Virtual | 4Q 2023
The way we think about money has changed: how we save, what we spend it on, and how to find that balance between seeking opportunity and mitigating risk. CNBC’s Your Money convenes top financial experts to explore ways to maximize your finances while navigating challenges such as inflation, building a financial safety net, and investing for a brighter future.
Tori Dunlap is an internationally-recognized millennial money and career expert. After saving $100,000 at age 25, Tori quit her corporate job in marketing and founded Her First $100K to fight financial inequality by giving women actionable resources to better their money. She has helped over one million women negotiate salary, pay off debt, build savings, and invest.
Called “the voice of financial confidence for women” by CNBC, her work has been featured in The New York Times, Good Morning America, BBC, the TODAY Show, BuzzFeed, PEOPLE Magazine, New York Magazine, TIME Magazine, Forbes, Refinery29, Yahoo, MarketWatch, and more.
Tori has collaborated with companies like Dell, Blackrock, John Hancock, Four Seasons, Citi Bank, Fidelity, and Personal Capital, and given talks and workshops at Microsoft, WeWork, and Shopify.
With a dedicated following of over 125,000 on Instagram and over 930,000 on TikTok —and multiple instances of her story going viral—Tori’s unique take on financial advice has made her the go-to voice for ambitious millennial women.
Before becoming a full-time entrepreneur, Tori led organic marketing strategy for Fortune 500 companies—with clients like Amazon, Apple, Facebook, Nike, the NFL, and the Academy Awards—and global financial technology start-ups. For almost five years, she specialized in social media, SEO, content, and influencer marketing to grow community and increase awareness.
Tori now travels the world writing, speaking, and coaching about personal finance, online businesses, side hustles, and confidence for millennial women.
Winnie Sun is Managing Partner of Sun Group Wealth Partners, and is one of the most trusted and followed financial voices on social media. Her trending business tweetchat averages over 150 MM impressions per week on Twitter.
With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor, is a regular Good Day Los Angeles, Fox News and Digital Trends television contributor.
She is frequently quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist and Lead Advisor for the Sun Group at Morgan Stanley Smith Barney.
She serves as the host of LevelUp With Winnie, which airs on NASDAQ (8MM MUV), Amazon FIRE TV, and Roku, executive producer and host of ModernMom Mondays LIVE for Modern Mom (1.6MM MUV) and hosts a daily weekday livestream show on Twitter, Facebook, LinkedIn, Twitch, and YouTube.
Pat Connaughton is a professional athlete, NBA Champion, real estate developer and community advocate. After a notable basketball career at the University of Notre Dame, Connaughton was selected in the second round of the 2015 NBA Draft and has since played in nearly 500 games with Portland and Milwaukee over the past seven seasons., Connaughton was a key part of the Bucks team that won the NBA Championship, bringing the franchise only its second NBA title and first in 50 years.
In 2016, during his rookie season, Connaughton founded his real estate development firm, Three Leaf Partners. What Connaughton and Three Leaf Partners promise to their investors is simple: business professionals get the opportunity to invest alongside professional athletes, and professional athletes learn how to create generational wealth that endures beyond their playing careers. Currently, Three Leaf Partners, has more than $175 million in developments spread across the country. The company also has more than 30 deals in its pipeline, with a total value of these developments reaching more than $1 billion.
The Pat Connaughton Foundation, since its inception, has raised nearly a million dollars and uses its three pillars – courts, clinics and character – to help transform the communities it serves. Connaughton Courts, a program that refurbishes basketball courts, has already built three new courts in Massachusetts and Wisconsin, with four additional courts already underway. Combined, these seven courts will serve up to 50,000 students in more than 115 communities. Connaughton’s basketball clinics are a premier skill development and character-building experience for youth basketball players. The Foundation has held 15 clinics thus far, serving more than 100 communities, with 150 participants attending each camp. The Pat Connaughton Foundation, which will enter its seventh year in 2023, has plans to raise $2.5 million, complete 24 additional Connaughton Courts and launch a scholarship endowment, Pat Connaughton Scholarships, by 2026.
Jim Cramer believes there is always a bull market somewhere, and he wants to help you find it. He is host of CNBC's "Mad Money," (M-F, 6PM ET) featuring lively guest interviews, viewer calls and most important, the unmatched, fiery opinions of Cramer himself. He serves as the viewer's personal guide through the confusing jungle of Wall Street investing—navigating through both opportunities and pitfalls with one goal in mind—to help them make money.
Cramer is also co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street" (M-F, 9AM-11AM ET) and the founder of TheStreet, a multimedia provider of financial commentary.
He graduated from Harvard College where he was president and editor-in-chief of the prestigious daily, The Harvard Crimson. After graduation, he became a reporter for the Tallahassee Democrat and later for the Los Angeles Herald Examiner, where he covered stories ranging from homicides to sporting events.
Cramer is a former hedge fund manager and founder/owner and senior partner of Cramer Berkowitz. His compounded rate of return was 24 percent after all fees for 14 years at Cramer Berkowitz. He retired from his hedge fund in 2001, where he finished with one of the best records in the business, including having 36 percent-plus year in 2000.
He helped Steve Brill launch American Lawyer magazine before attending Harvard Law School and earning a law degree. Upon graduating and passing the New York State Bar Examination and being admitted to the N.Y. State Bar, Cramer joined Goldman Sachs in sales and trading. While at Goldman, Cramer wrote for The New Republic about stock market issues.
In December 2013, he published the book, "Jim Cramer's Get Rich Carefully," in which he creates a guide to high-yield, low-risk investing. Cramer is also the author of "Jim Cramer's Getting Back to Even," "Stay Mad for Life: Get Rich, Stay Rich," "Mad Money: Watch TV, Get Rich," "Jim Cramer's RealMoney" and "Confessions of a Street Addict."
FOR MORE INFORMATION ABOUT CNBC YOUR MONEY 2023, PLEASE EMAIL EVENTS@CNBC.COM TO CONNECT WITH OUR AUDIENCE TEAM.
ALL SESSIONS FROM CNBC YOUR MONEY 2022 ARE AVAILABLE TO VIEW HERE.