Your Money 2023
Online⎮November 9, 2023⎮12PM - 1:30PM ET

Your Money

Maximizing Opportunity in an Unpredictable Economy

Staying informed and adaptable when it comes to your money is more important than ever in today’s ever-evolving financial landscape. CNBC’s Your Money will bring together top financial experts to discuss ways to maximize your finances amidst record high inflation and mitigate risk, while investing for a brighter future.

Speakers

Jim Cramer

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."

Ben McKenzie

Ben McKenzie was born and raised in Texas. After graduating magna cum laude from the University of Virginia with a degree in Economics and Political Science, he moved to New York to find work as an actor.

Ben is best known for starring in hit shows such as Gotham, Southland, and The OC and most recently revisited his Economics degree with his first book, Easy Money alongside journalist Jacob Silverman. Easy Money is a wildly entertaining debunking of cryptocurrency on sale July 18, 2023. Weaving together stories of average traders and victims, colorful crypto “visionaries,” Hollywood’s biggest true believers, anti-crypto whistleblowers, and government agents searching for solutions at the precipice of a major crash, Easy Money features original reporting across the country and abroad. The book includes original interviews with FTX chief executive officer Sam Bankman-Fried, Tether cofounder Brock Pierce, Celsius founder Alex Mashinsky, and more, marking Easy Money as the first authoritative dive into the debunking of crypto.

On the acting side, Ben most recently starred in Grand Horizons on Broadway, which received a Tony Award nomination for Best New Play in 2020.

McKenzie began his acting career in 2003 when he was cast as the lead of the hit Fox series The OC and aired for four seasons.

Ben has appeared in several films, including Junebug with Amy Adams and 88 Minutes starring Al Pacino. He received praise for his solo turn in the independent film Johnny Got His Gun, based on a novel by Dalton Trumbo and he also co-starred in Some Kind of Beautiful with Pierce Brosnan and Salma Hayek.

Ben’s other film credits include Decoding Annie Parker opposite Helen Hunt and a starring role in the short film The Eight Percent which screened at the 2009 Tribeca Film Festival.

In 2009, Ben returned to series television as a patrol officer on the streets of Los Angeles in Southland Executive Produced by John Wells. The critically acclaimed show ran for five years. Ben has also guest starred on the comedy Men at Work.

Ben starred as ‘Detective James Gordon’ on the hit Fox series Gotham, which was the origin story behind Detective Gordon’s rise to prominence in Gotham City in the years before Batman’s arrival. The show premiered in the fall of 2014 and aired for five seasons. Ben made his directorial debut in Season 3 of Gotham, with episode 316. In Season 4, Ben became even more creatively involved in the show by writing episode 404 and directing his second episode, 416. For the fifth and final season, Ben directed episode 506 and wrote episode 509.

In 2019, Ben returned to the big screen in Scott Z Burns’ The Report, alongside Adam Driver and Annette Benning, which premiered at Sundance where it was acquired by Amazon Studios.

Ben also starred alongside Aaron Eckhart in Steve C. Miller’s action-thriller Line of Duty as the antagonist in the film which follows a cop to find a kidnap victim whose abductor was accidentally killed.

Trevor Rozier-Byrd

Trevor Rozier-Byrd is the founder and CEO of Stackwell Capital, Inc., a fintech startup that seeks to eliminate the racial wealth gap by addressing Black underinvestment in America.

Trevor has more than fifteen years of corporate development, business strategy and corporate transactional legal experience focused on the asset management industry.

Prior to founding Stackwell, Trevor served as the Head of Strategy and Business Development for the State Street Alpha Platform, which is State Street Bank and Trust Company’s captive fintech business. Trevor held senior sales, strategy, corporate development and legal positions during his tenure with State Street.

Prior to joining State Street, Trevor was a Senior Associate at WilmerHale, where his practice focused on domestic and international corporate transactions, including mergers and acquisitions, venture capital financings and public and private capital markets transactions. Trevor also represented companies and entrepreneurs in connection with a broad range of start-up company matters. Prior to joining WilmerHale, Trevor was an associate at Sidley Austin LLP where he represented various financial institutions in connection with a broad range of public and private capital markets transactions.

While receiving his law degree, Trevor worked for the U.S. Securities and Exchange Commission – Division of Enforcement where he participated in investigations of possible violations of the federal securities laws.

Since founding Stackwell, Trevor has received several awards and recognitions for his leadership. Trevor has been selected as a 2023 Aspen Ideas Festival Fellow. He was named one of Boston Business Journal’s “Power 50 Movement Makers” in 2002. Pitchbook named Trevor on their Black Founders and Investors to Watch Lists in 2022 and 2023.

Trevor received his Juris Doctor from Boston University School of Law in 2010, and his Bachelor of Arts from Boston College in 2005.

Trevor is a member of the Boston University School of Law Alumni Executive Committee and the Boston College Board of Regents. Trevor lives in the Boston area with his wife and three small children.

Winnie Sun

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.

Dana Peterson

Dana Peterson is the Chief Economist & Center Leader of Economy, Strategy & Finance at The Conference Board. Peterson joins The Conference Board from Citi, where for many years she served as a North America Economist and later as a Global Economist. Her wealth of experience extends to the public sector, having also worked at the Federal Reserve Board in Washington, D.C.

Dana’s wide-ranging economics portfolio includes analyzing global economic themes having direct financial market implications, including monetary policy; fiscal and trade policy; debt; taxation; ESG; consumption, and demographics. Her work also examined myriad US themes leveraging granular data. In addition, Dana conducted multi-asset research and wrote publications with other Citi research teams – both US and global – including strategists covering rates, equities, credit, foreign exchange, commodities, political analysis, and asset allocation.

Peterson's research has been featured by US and international news outlets, both in print and broadcast. Publications and networks include CNBC, FOX Business, Bloomberg, Thomson-Reuters, CNN Finance, Yahoo Finance, TD Ameritrade, Barron’s, the Financial Times, and the Wall Street Journal. She is member of the Board of Directors of NBER and NABE, 1st Vice Chair of the New York Association for Business Economics (NYABE), and a member of NBEIC, the Forecasters Club, and the Council on Foreign Relations.

She received an undergraduate degree in Economics from Wesleyan University and a Master of Science degree in Economics from the University of Wisconsin-Madison.

Farnoosh Torabi

Farnoosh Torabi is one of America’s leading personal finance experts. She is the host of the award-winning podcast So Money that has earned over 30 million downloads. She is a sought-after speaker and author of multiple books.

Her newest is entitled A Healthy State of Panic, part-memoir, part-guidebook on how fear can be a superpower to achieve true wealth and career success. Along with being featured in The New York Times, The Wall Street Journal, and Time Magazine, Farnoosh has appeared frequently on Today, Good Morning America, and more.

She is a graduate of the Pennsylvania State University with a degree in finance and international business and holds a master’s degree from the Columbia University Graduate School of Journalism. Farnoosh lives on the East Coast with her husband and two children.

You can follow the fun on Instagram @FarnooshTorabi and you can learn more at FarnooshTorabi.com.

Deirdre Bosa

Deirdre Bosa is anchor of CNBC’s tech-focused franchise, “TechCheck,” based out of the network’s San Francisco Bureau. Previously, she was anchor of the network’s daily program, “TechCheck,” that ran from April 2021 to February 2023. Before that, Bosa served as a technology reporter, owning stories on the biggest names in tech from Amazon to Alphabet, key players in China’s tech scene like Alibaba and Huawei, and Silicon Valley’s largest disruptors from Airbnb to Uber to WeWork. Prior to that, she was a frequent presence on air and online as a CNBC contributor, reporting out of Vancouver, Canada.

Bosa joined CNBC in 2012 covering the markets and economies of London and Singapore. She has co-anchored morning programs including “Squawk Box Asia,” “Squawk Box Europe,” and “Worldwide Exchange.”

Prior to CNBC, Bosa was an anchor and reporter for CCTV News International based in Beijing, as well as a contributor to Fox Business News. Deirdre also worked for several multinational corporations including Barrick Gold in Toronto and Rio Tinto in Shanghai.

She is a graduate of McGill University in Montreal, Canada and University of Hong Kong’s Masters of Journalism program.

Sharon Epperson

Sharon Epperson, named one of “12 to Watch in TV News,” can be seen regularly on CNBC television and other media platforms.

As CNBC’s senior personal finance correspondent, Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

Preparing your finances for the unexpected is another critical (and personal) aspect of her reporting. In September 2016, Epperson sustained a ruptured brain aneurysm and she nearly lost her life. She has become a staunch advocate for health and wellness issues, raising awareness about brain aneurysms and funding for research. In September 2018, she and her family established “The Sharon Epperson Chair of Research” through the Brain Aneurysm Foundation to provide grants for research on early detection and innovative treatments.

Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.

Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She also was a contributing writer for The Experts’ Guide to Doing Things Faster. Her personal finance expertise has been featured in numerous publications, including The Wall Street Journal, The Washington Post, The Boston Globe, USA Weekend, Self, Essence, Ebony and TIME, where she had covered business, culture, social issues and health as a correspondent prior to joining CNBC.

Epperson has numerous industry and civic awards, including the Special Achievement Award from the National Association of Personal Financial Advisors (NAPFA) and the Savvy Inspiration Award from the non-profit, financial empowerment group Savvy Ladies. She won an Alliance for Women in Media’s Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on CNBC.com. She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.

Epperson is committed to improving financial literacy, particularly in underserved communities. She was invited to the White House during President Obama’s administration to speak about financial literacy and to moderate a public meeting of the President’s Advisory Council on Financial Capability at the U.S. Treasury Department. She also speaks frequently at conferences and events for local and national organizations, colleges and universities about many facets of personal finance.

An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.

Epperson received her bachelor’s in sociology and government from Harvard University, a master of international affairs degree from Columbia University, and an honorary doctorate from Carlow University in Pittsburgh. A Pittsburgh native, she has also been inducted into the Hall of Fame at Taylor Allderdice High School, her alma mater.

She currently lives with her husband and two children in Westchester County, N.Y.

Eamon Javers

Eamon Javers is CNBC’s Senior Washington Correspondent, focusing on the role of money and influence in Washington, D.C. He also reports on the U.S. Department of Justice and its Antitrust division’s expected battle with Big Tech. Javers joined CNBC in June 2010 as a Washington reporter based at the bureau in the nation’s capital and appears on the network’s Business Day programming.

Previously, Javers was a White House reporter for Politico, where he covered the intersection of Wall Street and Washington. He conducted investigations of the administration’s financial bailouts and economic stimulus efforts, broke news about the presidency of Barack Obama and authored trend stories on Washington.

Prior to joining Politico, Javers was a Washington correspondent for BusinessWeek magazine writing extensively about Washington lobbying, including the Jack Abramoff scandal and unearthed previously unknown incidents of corporate espionage. He also was an on-air correspondent for CNBC, where he covered the intersection of business and politics. Javers’ articles have appeared in Fortune, Money, Congressional Quarterly and Slate.com. He began his career at The Hill, a weekly newspaper (and website) covering Congress.

Javers is author of the book “Broker, Trader, Lawyer, Spy: The Secret World of Corporate Espionage,” which revealed a never-before-reported CIA policy allowing active-duty officers to moonlight in the private sector.

He has appeared as an analyst on each of the major broadcast networks, all of the major cable television news networks, the BBC and National Public Radio.

In 2014, Javers was named a finalist in the Gerald Loeb Awards explanatory category for his coverage of how market-moving financial data is released. In 2006, Javers received an Award of Distinction in investigative journalism from the Medill School of Journalism. He graduated from Colgate University in Hamilton, N.Y.

Follow Eamon Javers on Twitter @EamonJavers.

Tyler Mathisen

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET), one of the network's longest running program franchises. He is also Vice President, Events Strategy for CNBC, working closely with the network's events team to grow the rapidly expanding business.

Previously, Mathisen was co-anchor of "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW). Since joining CNBC in 1997, Mathisen has held a number of positions including managing editor of CNBC Business News, responsible for directing the network's daily content and coverage. He was also co-anchor of CNBC's "Closing Bell."

Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."

Prior to CNBC, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.

In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.

A native of Arlington,Va., Mathisen graduated with distinction from the University of Virginia.

Jane Wells

Jane Wells develops features, special reports and series for CNBC and CNBC.com. Based in Los Angeles, she also contributes to CNBC’s breaking news coverage.

Wells assumed her current role after more than 20 years as a CNBC reporter. Most recently, she covered retail, agriculture and defense as well as reports on California’s economy, West Coast real estate and Las Vegas for the network. Wells joined CNBC in 1996, providing special coverage of the O.J. Simpson civil case for “Rivera Live.” During her career at the network, Wells also served as a senior correspondent for CNBC’s “Upfront Tonight.” She also helped create the “Strange Success” franchise for CNBC Make It, and produces a companion podcast.

Prior to joining CNBC, she was a correspondent for the Fox News Channel and Los Angeles reporter for NBC’s flagship television station, WNBC, in New York. Her television news career includes reporter positions with KTTV, Los Angeles; WTVJ, Miami; and KOB, Albuquerque. She has also contributed international reports for CNN.

Wells has received numerous honors for her work, including a 1992 Peabody Award and duPont Award for her role in the live coverage of the Rodney King Trial. That same year, she earned a Los Angeles Emmy Award for her investigative reporting. She also has received UPI, Press Club and Emmy Awards for feature reporting; three Florida Emmy Awards for news reporting; and the Investigative Reporters and Editors Award for team reporting.

Wells holds bachelor’s degrees in broadcast journalism and philosophy from the University of Southern California, where she graduated with honors. She and her husband have two children and live in Los Angeles.

John Blizzard

John Blizzard is President and CEO of Seattle Bank and founder of CD Valet. Developing a novel marketplace to disrupt a $2 trillion industry and challenge the pay-to-play landscape that dominates CD rate advertising, John drove the creation of the marketplace to a nationwide launch in 2022, amassing over one million site visitors within the first year. He oversees CD Valet’s leadership team which manages product development, financial planning, revenue generation strategies and growth marketing.

John created CD Valet through Seattle Bank, where he has served as President and CEO since April 2014. With 30+ years of banking experience, his success in identifying unique market opportunities enabled Seattle Bank to become one of the top performing financial institutions across the nation for growth, margin and productivity.

Paul Deer

Paul is the Vice President of Wealth, Private Client at Empower, and is responsible for the acquisition of billions of dollars in new clients assets annually, as well as the retention of Empower’s largest clients within Empower’s Wealth division. As a Certified Financial Planner™ Paul has a background in advising clients and has excelled in a large variety of roles within the FinTech space. Born and raised in Honolulu, Hawaii, Paul now resides in Colorado with his wife Carolyn & newborn son Calvin. Paul avidly mountain bikes and cross-country skis.

Caroline Feeney

Caroline Feeney leads Prudential’s U.S. Businesses. These businesses provide financial advice and develop, distribute and service income and protection solutions for individuals and institutional clients. The U.S. Businesses comprise Group Insurance, Individual Life Insurance, Prudential Retirement Strategies, Assurance IQ, the Retail Advice and Solutions organization, as well as key functions which include Prudential’s global Marketing organization, Enabling Solutions and The Transformation Office.

Prior to her current role, Caroline was CEO, U.S. Insurance and Retirement Businesses, and prior to that was Head of Prudential’s Individual Solutions Group.

Caroline is Prudential’s representative for the National Association for Female Executives and serves on its Executive Roundtable. She also represents Prudential as co-chair of the Board of the Alliance for Lifetime Income and the LL Global Board of Directors, where she serves on the Executive committee and as Chair of the Membership committee. Within Prudential, Caroline is the executive sponsor of Women Empowered, Prudential’s employee-focused business resource group. As a trustee of Prudential’s Corporate Social Responsibility Oversight Committee, she helps guide the company’s foundation and its investments to strengthen communities and realize Prudential’s belief that financial security should be within reach for everyone. She is also chair of the board of PruVen Capital, an independently managed venture fund backed by Prudential.

Caroline is a member of Fortune’s Most Powerful Women, has been recognized by Working Mother magazine as Prudential’s Working Mother of the Year, by Executive Women of New Jersey as Prudential’s Policy Maker, and was a recipient of the Women of Excellence P&L Award from the National Association of Female Executives. In 2018, she became the first woman to receive the Round Table of New York’s Lifetime Achievement Award.

During her career with Prudential, Caroline has held several field leadership positions and home office executive roles. This included president of Prudential Advisors, which is Prudential’s national sales organization comprising more than 3,000 financial professionals, advisors and fee-based financial planners.

Caroline earned her MBA from Columbia University and a bachelor’s degree from Bucknell University. She holds the Chartered Life Underwriter and Chartered Financial Consultant designations.

Mona Mahajan

Mona Mahajan is a Principal Senior Investment Strategist on the Investment Strategy team at Edward Jones. She helps develop and communicate the firm's macro-economic and financial market views, as well as create impactful thought leadership in order to help clients meet their long-term financial goals. She also is a voting member of the asset allocation team, supporting the firm's strategic and opportunistic portfolio allocation decisions.

Mona's experience in the financial services industry spans equity and fixed income analysis, global investment strategy and portfolio management. Prior to joining Edward Jones, she was the U.S. Investment Strategist at Allianz Global Investors for nearly five years.

She appears regularly on financial media, including CNBC, Bloomberg TV, as well as print media like The Wall Street Journal and Barron's.

Mona holds bachelor's degrees in finance and computer science from the Wharton School and the School of Engineering at the University of Pennsylvania. She also has an MBA from the Harvard Business School.

Mona lives in New Jersey with her husband and two kids, Rishi and Riya. She enjoys traveling and being involved in her kids' activities.

Anne Marie Stonich

Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of its Board of Directors. She also works with clients as a Wealth Manager.

As Chief Wealth Strategist, Anne Marie leans on her 20+ years of financial services experience, collaborating with Coldstream’s professional teams to implement company-wide best practices to ensure a top-flight wealth management experience. In working with clients as a Wealth Manager, Anne Marie strives to simplify complex financial and investment issues – including financial planning, investment advisory, tax and estate planning, and insurance solutions.

Before joining Coldstream, she co-founded Paracle Advisors, which merged with Coldstream in 2021. Anne Marie also worked as a CPA at Deloitte & Touche and served as a lead advisor at Brighton Jones Wealth Management.

JJ Ramberg

JJ Ramberg is the co-founder of Goodpods which is solving discovery for the podcast industry and on the founding team of NewAtlantis Labs which is addressing biodiversity loss in our ocean. JJ was named one of Inc Magazine's Female Founders 100 and Goodpods was honored as one of Fast Company's Most Innovative Companies. JJ spent over a decade as the anchor of MSNBC's Your Business and is the author of two books, the best-selling It's Your Business and the children's book The Startup Club.

Jen Rogers

Jen Rogers is an award-winning financial reporter and anchor. Most recently, she was the host of The Final Round, Yahoo! Finance’s live daily close-of-market show and Time for Change, its program focused on issues of diversity and social justice in the business world.

Before joining Yahoo! Finance, Jen spent more than a decade in television -- at CNN, MSNBC, and Reuters. She has had a front row seat for the biggest tech and finance stories of our time and has interviewed a who’s who of business leaders, including Warren Buffett and Elon Musk.

Jen is a runner, a reader, and a cancer survivor. She co-founded Comedy vs Cancer, an annual event which raises money for cancer research at Memorial Sloan Kettering Cancer Center, where she also serves on the Patient and Family Advisory Council.

Mary Thompson

A financial journalist for 26 years, Mary covered Wall Street, the banking and insurance industries, as well as  disasters man made and natural for CNBC and Bloomberg TV and radio.  As a moderator for World50, Mary interviews executives across the company’s various learning platforms, including those for directors, women leaders, and CEOs,

Caroline Woods

NYC-based video presenter and producer with extensive experience in all areas of television and digital video development and production, including anchoring, reporting, writing, producing, interviewing, editing, social media, hiring and team development. Organized, detail-oriented and collaborative leader with comprehensive experience in business news, media training and startups.

AGENDA

12:00pm ET

Economic Outlook: Will 2024 Be Better?

As we begin to close out a year dominated by historic inflation and interest rate hikes, the question on everyone’s mind is when will things get better? We’ll look ahead to 2024 and examine what the economic landscape may resemble, and what that means for your money.    

Dana Peterson, The Conference Board Chief Economist & Center Leader of Economy, Strategy and Finance
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent

12:20pm

Markets Playbook: Cramer’s Insights and Analysis

CNBC’s Mad Money host Jim Cramer will join us to provide market insights and analysis, including potential tailwinds and headwinds in the year ahead, the impact of geopolitical instability, and what it could all mean for your portfolio.

Jim Cramer, CNBC Host of “Mad Money” & Co-Anchor “Squawk on the Street”
Interviewer: Tyler Mathisen, CNBC “Power Lunch” Co-Anchor & Vice President, Events Strategy

12:30pm

Harnessing the Power of Fear to Build Wealth

From historic inflation, and predictions of a recession to bank failures and layoffs, it’s natural to have experienced fear over the past few years. While these feelings exist to protect us, one author believes they also hold real value. She’ll discuss how financial fear can actually help you build wealth and how to lean into it. 

Farnoosh Torabi, Author, “A Healthy State of Panic”
Interviewer: Jane Wells, CNBC Special Correspondent

12:40pm

Strategy Sessions

The Untapped Savings Opportunity You’re Missing 

SPONSORED AND PROGRAMMED BY CD VALET 

CD rates are the highest they’ve been in 22 years. In fact, there are 10 times as many CD’s paying 5% or more today than there was just this Spring. However, it’s easy to miss out on the best savings opportunities without a transparent view of the best opportunities out there. Join us as we talk all things CDs, and how this “old school” strategy could be the best approach to savings in today’s economy. 

John Blizzard, CD Valet Founder
Anne Marie Stonich, Coldstream Wealth Management Chief Wealth Strategist
Moderator: JJ Ramberg, Financial Journalist  

Market Opportunities for Long-Term Investors 

SPONSORED AND PROGRAMMED BY EDWARD JONES

The Federal Reserve and global central banks would like to keep interest rates elevated for an extended period. While this means CDs and cash-like instruments may be yielding 5%-plus, should investors park their money in these safe-havens? We think there may be compelling reasons to complement these short duration instruments with strategic investments in both stocks and bonds, particularly for long-term investors. 

Mona Mahajan, Edward Jones Senior Investment Strategist
Interviewer: Jen Rogers, Financial Journalist 

Top Cash Strategies in Turbulent Times 

SPONSORED AND PROGRAMMED BY EMPOWER 

Given the current economic climate, cash has a place in a diversified financial strategy. But many Americans aren’t sure what exactly they should be doing with it within their portfolios. Low yield accounts offer risk. A discussion about ways to maximize the benefits of your cash holdings and maintain its long-term spending power. 

Paul Deer, Empower Vice President, Wealth Private Client
Interviewer: Mary Thompson, CNBC Events Contributor

Reimagining Retirement for a Forgotten Generation 

SPONSORED AND PROGRAMMED BY PRUDENTIAL FINANCIAL

Nearly half of Generation X do not think they will have enough saved to live comfortably in retirement. It’s time to rethink what retirement looks like for a resilient—yet often overlooked—generation. What is the path forward to a sustainable retirement for the roughly 66 million Gen Xers when they leave the workforce in the next 10-20 years? 

Caroline Feeney, Prudential Financial, Inc. EVP & CEO of U.S. Businesses
Interviewer: Caroline Woods, Financial Journalist 

1:10pm

Fintech to Fight the Wealth Gap

The racial wealth gap in America has steadily worsened over the past decades, directly impacting other societal gaps like affordable housing and healthcare, job opportunities, and more. We’ll discuss a new technology aiming to change that by helping Black Americans tap into the power of the financial markets to build wealth.  

Trevor Rozier-Byrd, Stackwell Capital Founder & CEO
Interviewer: Deirdre Bosa, CNBCTechCheck” Anchor

1:20pm

Examining the Dark Side of “Easy Money”

There is a long history of financial bubbles in America, few as striking as the rise and fall of crypto. A Hollywood actor turned crusader will discuss his own experience with the controversial currency, the concept of “easy money” and how it drives human behavior, how to protect investors from fraud, and lessons we can learn.    

Ben McKenzie, Actor, Author, “Easy Money: Cryptocurrency, Casino Capitalism, and the Golden Age of Fraud”
Interviewer: Eamon Javers, CNBC Senior Washington Correspondent

1:30pm

The Exchange

Here’s your chance to ask the expert and have all of your money questions answered, in order to best navigate the challenges of today, and successfully plan for tomorrow.  

Winnie Sun, Sun Group Wealth Partners Founding Partner
Moderator: Sharon Epperson, CNBC Senior Personal Finance Correspondent

2:00pm

Event Concludes

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