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Our next POWER Breakfast features Sallie Krawcheck, CEO and co-founder of Ellevest, who will discuss how the investment landscape is changing in addition to how investment platforms and interfaces need to evolve. Learn about Sallie's journey with Ellevest, how her career experiences propelled her into launching an online investment platform geared towards women, and the challenges and opportunities for digital investment advisors. Gain insights on how to transition from the corporate world to the startup world from the leader of one of the fastest growing digital investment platforms!
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
Reserved VIP table - $450 (10 guests, company name on table, contact office directly)
WE Members - $45 (Please call the office at 312-251-1301 to register)
WIP Members - $45 (Please call the office at 312-251-1301 to register)
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Attire
Menu: Breakfast Buffet (vegetarian options available)
8:00 am - 8:30 am: Registration & Networking
8:30 am - 9:30 am: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Sallie Krawcheck is the CEO and co-founder of Ellevest, a digital-first, mission-driven investment platform for women. Her professional mission is to help women reach their financial and professional goals enabling them to live better lives unleashing a positive ripple effect for our families, our communities and our economy. Ellevest is one of the fastest growing digital investment platforms and has been named to CNBC’s Top 50 "Disruptor" list (#24), LinkedIn’s 50 “Most Sought-After Startups” (#14 overall and #2 in New York), and one of Entrepreneur Magazine’s Top 100 Brilliant Ideas. She is also chair of the Ellevate Network, a 135K-strong global professional women’s network. She is chair of the Pax Ellevate Global Women’s Leadership Fund, a fund that invests in the top-rated companies for advancing women and is the best-selling author of Own It: The Power of Women at Work.
Krawcheck, one of few executives to find success in large complex companies and as a startup CEO, is widely recognized as one of the most influential women in business. She has been recognized as a “Top Female Founder” by Inc., called "The Last Honest Analyst" by Fortune magazine, was named the seventh most powerful woman in the world by Forbes, and was # 9 on Fast Company's list of the "100 Most Creative People in Business." She has been called one of the top 10 up and coming entrepreneurs to watch by Entrepreneur Magazine and has landed on Vanity Fair’s “The 2018 New Establishment List.”
Before launching Ellevest, Krawcheck built a successful career on Wall Street: She was the CEO of Merrill Lynch, Smith Barney, US Trust, the Citi Private Bank, and Sanford C. Bernstein. She was also chief financial officer for Citigroup. Prior to that, Krawcheck was a top-ranked research analyst covering the securities industry. Krawcheck received a BA summa cum laude from the University of North Carolina at Chapel Hill and an MBA with honors from Columbia Business School.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, September 11th.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.