Are you seeking an engaging and experienced speaker to captivate your audience with insights into the asset management industry?

Invite Stephanie to speak or moderate at your conference, industry or university event, or to be a podcast guest.

CONNECT. EDUCATE.
CREATE IMPACT.

CONNECT . EDUCATE . CREATE IMPACT.

book stephanie

Bringing UNIQUE PERSPECTIVE to...

INDUSTRY Evolution

A roadmap to building your ETF business: from strategy though implementation to growth

careeR building

Transitioning from university student to full-time work: a framework for early career success

Financial WEllness

Empowering women through investing: a holistic approach to building wealth

She is passionate about financial education as a pillar of overall wellness, and the role that investing plays in empowering individuals with greater choice in how they live their lives.

She believes in creating dedicated communal spaces, for women specifically, to facilitate a supportive learning environment.

How to navigate the job search process
A roadmap for success in the early stages of one’s career

She's provided guidance on:

Bring textbook learning to life with real-world insights into the finance industry.

Active in mentoring since high school and through college, she's spoken with university students to:

Market outlook
Portfolio implementation ideas
Factor-based investing
Custom index construction
Active management investment processes
Broad education on the ETF ecosystem

Stephanie has traveled and presented to audiences of wealth and institutional investors across the US, Mexico, Peru, Colombia, and Canada on investment topics spanning: