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CNBC Your Money: Key Insights & Advice from Top Personal Finance Experts

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.

Speakers

Gargi Pal Chaudhuri

Gargi Pal Chaudhuri, Managing Director, is Head of iShares Investment Strategy Americas. Based in New York, she and her team focus primarily on delivering global macro thought leadership, investment insights and content to both retail and institutional clients of the firm. With over two decades of experience in the financial services industry, Gargi has built her career around portfolio management in the fixed income markets, trading and macro strategy.

She joined BlackRock’s Global Fixed income group as a sector specialist in 2010, focusing on real and nominal rate relative value and trading. In 2013, she transitioned to the global inflation portfolio management team as senior portfolio manager, focusing on alpha generation, risk management and portfolio positioning for global inflation-linked bond portfolios, including BRIP and GILB. From 2017 to 2020, she served as a member of the Fixed Income Product Strategy team for the Global Fixed Income (GFI) business as head of Platform Strategy and Canadian fixed income, focusing on global macro thought leadership applied to platform conversations with institutional and retail clients.

Prior to joining BlackRock, she spent nine years on the sell side at Jefferies & Co. and Merrill Lynch. As a VP at Jefferies & Co., she ran the US inflation trading desk, built the Treasury Inflation Protected Securities (TIPS) franchise and provided liquidity in TIPS to institutional clients. She began her career in 2001 on the government bond trading desk at Merrill Lynch, focusing on providing liquidity and market making in TIPS and treasury securities.

She graduated magna cum laude with a bachelor’s degree in accounting and psychology from Ohio Wesleyan University in 2001.

Outside of BlackRock, she is an avid runner, hiker and a triathlete and has completed multiple marathons, ultra-marathons, half Ironmans and the New York Ironman.

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."

Marguerita (Rita) Cheng

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives, by helping them gain clarity when times are tough. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Marguerita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, Retirement Income Certified Professional®., and a Chartered SRITM Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, She helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning.
She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board.

In 2021, she was named the #7 Most Influential Financial Advisor in Investopedia Top 100. In 2017, she was named a Woman to Watch by InvestmentNews.

Tori Dunlap

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.

Maurice Ashley

Maurice Ashley made history in 1999 when he became the first African-American chess grandmaster. He is a three-time national championship coach, author of Chess for Success: Using an Old Game to Build New Strengths in Children and Teens, ESPN commentator, iPhone app designer, puzzle inventor, and motivational speaker.

Maurice is well known for providing dynamic live tournament coverage of world-class chess competitions and matches. His high-energy, unapologetic, and irreverent commentary combines Brooklyn street smarts with professional ESPN-style sports analysis. He has covered every class of elite event, including the World Chess Championships, the US Chess Championships, the Grand Chess Tour, and the legendary “Man vs. Machine” matches between Garry Kasparov and IBM’s Deep Blue.

Traveling the world as an ardent spokesperson for the many character-building effects of chess, Maurice shares how chess principles and strategies can be applied to improve business practices and assist with personal growth. Maurice also acts as a master of ceremonies and inspirational speaker at business conferences and high-class chess events.

Maurice has received multiple community service awards from city governments, universities, and community groups for his work. In recognition of his immense contribution to the game, he was inducted into the US Chess Hall of Fame in 2016 and the Brooklyn Technical High School Hall of Fame in 2018.

Delyanne Barros

Delyanne Barros is a Latina money expert and ex-employment attorney. She launched Delyanne The Money Coach LLC after she realized that millennials were not getting the help they needed to build generational wealth. She is a millionaire and on track to retire early by 45 and move to Portugal. Her goal is to show investors that they do not need to wait to become debt free or earn six figures in order to reach financial freedom. Over 3,200 students have enrolled in her Slay The Stock Market course. She has been featured on CNBC, CNN, TIME, Business Insider, and the Huffpost highlighting her work in support of financial literacy. You can find her on Instagram and TikTok under the handle @delyannethemoneycoach.

Spencer Dinwiddie

Spencer Dinwiddie plays for the NBA’s Washington Wizards. As a college recruit, he picked the University of Colorado over Harvard, and went on to earn first-team all-conference honors in the Pac-12 as a sophomore. Dinwiddie was selected by the Detroit Pistons 38th overall in the 2014 NBA draft. After two seasons, he joined the Brooklyn Nets, and in 2021, he was traded to the Washington Wizards. Off-the-court, Dinwiddie is the founder of Calaxy, a mobile app that allows user to sell blockchain-backed tokens.

Tim Maurer

Tim Maurer, CFP®, RLP® is Head of Wealth Management for Triad Financial Advisors. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. Tim’s second book, Simple Money, applies the academic findings of behavioral finance to the discipline of personal finance.  He is a CNBC contributor and also writes for Forbes.

A central theme drives Tim’s writing and speaking: Personal finance is more personal than it is finance.  Regardless of our income or net worth, Tim believes it is our underlying motivations and priorities that drive our behavior with money, which ultimately determines our satisfaction in work and life.  

Couching timely application in timeless wisdom, Tim educates at corporate events as well as in television, radio, print, and online media.  With a passion for relational communication, Tim has been featured on NBC's TODAY Show, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.

Tim is a proud father first and lives in Charleston, South Carolina where he and his two boys, Kieran and Connor, and are active members of their community.  Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in a few bands and at his church.  He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

You can follow Tim on Twitter at @TimMaurer.

Tyrone Ross

Tyrone Ross is the CEO and Co-founder of Onramp Invest and Founder of 401stc, a storytelling consultancy. He is a graduate of Seton Hall University, and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. Financial Planning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, and Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward.

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.

Antoine Walker

Antoine Walker is a retired professional basketball player. He was drafted with the sixth overall pick in the 1996 NBA Draft out of the University of Kentucky and played in the NBA from 1996 – 2008. Walker was selected to three NBA All-Star teams, won a NCAA championship with Kentucky in 1996, and won an NBA championship with the Miami Heat in 2006.

Stephen Jenks

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

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

Carol Waddell is Executive Vice President and Head of the Retirement Solutions Group for Empower Retirement, where she is also a member of the Executive Committee. In her role, she oversees the teams that deliver guidance, advice, managed accounts, and financial wellness and planning across all corporate and government defined contribution segments and leads the consumer IRA, taxable and Empower Brokerage businesses.

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.

Brian Walsh

Brian leads the financial planning efforts at SoFi. As a self-proclaimed financial-planning nerd, he leverages research, member feedback, and past experience to deliver advice that is both meaningful and practical. He is currently a student in Kansas State University’s Personal Financial Planning PhD program, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations and Masters in Financial Services from the American College. Prior to joining SoFi, Brian was the director of financial planning solutions at TIAA and was responsible for the planning approach used to deliver over 100,000 financial plans per year to clients.

Liz Young

Liz Young is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. Earlier in her career, she was a due diligence analyst at Robert W. Baird and a research analyst at BMO Global Asset Management. Liz is passionate about educating others on markets and investing in order to help people feel empowered to take a more active role in their financial futures.

Shibani Joshi

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

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.

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.

Dominic Chu

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

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.

Kelly Evans

Kelly Evans is the anchor of CNBC’s “The Exchange” (M-F, 1PM-2PM ET), the newsroom-based program for today’s investor. She is also co-anchor of CNBC’s “Power Lunch” (M-F, 2PM-3PM ET), which broadcasts from the network’s headquarters in Englewood Cliffs, NJ.

She joined the network in February 2012 as an on-air correspondent, reporting across CNBC’s Business Day programming. Evans was most recently co-anchor of CNBC’s “Closing Bell,” and earlier, “Squawk on the Street” and “Worldwide Exchange” based in London.

Prior to CNBC, Evans was an economics reporter and “Heard on the Street” columnist for The Wall Street Journal. She also hosted the daily “News Hub” program on WSJ.com. Evans joined the Journal in 2007 after graduating magna cum laude with a bachelor’s degree from Washington & Lee University in Lexington, VA.

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.

Seema Mody

Seema Mody is a global markets reporter for CNBC, focusing on the intersection of foreign policy and Wall Street. She hosts the “European Close,” a daily segment on CNBC’s “Squawk Alley. which synthesizes complex topics across Europe for U.S. investors. Mody also covers industrials and the travel industry, including hotels, cruises and online travel operators, for the network.

She joined the network in July 2011 as a reporter covering the tech and IPO market from the NASDAQ. Most recently, she was co-anchor of “Worldwide Exchange” based in London where she contributed to live reports across Europe as well as Mobile World Congress in Barcelona and TNW in Amsterdam.

Previously, Mody was an anchor and reporter at CNBC-TV18 in Mumbai, India where she covered the country’s economic boom. During her time at the station, she co-anchored “Power Breakfast” and “After the Bell” as well as co-produced and anchored special features on “Mumbai Fashion Week” and “Tech Toyz.” Mody also reported on private equity deals and M&A activity across India, exclusively interviewing global private equity heads including Warburg Pincus CEO Chip Kaye, and provided daily market updates for CNBC World’s “Capital Connection” and “Cash Flow.”

Mody graduated from the University of Washington with a degree in Biological Sciences and is a member of the Council on Foreign Relations.

Kate Rogers

Kate Rogers joined CNBC in September 2014 as a reporter based at the network's Global Headquarters in Englewood Cliffs, New Jersey. Rogers covers small business and entrepreneurship for the network appearing on CNBC's Business Day programming and providing daily stories and videos to CNBC.com. She will also contribute to the network's overall markets coverage.

Previously, Rogers was a personal finance and small business reporter for FOX Business and FOXBusiness.com. While there, she reported across FBN's and FOX News' daily programming. She also created and hosted a web series on entrepreneurship and startups called "Growing Your Business" for FOXBusiness.com.

Prior to FBN, Rogers was a reporter at the Nonprofit Times covering the business aspect of nonprofit management, and was an editor at the Union County Local Source.

Rogers holds a bachelor's degree in English with a concentration in Journalism and a minor in Women's Studies from the University of Delaware.

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.

AGENDA

12:00pm ET

Welcome AND SPONSOR REMARKS

Tyler Mathisen, CNBC “Power Lunch” Co-Anchor and events strategy Vice President
Carol WaddellEmpower Retirement Executive Vice President, Head of Retirement Solutions Group

Cramer’s Investment Outlook for Today’s Market

Investing icon and host of CNBC’s Mad Money, Jim Cramer, will kick off our event sharing key financial advice, market insights, and answering your questions.

Jim CramerCNBC Host of “Mad Money” & Co-Anchor “Squawk on the Street”
Moderated by: Tyler MathisenCNBC “Power Lunch” Co-Anchor & Vice President, Events Strategy 

Tips to Optimize Your Portfolio

Inflation is a byproduct of the pandemic and some investors predict it may stick around for the foreseeable futureWe’ll examine how to maximize gain and minimize risk in this new economy. 

Marguerita Cheng, Blue Ocean Global Wealth CEO
Gargi Pal Chaudhuri, BlackRock Head of iShares Investment Strategy
Moderated by: Dominic Chu, CNBC Senior Markets Correspondent

Rebounding from Bankruptcy 

He amassed over $100M during his 13-year NBA all-star career, but two years after he retired, Antoine Walker filed for bankruptcy. We’ll discuss the money mistakes he made, and the lessons he wants everyone to learn from.

Antoine Walker, former NBA player
Moderated bySharon Epperson, CNBC Senior Personal Finance Correspondent 

Your Money, Your Questions Roundtable

Challenges such as inflation and unemployment are affecting how we spend, save, and invest. Our panel of experts are armed with answers to your questions on all things money. 

Winnie Sun, Sun Group Wealth Partners Managing Partner
Tim Maurer, Triad Financial Advisors Head of Wealth Management
Delyanne BarrosDelyanne The Money Coach Founder 
Moderated by: Sharon Epperson, CNBC Senior Personal Finance Correspondent

Checkmate: Playing to Win

The game of chess just may hold the secrets to achieving financial success. We’ll examine key strategies and principles one grandmaster teaches to Fortune 500 companies, including looking for opportunities, weighing outcomes, tapping into your intuition, and making the most of your strengths.

Maurice Ashley, International Chess Grandmaster
Moderated by: Jane Wells, CNBC Special Correspondent  

1:10pm

Strategy Sessions

Navigating a Bull Market in Uncertain Times  

SPONSORED AND PROGRAMMED BY EDWARD JONES

The S&P has returned an impressive 21 percent through October 2021, but does this bull market still have legs? As investors weigh concerns over Covid-19, inflation, the Federal Reserve, and the labor market, what’s been driving returns? This session will focus on current investment themes and challenges as we head into the final months of the year and look ahead into 2022. 

Mona Mahajan, Edward Jones Senior Investment Strategist
Moderated by: Rhonda Schaffler, Business Anchor 

 

Financial Wellness in a Changing World 

SPONSORED AND PROGRAMMED BY EMPOWER RETIREMENT 

The pandemic may have adjusted our definition of financial wellness. In fact, new research from Empower Retirement reveals what it takes for most Americans to feel financially well in these changing times. This discussion looks at the concept of financial wellness, and ways most people can improve their overall financial wellbeing. 

Steve Jenks, Empower Retirement Chief Marketing Officer
Carol Waddell, Empower Retirement Executive Vice President, Head of Retirement Solutions Group
Moderated by: Caroline Woods, Business Journalist 

 

Integrating Technology into Personal Finance 

SPONSORED AND PROGRAMMED BY SOFI  

Technology, when combined with personal finance, tends to get a bad rap. People worry about investment decisions influenced by social media or the risk of overspending thanks to the ease of one-click purchases. In this session, we will break down some major fintech myths and discuss some simple ways technology can be leveraged to improve finances and make users better investors. 

Brian Walsh, SoFi Senior Manager and Financial Planner
Liz Young, SoFi Head of Investment Strategy
Moderated by: Shibani Joshi, Technology Journalist 

1:30pm

Investment Managers of the Future: Millennial Millionaires

As the popularity of commission-free online trading has exploded, so too has the demand for financial advice. We’ll meet one member of a new generation taking aim at traditional investment managers to talk strategy, social media, and how she turned her blog into a million-dollar business. 

Tori Dunlap, Her First 100k Founder
Moderated by: Seema Mody, CNBC Reporter

Crypto: What You Need to Know

Cryptocurrency is all the rage right now, but is it a good option to build personal wealth long term? We’ll examine that question, and discuss how to choose a cryptocurrency and platform that’s right for you. 

Spencer Dinwiddie, NBA, Washington Wizards
Interviewed by: Kelly Evans, CNBC “The Exchange” Anchor

Tyrone Ross, Onramp Invest CEO
Interviewed by: Kate Rooney, CNBC Technology Reporter 

2:00pm

YOUR MONEY EXCHANGE 

Engage with fellow attendees, and ask questions directly to our money experts, in order to best navigate the challenges of today, and successfully plan for tomorrow.

Tyrone Ross, Onramp Invest CEO
Winnie Sun
, Sun Group Wealth Partners Managing Partner
Moderated by: Sharon Epperson, CNBC Senior Personal Finance Correspondent

2:30pm

Event Concludes

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