Speaking is highly rewarding, deeply impactful, and easy to engage with as an executive.

Speakers participate in a virtual fireside chat and open Q&A with college students to inspire them to be ethical and trustworthy future leaders in finance. This is an opportunity for you to share your story, values, and principles that led to your career success, all while remaining ethical and doing the right thing.

Audience

As a speaker, you interact with a diverse undergraduate student body from across the country, including students from universities ranging from NYU, Princeton, Stanford, and many more.

Format

Speakers begin by sharing their story and answering prepared questions sent in advance asked by our moderator. Sessions last approximately one hour and are currently on Zoom.

Flexibility

We can be flexible around your schedule and work with you or your executive assistant to find a date and time that works best.

Benefits for Speaking

Speaking is an opportunity to give back and guide future leaders in finance as well as to inspire integrity, character, and ethical leadership among undergraduate students. The experience allows you to connect with our community both in-person and online.

1

Lead

Leverage your values in your career to make a difference in the finance industry.
2

Learn

Do research on our programs and uncover the different ways you can get involved as a speaker.
3

Share

Leverage our speaking opportunities to share what values lead you in your career.

Be A Speaker

SPEAK TO CHAPTERS

Each of our chapters hosts speaking events each semester in order to foster community and learn from values-based professionals.

JOIN THE NATIONAL SPEAKER SERIES

The NSS is a program put on by SOF’s National Team and features titans of the finance industry.

PANELS

Each of our symposia features a panel of esteemed finance professionals that share their values and partake in thoughtful discussions.

SYMPOSIUM KEYNOTE

Each of our Symposia features a keynote from a values-based leader in the finance industry.

Past Speakers

COO- OTFR, Morgan Stanley

Peter Akwaboah

Seasoned leader in the banking industry with strong commercial acumen. Have held various positions in IT and Operations as well as winning deals for the bank. Strong entrepreneurial mindset with business interest in Asia, UK and Africa. Co-founder and chairman of Asia Africa partners which specializes in promoting businesses between Asia and Africa.
CIO, Cartica

Emily Alejos

Emily Alejos, CFA is a Senior Managing Director and the Chief Investment Officer of Cartica. She is also a member of the Investment Committee.

Prior to joining Cartica, Ms. Alejos was with Tradewinds Global Investors from 2007 to 2016. She started her tenure at Tradewinds as a Consumer Analyst and Portfolio Manager and was promoted to Co-Chief Investment Officer and Executive Managing Director in 2012. As Co-CIO she was responsible for leading and managing the investment side of the $3.5 bn in AUM business. She was a member of the Executive team and served on the Board of Directors reporting to Nuveen Investments.

Prior to joining Tradewinds, Ms. Alejos was with Credit Suisse Asset Management in New York from 1997 to 2006. From 2004 to 2006, Ms. Alejos was a Director and Portfolio Manager/Analyst on the firm’s International Focus team. For the seven years prior to that, she served as Portfolio Manager and Head of Latin American Equities, in addition to serving as a senior member of the firm’s Global Emerging Markets team. She began her career as an Equity Analyst at GT Capital in San Francisco then as a Portfolio Manager/Analyst at Bankers Trust in New York.

Ms. Alejos earned a BA degree with honors in Economics and Development studies from Brown University and an MBA and a Certificate in Public Management from Stanford Graduate School of Business. She also studied economics at Instituto di Tella in Buenos Aires as a Rotary Scholar and at L’Institut d’Etudes Politiques in Paris. Ms. Alejos is a Chartered Financial Analyst and a member of the Asia Society and the CFA Institute. She is conversant in French and Spanish. Ms. Alejos serves on the Global Management Board of the Women’s Circles at the Stanford Graduate School of Business. She also mentors graduating senior women at Brown University as part of the Women’s Launchpad program. Emily is married and has two children.

Former Chair, FDIC

Sheila Bair

Sheila Bair has had a long and distinguished career in government, academia, and finance. Twice named by Forbes Magazine as the second most powerful woman in the world, she is perhaps best known as chair of the Federal Deposit Insurance Corporation (FDIC) from 2006 to 2011, when she steered the agency through the worst financial crisis since the Great Depression.

A former finance professor and college president, Ms. Bair has been nationally recognized for her innovative initiatives to make college more accessible and affordable to all students. She is a frequent commentator and op-ed contributor on financial regulation and the student debt crisis, as well as author of the NY Times Best Seller, Bull by the Horns, her 2012 memoir of the financial crisis.

She is a founding director of the Volcker Alliance, established by Former Federal Reserve Board Chair Paul Volcker to build trust in government and is the founding chair of the Systemic Risk Council, which advocates for financial stability.

CEO, U.S. Bank

Andy Cecere

Mr. Cecere is Chairman, President and Chief Executive Officer of U.S. Bancorp. Mr. Cecere, 57, has served as President of U.S. Bancorp since January 2016, Chief Executive Officer since April 2017 and Chairman since April 2018. He also served as Vice Chairman and Chief Operating Officer from January 2015 to January 2016 and was U.S. Bancorp’s Vice Chairman and Chief Financial Officer from February 2007 until January 2015. Until that time, he served as Vice Chairman, Wealth Management and Investment Services of U.S. Bancorp since the merger of Firstar Corporation and U.S. Bancorp in February 2001. Previously, he had served as an executive officer of the former U.S. Bancorp, including as Chief Financial Officer from May 2000 through February 2001.
Partner, Andreessen Horowitz

Frank Chen

Frank Chen is a partner at the venture capital firm, Andreessen Horowitz. Before joining Andreessen Horowitz, Frank was the VP of products at Opsware. During his tenure there, he gained expertise in enterprise software development and sales, product marketing, change management, and competitive strategies.

Prior to that, he was a director of client services at Loudcloud, where he ran data center operations for name “brand customers including Fox Sports, Nike, Fandango.com and Blockbuster.

Prior to Loudcloud, Frank worked for Respond.com, where he led consumer web services as a VP of products & UI design. He also served as a director of product management at Netscape.

Prior to that, he was a product manager at Oracle. Earlier in his career, Frank was also technical writer for GO Corporation. Frank received his bachelor of science degree in symbolic systems from Stanford University.

CHRO, Morgan Stanley

Mandell Crawley

Mandell Crawley joined Morgan Stanley in October 1992 as a High School Intern and now serves as Chief Marketing Officer for the Firm. Prior to this assignment, Mr. Crawley was Head of National Business Development and Talent Management for Morgan Stanley Wealth Management (MSWM) where he led an organization responsible for driving revenue and asset growth across the firm’s industry leading platform and improving the proficiency of our financial advisors, sales support, and field leadership talent.

Mandell held a succession of roles within the Business Development Organization as both a Regional and Divisional Business Development Manager for several key geographical markets across the wealth management unit. He was also Head of U.S. Fixed Income Sales and Distribution for MSWM’s Capital Markets Group, overseeing a large coverage team specializing in Interest Rates, Credit, Asset Back, Structured Products, and Municipal Bond Securities. In aggregate, Mr. Crawley spent 14 of his 22 years working within Fixed Income Capital Markets in various producing and managerial capacities.

He is a member of MSWM’s Management Committee, Field Management Operating Committee, Private Banking Advisory Board, Global Product Review Committee and the Multicultural Client Strategy Committee. Mr. Crawley received an MBA with honors from Fordham University and a B.A. in Economics from Northeastern Illinois University. He resides in Westchester County, NY with his wife Alison, and twin daughters, Jordyn and Jaedyn, and is a proud native of Chicago.

CFO, U.S. Bank

Terrance Dolan

Mr. Dolan is Vice Chair and Chief Financial Officer of U.S. Bancorp. Mr. Dolan, 56, has served in this position since August 2016. From July 2010 to July 2016, he served as Vice Chair, Wealth Management and Investment Services, of U.S. Bancorp. From September 1998 to July 2010, Mr. Dolan served as U.S. Bancorp's Controller. He additionally held the title of Executive Vice President from January 2002 until June 2010 and Senior Vice President from September 1998 until January 2002.
Wall Street Journal Bestselling Author

Nir Eyal

Nir Eyal is the bestselling author of "Hooked: How to Build Habit-Forming Products" and "Indistractable: How to Control Your Attention and Choose Your Life."

He has taught at the Stanford Graduate School of Business and Hasso Plattner Institute of Design. His writing on technology, psychology, and business, appears in the Harvard Business Review, The Atlantic, TechCrunch, and Psychology Today.

Nir blogs regularly at NirAndFar.com. Subscribe to his Free Weekly Newsletter at http://bit.ly/2VPgTmd

Nir is also an active investor in habit-forming technologies. Some of his past investments include: Eventbrite, Anchor.fm (acquired by Spotify) Product Hunt, Pantry, Kahoot!, Refresh.io (acquired by LinkedIn), Happy Bits, Presence Learning, 7 Cups of Tea, and Pana.

EVP Lending and Capital Markets, SoFi

Michelle Gill

Michelle is SoFi’s EVP and Group Business Unit Leader for Lending & Capital Markets, and previously served as Chief Financial Officer. She joined SoFi from TPG Sixth Street Partners. Previously, Michelle spent 14 years at Goldman Sachs & Co., where most recently she was a Partner co-heading the Structured Finance business. She received her JD from Cornell Law School and her BA from the University of California at Los Angeles.
Executive Chairman, Ripple Labs

Chris Larsen

Chris Larsen is Executive Chairman of Ripple’s board of directors and former CEO and co-founder of Ripple. Prior to Ripple, Chris cofounded and served as CEO of Prosper, a peer-to-peer lending marketplace, and E-LOAN, a publicly traded online lender. During his tenure at E-LOAN, he pioneered the open access to credit scores movement by making E-LOAN the first company to show consumers their FICO scores.
COO, Charles Schwab

Joseph R. Martinetto

Joseph R. Martinetto is responsible for operations, infrastructure, and products for The Charles Schwab Corporation. This includes Charles Schwab Investment Management, Legal Services, Client Solutions, Community Services, Schwab's registered investment advisor affiliates and market strategists, and the Schwab Center for Financial Research. In addition, he leads Technology Services, Digital Services, Operational Services, and the Schwab Affiliated Banks.

Martinetto joined Schwab in 1997 as Senior Vice President and Treasurer. While he assumed the role of Senior Vice President of retail finance in 2001, Martinetto returned to the treasurer role in 2003, assuming incremental responsibility for financial planning and analysis and management information systems. He became the company's Chief Financial Officer in 2007 and held that position until May 2017.

Prior to joining Schwab, Martinetto was senior assistant treasurer at Transamerica Corporation, overseeing the asset/liability management function. Earlier, Martinetto worked at First Interstate Bancorp in a variety of positions, spanning treasury and financial management. At the time of First Interstate's acquisition by Wells Fargo, he was Senior Vice President and manager of the asset and liability management department.

Martinetto has a Bachelor of Arts in mathematics and economics from Claremont McKenna College and a Master of Business Administration from the University of California, Berkeley.

Partner, Goldman Sachs

Yassaman Salas

Yassaman is a partner in the Healthcare Investment Banking Group and runs the medical device coverage effort. She served as the group's business unit manager in 2008. Yassaman is co-head of the Georgetown University undergraduate and MBA recruiting efforts for the Investment Banking Division. She joined Goldman Sachs in 2005 as an associate and was named managing director in 2013 and partner in 2020.

Prior to joining the firm, Yassaman worked in the Investment Banking Division of Morgan Stanley and in the Corporate Development group at Avaya. Yassaman earned a BS in Foreign Service and an MBA, both from Georgetown University.

Whether you’re interested in building this program or being a part of our current iteration, drop us a note and we can discuss what’s possible.

GET INVOLVED