Magazine

Ellevest Fireside Chats

By Ellevest Team

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 private fireside chats for our private wealth clients. 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 fireside chats we’ve held so far. We’ll update this article every time we have something new for you.

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: Sallie 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.


Disclosures

© 2020 Ellevest, Inc. All Rights Reserved.

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Ellevest Team

The Ellevest team is working to help women reach their financial and professional goals.