Podcasts about Citi Private Bank

In today's episode Thrive co-hosts Daryl and Estelle chats with Lee Lung-Nien, Chairman of Citi Private Bank, Asia South to find out what it takes to succeed as an investment banker, why he thinks you should stay in the same company and more. Timestamps: 00:00 - Hook 00:28 - Intro 00:42 - Lung-Nien's introduction 01:13 - What does a banker do? 02:21 - On staying in the same company 03:07 - How he ended up in banking 04:18 - "You don't need to study banking." 05:50 - What he looks out for when hiring 08:15 - Trick question during interviews 11:27 - "Do things outside of work" 12:00 - On bankers working long hours 14:48 - What investment bankers really do 16:09 - Investment bankers earing 5-figures 19:06 - "Young people have no patience." 20:45 - Job switching vs loyalty 23:27 - Quickfire questions 27:46 - What he would tell his younger self 29:06 - Stressing over internships 32:50 - Final quote Credits: Written by: Daryl Choo and Vivien Shiao Hosted by: Daryl Choo and Estelle Edited by: Andrew Wong and Rasuna Azrayl Produced by: Andrew Wong Send your questions, thoughts, story ideas, and feedback to thrivebt@sph.com.sg services. Please consult professional advisors for independent advice. ------ Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies.John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions, a business unit that was created to harmonize the distribution efforts across the Brookfield and Oaktree brands. He previously served as Head of US Business Development and Sales for Brookfield Oaktree Wealth Solutions and was a Managing Director and Head of the Americas intermediary business at Oaktree Capital. He also served as president of Oaktree Funds from 2014-2018.Before joining the alternative asset manager side of the business, John had extensive experience working in alternative investments roles at private banks. Before joining Oaktree in 2013, he was a Managing Director and Head of Product Management and Development for the alternative investments business at Morgan Stanley. Prior to that, he was the Head of Product Management in the US for the alternative investments business of the Citi Private Bank.John and I had a fascinating and informative discussion. We covered:How John is building Brookfield Oaktree's wealth business.The benefits of scale.Wisdom from John's Oaktree colleague Howard Marks.How advisor education is critical to the adoption of private markets.Thanks John for coming on the show to share your wisdom and views on private markets and working with the wealth channel.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:55 Welcome to Alt Goes Mainstream02:06 Introduction to John Sweeney03:58 John's Early Career at Morgan Stanley04:34 Evolution of Alternative Investments05:15 Impact of Technology on Private Markets06:42 Service and Distribution Strategy09:33 Building Brookfield Oaktree's Wealth Business11:16 Brookfield and Oaktree Acquisition12:42 Creating Investment Solutions14:07 Understanding the Wealth Channel15:05 Global Distribution Strategy17:52 Importance of Brand and Service19:06 Effective Client Engagement21:09 Advisors vs. Institutional Investors22:27 Evergreen Funds and Distribution25:09 Balancing Content and Engagement27:15 Investment Philosophy and Market Context29:36 Risk Control and Consistency30:53 Generational Wealth Transfer31:40 Educating the Next Generation of Investors32:04 Long-Term Track Record and Conclusion32:18 Delivering Returns and Long-Term Success32:31 Accessing Evergreen Funds32:45 Compounding Returns Over Time32:52 Thinking in Decades32:57 Private Credit and Economic Cycles33:16 Experience and Results33:41 Brand and Experience in Private Markets34:55 Marketing and History35:12 Brookfield Real Estate Introduction35:34 Oaktree's Credit Roots35:55 Integrating Two Brands36:15 Building Solutions and Partnerships39:03 Global Presence and Scale39:13 Navigating Wealth Channel Conversations40:34 Competing in Various Deal Sizes41:16 Exploring Secondary Markets41:56 Private Capital Opportunities42:50 Survey Insights on Alternatives44:04 Global Wealth Channel Strategies44:44 Regional Strategies and Local Teams47:42 Building a Culture of Shared Success48:42 Educating Advisors49:43 Early Stages of Wealth Channel51:41 Model Portfolios and Solutions56:32 The Appeal of Music Royalties and Human Connection58:14 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

The real estate sector saw notable movements as several REITs and property companies reported weaker rental income and lower distributions, signalling a shift in the local market. Also, President Donald Trump’s protectionist trade measures, including tariffs on semiconductors, autos, and pharmaceuticals, are raising concerns about disruptions to global supply chains. His crackdown on Chinese investments, particularly in tech, is also putting pressure on markets, especially in export-heavy Asian economies. On Market View on Money Matters, Alexandra Parada speaks to Carl Ashton, Investment Counselor, Citi Private Bank, to discuss more.See omnystudio.com/listener for privacy information.

Singapore shares opened muted today following weak trade figures from China and ahead of key inflation data in the US. In early trade, the Straits Times Index (STI) inched up 0.16 point to 3,813.71 points after 46.8 million securities changed hands in the broader market. In terms of companies to watch for today, we have Aims Apac Reit, because the industrial and logistics real estate investment trust (Reit) is divesting its warehouse at 3 Toh Tuck Link for S$24.4 million. Elsewhere, from more on how China is gearing up for a possible trade war with the US next year, to what a major breakthrough in quantum computing by Google means for the global tech industry – more international and corporate headlines remain in focus. Also on deck – one last look at US inflation before official numbers for November come in later in the day. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares began trading lower today, extending global equity market declines overnight. In early trade, the Straits Times Index (STI) fell 0.7 per cent to 3,687.17 points after 47.8 million securities changed hands in the broader market. In terms of companies to watch for today, we have Singtel. The telecommunications operator's net profit for the first half ended September fell 42.4 per cent year on year to S$1.23 billion, in the absence of a S$1.2 billion exceptional gain booked in the same period a year prior.  Elsewhere, from US President-elect Donald Trump naming Tesla's Elon Musk to a role aimed at creating a more efficient government, to how Asian markets are reacting to uncertainties surrounding another Trump presidency – more international headlines remain in focus. On Market View, Money Matters' finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

In this episode of the Future Proofing Finance podcast, Ben Ashby and Tom Threlfall, CFA, catch up with Richard Cookson, formerly of Citi Private Bank, HSBC, and Rubicon Fund Management. Richard shares his extensive experience in finance, and together they embark on a world tour of global currencies, inflation trends, and economic challenges. Richard emphasises the endurance of the dollar, the complexities of inflation, and the potential pitfalls of the euro and renminbi. He also draws parallels between Japan's economic history and China's current situation, while offering valuable advice for young finance professionals navigating today's market.

Singapore stocks began the day trading in the green, mirroring overnight gains in overseas markets.  In early trade, the Straits Times Index (STI) rose 0.6 per cent to 3,618.49 points after 22.3 million securities changed hands in the broader market.  In terms of companies to watch for today, we have Dyna-Mac, after Hanwha Ocean SG revised its final offer price to S$0.67 per share for all the issued ordinary shares of offshore oil-and-gas contractor Dyna-Mac. Elsewhere, from Nvidia's record close in the previous session, to how Chinese banks are reportedly said to trim rates on 300 trillion yuan (S$55 trillion) of deposits as soon as this week – more corporate and international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares started trading in negative territory today, tracking overnight losses in global markets. The Straits Times Index (STI) opened 1.7 per cent lower at 3,422.71 points after 50.9 million securities changed hands in the broader market. In terms of companies to watch for today, we have CapitaLand Integrated Commercial Trust. The trust will issue 171.7 million new units at an issue price of S$2.04 apiece. Elsewhere from the global tech rout we saw overnight with Nvidia shedding nearly US$280 billion in value to Singapore Airlines inspecting some engines in its A350-900 planes as a precaution after Cathay Pacific Airways identified an engine component failure on one of its flights – we've got more international and corporate headlines remain in focus.  On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore stocks extended the previous day's rally to open higher today, following a mixed overnight performance in global markets. In early trade, the Straits Times Index (STI) gained 0.3 per cent to 3,434.74 points after 32.4 million securities changed hands in the broader market.  In terms of companies to watch for today, we have Yoma Strategic, after the Myanmar-focused company today clarified that no charges have been filed against its executive chairman Serge Pun.  Elsewhere, from Sats restructuring its gateway services business to Beijing's stance on robotaxis and the country's inflation numbers – more corporate and international headlines remain in focus. Also on deck – Tesla and Cathie Wood. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore equities began trading in negative territory today, following mixed performance overnight in the US and Europe. In the morning, the Straits Times Index (STI) opened 0.1 per cent lower at 3,311.46 points after 29.4 million securities changed hands in the broader market. In terms of companies to watch for today, we have OCBC and Great Eastern, after the lender said OCBC and concert parties have garnered 90.16 per cent of the shares in Great Eastern.  Elsewhere from more on Nvidia entering into the correction territory with its market capitalisation down about US$430 billion over the past three days, to how European football revenues soared in 2023, more international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Toby Gresham, Investment Counselor Team Lead, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares began trading in positive territory today, after US stocks inched up overnight.  In the morning, the Straits Times Index (STI) opened 0.2 per cent higher at 3,328.91 points after 47.1 million securities changed hands in the broader market. In terms of companies to watch for today, we have Seatrium after the firm announced that its director Lai Chung Han will resign on the 30th of June.  Elsewhere, from more on SIA and compensation for affected passengers on the turbulence hit SQ321 flight, to Apple and Open AI's partnership to bring ChatGPT technology to the phone maker's devices, more corporate headlines are in focus today.  On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Prashant Dagur, Investment Counselor Team Lead at Citi Private Bank. See omnystudio.com/listener for privacy information.

Singapore stocks started the day on a softer note, after US markets closed overnight mixed. In early trade, the Straits Times Index (STI) dipped 0.1 per cent to 3,326.72 points after 51.2 million securities changed hands in the broader market. In terms of companies to watch for today, we have Singtel.  That's after two sources with knowledge of the matter told Reuters that the telco is part of a consortium poised as a frontrunner to buy a minority stake worth US$1 billion in STT Telemedia Global Data Centre (STT GDC), one of Asia's biggest data centre providers. Elsewhere from Vietnam's inflation hitting an 11-month high to Apple opening its first retail location in Malaysia next month, more international and corporate headlines remain in focus.  On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore stocks began trading in muted tones this morning, mirroring the cautious sentiment on global markets where investors await key inflation data. In early trade, the Straits Times Index (STI) rose 0.01 per cent to 3,303.85 points, after 52.5 million securities changed hands in the broader market. In terms of companies to watch for today, we have Thai Beverage, after the beverage manufacturer yesterday reported a 4.9 per cent drop in net profit to seven billion baht (S$257 million) for its second quarter ended 31 March 2024.  Elsewhere from Haidilao's restaurant operator Super Hi's billion dollar valuation target for its US IPO to a deep dive into comments by US Federal Reserve officials and April's US CPI expectations, more international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Toby Gresham, Investment Counselor Team Lead, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares opened weaker today following overnight losses on European markets. In early trade, the Straits Times Index (STI) was down 0.1 per cent to 3,143.14 points after 33 million securities changed hands in the broader market. In terms of companies to watch for today, we have  City Developments Ltd after its associate company Cityview Place sold 65 units at The Residences at W Sentosa Cove Singapore in a week.  This is more than the 58 units put on the market on the 9th of April.  Meanwhile from a deeper look at Singapore's key export numbers to earnings from chipmaking equipment manufacturer ASML – more local and international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Toby Gresham, Investment Counselor Team Lead, Citi Private Bank.See omnystudio.com/listener for privacy information.

Does money freak you out? Do you just want to ignore it and hope it all works out? Do you love budgeting and paying bills (yes, there are people out there who love it!) Money has this way of making normally calm rational people lose their minds! Well, this doesn't have to happen! Check out my conversation with Debra Ohstrom and hear just why she is so passionate about empowering women to manage their financial health! Debra Ohstrom, CFA is a financial educator and coach focused on empowering women to be confident and in control of their financial wellbeing. Debra has worked in the financial industry for over 27 years and has an MBA in Finance and the Chartered Financial Analyst designation. She creates online financial education courses that are used as employee training and education to empower people to reach the financial future they desire. She also offers courses through her website, DebraOhstrom.com focusing on helping women feel empowered and independent to be confident around money decisions. Debra has spent a majority of her career working at large firms such as Merrill Lynch, Morgan Stanley and Citi Private Bank in New York City and traveling the country working with professional investors. She grew up on Long island, NY and now lives in Charleston SC with her husband. Connect with Debra here... https://learn.debraohstrom.com/ You know how much I love talking about all the aspects of wellness... with that in mind, have you checked out your Wellness Score yet?    A quick little QUIZ- answer a few fun questions and find out how you score!   Take the Quiz Did you miss any episodes? You can find me on all the podcast places! Apple Podcasts  Google Podcasts  A whole bunch of other platforms as well!  Connect with me on FaceBook and Instagram Curious to find out more about how coaching can help?  Book a Curiosity Call with me! #b2m #backtome #back2me #happinessmatters #magicmoment #certifiedlifecoach #purposefullife #lifecoachlife #workingwoman #happyheart #enjoylittlethings #lifestylechanges #putyourselffirst #lifecoachingforwomen #mindsetcoaching #lifeisbeautiful #lifegoals #lifecoach --- Send in a voice message: https://podcasters.spotify.com/pod/show/heatherstewartcoaching/message

In this episode of Pearls On, Gloves Off, we delve into the world of corporate operations with Nitin Batra, the Global Chief Operating Officer for Citi Private Bank. We explore his career journey, shedding valuable light on the influence of his legal operations background, the intricacies of corporate management, and the future of both the private banking sector and legal operations as a career path.   - Unpacking the transition from a role focused primarily on legal operations to a broader, revenue-generating function. - The ongoing debate - are business functions better when centralized or decentralized? - A glimpse into the future of legal operations and its growing popularity as a career choice. - Challenges encountered in the establishment of legal operations and overcoming them. - The possibility of transitioning from legal operations to broader COO roles. - The crucial role preemptive structures play in managing corporate responsibilities effectively. - Insight into the daily challenges of managing a corporation's private banking sector as a Global COO. - Differences and similarities between general COO roles and specific department COO roles. - The interaction with legal departments during legal changes execution. - How business decisions and strategies shape operations within a company. - The strategic benefits and complexities of centralizing operations within a company across different functions. Stay Connected & Spread the Love: Mary's LinkedIn: Follow Here Ironclad's Socials: LinkedIn YouTube TikTok Show Some Love: Rate & Review on Apple Grab your headphones and dive in. Legal's never been this lively.

Stacy Devine knew from a young age that the field of finance was for her. While other kids were playing, she enjoyed balancing a budget. She even loaned her sister money and charged her interest. She later took an accounting class in school and was hooked. She pursued her CPA and started her career at Ernst & Young as a certified public accountant. Today, Stacy finds herself as the Chief Investment Officer of RPTC, a private trust company for a single family office in Chicago. With all of her accomplishments, it might be hard to believe that Stacy was always underestimated and had to prove herself over and over again. She took this as an opportunity to build her courage. She finds great strength from her solid network of support (including her husband and friends) to keep finding the courage to claim her seat at the table. When Stacy needs to make a decision, she always tries to discover what are the opposite opinions. She'll seek out other points of view and then see how they affect her convictions. She also knows the importance of just stopping what she's doing and having fun with her family because there will always be a million things to do. She has learned to give up on perfection to have more balance in her life. Join us as Stacy shares her wisdom as a leader in her field. Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Stacy. Highlights: [02:59] Stacy's path to finance [08:47] Asking for what you deserve [14:23] Making important decisions [16:44] Creating an open environment for debate [18:30] Taking a break from work [22:59] Building relationships [27:42] Staying grounded [31:05] Continuing to grow professionally and personally [32:01] Lightning round questions Quotes: “Community has been essential throughout my career.” – Stacy Devine “It's important for me to really see both sides of an argument and understand it, and then I can challenge my view to have much better convictions in the decisions I'm making.” – Stacy Devine “I'm basically an introvert pretending to be an extrovert.” – Stacy Devine Lightning Round Questions: What book has greatly influenced you? - “Cloud Cuckoo Land” by Anthony Doerr What is your favorite inspiring quote or saying? - What makes you different will make you stand out. You will be remembered. What is one word or moniker you would use to describe yourself? - Yin/yang. What is one change you've implemented that made your life better? - I stopped reaching for perfection. What power song would you want playing as you walk out onto a stage? - “Unstoppable” by Sia About Stacy Devine: Stacy Devine is the Chief Investment Officer of RPTC Inc, a private trust company for a single family office in Chicago. Prior to joining RPTC, Stacy was a Managing Director and Head of Investments for the Midwest and Canada Regions of Citi Private Bank, working with a range of ultra-high net worth families in the U.S., Canada and Asia. Before Citi, Stacy was an investment advisor at Barclays (Lehman) and a member of the Portfolio Advisory Group at Goldman Sachs, covering the Midwest region. Prior to her focus on ultra-high net worth individuals and family offices, Stacy was a senior sell-side equity analyst with Deutsche Bank and First Analysis Corporation, specializing in environmental and industrial service sectors. In this role, Stacy was ranked as Wall Street Journal's #1 All-Star Analyst for two years running and was recognized in Institutional Investor's 2001 All American Research Team. She started her career at Ernst & Young as a certified public accountant. Stacy holds a BS summa cum laude from Drake University and an MBA with honors from Kellogg Graduate School of Management. In the Chicago community, Stacy is a member of the Advisory Board for Invest for Kids. She is also a member of the CFA Institute and the CFA Society of Chicago. Links: LinkedIn: https://www.linkedin.com/in/stacy-devine-cfa-0259646/

Desde la Bolsa de Nueva York, en Manhattan, José Antonio Montenegro y su invitado, Jorge Amato, jefe de estrategia de inversión para América Latina de Citi Private Bank, analizan la situación actual de las principales economías y mercados del mundo.Para conocer sobre cómo CNN protege la privacidad de su audiencia, visite CNN.com/privacidad

May is full of art auctions and several sprawling art fairs featuring global galleries. Suzanne Gyorgy, global head of art, advisory, and finance at Citi Private Bank, will speak with Penta's Abby Schultz about what collectors can expect this season.

Hello and welcome to the Beyond Barriers podcast! I am Nikki Barua - your host for this episode. Our guest today is Naz Vahid - Head of Citi Global Wealth at Work. Naz Vahid leads her life with gratitude. She escaped Iran as a young girl and it shaped who she became. She adapted to her new life in America by putting effort into everything and never taking anything for granted. Taking on responsibilities at an early age taught her important life skills –all of which has served her professionally. Throughout her career, Naz has taken on a variety of roles and increasingly bigger responsibilities by always learning and growing. Naz shares how listening to feedback, avoiding complacency, and building great relationships helped her achieve her ambitions. She believes we elevate others by elevating ourselves. When it comes to social issues in the workplace, Naz thinks it's important that we get uncomfortable and show our authenticity. She recognizes it is harder for women and minorities to navigate their careers and is determined to make it easier for the younger generations. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Naz. Highlights: [02:36] One thing Naz's journey has taught her [04:09] Her immigrant journey [07:42] Being an outsider and forming her own identity [09:54] How Naz got into her industry [14:05] What Naz would tell her younger self about banking [16:53] Life in Iran today [19:43] Protecting women's rights [21:44] Taking a stand on social issues [24:01] Diversity, equity, and inclusion [27:26] How Naz authentically stood out [33:42] Overcoming self doubt [39:41] Coping with setbacks [43:46] The key to building powerful and lasting relationships [49:54] Lightning round questions Quotes: “I have learned you can't take comfort or what you have for granted.” – Mehrnaz (Naz) Vahid “You just have to make the voice in your head that says, "I'm good enough," louder.” – Mehrnaz (Naz) Vahid “Every time you elevate yourself, you elevate someone behind you as well.” – Mehrnaz (Naz) Vahid Lightning Round Questions: What book has greatly influenced you? - “Kite Runner” by Khaled Hosseini What is your favorite inspiring quote or saying? - "People forget what you said. People forget what you did. People will never forget how you made them feel." Maya Angelou What is one word or moniker you would use to describe yourself? - Resilient What is one change you've implanted that made your life better? - Sit on the email overnight when you are angry. What power song would you want playing as you walk out onto a stage? "Fight Song" by Rachel Platten   About Mehrnaz (Naz) Vahid: Naz Vahid is a Managing Director and Head of Citi Global Wealth at Work. In this role, Naz and her team provide tailored financial solutions to working professionals within the legal, asset management and professional services industries. Prior to this, Naz served as the Head of the Law Firm Group for Citi Private Bank. In this role she was responsible for the 14 offices in the United States and UK that serve Law Firms, their Partners and Associates. The group has around 200 professionals that provide a range of financial services to more than 40,000 attorneys across approximately 650 law firms. Naz also served as the Head of the Citi Private Bank Diversity Program, working with the committee and ICG Diversity to increase awareness across many areas and was responsible for setting up Citi Private Bank's Mentorship Program. Prior to leading the Law Firm Group, she was the Global Market Manager for the East Coast and London responsible for six Law Firm Group offices. Before this, she was a Senior Private Banker for more than 15 years, handling some of the largest client relationships in the Private Bank. Naz is formally credit trained, and prior to her role as a Private Banker, worked as a Private Bank Credit Officer and also as an analyst. Naz holds a graduate degree in International Relations and Finance from Columbia University School of International Affairs and undergraduate degrees in Economics and Sociology from Hobart and Williams Smith Colleges. Outside of her responsibilities at Citi, she is the member of board of Hobart & William Smith Colleges as well as the Tahirih Justice Center. She also sponsors scholarships both at Lynbrook High School and Hobart and William Smith Colleges for first generation immigrant students pursuing higher education in the United States. In her free time, Naz enjoys reading and painting. Naz has two daughters and lives in Long Island, New York with her husband. Links: LinkedIn URL: https://www.linkedin.com/in/nazvahid/

Purnima Puri, Governing Partner and Head of Liquid Credit at HPS Investment Partners, discusses the economy and Fed policy ahead of Wednesday's FOMC rate decision. Armen Panossian, Head of Performing Credit and Portfolio Manager at Oaktree, shares his thoughts on the continuing issues with regional banks. Ida Liu, Global Head at Citi Private Bank, talks about investing in emerging markets. Victor Khosla, Founder and CIO at Strategic Value Partners, discusses seeing growth in distressed opportunities. And We Drive to the Close with Chris Ailman, CIO at CalSTRS. Host: Carol Massar. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

"Women control a third of the world's global wealth today, and they make 70% of household consumption decisions. It is a segment that we all have to be focused on, because the success of the women as a whole is going to continue to drive economic prosperity for all of our countries around the world," says Ida Liu, Global Head of Citi Private Bank. In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Liu joins Eurasia Group's Celeste Tambaro for a candid conversation about the reasons why increased participation of women in the workforce and in leadership creates greater growth for companies and economies. Women were disproportionately impacted by job loss during the pandemic, but there are indications that is changing as employment numbers climb back to levels seen before March 2020. Still, there is a long way to go toward equity, as Liu and Tambaro explain. This episode features: Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability (moderator) Ida Liu, Global Head of Citi Private Bank Celeste Tambaro, Managing Director, Financial Institutions, Eurasia Group

"Women control a third of the world's global wealth today, and they make 70% of household consumption decisions. It is a segment that we all have to be focused on, because the success of the women as a whole is going to continue to drive economic prosperity for all of our countries around the world," says Ida Liu, Global Head of Citi Private Bank. In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Liu joins Eurasia Group's Celeste Tambaro for a candid conversation about the reasons why increased participation of women in the workforce and in leadership creates greater growth for companies and economies. Women were disproportionately impacted by job loss during the pandemic, but there are indications that is changing as employment numbers climb back to levels seen before March 2020. Still, there is a long way to go toward equity, as Liu and Tambaro explain. This episode features: Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability (moderator) Ida Liu, Global Head of Citi Private Bank Celeste Tambaro, Managing Director, Financial Institutions, Eurasia Group Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Robert Hoffman, Head of Investment Counselors, South Asia at Citi Private Bank, discusses the latest on the markets. He spoke with hosts Doug Krizner and Paul Allen on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Sallie Krawcheck holds the world record for being fired the most times on the Wall Street Journal. She is also one of the most powerful and influential people on Wall Street, currently serving as CEO of an investment platform that manages over $1.5 billion in assets. By viewing success and failure as two sides of the same coin, she has overcome what few of us are capable of.Sallie is a Wall Street legend, an author, and the co-founder and CEO of Ellevest, a digital investment platform built for women. Over the last 30 years, she has continuously broken barriers on Wall Street, navigating high-profile leadership positions at companies like Citigroup, Merrill Lynch, and Smith Barney (now Morgan Stanley).In this episode, Sallie talks about how she went from a rocky and emotionally-scarring start on Wall Street to the “Eureka!” moments that defined her career. She dissects what to do when facing constant rejection, the significance of outworking others, and how to rank learning, money, and passion when it comes to work. She also discusses the importance of proactively supporting and advising others, navigating office politics as a woman, and why success and failure are two sides of the same coin.Topics Include:- The most important relationship a professional woman can have- How one person led Sallie to realize her potential- Working for money vs. passion- Biases against women and minorities in the workplace- Sallie's world record- Why you shouldn't be the smartest person in the room- How job candidates can separate themselves from the competition- The #1 unwritten rule of success in business- And more… Sallie Krawcheck is known as one of the most influential women on Wall Street, but the title hasn't come without its challenges. From navigating constant workplace discrimination to being fired for maintaining her honesty, Sallie has jumped continuous hurdles, moving from investment banking to becoming one of the top business research analysts in the game.Her Wall Street career includes being named CFO of Citigroup and CEO of Merrill Lynch, the Citi Private Bank, Smith Barney, US Trust, and Sanford C. Bernstein. She is the co-founder and current CEO of Ellevest, whose mission is to put more money in the hands of women. Her recent book, Own It: The Power of Women at Work, talks about the power of resilience, risk-taking, and hard work to reach the top. Resources Mentioned:Own It: The Power of Women at Work, by Sallie Krawcheck: https://www.amazon.com/Own-Power-Women-at-Work/dp/1101906251/  Ellevest: https://www.ellevest.com/ 

José Antonio Montenegro analiza con Jorge Amato, el principal responsable de Estrategia de inversión para América Latina en Citi Private Bank, hasta qué punto hay signos de una cierta moderación de la inflación en la economía estadounidense. Amato destaca que aunque una recesión será lo más probable en 2023, hasta este momento "la economía estadounidense está mostrando una gran resistencia". Para conocer sobre cómo CNN protege la privacidad de su audiencia, visite CNN.com/privacidad

Ken Peng, Asia Pacific Investment Strategist at Citi Private Bank, discusses the latest on the markets. He spoke with hosts Doug Krizner and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Sallie Krawcheck holds the world record for being fired the most times on the Wall Street Journal. She is also one of the most powerful and influential people on Wall Street, currently serving as CEO of an investment platform that manages over $1.5 billion in assets. By viewing success and failure as two sides of the same coin, she has overcome what few of us are capable of.Sallie is a Wall Street legend, an author, and the co-founder and CEO of Ellevest, a digital investment platform built for women. Over the last 30 years, she has continuously broken barriers on Wall Street, navigating high-profile leadership positions at companies like Citigroup, Merrill Lynch, and Smith Barney (now Morgan Stanley).In this episode, Sallie talks about how she went from a rocky and emotionally-scarring start on Wall Street to the “Eureka!” moments that defined her career. She dissects what to do when facing constant rejection, the significance of outworking others, and how to rank learning, money, and passion when it comes to work. She also discusses the importance of proactively supporting and advising others, navigating office politics as a woman, and why success and failure are two sides of the same coin.Topics Include:- The most important relationship a professional woman can have- How one person led Sallie to realize her potential- Working for money vs. passion- Biases against women and minorities in the workplace- Sallie's world record- Why you shouldn't be the smartest person in the room- How job candidates can separate themselves from the competition- The #1 unwritten rule of success in business- And more… Sallie Krawcheck is known as one of the most influential women on Wall Street, but the title hasn't come without its challenges. From navigating constant workplace discrimination to being fired for maintaining her honesty, Sallie has jumped continuous hurdles, moving from investment banking to becoming one of the top business research analysts in the game.Her Wall Street career includes being named CFO of Citigroup and CEO of Merrill Lynch, the Citi Private Bank, Smith Barney, US Trust, and Sanford C. Bernstein. She is the co-founder and current CEO of Ellevest, whose mission is to put more money in the hands of women. Her recent book, Own It: The Power of Women at Work, talks about the power of resilience, risk-taking, and hard work to reach the top. Resources Mentioned:Own It: The Power of Women at Work, by Sallie Krawcheck: https://www.amazon.com/Own-Power-Women-at-Work/dp/1101906251/  Ellevest: https://www.ellevest.com/ 

Robert Hoffman, Head of Investment Counselors, at Citi Private Bank, South Asia, discusses the latest on the markets. He spoke with hosts Doug Krizner and Juliette Saly on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Bloomberg Radio host Barry Ritholtz speaks with Kristen Bitterly Michell, who is head of capital markets for the Americas at Citi Private Bank, which manages $800 billion in client assets. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan. See omnystudio.com/listener for privacy information.

“China's ability to grow in unprecedented fashion came because they had really cheap labor, and wealthy countries around the world were very happy to take advantage of that labor. Those two things are no longer true,” said Ian Bremmer, president of Eurasia Group and GZERO Media. From the state of the great technological decoupling to China's zero-COVID policy, the relationship between the US and China remains both critically important and deeply fraught. In this episode of “Living Beyond Borders,” a special podcast produced in partnership between GZERO and Citi Private Bank, we're assessing where the two nations stand today, and what some recent developments like a Chinese banking crisis, knock on effects of Russia's war in Ukraine, and a renewed debate over tariffs mean for the world and for your money. This episode, moderated by Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability, features Ian Bremmer in conversation with David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth.

“China's ability to grow in unprecedented fashion came because they had really cheap labor, and wealthy countries around the world were very happy to take advantage of that labor. Those two things are no longer true,” said Ian Bremmer, president of Eurasia Group and GZERO Media. From the state of the great technological decoupling to China's zero-COVID policy, the relationship between the US and China remains both critically important and deeply fraught. In this episode of “Living Beyond Borders,” a special podcast produced in partnership between GZERO and Citi Private Bank, we're assessing where the two nations stand today, and what some recent developments like a Chinese banking crisis, knock on effects of Russia's war in Ukraine, and a renewed debate over tariffs mean for the world and for your money. This episode, moderated by Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability, features Ian Bremmer in conversation with David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

José Antonio Montenegro repasa con Jorge Amato, el principal responsable de estrategia de inversión para América Latina en Citi Private Bank, la actualidad de las principales economías y mercados del mundo. Amato asegura que lo que importa realmente ahora es intentar saber "hasta qué nivel de tasa de interés y a qué velocidad" llevará su política monetaria la Reserva Federal de EE.UU. El principal responsable de Estrategia de Inversión para América Latina en Citi Private Bank además agrega que en algún momento la Reserva Federal debería tomar una pausa en la subida de tipos de interés para ver el efecto de lo hecho hasta ahora.  Para conocer sobre cómo CNN protege la privacidad de su audiencia, visite CNN.com/privacidad

“Women make about 75% of all household consumption decisions, and control close to 100 trillion in wealth,” says Ida Liu, Global Head of Citi Private Bank. "Women can no longer be ignored." On the latest episode of Living Beyond Borders, we look at the impact women have in 2022 on the U.S. and global economy. After some progress in the number of women in leadership positions and running businesses, the COVID-19 pandemic saw a setback for millions of women, especially those responsible for childcare. We'll look at how they are faring, and the gains women around the globe stand to obtain in the coming years.  This episode is moderated by Tracy Moran, managing editor of GZERO's daily newsletter Signal; and features Ida Liu, Global Head of Citi Private Bank, and Isadora Seixas, Global Macro-Geostrategy Analyst at Eurasia Group.

“Women make about 75% of all household consumption decisions, and control close to 100 trillion in wealth,” says Ida Liu, Global Head of Citi Private Bank. "Women can no longer be ignored." On the latest episode of Living Beyond Borders, we look at the impact women have in 2022 on the U.S. and global economy. After some progress in the number of women in leadership positions and running businesses, the COVID-19 pandemic saw a setback for millions of women, especially those responsible for childcare. We'll look at how they are faring, and the gains women around the globe stand to obtain in the coming years.  This episode is moderated by Tracy Moran, managing editor of GZERO's daily newsletter Signal; and features Ida Liu, Global Head of Citi Private Bank, and Isadora Seixas, Global Macro-Geostrategy Analyst at Eurasia Group. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Debra Ohstrom, CFA, has worked in the Financial Industry for over 25 years at large firms such as Merrill Lynch, Morgan Stanley, and Citi Private Bank. She founded https://buff.ly/3zqFrFr to better serve women who want to be in control of their financial future and be confident in their decisions. She provides educational courses and coaching to teach women how to build their own plan and get started investing in Index Funds themselves or with that knowledge - then have better conversations with an Advisor if that is what they want. Website: https://buff.ly/3mwTXDZ Facebook: https://buff.ly/3xyV1gO Instagram: https://buff.ly/3xc5Ow0 LinkedIn: https://buff.ly/3O3uCNw --- Support this podcast: https://podcasters.spotify.com/pod/show/jessica4064/support

The pace at which we learn and the skillsets needed to succeed are continually evolving. Along with changing how we work and live, the pandemic also accelerated innovation in how we learn and train others. On this episode of “Good Things Happen,” we're joined by Ida Liu, Global Head of Citi Private Bank, and Cameron Hedrick, Citi's Chief Learning Officer, to discuss a subject near and dear to our hearts: education. In this conversation, Ida and Cameron weigh in on the changing dynamics of education and what it means to learn and lead in today's world. ​ The views expressed herein are those of the speakers and do not necessarily reflect the views of Citigroup Global Markets Inc. or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The expressions of opinion are not intended to be a forecast of future events or a guarantee of future results.

“Geopolitics and their impact on the markets are greater right now than at any point in my professional life,” said Ian Bremmer, president of Eurasia Group and GZERO Media. In this episode of “Living Beyond Borders,” a special GZERO podcast series brought to you by Citi Private Bank, we're looking at the current state of the global economy. Gas prices are skyrocketing, supply chain issues abound, and we're facing a bear market that has sent stock prices tumbling. All of these issues are exacerbated by the still ongoing COVID-19 pandemic, Russia's war in Ukraine, and a growing divide and decoupling between China and the US. But could there be opportunity in this moment of great uncertainty? Our discussion gives investors a frank and forward-looking view of what to expect in the coming weeks, months, and years. This episode, moderated by Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability, features Ian Bremmer in conversation with David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth.

“Geopolitics and their impact on the markets are greater right now than at any point in my professional life,” said Ian Bremmer, president of Eurasia Group and GZERO Media. In this episode of “Living Beyond Borders,” a special GZERO podcast series brought to you by Citi Private Bank, we're looking at the current state of the global economy. Gas prices are skyrocketing, supply chain issues abound, and we're facing a bear market that has sent stock prices tumbling. All of these issues are exacerbated by the still ongoing COVID-19 pandemic, Russia's war in Ukraine, and a growing divide and decoupling between China and the US. But could there be opportunity in this moment of great uncertainty? Our discussion gives investors a frank and forward-looking view of what to expect in the coming weeks, months, and years. This episode, moderated by Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability, features Ian Bremmer in conversation with David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

As the global pandemic surged in the US, so too did home sales and home prices. On the flip side of things, commercial real estate took a hit as workers increasingly worked from home. As interest rates rise, we look to see what markets are still hot, which are cooling, and what impact this important sector has on the larger economy.  The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, looks at the current state of real estate in the wake of a global pandemic, when tight supply and skyrocketing demand left many homebuyers in intense bidding wars, and companies worried about long-term leases on office space that sat idle while workers went remote. Moderated by Shari Friedman, Managing Director of Climate and Sustainability at Eurasia Group, this episode features Dan O'Donnell, Global Head of Alternative Investments at Citi Global Wealth, and Cassandra Spratt, Chief Operating Officer at Eurasia Group.

As the global pandemic surged in the US, so too did home sales and home prices. On the flip side of things, commercial real estate took a hit as workers increasingly worked from home. As interest rates rise, we look to see what markets are still hot, which are cooling, and what impact this important sector has on the larger economy.  The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, looks at the current state of real estate in the wake of a global pandemic, when tight supply and skyrocketing demand left many homebuyers in intense bidding wars, and companies worried about long-term leases on office space that sat idle while workers went remote. Moderated by Shari Friedman, Managing Director of Climate and Sustainability at Eurasia Group, this episode features Dan O'Donnell, Global Head of Alternative Investments at Citi Global Wealth, and Cassandra Spratt, Chief Operating Officer at Eurasia Group. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

The World Economic Forum has returned to Davos, Switzerland for the first time since the pandemic – and at the top of the list of discussion topics are COVID-19 and the War in Ukraine. S&P Global Vice Chairman Dan Yergin joins us to discuss the implications the war has for global energy security and geopolitics. Plus, as the S&P 500 approaches bear market territory, investors are looking to the Fed to see if it can stabilize inflation. But is a recession the only solution? Steven Wieting of Citi Private Bank gives us his take on whether economic fundamentals justify the recent sell-off. And, a new report from Credit Suisse lists 50 stocks that will likely benefit from a strong U.S. dollar, including Home Depot, Target, and Netflix. Patrick Palfrey, co-author of the report, dives deeper into his equity strategy ahead of the trading day.

As record inflation meets rising interest rates, we're examining the role of the US Federal Reserve in protecting the economy from recession in the coming months. 15 years ago the world faced the largest financial crisis since the Great Depression, brought on by a perfect storm of risky lending, mortgage defaults, and failures of financial institutions. In January 2008, the Fed made significant cuts to interest rates to stimulate the economy. Those rates have stayed historically low since then, but that's rapidly changing. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, examines the moves the Fed is making right now and how they will impact the economy and your bottom line as an investor. Our program features Steven Wieting, Chief Investment Strategist and Chief Economist at Citi Global Wealth Investments; and Robert Kahn, Director of Geoeconomics at Eurasia Group. Lucy Eve, Senior Strategist of Geoeconomics at Eurasia Group, moderates the discussion.  

As record inflation meets rising interest rates, we're examining the role of the US Federal Reserve in protecting the economy from recession in the coming months. 15 years ago the world faced the largest financial crisis since the Great Depression, brought on by a perfect storm of risky lending, mortgage defaults, and failures of financial institutions. In January 2008, the Fed made significant cuts to interest rates to stimulate the economy. Those rates have stayed historically low since then, but that's rapidly changing. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, examines the moves the Fed is making right now and how they will impact the economy and your bottom line as an investor. Our program features Steven Wieting, Chief Investment Strategist and Chief Economist at Citi Global Wealth Investments; and Robert Kahn, Director of Geoeconomics at Eurasia Group. Lucy Eve, Senior Strategist of Geoeconomics at Eurasia Group, moderates the discussion.   Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Nearly half of the world's population currently lives in areas that face water scarcity for at least one month out of every year, and more than 1.2 billion people lack access to clean drinking water. This basic human need is too often at risk for communities around the globe, creating grave public health and security crises. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, examines the growing problem of both physical and economic water scarcity, and its potential to cause further humanitarian and security threats. Moderated by Mikaela McQuade, Director of Energy, Climate, and Resources at Eurasia Group, this episode features Harlin Singh, Global Head of Sustainable Investing at Citi Global Wealth and Franck Gbaguidi, Senior Analyst of Energy, Climate, & Resources at Eurasia Group.

Nearly half of the world's population currently lives in areas that face water scarcity for at least one month out of every year, and more than 1.2 billion people lack access to clean drinking water. This basic human need is too often at risk for communities around the globe, creating grave public health and security crises. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, examines the growing problem of both physical and economic water scarcity, and its potential to cause further humanitarian and security threats. Moderated by Mikaela McQuade, Director of Energy, Climate, and Resources at Eurasia Group, this episode features Harlin Singh, Global Head of Sustainable Investing at Citi Global Wealth and Franck Gbaguidi, Senior Analyst of Energy, Climate, & Resources at Eurasia Group. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Last year the US economy grew 5.7%, the biggest growth rate in decades, yet at the beginning of 2022 fewer than 1 in 5 Americans thought it was strong. And as the world confronts the converging crises of pandemic and war in Ukraine, inflation and skyrocketing prices are further contributing to feelings of financial insecurity. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, takes an honest look at why there is still reason for optimism, and what we can expect from US and global markets in the year ahead. Moderated by Shari Friedman, Managing Director of Climate and Sustainability at Eurasia Group, this episode features David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth and Robert Kahn, Director of Global Macroeconomics at Eurasia Group.

Last year the US economy grew 5.7%, the biggest growth rate in decades, yet at the beginning of 2022 fewer than 1 in 5 Americans thought it was strong. And as the world confronts the converging crises of pandemic and war in Ukraine, inflation and skyrocketing prices are further contributing to feelings of financial insecurity. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, takes an honest look at why there is still reason for optimism, and what we can expect from US and global markets in the year ahead. Moderated by Shari Friedman, Managing Director of Climate and Sustainability at Eurasia Group, this episode features David Bailin, Chief Investment Officer and Global Head of Investments at Citi Global Wealth and Robert Kahn, Director of Global Macroeconomics at Eurasia Group. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Sallie Krawcheck is the CEO and Co-Founder of Ellevest, a digital-first investment platform working to help close the gender wealth gap by “redefining investing for women.”Sallie's professional mission is to help women reach their financial and professional goals… or as she says to get more money in the hands of women. She's definitely on her way as Ellevest recently announced they have $1Bn under management. Before launching Ellevest in 2016, Sallie was one of the highest-ranked women ever to have worked on Wall Street: She was the CEO of Merrill Lynch, Smith Barney, US Trust, Citi Private Bank, and Sanford C. Bernstein. She was also CFO for Citigroup. Prior to that, Sallie was a top-ranked research analyst covering the securities industry.Sallie is widely recognized as one of the most influential women in business. She has been recognized by Inc. as a "Top Female Founder", called "The Last Honest Analyst" by Fortune magazine, and was named the seventh most powerful woman in the world by Forbes. We'll chat with Sallie about her journey leaving her small hometown to high-powered positions in Wall Street, how she dealt with two public firings and the many career pivots that led her to start Ellevest. We'll also discuss why women need to talk more about money and start investing in order to close the gender wealth gap. In this episode, we'll talk to Sallie about:* Sallie's experience of school, difficulties she faced, and how this made her resilient. [6:22]* The impact that being bullied had on Sallie's will to succeed in life. [7:19]* How Sallie landed in investment banking after going to school for journalism. [8:13]* The shame and guilt Sallie felt around hating a career she thought she wanted. [10:37]* How Sallie carved out time to find out what she truly wanted to do with her life. [11:41]* Dealing with rejection and the power of a growth mindset to keep pushing. [15:22]* Sallie's take on why being a woman on Wall Street helped her in many ways. [16:47]* What happens when women are seen to be looking for power and attention. [18:14]* Sallie's two public firings and the lessons she learned from both of them. [20:25]* How Sallie, whose identity was attached to her career, dealt with being fired. [23:42]* Women have been socialized into believing men are better at money. [29:00]* The stress that comes with running your own business and the loneliness you face. [30:14]* Sallie's experience raising funds for Ellevest and why it differed from other startups. [36:21]* What Sallie wishes they had done differently in her company. [39:32]* The value of networking and why women need to do a better job of it. [40:38]* Some first steps women who have not invested can take to get started. [43:30]* If you feel nervous about investing, start small and watch what happens. [48:40]* Why Sallie does not like the idea that women have to strive for work-life balance. [49:35]* We need to normalize failures because striving to be perfect puts extra pressure on women. [55:11]* The reason that men are better at taking risks, according to Sallie. [56.39]This episode is brought to you by beeya: * Learn more about beeya's seed cycling bundle at https://beeyawellness.com/free to find out how to tackle hormonal imbalances. * Get $10 off your order by using promo code BEHINDHEREMPIREFollow Ellevest:* Company Instagram: https://www.instagram.com/ellevest/* Website: https://www.ellevest.com/ See acast.com/privacy for privacy and opt-out information.

Magical things happen when your passions meet purpose and ultimately leads to your profession. When it happens, it sparks curiosity, confidence and motivates you to explore the awe of the unknown. You're able to tap into your wow factor and create impact for others and for yourself along the way. But, as we all know, it's much easier said than done and it takes courage to follow your heart and not conform to cultural and societal norms. Meet our guest Ida Liu, who shares her journey of following her passions which took her from the world of finance to fashion and ultimately back to finance with the idea of pitching a fashion, retail, and entertainment practice to Citi, thus bringing her two worlds together. The rest is history.  Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Ida. Highlights: [02:41] Ida's journey [06:34] Shattering the glass and bamboo ceiling [08:22] Gaining clarity on career path [12:24] Moving forward though fear [15:41] Connecting your passion, strengths & profession [18:29] The importance of community [20:21] Embrace your learning journey [22:17] Mentors and sponsors and why you need both [24:46] Dedicating time to health and wellness [28:50] Staying ahead of the curve [28:54] Work-life integration [30:56] What gets measured gets done [33:14] The importance of setting boundaries [37:43] Ida answers lightning round questions Quotes: “Seeing is believing. We've got to make sure we lift others up. We have to share the lessons that we've learned along the way to help others get to that next level.” – Ida Liu “Never underestimate your network. And never underestimate networking early on.” – Ida Liu “When you're doubting yourself, you've got to play to your strengths and show them why you deserve a seat at the table.” - Ida Liu “What gets measured gets done.” - Ida Liu Lightning Round Questions: What book has greatly influenced you? - Think Again by Adam Grant What is your favorite inspiring quote or saying? - “If you want to make everybody happy, don't be a leader, sell ice cream.” What is one word or moniker you would use to describe yourself? - Fantastic listener What is one change you implanted that made your life better? - Meditation What power song would you want playing as you walk out onto a stage? - Cold Heart (Pnau remix) by Elton John and Dua Lipa About Ida Liu: Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Ida created Citi Private Bank's North America Asian Clients Group, and she started her career at Citi by launching and heading the Fashion, Retail and Entertainment Group. Before joining Citi, Ida was at Vivienne Tam, a women's wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch's mergers and acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank). Ida has received many industry accolades including Barron's 10 Most Influential Women in Wealth Management, Barron's 100 Most Influential Women in U.S. Finance, Crain's Notable Women on Wall Street and American Banker's 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum, a member of The Committee of 100 (C100) and Young Presidents' Organization (YPO). Ida serves on the UCLA Health Advisory Board as well as the Asia Society Board.  Ida holds a BA with honors from Wellesley College and an MBA from the Wharton School, University of Pennsylvania. She is fluent in Mandarin Chinese, Spanish and conversant in Russian. Links: LinkedIn: https://www.linkedin.com/in/idaliu/