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.
Alexandra Carter is a Clinical Professor of Law and the Director of the Mediation Clinic at Columbia Law School. In 2019, Professor Carter was awarded the Columbia University Presidential Award for Outstanding Teaching, Columbia’s highest teaching honor. Her first book, Ask for More: Ten Questions to Negotiate Anything, was published by Simon & Schuster on May 5, 2020 and became an instant Wall Street Journal Business bestseller.
Professor Carter’s teaching and research interests lie in the field of alternative dispute resolution, primarily in mediation and negotiation. She is a leading trainer on negotiation and mediation for many from the private and public sectors, including the United Nations, where she has conducted dozens of workshops for more than 80 nations, U.S. courts and federal agencies; private corporations, such as Bloomberg, Comcast NBCUniversal, Amazon, and Microsoft; and law firms, including Cravath, Swaine & Moore, Morrison & Foerster, Latham & Watkins, Debevoise and Plimpton, Fried Frank, and many others.
Prior to joining the Columbia faculty, Professor Carter was associated with Cravath, Swaine & Moore LLP, where she defended against a multibillion-dollar securities class action lawsuit related to the Enron collapse, served as the senior antitrust associate on several multibillion-dollar mergers, and handled cases involving copyright law. She also worked as an analyst at Goldman Sachs. She is a former U.S. Fulbright Scholar to Taiwan.
Professor Carter received her Juris Doctor degree in 2003 from Columbia Law School, where she earned James Kent and Harlan Fiske Stone academic honors. She also won the Jane Marks Murphy Prize for clinical advocacy and the Lawrence S. Greenbaum Prize for the best oral argument in the 2002 Harlan Fiske Stone Moot Court Competition. After earning her degree, Professor Carter clerked for the Hon. Mark L. Wolf, U.S. District Court for the District of Massachusetts in Boston.
Professor Carter is a frequent media commentator on negotiation and pay equity for women, with appearances on MSNBC’s Morning Joe and MSNBC Live, Hardball with Chris Matthews, the CBS Early Show and NPR Marketplace. She is a contributor for NBC News’ Know Your Value, a news site devoted to helping women grow in their careers and reach their full potential.
Marianela Collado, CPA/PFS, CFP®, CDS™ serves as a Senior Wealth Advisor and is the CEO and co-owner of Tobias Financial Advisors. She serves clients in a team setting by collaborating with them and their professional advisors to ensure their overall financial planning and investment objectives are pursued in a tax-efficient manner.
Marianela has over 20 years of experience in the tax and financial planning arena. She has worked with many ultra-high net worth families and assisted with the implementation and reporting of complex income and wealth transfer strategies.
Marianela has been quoted in various financial and non-financial media outlets, including the Wall Street Journal, New York Times, Barron’s, Fox Business News, CNBC, MentalFloss.com, MarketWatch and NerdWallet.com. She has also been featured in articles related to tax and financial planning in the El Nuevo Herald. She has been published in the Journal of Accountancy (Feb. 2018 issue) on the topic of retirement planning & tax planning. She is a frequent speaker, serving as a subject matter expert on financial planning topics relating to high net-worth individuals.
Marianela has earned recognition for her many accomplishments and contributions. Most recently, Marianela was named a 2021 Mother of the Year on behalf of Healthy Mothers, Healthy Babies. As a mother of three young boys under the age of 13, Marianela finds a way to juggle the priorities of a busy family with those of her growing firm and clientele. Also this year, Marianela was honored by South Florida Business and Wealth at their 1st Annual Excellence in Finance Awards. In 2020, Marianela was featured as a InvestmentNews Woman to Watch. In 2019, Marianela was named an honoree for the Hispanic Women of Distinction award. She was also featured in Weston Life magazine. In 2018, she was a nominee for the Florida Institute of CPA’s (FICPA’s) Women to Watch award. In 2017, Marianela received the American Institute of CPA’s Standing Ovation Award, as one of 16 CPAs nationwide under the age of 40 recognized for their contribution to personal financial planning.
Prior to joining Tobias Financial Advisors, Marianela was a Principal at Bessemer Trust, which she joined in 2004, initially as a member of the Client Tax Services department and subsequently working with Bessemer’s client advisory team in Miami providing wealth and tax consulting services. Prior to joining Bessemer, Marianela was a Senior Tax Associate with Wealth and Tax Advisory Services (formerly Arthur Andersen, now Andersen Tax) in New York, specializing in compliance and planning for high net-worth individuals.
Marianela currently serves as a member of the FICPA’s Women’s Leadership Committee and is a member of the FICPA’s Diversity & Inclusion Task Force. In addition, she is a founding member of the West Broward Chapter for the National Association of Divorce Professionals and serves as the chapter’s director. With a certification in collaborative divorce practice, she is also a member of the Collaborative Family Law Professionals of South Florida and in 2021 was nominated by the CFLPSF board to the Florida Academy of Collaborative Professional’s Leadership Institute. In addition, Marianela serves on Nova Southeastern University’s Planned Giving Council and serves as a Board Member for both the Planned Giving Council of Broward and Gilda’s Club South Florida.
Marianela received a B.S. in accounting from Hunter College in New York City in 2000. In addition to the associations already mentioned, she is a member of the National Association of Personal Financial Advisors, the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the West Broward Estate Planning Council and the Financial Planning Association.
Marianela is passionate about her clients at Tobias Financial Advisors, but outside the office she enjoys spending time with her husband and three boys, who keep her very busy with sports activities and playdates with friends in their Weston, Florida community.
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."
Alicia Levine is Head of Equities, Trading, and Capital Markets Advisory and interim Chair of Wealth Management’s Investment Strategy Committee. Alicia is one of the firm’s leading voices for market analysis and investment outlook. She is the go-to person for client-facing economic analysis, market strategy and asset allocation across the bank.
Alicia is a regular on-the-record source, live broadcast commentator and breaking news analyst for a variety of media outlets including, Barron’s, Bloomberg, CNBC, CNN, Financial Times, Fox Business News and the Wall Street Journal.
Alicia was previously the Chief Strategist at BNY Mellon Investment Management.
She joined BNY Mellon in 2016 from Angelo, Gordon and Co., a multi-strategy alternative asset manager, where she served as the Director of Communications. Prior to that, she was a research analyst and portfolio manager at Bentley Capital Management, where she invested in public equities and built long/short portfolios for clients.
Alicia earned a Bachelor of Arts from Brown University and a Master of Arts and Doctor of Philosophy from the University of Chicago. She was awarded a pre-doctoral fellowship from Stanford University, a post-doctoral fellowship from Harvard University and a research fellowship from the Hoover Institution. Alicia is a member of the Investment Committee for the National Academy of Design.
Mobile: (917) 843-4433 | Twitter: @AliciaLevinePhD | Skype: email@example.com
William MacAskill is an associate professor in philosophy at the University of Oxford. At the time of his appointment, he was the youngest associate professor of philosophy in the world. He helped to create the effective altruism movement by co-founding the nonprofits Giving What We Can and 80,000 Hours, which together have moved over $300 million to effective charities. He is the author of What We Owe The Future, a new book which argues that we should be doing much more to protect future generations.
Eswar Prasad is a professor at Cornell University, a senior fellow at the Brookings Institution, and a research associate at the National Bureau of Economic Research. He is a former head of the IMF’s China Division. His latest book, “The Future of Money: How the Digital Revolution is Transforming Currencies and Finance,” was listed among the best economics books of 2021 by the Financial Times and The Economist.
Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympic Games.
While pursuing professional sports Lauryn interacted with not one but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others she decided to put her Finance degree and MBA to use to fill the gap for young professionals. Eager to learn everything she then pursued the Certified Financial planning certification.
Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial question that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings or understanding your 401(k) Worth Winning is ready to help with all things personal finance.
Ayako Yoshioka is a Senior Portfolio Manager at Wealth Enhancement Group. Over the course of her career in the wealth management industry, Ayako has held many roles, and she has done them all with great success. She began her career in Institutional Client Relations and Marketing, before moving on to become a Portfolio Analyst, monitoring portfolio trading and guidelines for over $4 Billion in equity securities. Next stop was as a Research Analyst, covering multiple sectors and providing recommendations to portfolio managers. Director of Research was yet another role she filled with distinction. Today, as a Senior Portfolio Manager, Ayako lends her expertise to the research and analysis of individual stocks within managed equity strategies and portfolios.
Salene Hitchcock-Gear is president of Prudential Individual Life Insurance. Prudential Individual Life Insurance is a business unit of Prudential that offers competitive solutions to meet the needs of consumers through the manufacturing and distribution of a diverse portfolio of life insurance products.
An insurance industry veteran with more than 30 years of experience, Hitchcock-Gear joined Prudential in 2017 as chief operating officer of Prudential Advisors, the company’s national sales organization with more than 3,000 financial professionals, advisors and fee-based financial planners who offer clients a broad range of financial solutions. She was appointed president of both businesses in 2018.
Previously, Hitchcock-Gear served as president and CEO of Ameritas Investment Corp. and president and CEO of Acacia Life Insurance Company.
Hitchcock-Gear represents Prudential as a director on the Women Presidents’ Organization Advisory Board. She also serves on the board of trustees of the American College of Financial Services.
Hitchcock-Gear has a bachelor’s degree from the University of Michigan, a Juris Doctor degree from New York University School of Law, as well as FINRA Series 7 and 24 securities licenses. She is a member of the New York State Bar Association.
Steve Jenks is Senior Vice President and Chief Marketing Officer for Empower Retirement and Great-West Investments™.
Steve has 30 years of marketing, product and business leadership experience. He joined the organization in 2014. Previously, Steve served as Head of Defined Contribution Product and Marketing for Putnam Investments, where he helped shape and execute growth strategies for the organization’s defined contribution, investment-only and rollover businesses. Steve began his investment industry career in 1990 with Fifth Third Bank. From there, he held leadership roles in marketing, product, finance and relationship management for Fidelity Investments from 1992 to 2009. Steve also co-founded Acceleration Retirement, a
marketing analytics and outsourcing firm, and Stable Two Financial, a registered investment advisory company. He served as CEO of both companies.
Steve holds a bachelor’s degree with distinction in business analysis from the Indiana University Kelley School of Business. He is a registered representative of GWFS Equities, Inc. and maintains FINRA Series 6 and 26 securities registrations and the Series 63 state securities license. Steve is currently on the boards of the American Red Cross, Mile High Chapter; Big Brothers Big Sisters of Colorado; and Court Appointed Special Advocates for Children (CASA) Colorado. He is also a member of Empower’s internal Diversity & Inclusion Council and serves on the Talent Strategy Committee.
Mona Mahajan is a 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 has over 15 years of experience in the financial services industry, spanning equity and fixed income analysis, global investment strategy and portfolio manage-ment. Prior to joining Edward Jones, she was the U.S. Investment Strategist at Alli-anz 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.
Carol Waddell is President of Personal Wealth. In her role, she oversees outreach and engagement with individual investors and their advisors who wish to work with Empower on any aspects of their financial picture including planning, investment strategies, savings, goal-setting, and liability management.
Previously, Carol served as Head of Product and Marketing for J.P. Morgan Retirement Plan Services. At J.P. Morgan, she led product management and development, which included products, services, tools and websites for advisors, plan sponsors and participants, and oversaw the firm’s marketing strategy and communications, segment management and award-winning participant experience.
Carol has also worked for T. Rowe Price, where she served in various leadership roles. In addition to providing oversight for defined contribution, defined benefit and nonqualified plan product development and marketing — including customer digital channels; investment products; and services for intermediaries, plan sponsors and participants — she contributed significantly to the firm’s overall retirement income and target date product strategies. Carol has also served at Citibank in a variety of positions focused on marketing and customer experience.
Carol holds an MBA from Loyola University Maryland and currently maintains the FINRA Series 6 securities registration. She also holds FINRA Series 7 and 24 credentials.
Carol serves as the Co-Chair of Empower’s Diversity & Inclusion Council.
Shibani Joshi is an experienced journalist who has covered business, technology and general news for global media outlets including ABC News, Fox News Channel, Yahoo! Finance and Huffington Post. She provides commentary on business, technology and lifestyle topics and hosts events for leading corporations.
Previously, Shibani anchored a daily markets show and had her own dedicated segment on TV called “Joshi on Tech” on the Fox Business Network in New York City. In her almost 6-year tenure, she evolved into the dedicated on-air tech reporter at both Fox News Channel and Fox Business Network.
Shibani also reported extensively live on the floor of the New York Stock Exchange, Nasdaq and NYMex exchanges, covering the 2008 market crash, historic interest rate cuts, record oil prices and the biggest point drop in Dow history (at the time).
Throughout her career, Shibani has interviewed large-cap tech CEOs and executives from companies including Apple, Qualcomm, Google, Sony and Ebay. She has also interviewed execs from Uber, Dropbox, Rent the Runway and Angie’s List in their early stages.
Her unique business perspective stems from real-world corporate experience and a distinguished business education. After double majoring in finance and accounting, she worked as an investment banking analyst at Morgan Stanley in New York City, where she focused on corporate finance and M&A projects.
Joshi later moved on to Disney/ABC Media Networks, where she was the firm’s Senior Manager of Digital Strategy. In 2014, she created ShibanionTech.com, a blog focused on stories at the intersection of lifestyle and technology.
Shibani teaches at the University of Oklahoma, sits on the Board of Advisors for the Price College of Business at the University of Oklahoma, and served as a Trustee to The Children’s School in La Jolla, California.
Shibani is a graduate of the University of Oklahoma and holds an MBA from The Harvard Business School. She currently lives in the Bay Area with her 3 children.
Rhonda Schaffler has been reporting on business for NJ Spotlight News since 2016. Previously, she worked as an anchor and reporter for CNN, Reuters and Bloomberg.
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.
Contessa Brewer is a correspondent and substitute anchor for CNBC appearing throughout Business Day as well as the network’s 7pm ET newscast “The News with Shepard Smith.” She covers major news stories for CNBC including presidential elections, hurricanes, the coronavirus pandemic and trade wars. Her specialty coverage areas are casinos, the gaming industry and the insurance industry. Brewer joined the network in 2017 and is based at CNBC Global Headquarters.
A National Emmy-Award winning journalist, Brewer is known for her marathon on-air coverage of breaking news and big political stories. While an anchor for MSNBC, she hosted daily news programs and the long-running, primetime series “Caught on Camera.” As a correspondent, Brewer has contributed reports to CBS News, CBSN, WNBC, NBC News and MSNBC, where she covered a wide range of stories including presidential elections, debt ceilings, government shutdowns, natural disasters, terror attacks and celebrity news. She began her career in Reno, NV followed by Palm Springs, CA and Milwaukee, WI.
Brewer is a Remembrance Scholar and magna cum laude graduate of Syracuse University’s S.I. Newhouse School of Public Communication and Honors Program. She’s narrated several audiobooks and resides in New York with her husband, twin sons and a dappled dachshund.
Dominic Chu is a senior markets correspondent for CNBC, located at the network’s Global Headquarters in Englewood Cliffs, N.J. He appears during CNBC’s Business Day programming and contributes to CNBC.com.
Previously, Chu was a New York-based markets correspondent for Bloomberg Television, where he covered the stock, bond, currency and commodities markets. During that time, he interviewed some of the world’s top money managers and business executives, and he also was part of the team that covered Hurricane Sandy and the Boston Marathon bombings. In addition, Chu handled sports business reporting for the network.
Chu brings extensive knowledge of the financial markets, having worked in sales and trading for UBS Investment Bank, mutual fund management for Hennessy Advisors and investment management for Seascape Capital.
He has spoken at numerous industry conferences and was a regular contributor to radio and television outlets across the country.
Chu holds a Bachelor of Science degree in hotel administration from Cornell University.
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.
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.
Kristina Partsinevelos joined CNBC in May 2021 and serves as the Nasdaq reporter for the network, based at the Nasdaq and CNBC Global Headquarters in Englewood Cliffs, N.J. She covers the Nasdaq, semiconductors, ESG and precious metals, and her reporting appears on television and CNBC’s digital platforms.
Prior to CNBC, Partsinevelos was a business correspondent and economist for three years at the Fox Business Network, covering everything from technology, to the White House, to the Federal Reserve and reporting in the field around New York City during the early days of the COVID-19 pandemic. She also reported from South Carolina in the eye of Hurricane Florence, a category 4 storm, in September 2018.
Prior to that, Partsinevelos worked for Global News in London, BNN Bloomberg (Canada’s Business News Network), CTV News Channel and CBC Edmonton covering the latest financial news, including the retail, tech, and automotive sectors.
She is fluent in French and received her MBA from the University of Oxford’s Saȉd Business School. She also has a master’s in journalism from Carleton University.
Follow Kristina Partsinevelos on Twitter @KristinaParts.
CNBC’s Mad Money host Jim Cramer kicks off the event by sharing valuable market insights and advice.
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
After a year of market madness and rising interest rates, and a possible recession on the horizon, we’ll examine ways in which to adjust your portfolio to ride out a potential storm.
Alicia Levine, BNY Mellon Wealth Management Head of Equity, Trading, and Capital Markets Advisory
Ayako Yoshioka, Wealth Enhancement Group Senior Portfolio Manager
Moderator: Contessa Brewer, CNBC Correspondent
It is one of the most valuable, yet underutilized, skills when it comes to money – negotiation. We’ll learn about a framework that will allow you to clarify your goals and quell your emotions in order to ask for, and get, more.
Alexandra Carter, Columbia University Clinical Professor of Law
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
The world of money is on the verge of a massive disruption, according to one economist and author of “The Future of Money.” We’ll discuss what the future looks like, and how digital currencies and other financial technologies will shape how we spend, save, and invest.
Eswar Prasad, Cornell University Senior Professor of Trade Policy and Professor of Economics
Interviewer: Kristina Partsinevelos, CNBC Nasdaq Reporter
Navigating the Markets in an Economic Downturn
SPONSORED AND PROGRAMMED BY EDWARD JONES
In March, the S&P 500 dipped into bear market territory and by early fall had posted declines of more than 25% for 2022. The financial markets appear to be pricing in a pending recession. Still, the scope for a deep or prolonged recession in the U.S. economy may not be evident. The session will focus on signals investors can look for to indicate that a bottoming process is underway, how to identify a potentially more sustainable rally ahead, and strategy as they look forward to 2023.
Mona Mahajan, Edward Jones Senior Investment Strategist
Interviewer: Rhonda Schaffler, Business Anchor
Watch the full session
The Path to Wealth and Financial Wellness
SPONSORED AND PROGRAMMED BY EMPOWER
Managing short- and long-term financial goals is key to achieving financial wellbeing. That’s not always easy with ongoing gloomy economic forecasts. But there are ways to keep on track in any climate. This session will provide practical guidance for prioritizing goals, learning from previous recessions, and ways to navigate stubborn inflation, a slowing economy, and rising cost of living.
Steve Jenks, Empower Chief Marketing Officer
Carol Waddell, Empower EVP, Retirement Solutions Group
Moderator: Caroline Woods, Financial Reporter
Watch the full session
Righting the Retirement Ship
SPONSORED AND PROGRAMMED BY PRUDENTIAL
A looming recession has many adults concerned and discouraged about their financial security, especially those approaching retirement age. During these uncertain times, there are ways to right the ship. This session will provide actionable advice as we head into 2023, for a pathway to financial security.
Salene Hitchcock-Gear, Prudential Individual Life Insurance President
Interviewer: Shibani Joshi, Technology Journalist
Watch the full session
With all the problems in today’s society, the future can seem somewhat scary. But one philosopher says the key to making the world a better place, in the long-term, lies in how we think about money. He’ll discuss simple steps you can take to help create change, and why he believes it’s everyone’s moral obligation to do so.
William MacAskill, Oxford University Associate Professor of Philosophy
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
Watch the full interview
On-the-court, he’s a key member of the Milwaukee Bucks, but off-the-court one NBA star is laying the groundwork to generate income beyond his playing days. He’ll discuss his new real estate venture, and the value of investing in tangible assets.
Pat Connaughton, Milwaukee Bucks NBA Player, Three Leaf Partners Founder & Partner
Interviewer: Dominic Chu, CNBC Senior Markets Correspondent
Watch the full interview
Here’s your chance to have your money questions answered, in order to best navigate the challenges of today, and successfully plan for tomorrow.
Marianela Collado, Tobias Financial Advisors CEO
Lauryn Williams, Worth Winning Founder
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.
Since its inception, Empower has been guided by a vision to help Americans achieve the future they imagine. We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals.
We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey. That’s why we take a collaborative approach driven by personalization, simplification and exceptional service.
The genesis of Empower dates back to 1891, when our parent company was founded as an insurance provider on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Financial and Putnam Investments came together to form an integrated workplace retirement savings company.
Headquartered in metro Denver, Empower is now the second-largest retirement plan provider in the United States, proudly serving over 69,000 organizations and more than 17 million individuals. We serve all segments of the employer-sponsored retirement plan market: government 457 plans; small, mid-size and large corporate 401(k) clients; nonprofit 403 (b) entities; private-label recordkeeping clients; and IRA customers. Personal Capital, a subsidiary of Empower, is an industry-leading hybrid wealth manager.
 As of April 1, 2022. Information refers to all retirement business of Empower Annuity Insurance Company of America (EAIC), formerly known as Great-West Life & Annuity Insurance Company, and its subsidiaries, including Empower Retirement, LLC; Empower Life & Annuity Insurance Company of New York (ELANY), formerly known as Great-West Life & Annuity Insurance Company of New York; and Prudential Retirement Insurance & Annuity Company (PRIAC), marketed under the Empower brand.
Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.
Prudential Financial, Inc. (NYSE: PRU) is a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of June 30, 2023, with operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise, and innovation for nearly 150 years.
For more information, please visit news.prudential.com.