending Pain and Other Big Ideas”.

  • Demesha Hill, Head of Diversity & Community Relations, Janus Henderson Investors.

  • Helena Ocampo, Senior Portfolio Manager, Goelzer Investment Management.

  • Joel Greengrass, Chief People Officer, Yieldstreet.

  • Stephanie Cohen, Global Co-Head of Consumer and Wealth Management, Goldman Sachs.

  • Komal Ahmad, Founder, Copia (Nelson Mandela Humanitarian Award Recipient; Forbes 30 Under 30, twice).

  • Parneet Pal, MBBS, MS, Physician, Educator & Wellbeing Expert, Parneet Pal Consulting.

  • Dorie Clark, Bestselling Author of “The Long Game” (Duke & Columbia Business School).

  • Practical Pause: Lynn Mull, Reiki Master, Transformational Coach and Wall Street alum, Author of "The 24 Oracle Deck".

  • Sarah Maynard, Global Senior Head, External Inclusion & Diversity Strategies and Programs, CFA Institute.

  • Marlene Timberlake D’Adamo, Chief Diversity Officer, CalPERS.

  • Paul Olschwanger, Founder, Wendell Rhoads Consulting.

  • Scott Jeffrey Miller, Author of “Master Mentors: 30 Transformative Insights From Our Greatest Minds”.

  • Rupal Bhansali, CIO, Portfolio Manager, International & Global Equities, Ariel Investments.

  • Morgan Housel, Partner, Collaborative Fund, Bestselling Author of “The Psychology of Money”.

  • Joyce Chang, Managing Director & Chair, Global Research at J.P. Morgan.

  • Subadra Rajappa, Managing Director, Head of US Rates Strategy, Societe Generale.

  • Birgit Boykin, Global Head of DEI of Talent and Culture, Blackrock.

  • Amanda Pullinger, CEO, 100 Women in Finance.

  • Andy Molinsky, Bestsellling Author of Global Dexterity”; “Reach: A New Strategy to Help You Step Outside Your Comfort Zone, Rise to the Challenge, and Build Confidence”; “Forging Bonds in a Global Workforce” (Brandeis University International Business School).

  • Déla Hoyi, Senior Advisor and Economist, Treasury Board of Canada Secretariat.

  • Marilyn Wechter, Psychotherapist, Financial Therapist, Wealth Counselor.

  • Dr. Vikram Mansharamani, Bestseling Author of “Think for Yourself” and “Boombustology” (Candidate for US Senate in New Hampshire).

  • Mary Poffenroth, San Jose State University STEM Faculty, Biopsychologist, Author of “Write, Present, Create”.

  • Michelle Galloway, Of Counsel, Cooley (Stanford University Law School).