Global insights on the financial behaviours of smart women and men
UPCOMING EVENTS
Rich Thinking Research Launch
	 KvinnoKapital
	  Stockholm
	  
	 March 8, 2024
RECENT EVENTS
CFA Society of Toronto Wealth Conference
 CFA Society of Toronto
  Toronto
  See the Invitation / Registration
 September 21, 2023
BULLWEALTH
 Women & Wealth
  Toronto
Listen to the podcast
  
 May 29, 2023
Technology Revolution Radio: The Future of Now
 The Future of Investments and Technology: Show me the Money
 New Jersey
  
 May 10, 2023
How smart women and men invest in themselves
  CFA Society Taiwan
	Taipei
	
   April 19, 2023
How do you invest in yourself?
 CFA Society Singapore
  Singapore
  
 April 11, 2023
Suddenly Single: How women are transitioning through death and divorce
 Globe Advisor
   Toronto
   
  March 22, 2023
Creating Your Own Personal Business Model
 CFA Institute’s Guiding Assets Podcast
  New York
  
 March 15, 2023
How women manage risk as investors, at work and in life with Michele Wucker and Barbara Stewart
  The Purse Podcast
  London
   
  March 11, 2023
Rich Thinking Research Launch
 KvinnoKapital
  Stockholm
  
 March 8, 2023
Planning for a Post Pandemic Non-Retirement
  Canadian MoneySaver
   Toronto
   
  January, 2023
Planning for a Non-Retirement
   The Money Show
   Toronto
   
  September 17, 2022
Launch of 2021 Canadian Entrepreneur Report
 Echelon Wealth Partners
 Toronto
 
 March 31, 2022
Rich Thinking Research Launch
 KvinnoKapital
 Stockholm
 
 March 8, 2022
Pathways in Finance Conference
   University of Waterloo Women in Finance (WIF)
   Toronto
   
   Febuary 25, 2022
ESG & Private Equity panel discussion
   Kensington Capital Partners
   Toronto
   
   October, 2021
A Decade of Rich Thinking®
   CFA Society Columbus
   Columbus
   See the invitation
   May 5, 2021
The Myths about Women & Investing
   Yieldstreet
   See the invitation
   New York City
   April 21, 2021
A Decade of Rich Thinking®
 Mission Cloud
 
 Los Angeles
 March 26, 2021
Women in Finance event
 The 51 and CFA Society Calgary
 See the invitation
 Calgary
 March 16, 2021
Rich Thinking Research Launch
   KvinnoKapital
Stockholm
   See the invitation
   March 8, 2021
Embracing Serendipity for Business Success
   WinTrade Global Talks
   London, England
   Watch podcast
   
   Febuary, 2021
ESG & Sustainable Investments
   CAiP (Investment Strategies for Canadian Pensions)
   Toronto
   See the invitation
   February 25, 2021
Going For Gold Podcast
 Female Invest
 Copenhagen
 
 December 10, 2020
Sense and Serendipity: The Story of Rich Thinking
 Acuris (A member of the ION Group)
 London, England
 
 October 28, 2020
Goals and Managing  Your Money
 Women Investors Club
 Sydney, Australia
 See the invitation
 October 8, 2020
A Decade of Rich Thinking
 George Brown College
 Toronto
 See the invitation
 September 30, 2020
Women and Wealth: A Decade of Rich Thinking
 CFA Society Toronto
 Toronto
 See the invitation
 September 22, 2020
Top Tips for Business Success
 CFA Society Louisiana
 New Orleans
 
 
 September 17, 2020
The51 Live IGTV show
 Financial Feminist Friday
 Calgary
 
 July 17, 2020
MoneyShow (virtual event)
 “A Current Snapshot: The COVID-19 Impact On Women, Money, And Investing”
 Toronto
 See the invitation
 July 8, 2020
Kvinno Kapital & Storebrand Asset Management
 "Rich Thinking Research Launch"
 Stockholm
 See the invitation
 March 9, 2020
MoneyPenny
 "Rich Thinking Research Launch"
 Copenhagen
 See the invitation
 March 8, 2020
Echelon Wealth Partners
 Canadian Entrepreneur Summit
 Toronto
 See the invitation
 March 2, 2020
Paris Fintech Forum 2020
 Paris
 See the invitation
 January 28-29, 2020
CFA Society New York
 "Smart Women and Risk-Taking"
 New York
 See the invitation
 November 20, 2019
Advocis
 "Suddenly Single"
 Toronto
 See the invitation
 October 17, 2019
The Moneyshow
 Toronto
 See the invitation
 September 21, 2019
CFA Society Switzerland
 "Smart Women - Big Ideas"
 Geneva
 See the invitation
 September 11, 2019
CFA Society Switzerland
 "Smart Women - Big Ideas"
 Zurich
 See the invitation
 September 10, 2019
CFA Society Pittsburgh
 "Diversity in Finance: Why it Matters"
 Pittsburgh
 See the invitation
 June 17, 2019
European Women in Payments Network (EWPN)
 Annual Conference
 Amsterdam
 
 June 5, 2019
CFA Society Taiwan
 "Smart Women - Big Ideas"
 Taipei
 See the invitation
 March 26, 2019
Kvinno Kapital
 "Smart Women - Big Ideas"
 Stockholm
 See the invitation
 March 7, 2019
Israel Society of Investment Professionals
 CFA Research Challenge – Judge
 Tel Aviv
 See the invitation
 March 3, 2019
MMF Symposium 2019
 The World Forum on Finance, Technology, Investments & Risk Management
 "Diversity in Finance: Why it Matters"
 Toronto
 See the invitation
 January 11, 2019
CFA Society Argentina
 "Diversity in Finance: Why it Matters"
 Buenos Aires
 See the invitation
 October 11, 2018
CFA Society Chile
 "Diversity in Finance: Why it Matters"
 Santiago
 See the invitation
 October 9, 2018
CFA Society Ukraine
 "How smart women invest"
 Kiev
 See the invitation
 September 7, 2018
CFA Society Switzerland
 "How smart women invest"
 Geneva
 See the invitation
 May 31, 2018
CFA Society Switzerland
 "How smart women invest"
 Zurich
 See the invitation
 May 30, 2018
CFA Society Malaysia
 "Smart women and risk-taking"
 Kuala Lumpur
 See the invitation
 April 11, 2018
CFA Society Singapore
 "Smart women and risk-taking"
 Singapore
 See the invitation
 April 10, 2018
CFA Society Japan
 "Smart women and risk-taking"
 Tokyo
 See the invitation
 March 22, 2018
CFA Society Slovenija
 "How smart women invest"
 Ljubljana
 See the invitation
 February 13, 2018
CFA Society Poland
 "A perfect storm: women need finance and finance needs women"
 Warsaw
 See the invitation
 November 28, 2017
CFA Society Sweden
 "How to leverage gender intelligence for greater success in business"
 Stockholm
 Register for the event
 November 15, 2017
Danske Bank
 "How smart women invest"
 Helsinki
 See the invitation
 October 12, 2017
Danske Bank’s Women’s Conference
 Copenhagen
 See the invitation
 June 14, 2017
CFA Society Miami
 "How smart women invest"
 Miami
 See the invitation
 May 30, 2017
CFA Society Calgary
 Diversity in Finance: The Competitive Advantage of Gender Balance
 Calgary
 See the invitation
 May 9, 2017
Swedish and Nordic Chamber of Commerce
 Women and Finance Conference
 Luxembourg
 See the invitation
 May 4, 2017
BNP Paribas
 "Why do YOU invest?"
 Stockholm
 See the invitation
 April 8, 2017
CFA Society Indonesia
 "How smart women are managing their money in 2017"
 Jakarta
 
 April 4, 2017
CFA Society Singapore
 "How smart women are managing their money in 2017"
 Singapore
 See the invitation
 March 31, 2017
Danske Bank Norway
 International Women’s Day - Evening Event
 "How smart women invest"
 Oslo
 See the invitation
 March 8, 2017
KvinnoKapital
 Rich Thinking: How Smart Women are Managing their Money in 2017
 Stockholm
 See the invitation
 March 8, 2017
Danske Bank Sweden
 International Women’s Day - Breakfast Event
 Stockholm
 See the invitation
 March 7, 2017
Women’s Forum for the Economy & Society
 Moderator: Business in society: Contributing to create social value
 
 Deauville
 See the invitation
 
 November 30, 2016
Danske Bank
 How to attract female customers
 Stockholm
 
 November 14, 2016
Sixth Annual Women in Real Estate Conference
 University of San Diego, School of Business Administration
 San Diego
 See the invitation
 
 October 26, 2016
21st annual Global Forum on Action Learning, Leadership & Transformational Change – How smart women are shaping the future of all industries … and why you can’t afford to ignore them!
 Stockholm
 See the agenda/invitation
 
 June 13, 2016
CFA Society Orange County – Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Orange County
 See the invitation
 
 June 2, 2016
CFA Society San Diego – Rich Thinking: More Women Equals More Money
 San Diego
 See the invitation
 
 June 1, 2016
CFA Society Los Angeles – Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Los Angeles
 See the invitation
 
 May 31, 2016
Cumberland Private Wealth Management - Rich Thinking: A Global Study – How smart women are shaping the future of the financial industry
 Toronto
 See the invitation
 
 May 9, 2016
CFA Society Montreal - Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Montreal
 See the invitation
 
 April 27, 2016
CFA Society Johannesburg – Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Johannesburg
 See the invitation
 
 April 20, 2016
CFA Society Capetown – Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Capetown
 See the invitation
 
 April 18, 2016
CFA Society Mauritius – How social media has changed the world for investors
 Mauritius
 See the invitation
 
 April 14, 2016
CFA Society Singapore – Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Singapore
 See the invitation
 
 April 11, 2016
CFA Society Istanbul – Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Istanbul
 See the invitation
 
 March 16, 2016
Israeli Society of Investment Professionals - Rich Thinking 2016: A Global Study – How smart women are shaping the future of the financial industry
 Tel Aviv
 See the invitation
 
 March 13, 2016
Danish Bankers' Association – Roundtable: Women and Finance
 Copenhagen
 
 
 March 10, 2016
NASDAQ Women’s Interactive Network – Fireside Chat about Women and Finance
 Stockholm
 
 
 March 9, 2016
Nordnet –  Research Launch Event – Rich Thinking: More Women = More Money!
 Stockholm
 See the invitation
 
 
 March 8, 2016
CFA Society Romania - Rich Thinking: The Future of Women and Finance
 Bucharest
 See the invitation
 
 November 5, 2015
CFA Society Austria - Rich Thinking: The Future of Women and Finance
 Vienna
 See the invitation
 
 November 3, 2015
CFA Society Germany - Rich Thinking: The Future of Women and Finance
 Frankfurt
 See the invitation
 October 29, 2015
CFA Society Spain - Rich Thinking: The Future of Women and Finance
 Madrid
 See the invitation
 
 October 27, 2015
CFA Society Denmark - Rich Thinking: The Future of Women and Finance
 Copenhagen
 See the invitation
 October 23, 2015
NASDAQ Ladies' Night
 Copenhagen
 See the invitation
 
 October 22, 2015
AGF Women's Alliance Network: The Future of Women and Finance
 Toronto
 
 July 23, 2015
JUMP Forum: 'The Female Economy'
 Paris
 See the invitation
 See event photos
 June 18, 2015
CFA Society France – Rich Thinking: The Future of Women and Finance
 Paris
 
 See the invitation
 See event photos
 May 21, 2015
CFA Society Luxembourg – Rich Thinking: The Future of Women and Finance
 Luxembourg
 See the invitation
 May 19, 2015
CFA Society Sweden – Rich Thinking: The Future of Women and Finance
 Stockholm
 See the invitation
 May 6, 2015
NASDAQ Women's Event - "How social media changed the game for female investors"
 NASDAQ, Stockholm
 See the invitation
 May 5, 2015
FEI (Financial Executives International) Canada - "Panel Discussion: Women and Capital Markets"
 The National Club, Toronto
 See the invitation
 April 22, 2015
CFA Society Singapore - Rich Thinking: The Future of Women and Finance
 Singapore
 View Invitation
 March 21, 2015
CFA Society of Istanbul - Rich Thinking: The Future of Women and Finance
 Istanbul
 View Invitation
 March 12, 2015
Nordnet International Women's Day Event - Rich Thinking: Highlights of 2015 Research
 Stockholm
 See the invitation
 Watch the video
 March 6, 2015
Panelist - Toronto CFA Society Inaugural Conference: "Alpha: The Competitive Advantage of Gender Strategy"
 Toronto CFA Society
 View Invitation
 January 26, 2015
Deloitte AB - "Rich Thinking's Greatest Hits: plus a Sneak Peak at 2015 Research"
 Stockholm
 View Invitation
 November 10, 2014
Panel for judging the Business Woman Award (BWA) Canada
 Sponsored by Veuve Clicquot and The Globe and Mail
 Toronto
 View Invitation
 July 30, 2014
TORYS - Panel discussion for women lawyers
 TORYS LLP, Toronto
 June 20, 2014
FEI (Financial Executives International) Canada - "Rich Thinking: How Smart Women Invest"
 The National Club, Toronto
 View Invitation
 April 22, 2014
NASDAQ OMX - "Rich Thinking: How Smart Women Invest"
 NASDAQ OMX, Reykjavik
 March 21, 2014
 
 Watch video of event
 
 Watch the interview
 See event on NASDAQ OMX website
Toronto CFA Society "Media Boot Camp"
 Toronto CFA Society
 View Invitation
 
 February 26, 2014

"Nordnet Live"
 Nordnet, Stockholm
 February 20, 2014
 Listen to the 2014 Nordnet Live interview
NASDAQ OMX -
"Building Financial Confidence in Girls and Women"
 NASDAQ OMX, Stockholm
 View Invitation
 October 17, 2013
Nordea Asset Management - "How Smart Women Invest"
 Nordea, Stockholm
 October 17, 2013
NASDAQ OMX - "Women's Night at the Exchange"
 NASDAQ OMX, Helsinki
 
 View Invitation
 See event on Nasdaq OMX website
 October 16, 2013
 
J.P. Morgan - "Women's Interactive Network"
 J.P. Morgan, Toronto
 View Invitation
 
 October 2, 2013
The Turkish Financial Literacy and Inclusion Association
 Çirağan Palace Kempinski, Istanbul
 May 22, 2013
Nelson Education Ltd - "Aligning our personal causes with our careers"
 Nelson Education Ltd
 May 17, 2013
Accenture - International Women's Day
 Four Seasons Hotel - Sultanahmet, Istanbul
 March 8, 2013
 Watch video of speech
Rich Thinking Research Launch Event
 Verity, Toronto
 March 27, 2013
 See invite
Rich Thinking Research Launch Event
 Verity, Toronto
 March 8, 2012
 See invite
Rich Thinking Research Launch Event
 Gardiner Museum, Toronto
 December 2, 2010
 See invite
RESEARCH PAPERS
2023 – Smart women and men: How they invest in themselves
2022 – Smart women: How do they make money?
2022 – Women and Finance: The 2022 Rich Thinking Quantitative Survey
2021 - Hear me roar: Smart women share investing success stories
2020 - Special Edition: A Decade of Rich Thinking
2020: Top Tips for Business Success
2018: Smart women and risk-taking
2017: How smart women are managing their money in 2017
2016: How smart women are shaping the future of the financial industry
2015: The Future of Women and Finance
2014: Getting Started - advice, ideas and stories from smart women on learning to invest
2013: How smart women are investing / spending their resources in 2013
2012: A Global Study - A Guide to Building Financial Confidence in Girls and Women
VIDEOS

Suddenly Single: How women are transitioning through death and divorce
Globe Advisor
Toronto
March 2023

Voice America Technology Revolution Radio
"Women's Wealth & Technology: Three Themes for the Future"
New York
July 2022

2021 Rich Thinking Launch Video
Toronto
March 2021

CFA Society Switzerland presentation
Zurich
September 2019

"Women are risk aware... and why this matters." 
The Money Show (2 minutes 40 seconds)
Toronto
September 2019

CNN Chile Interview
Santiago
October 2018

CNN Money Switzerland TV Interview
Zurich
May 2018

"Barbara Stewart Introduction - Women’s Forum for the Economy & Society"
Deauville
November 2016

"Barbara Stewart interviews Mr. Michel Landel, Group Chief Executive Officer, Sodexo"
Deauville
November 2016

"Barbara Stewart interviews Dr. Anne C. Beal, Chief Patient Officer, Sanofi"
Deauville
November 2016

"CBC - On The Money - television interview"
Toronto
September 2016

"The Future of Women and Finance: Rich Thinking 2015 Research Launch"
Nordnet International Women's Day Event
Stockholm
March 2015

"Rich Thinking: Getting Started"
2014 Research Launch
Tel Aviv
February 2014

"Rich Thinking at NordNetLive - How Smart Women Invest"
Nordnet
Stockholm
February 2014
PODCASTS

Up Close and Personal With the Portfolios of Finance Pros in Canada
 Moolala: Money Made Simple with Bruce Sellery
Toronto
  June 19, 2024

Creating Your Own Personal Business Model
 CFA Institute’s Guiding Assets Podcast
 New York
  March 15, 2023

How women manage risk as investors, at work and in life with Michele Wucker and Barbara Stewart
The Purse Podcast
London
 March 2023

Barbara Stewart about risk and her journey
 ADA Economics
 London
 July 15 2022

Barbara Stewart on business models and what inspires young women to invest
  ADA Economics
  London
 July 15 2022

How Women Manage Their Money and Take Risks
 The Purse Podcast
 London
 August 2021

Global Trends: Women and Finance
The White Spaces Show
Zurich
July 2021

The Myths about Women and Investing
YieldStreet - Women in Investing
New York
May 2021

Embracing Serendipity for Business Success
 Win Trade Global Talks
 London
February 2021

Money in Relationships
Female Invest “Going for Gold”
Copenhagen
December 2020

Financial Advisers and Female Clients: Risks and Opportunities
CFA Institute Take 15 Podcast
New York
June 2020

10 Years of Rich Thinking Research: The Purse Podcast
 with accompanying video montage
London
March 2020

Echelon Wealth Partners Podcast - Episode #6: Why not now?
Toronto
March 2020

Dagens Media podcast
Stockholm
April 2019
WEBINARS

Rich Thinking: A One Hour Webinar Presented by The51 and CFA Society Calgary
- Barbara shares the high level findings from her 2021 Rich Thinking report (20 minutes)
 - Barbara and Shelley Kuipers have a dialogue (20 minutes)
 - Audience Q&A (20 minutes)
 
Calgary
March, 2021

Rich Thinking: Changing the Global Conversation around Women and Money
Barbara Stewart shares her high level findings from a decade of Rich Thinking (30 minute webinar)
Mission Cloud Services
Los Angeles
March, 2021

Embracing Serendipity for Business Success
Acuris
London
October, 2020

A Current Snapshot: The COVID-19 Impact On Women, Money, And Investing
MoneyShow
Toronto
July, 2020
The Money Show – short excerpts

What is the biggest risk for a female investor?
 A 1:37 minute listen
MoneyShow
Toronto
July 8, 2020

The number one question for investors: What is the money for?
 A 1:08 minute listen
MoneyShow
Toronto
July 8, 2020

Are you really interested in managing your own money?
 A 1:31 minute listen
MoneyShow
Toronto
July 8, 2020

Should you be using a female investment advisor?
 A 3:15 minute listen
MoneyShow
Toronto
July 8, 2020
