Keynote Topics
Barbara’s presentations to global banks, investment firms, stock exchanges, financial communities and academic institutions include a variety of topics listed below.
> Recent speaking engagement at Nasdaq, Toronto
In this session, Barbara Stewart, CFA will share high-level findings from her 2026 Rich Thinking white paper, Health is Wealth: What’s Your Healthiest Habit?
As always, her insights are drawn from 50 in-depth interviews with smart women and men around the world from diverse industries.
This session will explore:
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The top 5 healthiest habits globally and how much people spend on them!
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What are the most common motivations for an enhanced health focus?
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Why healthcare and women’s health are leading categories for women investors
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The growing global momentum behind FemTech/HealthTech
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What are our least healthy habits and what are we doing about them?
Barbara Stewart, CFA released her white paper Women & Alts: A Global Study on October 17, 2024. This research features 50 commentaries from a diverse group of finance industry leaders around the world.
Barbara will discuss her key findings:
1. Top 10 alts: What women want
2. Investment sectors of particular interest to women
3. Geographic trends and nuances
4. Marketing to women: What's not working
5. How to attract more women to the alternatives asset class
The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women’s financial goals and risk tolerance are, but those notions are often incorrect. Based on the findings from 17 years of Rich Thinking® research, Barbara will illuminate the true objectives sought by women, and discuss how women perceive risk in their investment portfolios.
In today’s world, every business is a digital business, every industry is the financial industry, and every job requires financial knowledge. Financial knowledge allows women to move towards meaningful work in any field that they choose. Barbara interviewed over 50 accomplished women around the world to uncover three dominant styles in how smart women manage their money. Some women are more structured and disciplined in their approach to their finances, some are highly knowledgeable and strategic about investing, and others are perfectly willing to focus on their personal interests and passions so they will often seek out trusted advisors for their money management. Barbara offers a current perspective on how financial institutions are responding to these archetypes.
What People are Saying…
“Barbara is very easy to work with and, for someone of her calibre, incredibly humble and open to ideas. What I appreciate most is how generous she is in sharing her experience and insights. She has so much to offer, and I believe many would welcome the opportunity to hear her speak and learn from her.”
Chow Syn Nee
Executive Director,
CFA Society Malaysia