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Beyond The Summit: A Recap Of Modern Investor Trends

December 12, 2023 @ 5:00 pm - 5:30 pm GMT


During this session, we’ll recap the most important trends from the Modern Investor Summit and assess them against the 2024 outlook.Who you’ll hear from:Gargi Pal Chaudhuru – Head of iShares Investment Strategy Americas at BlackRockBased in New York, she and her team focus primarily on delivering global macro thought leadership, investment insights and content to bothretail and institutional clients of the firm. With over two decades of experience in the financial services industry, Gargi has built her career around portfolio management in the fixed income markets, trading and macro strategy.She joined BlackRock’s Global Fixed income group as a sector specialist in 2010, focusing on real and nominal rate relative value and trading. In 2013, she transitioned to the global inflation portfolio management team as senior portfolio manager, focusing on alpha generation, risk management and portfolio positioning for global inflation-linked bond portfolios, including BRIP and GILB. From 2017 to 2020, she served as a member of the Fixed Income Product Strategy team for the Global Fixed Income (GFI) business as head of Platform Strategy and Canadian fixedincome, focusing on global macro thought leadership applied to platform conversations with institutional and retail clients.Prior to joining BlackRock, she spent nine years on the sell side at Jefferies & Co. and Merrill Lynch. As a VP at Jefferies & Co., she ran the US inflation trading desk, built the Treasury Inflation Protected Securities (TIPS) franchise and provided liquidity in TIPS to institutional clients. She began her career in 2001 on the government bond trading desk at Merrill Lynch, focusing on providing liquidity and market making in TIPS and treasury securities.She graduated magna cum laude with a bachelor’s degree in accounting and psychology from Ohio Wesleyan University in 2001.Outside of BlackRock, she is an avid runner, hiker and a triathlete and has completed multiple marathons, ultra-marathons, half Ironmans and the New York Ironman.Hayley Sacks – Zillenial Finance expert, @MrsDowJonesLike most people in their 20s, Haley Sacks did not understand money. She had the desire to enter the financial world, but it seemed the only methods of learning its ins-and-outs involved indecipherable jargon and boring videos. Sacks took note of the content gap in the personal finance sector and, fueled by her frustration, decided to combine her newfound interest in finances and her background in entertainment to do the impossible: make finance cool. Four years later, it seems Sacks has conquered the impossible. Using a combination of pop culture, humor, memes, videos, and more, Haley has gotten through to millennials and Gen Z about finance. Sacks now engages over 700,000 followers across her social media platforms, and that number is continuing to grow daily.Under the Instagram moniker @MrsDowJones, launched in 2018, Sacks produces content that is equal parts hilarious and educational. Her content spans the most important topics for the modern-day adult. It takes them step-by-step through financial transformation, from ‘money mindsets’ to teaching the masses about investing, building an online brand and cryptocurrency. She does this all with her signature wit, showcasing that investing is not just the realm of Patagonia-vest-wearing Wall Street Boomers but something we are all capable of. The world didn’t need another economics professor; it needed a Finance Pop Star to meet the moment – enter @MsDowJones, a woman making financial literacy inclusive and empowering for the tech-savvy social media age.Sacks was named in Fortune’s 40 Under 40 in 2020, and in 2021, she was named one of InStyle’s Badass 50. This year, Haley was named the AdWeek Creative Visionary Award Winner for Personal Finance Advice.In the Fall of 2021, Haley launched her first course Start Here via Finance Is Cool University. Start Here is a go-at-your-own-pace money 101 course which helps you gain control of your finances and is the first step to becoming your own trust fund. She has followed that up with Let’s Invest – a beginners guide to Wall Street. The course is so actionable that by the end, students are guaranteed to have money in the market.Haley lives in NYC with her miniature poodle Mystery. She enjoys dirty martinis, playing tennis, and helping women step into their financial power.


December 12, 2023
5:00 pm - 5:30 pm GMT
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