Jan 8, 2018 | Uncategorized
– Flash Event –
RTSWS beneficiary of MSAIA event Thursday in Nashville.
Topic:
Gender and Investing: How Increasing Diversity in Investment Management Could Boost Wall Street and Main Street.
Moderator:
Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry.
Panel Speakers:
- Beth Johnson, CFA, CAIA, Partner/ Sr. Inv. Consultant, Mercer Investments
- Angela Helbig, CFA, CMT, Founding Principal of HMS Investment Advisors
- Lisa Calhoun, Founding Partner of Valor Ventures
Join Us:
Speaker Biographies:
- Meredith Jones is an internationally-recognized researcher, writer, speaker and expert in the alternative investment industry with over 19 years of experience. Meredith is an alternative investment consultant and author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), which won an Axiom Award Gold Medal in 2016. She was also named as an Inc. magazine’s “17 Inspiring Women To Watch in 2017” and has presented her research internationally—including conferences in Tokyo, London, Paris, Hong Kong, Cape Town, Johannesburg, Sydney, Geneva and more.
- Beth Johnson, CFA, CAIA partner and senior investment consultant at Mercer Investment Consulting, currently services endowments or foundations clients with more than $7 billion in aggregate assets under advisement, focusing on asset allocation, investment manager selection, performance evaluation, and fund operations and governance. In addition, Beth is a voting member of Mercer’s Endowment and Foundation Investment Committee.
- Angela M. Helbig, CFA, CMT, Founding Principal of Capital Management, LLC, is Chief Investment Officer and is responsible for the management of the 576 Family of Funds equity portfolios and for construction and management of all HMS investment portfolios. Angie has more than 20 years investment experience and has managed a diverse mix of assets including enhanced cash, equities, taxable and tax free bonds, REITs, and commodities.
- Lisa Calhoun, Managing Partner of Valor Ventures, is the first woman to launch a venture capital firm in Georgia. Her leadership has contributed to over a billion dollars in liquidity, including supporting exits in adtech, legal, energy and emerging b2b technologies. She serves on the global Board of 100,000-member Women Who Code. She is active on the board of Atlanta Women in Alternatives, Georgia Association of Pension Plan Trustees, and the emerging manager committee.
See You Thursday!
Jan 3, 2018 | Uncategorized
The flapping of a butterfly’s wings on one side of the world causes hurricanes and storms on the other.
– Japanese proverb
WE ROCKED IT IN 2017!
Two new cities added – Charlotte and Dallas!
More students than ever before!
More volunteers than ever before!
Higher financial literacy comprehension!
WE WISH ALL OUR STUDENTS,VOLUNTEERS, SCHOOL CHAMPIONS AND SUPPORTERS
A VERY ROCKIN’ NEW YEAR!
Dec 14, 2017 | Uncategorized
For the third year running, employees from TD Ameritrade’s regional offices located in Ft. Worth,TX offered our students a multi-sensory experience and showed what it takes to work in the financial services field.
RTSWS students from V.R. Eaton High School and Byron Nelson High School traveled to the TD Ameritrade offices for this year’s field trip and met the women working there – women in technology, client services, investment consulting, brokerage operations and critical roles for its institutional business. The fall semester capstone field trip helps students link the RTSWS classroom financial projects to the real world.
Here’s what they did:
- Toured departments
- Participated in team huddles with TD Ameritrade staff members
- Took part in a “Dream Big” presentation
Our students saw what it’s like to work in an innovative financial environment. With TDA’s recent acquisition of Scottrade, everyone in the office is working on all cylinders and the students could feel the excitement in the air.
Coming this spring, TD Ameritrade professionals will mentor the girls and bring more of the resources of the financial community to the each student’s individual learning experience.
What high school teachers are saying about RTSWS
“Absolutely Amazing”
“The program, for me as a teacher, is another way for to open up doors for my students. They are exposed to dozens of women who are coming from diverse backgrounds, and ended up in the financial services industry. They can learn from these women (about how to save and invest and careers). They can glean from the pearls of wisdom they’re receiving from the women, and they can use those to help plan for their own future.”
“The program has been absolutely amazing! The volunteers who come into the school and work with the girls are very knowledgeable, they’re understanding and they’re empathetic. They really reached out and developed relationships with my students which is the reason why we have 27 of them here today.”
Stay tuned for more from our champion school teachers, volunteers and students!
Rock The Street, Wall Street is a financial literacy program designed to correct income inequality and spark the interest of high school girls into careers of finance.
Thank you TD Ameritrade for your support over the years.
You are what making a difference looks like!
Dec 3, 2017 | Uncategorized
According to the Urban Dictionary online, “Walk The Talk” means:
- Back up or prove what’s said with action
- Represent words with action
- Practice what’s preached
The financial professionals from Jackson National Life Insurance (Jackson) in Cool Springs, Tennessee did just that during a jam-packed day of learning and exploration for students from Centennial and Ravenwood High Schools in Tennessee.
The day started with Elizabeth Griffith, Vice President, discussing what it is to be financially responsible. Some of the benefits of being smart from a young age about money include:
- Social Life – You get to do more stuff with your friends
- Relationships – 65% of couples state they argue about money. Being financially fit allows you to enter into this very important dialog from a position of strength
- Health – People who are in debt are three times more likely to have a mental health problem than those who aren’t.
Later in the day, the panel discussion on financial professions gave students an open forum to get multiple perspectives on the typical work week, rewards of the job and advice on how to plan their future.
“These girls have learned how to seek out information they didn’t have before. This will allow them to become more well-rounded,” said Bree Cordes, a Hybrid Wholesaler with Jackson and a returning RTSWS mentor. She told the students. “Being financially secure sets the stage for being confident in so many other areas of your life. It allows you to be true to who you are personally and professionally.” Bree also stressed the importance of taking advantage of participating in the RTSWS mentorship program this coming Spring so that they have someone who can answer questions about savings and investments, college search, college expenses, job shadowing, internship opportunities and career preparedness. The message hit home as EVERY student at the field trip signed up for a Jackson mentor to continue their journey into business and finance.
You’re kind of a big deal, Jackson! Just ask our students. Thank you for your continued support of RTSWS throughout the years.
Nov 23, 2017 | Uncategorized
Over 100 ninth graders sign up with RTSWS to envision a career in finance!
The “My Future. My Way. Career Exploration Fair” featured more than 120 employers and organizations. This massive event happens through the committed efforts of Alignment Nashville, the five Metro Nashville Public Schools (MNPS) Partnership Councils and the Nashville Area Chamber of Commerce. TOGETHER, they pooled their knowledge and resources to provide this excellent opportunity for OVER 6,000 ninth graders to see their future selves.
The majority of dropouts occur during freshman year. This event raises awareness and generates excitement that shows freshmen the relevance of their studies and the opportunities their future holds.
The exploratory event empowers students to make informed decisions about which type of academy to choose for their remaining high school years. MNPS offers students a Banking and Finance Academy, in which RTSWS has a particular interest. Over 100 girls signed up with us to learn more about the programming we offer in MNPS.
DO THE MATH. WIN $100,000!
How Much Is This Car?
Students guessed the price of a Mercedes S Class automobile and were then presented with various lending schemes to pay for the car. Variations of lending packages included length of loan and various interest rates.
They then were asked how does one afford a Mercedes? That’s when the girls learned about the stocks all RTSWS students followed this semester, GOOG, APPL and FB.
They saw how the price of each of these stocks has increased over the years and how, if they had invested in them, they too, could afford to lease or own a Mercedes. Students were handed $100,000 candy bars and Smarties for getting in the game.
We were thrilled to meet so many girls who want to learn more about being financially fit. Visit The Ford Next Generation Learning Hub to learn more about Nashville Academies’ success.
And now for something completely different…
Dr. James Bailey welcomed our founder, Maura Cunningham, to Whites Creek High School in Nashville where she was Principal for the Day. Maura learned about students’ success in making a soy based fuel, (they won $30,000 and were flown up to meet with Ford executives in Detroit) – Alternative Energy, Sustainability and Logistics Academy.
She saw, too the classroom courtroom that the students built themselves to hold court certified, binding hearings. – Education and Law Academy.
Nov 16, 2017 | Uncategorized
RTSWS students from John Overton High School —a Metro Nashville Public School and one of the most diverse high schools in Tennessee—took a field trip last week to the corporate headquarters of Hospital Corporation of America (HCA), a Fortune 100 Company. Unique from the financial institutions RTSWS typically visits, HCA manages 174 hospitals around the world and hires tens of thousands of people into science, technology, engineering and math (STEM) careers. Our girls are candidates for future hiring at HCA into financial roles as it transacts billions of dollars across international borders and institutions as well as invests billions in its employer sponsored retirement plans.
Overton sophomores, juniors and seniors started the day learning about the importance of a first impression from Sunny Powell, Senior Communications Specialist with HCA.
After lunch, a panel of HCA female financial professionals shared their college and career paths, leadership skills and how they use math in their current roles. They then offered advice on pursuing financial independence and a career in STEM.
Students toured the offices, meeting more women along the way, received a “Certificate of Participation” for completing the RTSWS financial workshops taught by HCA professionals since September. Students also received the widely used reference book, the S & P’s Guide to Money and Investing and of course, this year’s cool RTSWS t-shirt.
And Coming This Spring
HCA mentors will team up with Overton students and join the ranks of the mentor/protege teams we have across 5 cities in the U.S. where we offer RTSWS programming. Mentors and proteges will meet face to face once per month and will be offered the eye opening opportunity to job shadow women in finance. During this component of the RTSWS full-year program, HCA professionals will provide ongoing guidance to the girls on the importance of being financial responsible, college major/minor preparation, staying motivated, life challenges, resume building, job readiness skills, leadership and career paths.
These relationships may last for years to come as they have for some of our past students.
When it comes to making an impact, HCA rules.
Thank you!
