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CNBC Your Money

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.

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.

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.

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.

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.

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."

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.

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.

AGENDA

Welcome

Tyler Mathisen, CNBC “Power Lunch” Co-Anchor and events strategy Vice President

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

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 

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 Partners Managing Partner
Tim Maurer, Triad Financial Advisors Head of Wealth Management
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, Chess Grandmaster 

Strategy Sessions

TBD

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, HerFirst100k Founder
Moderated by: Sharon Epperson, CNBC Senior Personal Finance Correspondent

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
Tyrone Ross, Onramp Invest CEO

YOUR MONEY: THE 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.

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

REGISTRATION

Click on the link below to register for this complimentary event.

If you have any questions, please email us at events@cnbc.com.

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