Lisa A. Massena, CFA Lisa A. Massena, CFA

4 Rules: Wharton’s Professor Keith Weigelt on Investing in the Neighborhoods

Good friends introduce you to good people. This week, we chat with Professor Keith Weigelt, thanks to an introduction from DCIIA’s Dominika Turkcan. Sometimes when you’re walking to work, you see something you can do something about. In this case, it involves money – and intergenerational wealth. Not all of us would start a financial empowerment program if we saw racial wealth inequality, but one man did. Here’s how it’s going.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Financial Asset Ownership: Only for the Wealthy?

Our friend Tyler Bond is an accomplished advocate and researcher with experience working for political campaigns, advocacy organizations, think tanks, and on Capitol Hill. His professional focus is retirement, specifically, and economic policy, broadly. His writing has been featured in outlets such as The Hill, MarketWatch, and the Huffington Post and he has been quoted in various outlets including Barron's and The Financial Times … and Retirement Security Matters.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Yah Mon! Jamaica Innovates in Retirement Security

Sanya Goffe is a Partner in the law firm Hart Muirhead Fatta and head of the Pensions Industry Association of Jamaica focused on retirement savings innovation and family retirement security. We met Sanya during her Eisenhower Fellowship – what caught us immediately was the freshness of her thinking. Some of you know what we mean. And we had to hear a bit more about this fresh thinking in Jamaica.

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