Finimize Community Events Vol. 1

Introducing the weekly summary of what’s going on in the Finimize Community around the world 🌍 Everything is organised by Finimizers volunteering to curate, organise and run events in their local areas. If you want to get involved apply here.

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5 min readSep 12, 2019

Finimize Community Meetups

Getting your head around financial concepts is not dissimilar from learning a new language. Meeting up and speaking to others in person is often the best way to sharpen your financial lingo and stay up to date on the latest trends. Not to mention meeting other savvy Finimizers over a drink or two 🍻 Today you can join your local Finimizers in 25 different countries around the world!

Florianopolis 🇧🇷 Boston 🇺🇸
St. Petersburg 🇷🇺 Amsterdam🇳🇱 Paris 🇫🇷

Female Financial Dialogue: San Francisco & New Delhi

The Female Financial Dialogue is a series of events run by the Finimize Community each year to recognise successful women around the world and encourage an open dialogue about finance, investing and careers. This week we kicked off with the first two in New Delhi and San Francisco. The series will culminate in a large scale event at Finimize HQ where we launch the 2019 report (see 2018’s FFD report here).

Female Financial Dialogue in New Delhi: Panelists Dr Aarti Gupta, Vidushi Tandon and Divya Gupta

Divya Gupta, Finimize Host, Founder @ Dialogue Room
“For the first Finimize Female Financial Dialogue event in New Delhi, the idea was to create financial awareness amongst women. In India today women are more dependent on advisors and their male counterparts to handle finances, it’s crucial we create a forward thinking community who are able to handle their own money.

We invited a panel of 2 speakers who broke down the products available in the market and explained the risk factors associated with investing in different commodities. The event took place at FIO a cocktail bar in Delhi and we had a very eager crowd present who wanted to learn, evolve and grow. We wanted everyone to go home with some tips on how to create wealth and we surely managed to convince many to start investing after this event!”

(You can check out Divya’s previous New Delhi event in this write-up)

Female Financial Dialogue in San Francisco. Panelists: Michelle Sims (Finimize), Jan D’Alessandro, Trista Myers, Maia Bittner

The conversation in San Francisco was held in a beautiful, but secret, location in the heart of the city. The venue set the scene for the open and honest conversation about challenges women face with career progression. 65% of the women surveyed at the event cited relationships (whether built at work, networking or personal connections) as the number one reason for their success whilst still recognising that mentorship was hard to come by. The speakers were asked to give practical advice for men and women that want to see more women in leadership.

Jan D’Alessandro President of Blue J Strategies
“Men & women need to remember to listen to one another and take notice of what each has to say! If you see a woman being talked over and not being heard, stick up for that woman in the room who may need your support.”

Trista Myers Head of Events for Salesforce Ventures
“If you have an invitation to an event, bring a female friend along with you.”

Maia Bittner Head of Business Operations at Chime Bank
“Nominate a woman you want to see excel for an opportunity — like a speaking event.”

Three key trends affecting your wallet: Hong Kong 🇭🇰

(left) Paul Hsiao and the packed audience inside the venue. (right) Attendees outside the venue spilling into the streets of HK #standingroomonly

Meanwhile in Hong Kong… The crowd flocked to hear experts from PineBridge Investments and Bloomberg disentangle key macro and micro trends that affect policies and pocketbooks. Due to overcapacity Finimizers were watching through the window from outside the venue!

Paul Hsiao, Finimize Host, Global Economist @ Pinebridge Investments
“For the first Finimize Hong Kong event, we had three speakers talk about the basics of investing, how the US/China trade war affects everyday Hong Kongers, and why people should care about sustainable investing efforts. The response was overwhelming… in a good way!

We held the event at Bread & Beast, a sandwich shop by day and casual bar by night, and there were so many people that the audience spilled onto the street. Really good vibes: people keen to meet each other and learn more, and most of all, try to #Finimize the world around us.”

Map showing all previous hosted events

A huge thank you to all of the incredible Finimize Community Hosts:

Chiara, Digjay, Divya, Josy, Julien, Martin, Mitchell, Orlando, Raul, Shlomo, Yash, Auriel, Laura, Cindy, Kwasi, Etinosa, Refiloe, Ana&Tomer, Valencia, Gauri, Arda, Wouter, Egis, Fife, Rama, Aneesh, Hector, Mari, Jules, Daria, Paul, Jack.

You stay classy now Finimizers ✌️

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Written by finimize

Empowering modern investors 💸

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