Women and Money Roundtable: Investing

41% of women wish they had invested more of their money and 67% of women said they only started learning the basics of investing after college. Historically, women have been underserved by financial institutions. Beyond the investment gap, experts say that women are less likely to talk about their finances with their friends or even family members. The lack of conversations about money matters can mean that women feel less confident and are not availing opportunities to exchange ideas with others to build financial literacy over time.

In this monthly roundtable, we’ll invite women leaders in the business community to talk openly about their investing stories. Listen in and explore their unique financial journeys, how they turned challenges into opportunities, and gain insights to prepare for your own financial future.

This talk is for educational purposes only. It is not intended to be investment advice. When it comes to conversations about the stock market, past performance does not guarantee future results. The opinions of guest panelists are their own. For more information, see Public.com/disclosures.

Topics covered

  • What is the current state of women in investing and finance, how has it changed in the past 10 years, and what that means for you
  • Challenges and opportunities for women investors in the next 10 years
  • How to build your career and advancing finance goals during challenging times

Speakers

Alexa Carlin

Alexa Carlin is a nationally renowned professional speaker and Founder of the Women Empower X, the leading platform and event series for women entrepreneurs. At 17 she was a CEO, at 21 she was given a 1% chance to live, today she is empowering thousands to pursue their dreams. Alexa has been featured on the Oprah Winfrey Network, Cheddar TV, FOX, NBC, ABC and CBS among others.

Rebecka Zavaleta

Rebecka grew up first-gen in Compton and Lynwood CA. After graduating from Penn, Rebecka worked building startup products in fintech and adtech. She founded First Milli with the goal of enabling her communities to reach their first million in net worth. She’s intimately familiar with personal finance as she has worked in mapping out algorithms that determine loan requirements and operationally-optimized a credit repair business.

Shea Curtin

Shea Curtin is a Financial Advisor, Sports and Entertainment Associate, at Morgan Stanley.

Willa Tellekson-Flash

Willa is Public.com’s Community Operations Lead, where she immerses herself in a diverse community of investors and conversations about the companies they all believe in. Public makes investing inclusive, educational, and fun by adding a social layer to the stock market. You can find her on Public at Public.com/willatf.