【CFA Japan Lunch Seminar Announcement】
Title: Smart women and risk-taking
Date: March 22nd (Thursday), 2018, 11:30-13:00
※Light meal and drinks will be served.
Venue: Room1, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo
(For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor.
For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.)
Specialty Focus Areas: Private Wealth Management (CE credit eligible)
Speaker: Ms. Barbara Stewart, CFA
Fee: CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members：Free,
Candidate Non Members: JPY 2,000, Non-members: JPY 3,000
For her 2018 research, Barbara interviewed 50 accomplished women globally to uncover four dominant themes about smart women and risk-taking. She will discuss how risk varies from woman to woman, why women take these risks, whether they prepare for taking big risks or just "jump in with the sharks" and lessons learned and best practices around risk-taking for women. Barbara will discuss the importance of understanding how women approach risk-taking and the implications for investment advisers and their clients. After covering her most recent paper, Barbara will offer her views on the global landscape for women and finance.
Barbara Stewart, CFA is one of the world's leading researchers on women and finance. During the 2009 financial crisis, she was frustrated by media depictions of women as powerless creatures lacking knowledge and confidence. To set the record straight, she has researched, written and published an annual series of Rich Thinking™ white papers, launching every International Women's' Day. Eagerly anticipated, these papers have changed the global conversation around women and finance, with Barbara's interview-based research showing that women now earn their own money, invest in their passions, and "are not risk averse, they are risk aware."™
In addition to being a researcher and author, Barbara is a sought after speaker, educator and evangelist on women, money and investing. Whether in an intimate setting, or a keynote speaker to thousands, Barbara shares her research with women (and men) of all ages, reminding them that "women need finance, and finance needs women!"™ Barbara is an advocate for women, for diversity, and for financial education, both in public and as a consultant using her proprietary research skills to help large global financial institutions seeking to transform themselves. She is a columnist for the CFA Institute's Enterprising Investor website, and a thought leader regularly consulted by print and broadcast media worldwide.
In her previous life, Barbara spent five years as an institutional currency trader and 20 years as a portfolio manager and investment counsellor for high net worth investors. She lives in Toronto with her husband Duncan Stewart, CFA and their Bernese Mountain Dog Hank.