We’re committed to giving you the support you need to make decisions about your financial health. As always, our team is here to help you with questions and guidance.
One way we do that is through virtual webinars. These calls are intended to provide perspective on current events and the economy and how they may affect your portfolio, as well as give you more information about investing topics that might interest you.
Below is a list of events we’ve held so far. We’ll update this article every time we have something new for you.
July 16: Ellevest Private Wealth Management Financial Advisor Allison Kvikstad, CFP®, CDFA® is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss some common themes between tourist traps and investing traps (and what to steer clear of). To watch the full conversation, please click here.
June 20: Watch Emily Green, Ellevest’s head of wealth management, and estate attorney Lara M. Sass, Esq., AEP® in conversation about the ever-changing landscape of estate planning. They delve into the complexities of large wealth transfers, focusing on critical topics such as the sunsetting of the estate tax exemptions and how you can plan for future estate law changes, to leave a lasting legacy for generations to come. To watch the full conversation, please click here.
June 17: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss key factors that investors should prioritize amid distractions, including reducing taxes, cutting expenses, and determining their risk tolerance and its impact on their overall portfolio strategy. To watch the full conversation, please click here.
May 14: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss inflation, interest rates, and how the impact of innovation could fuel earnings and justify higher prices. To watch the full conversation, please click here.
April 18: Ellevest Private Wealth Financial Advisor Allison Kvikstad, joined by Vice President of Private Wealth Investments Ankur Patel, discuss the ways taxes can have an outsized influence on your after-tax investment performance, and why ignoring them can easily mute hard-earned returns. To watch the full conversation, please click here.
March 19: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss why the greatest fear in investing comes from placing your bets on a single outcome and then fretting that you’ll get something else entirely. To watch the full conversation, please click here.
March 14: The Great Wealth Transfer is history-making for women and their wealth. Catch up the conversation between Emily Green, Ellevest’s head of wealth management, and estate attorney Lara M. Sass, Esq., AEP® covering the generational wealth opportunities and challenges families are encountering, including the immediate steps to take today to be prepared for a future windfall. To watch the full conversation, please click here.
February 13: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss what history can teach us about the recent outstanding performance by a small, concentrated group of tech stocks. To watch the full conversation, please click here.
January 16: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel and Ellevest Chief Investment Officer Dr. Sylvia Kwan to dicuss what 2024 may bring. To watch the full conversation, please click here.
December 19: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel for a live conversation on why setting realistic expectations for the long term will help you stay the course with greater peace of mind. To watch the full conversation, please click here.
November 14: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss the widening federal budget deficit, the resilience of the economy, and why the Fed isn’t likely to lower rates anytime soon. To watch the full conversation, please click here.
October 17: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss what you need to know about investing across borders to better diversify and maximize your portfolio beyond the US equity markets. To watch the full conversation, please click here.
September 19: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss the ups and downs that triggered Ellevest portfolio changes, and why they’re crucial for keeping your investing goals on track. To watch the full conversation, please click here.
July 11: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss the risks of letting the fear of missing out get the best of you — and your investment dollars. To watch the full conversation, please click here.
June 15: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss the recent markets, spending and inflation data, and why the pattern of overcoming adversity remains consistent. To watch the full conversation, please click here.
May 15: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Vice President of Private Wealth Investments Ankur Patel to discuss the debt ceiling, the most recent Fed rate hike, and other news that affected the market. To watch the full conversation, please click here.
April 20: Ellevest Head of Private Wealth Management Emily Green is joined by Susan Benford and Maggie Glasgow of Philanos to discuss how to make your giving go further with collective giving circles. To watch the full conversation, please click here.
April 13: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss the news, the markets, and how you can prepare for what’s next. To watch the full conversation, please click here.
March 29: Ellevest Head of Private Wealth Management Emily Green is joined by Dr. Nicole Yoder of Spring Fertility to discuss the ins and outs of the fertility journey. To watch the full conversation, please click here.
March 14: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel and Chief Investment Officer Dr. Sylvia Kwan to discuss everything leading up to, and following, the Silicon Valley Bank collapse. To watch the full conversation, please click here.
March 1: Lydia Vercelli, CPA, TEP, of BDO will join Emily Green of Ellevest Private Wealth to discuss trends, news, and potential high impact changes to taxes following a year of market volatility. To watch the full conversation, please click here.
February 15: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss Fed rate hikes, foreign balloons, how the Super Bowl reflects market health, and more. To watch the full conversation, please click here.
February 6: AdaPia d'Errico and Jennifer Burnham-Grubbs of Womxn of Wealth and Emily Green of Ellevest Private Wealth discuss the psychology of wealth as well as how to find and build a community around your financial empowerment. To watch the full conversation, please click here.
January 12: Dr. Sylvia Kwan, Chief Investment Officer, is joined by Ellevest Private Wealth Management Financial Advisor Cameron Rogers and Ellevest Vice President of Private Wealth Investments Ankur Patel to look back on newsworthy events in the market in 2022 as well as what lies ahead for 2023. To watch the full conversation, please click here.
December 15: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Ellevest Vice President of Private Wealth Investments Ankur Patel to discuss inflation news, Fed rate hikes, what's going on in the crypto world, and more. To watch the full conversation, please click here.
November 16: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss Fed rate hikes, geopolitical changes, midterm outcomes, and how they all could affect market performance. To watch the full conversation, please click here.
November 2: Director of Ellevest Private Wealth Management Emily Green is joined by Managing Director of Investor Relations at RealtyMogul Brian Sigler to discuss the real estate investing landscape and how investors could use real estate to diversify their portfolios. To watch the full conversation, please click here.
October 19: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss how midterm elections, soaring interest rates, and inflation’s pesky presence could impact the investing landscape. To watch the full conversation, please click here.
October 10: Ellevest Private Wealth Management Financial Advisor Ashley Bleckner is joined by Danielle P. Barger, Esq. of Barger & Battiest, APC to discuss how the LGBTQIA+ community and their families could approach estate planning in a volatile political environment. To watch the full conversation, please click here.
September 20: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss where the economy might be headed after another month of fluctuation. To watch the full conversation, please click here.
August 17: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to interpret the mixed signals we’re getting from the economy. To watch the full conversation, please click here.
July 19: Ellevest Private Wealth Management Financial Advisor Allison Kvikstad is joined by Senior Portfolio Manager Ankur Patel to discuss how rising interest rates may affect inflation and our chances of a recession. To watch the full conversation, please click here.
June 15: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss the market's dip back into bear market territory. To watch the full conversation, please click here.
May 12: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss market volatility, bonds, and the likelihood of a recession. To watch the full conversation, please click here.
April 21: Ellevest Director of Private Wealth Management Emily Green and Portfolio Manager Kristen Goodman are joined by Ethic Co-Founder and President Jay Lipman to discuss the launch of the Ellevest Climate-Conscious Impact Strategy. To watch the full conversation, please click here.
April 14: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss the yield curve, inflation, and the possibility of a recession. To watch the full conversation, please click here.
March 17: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss Russia’s invasion of Ukraine, Fed decisions on interest rates, and where the market stands amid all of it. To watch the full conversation, please click here.
February 8: Ellevest Private Wealth Management Financial Advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss January's market volatility and what it could mean for the future. To watch the full conversation, please click here.
January 24: CEOSallie Krawcheck interviews Ellevest Chief Investment Officer Dr. Sylvia Kwan to discuss her latest whitepaper all about alternative investments — namely, what they are, where they came from, and how they could achieve double or even triple bottom lines for your wealth. To watch the full conversation, please click here.
January 11: Ellevest Private Wealth financial advisor Cameron Rogers is joined by Chief Investment Officer Dr. Sylvia Kwan to discuss our outlook for the market in 2022. Hint: it's cloudy, with a chance of meatballs. To watch the full conversation, please click here.
December 15: Ellevest Private Wealth financial advisor Cameron Rogers is joined by Senior Portfolio Manager Ankur Patel to discuss market performance in November and how it could signal progress toward recovery. To watch the full conversation, please click here.
December 1: Ellevest Chief Investment Officer Dr. Sylvia Kwan is joined by AllianceBernstein's Head of Fixed Income Responsible Investing Erin Bigley and Portfolio Manager of Municipal Impact Marc Uy to discuss the launch of the new Ellevest Municipal Impact Strategy managed by AllianceBernstein. To watch the full conversation, please click here.
November 17: Ellevest Private Wealth financial advisor Cameron Rogers and Senior Portfolio Manager Ankur Patel discuss the ups-and-downs of October, including COP26, inflation fears, supply chain woes, and how it all affected the markets. To watch the full conversation, please click here.
October 6: Ellevest Director of Private Wealth Emily Green and Tax Partner at BDO Lydia Vercelli, CPA, discuss the ins-and-outs of proposed tax changes put forth by the Build Back Better budget plan. To watch the full conversation, please click here.
August 17: Senior Portfolio Manager Ankur Patel and Private Wealth Financial Advisor Cameron Rogers discuss the Delta variant’s impact on the global economic recovery. To watch the full conversation, please click here.
July 20: Senior Portfolio Manager Ankur Patel and Private Wealth Financial Advisor Cameron Rogers discuss Fed actions and what they mean for your investments. They explain market performance during the month of June, a breakdown of the Fed decision, and why investors are so focused on Fed actions. To watch the full conversation, please click here.
June 10: Ellevest Director of Private Wealth joins Chief Investment Officer Dr. Sylvia Kwan to discuss donor-advised funds. They explain how a donor-advised fund presents an exciting opportunity to make charitable dollars go further and why investors may consider opening one. To watch the full conversation, please click here.
June 3: Director of the Center for Sustainable Business at NYU Stern School of Business joins Ellevest Chief Investment Officer Dr. Sylvia Kwan and Private Wealth financial advisor Cameron Rogers to discuss the intersection of ESG expertise and corporate board responsibility. To watch the full conversation, please click here.
May 24: Senior Portfolio Manager Ankur Patel and Private Wealth Financial Advisor Cameron Rogers discuss recent market volatility fueled by inflation, and their predictions on whether or not inflation fears are valid. To watch the full conversation, please click here.
May 18: Senior Portfolio Manager Ankur Patel and Private Wealth Financial Advisor Allison Kvikstad are joined by Lydia Vercelli, CPA to discuss market performance in April as well as implications for the president’s capital gains tax proposal. To watch, please click here.
April 1: Senior Portfolio Manager Ankur Patel and Private Wealth Advisor Cam Rogers demystify current investing trends like SPACs, Bitcoin & NFTs. To watch, please click here.
March 25: Ellevest CIO Sylvia Kwan and Astia Fund CEO Sharon Vosmek celebrate the addition of Astia to Ellevest’s Private Wealth platform. Astia Fund is dedicated to focusing on women founders and valuing women as leaders and investors. To watch, click here.
February 25: Director of Private Wealth Management Emily Green and CEO Sallie Krawcheck explain what could happen when women stay with financial advisors they’d describe as “just fine.” To watch, click here.
February 18: CEO Sallie Krawcheck and CIO Sylvia Kwan introduced Ellevest Private Wealth Management’s inaugural Impact Report. To watch, please click here.
January 13: CEO Sallie Krawcheck, Senior Portfolio Manager Ankur Patel, and Financial Advisor Allison Kvikstad discussed what they expect from markets in 2021. To watch, please click here.
December 17, 2020: Financial Advisor Ashley Bleckner and Certified Transition Professional Emily Scott discussed the value of creating a family mission statement to guide financial decision-making and conversations about money. To watch, please click here.
October 7: Ellevest CEO Sallie Krawcheck and Senior Portfolio Manager Ankur Patel discussed how the upcoming election could impact the markets. To watch, please click here.
September 21: Ella Chase and Michelle Langdon, co-creators of Wellth Works, joined Ellevest Financial Advisor Cameron Rogers to share their expertise with generational wealth transfers and provide insights on things to consider in your next generation planning. To watch, please click here.
August 5: Economist Christopher Schwarz joined Ellevest Financial Advisor Ashley Bleckner to reflect on Q2 market data and share insights on the latest market and economic data and forecasts. To watch, please click here.
July 15: Ellevest CEO Sallie Krawcheck, Chief Investment Officer Sylvia Kwan, and Director of Private Wealth Management Emily Green spoke about the recent addition of racial justice criteria to our Ellevest Intentional Impact portfolios. To watch, please click here.
July 1: Ivka Kalus, founder and chief investment officer at Promethos Capital, and Ellevest Chief Investment Officer Sylvia Kwan discussed recent trends in social justice investing and ways investors can use their capital to reward corporate decision-making that incorporates social justice. To watch, please click here.
May 7: Ellevest CEO Sallie Krawcheck and Ellevest Chief Investment Officer Sylvia Kwan discussed intentional impact and gender lens investing. To watch, please click here.
April 30: Sylvia Kwan and Financial Advisor Ashley Bleckner discussed alternative investments and their role in this current market environment. To watch, please click here.
April 23: Attorney Lara Sass and Financial Advisor Emily Green discussed important trust and estate considerations and estate plan updates that might make sense, given this market environment. To watch, please click here.
April 15: Sylvia Kwan and Senior Portfolio Manager Ankur Patel discussed recent market updates and how the current environment is affecting alternative investments. To watch, please click here.
April 8: Financial advisor Cameron Rogers and John Samuels, founder and CEO of Better Health Advisors, on navigating our healthcare system during the pandemic. To watch, please click here.
April 2: Sallie Krawcheck and Ankur Patel on the current market environment and lessons learned from past financial crises. To watch, please click here.
March 19: Sylvia Kwan and Christine Benz, director of personal finance at Morningstar, on managing your money during periods of market volatility. To listen, please click here.
March 12: Sallie Krawcheck and global political scientist Ian Bremmer on COVID-19 and the financial markets. To listen, please click here.
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