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Women and Money Roundtable

With The XX Project

Women invest 40% less than men and historically have been underserved by financial institutions. Beyond the investment gap, experts say that women are less likely to talk about their finances with their friends or even family members. The lack of conversations about money matters can mean that women feel less confident and are not availing opportunities to exchange ideas with others to build financial literacy over time.

In this monthly roundtable co-hosted by The XX Project, we’ll invite prominent women in the business community to talk openly about their financial journeys. Listen in and hear their biggest successes, how they turned challenges into opportunities, and what they’ve learned along the way.

This talk is for educational purposes only. It is not intended to be investment advice. When it comes to conversations about the stock market, past performance does not guarantee future results. The opinions of guest panelists are their own. For more information, see Public.com/disclosures.

Topics covered

  • How to set financial objectives and keep yourself accountable
  • Conventional and unconventional ways strengthen your financial literacy
  • Insight into the investing journeys of prominent female leaders
  • How to have more transparent conversations about money

Speakers

Moderator: Sandra L. Richards

Sandra L. Richards is Managing Director, Head of Global Sports and Entertainment, Wealth Management  at Morgan Stanley.

Sophia Amoruso

Sophia Amoruso is the Founder and CEO of Girlboss, a professional network for ambitious women. Her 2014 New York Times Bestseller #GIRLBOSS, which chronicled her early life as well as her experience as the founder of fashion empire Nasty Gal, was adapted into a scripted TV series that premiered on Netflix in 2017. Sophia is also the author of Nasty Galaxy and the Girlboss Workbook. She has been featured on the Fortune 40 under 40, Forbes 30 under 30, Inc. 30 under 30, Fast Company Most Creative People in Business lists, and named one of Forbes’ Richest Self-Made Women, covering its June 2016 issue.

Michelle Edgar

As an executive in the entertainment business for over a decade, Michelle Edgar’s expertise and focus is securing partnerships for her artists as VP brand marketing at Epic Records.

Michelle founded The XX Project more than eight years ago and has made it part of her everyday life to inspire and empower women in business through this network and platform by providing leading women in business with resources and tools to enhance their lives to propel business forward. She is also the Executive Director of Music Unites, a non-profit funding after-school music education programs.

Alexandra Carter

Alexandra Carter is a Clinical Professor of Law and Director of the Mediation Clinic at Columbia Law School, where she has spent over a decade helping thousands of people improve their negotiation skills. She is a world-renowned negotiation trainer for the United Nations, where she has taught dozens of negotiation workshops to hundreds of diplomats from more than eighty nations. Carter graduated with honors from Georgetown University, was a Fulbright Scholar in Taiwan, and received her law degree from Columbia Law School. In 2019, Carter was awarded Columbia University’s highest teaching honor. She lives in Maplewood, New Jersey, with her husband and daughter.

Shea Curtin

Shea Curtin is a Financial Advisor, Sports and Entertainment Associate, at Morgan Stanley.