In this episode of the Executives' Exchange, we feature Sallie Krawcheck, Co-founder and Former CEO, Ellevest. As a trailblazer in the investment landscape, Sallie empowers women to make informed financial decisions that matter most to them, their families and communities. Sallie is joined by Sidney Dillard, Partner at Loop Capital Markets. This conversation was recorded in front of a live audience on September 26, 2024.

00:00 – Intro

01:54 – Not Being My Mother

05:15 – Money is Power

07:34 – Career Journey into Capital

11:06 – Research Analyst to Women

16:34 – What Was the Motivator

20:24 – Wealth Management

23:45 – Managing Wealth with a Family

28:28 – Sponsorship Message from Shore

29:35 – Feminization of Wealth

34:32 – Difference to Leader Large Corp vs Small

37:08 – Brand Building

39:50 – Thinking About Money as Women

40:58 – Diversity and Inclusion in the Market

45:04 – Advice to Entrepreneurial Women

49:43 – Outro

Episode Link(s): Ellevest

Guest Host: Sidney Dillard, Partner, Loop Capital Markets

Producer: Eva Penar, Chief Content & Communications Officer, The Executives' Club of Chicago

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What makes a good citizen?

6 Minute English

Outro

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