This is the latest version of my Rich Thinking presentation deck. Finance is the new black. Women need finance and finance needs women! Hope you enjoy!

1. The WORLD of Rich Thinking 2017

2. Finance is the new black

5. “Earning my own money and feeling
independent – this is core to how I manage my
finances.”

6. Women need finance

7. “It is for my own sake that I decided to increase
my financial acumen, so that I can talk directly to
the C-level executives.”

8. “My father ingrained in me and my sister the need for what he
inelegantly called F U money.
This was money that would allow us to walk away from an
intolerable work situation, a bad marriage or even to fire an
irritating client. In other words, money to allow us the freedom to
pursue the careers and lives that we wanted.”

9. “I have been passionate about climate issues
for many years. I built a business case around
the long term value of sustainability and it was
heartily endorsed by my global leadership
team. My work now is a very fortunate merger
of my personal passion and my professional
expertise.”

10. “Whether they are working on an app to help society
better manage diabetes, or a 3D printer company to
disrupt the supply chain, every business needs a financial
person. If you want to move the world in a new direction,
finance will help you move whatever you want to move.”

11. “I was born into what I would call ‘decent
money’and then had the experience of losing it.
Why didn’t my Dad diversify? I knew that I
needed to get it back, but at the same time I
realized at a deep level that money did not
equate to happiness.”

12. “As a model, I realized my earning potential
would be defined by my age. So my approach
was to save as much as possible, as quickly as
possible, and as early as possible. I am very
pleased that my younger self had the great
intuition to buy real estate when I did.”

13. “When I got my first job I suddenly realized
‘Wow – I have all this money!’I found I was
accumulating a sizable credit card debt despite
a comfortable income. It was my insecurity to
be one of the crowd…I wanted to look rich.”

14. “I think about money every day. [But] I don’t
want to fall prey to our culture in which a
certain amount of money equals success or
happiness. Instead, I will keep the faith that
investing in the ART is likely to be the real
payoff.”

15. Barbara Stewart’s Propensity to Invest Equation
interested + aligned with values = will take risk and invest

16. Are you interested?
Reflect deeply

18. “So what about investing? Years ago I made
the effort to read the company reports. I
realised soon that with my interests and skill
set, I couldn’t bring much to that exercise.
If you are not interested, find a very smart
financial advisor. Communicate clearly
about what you want.
From there it is about trust.”

19. Finance needs women!

20. Smart women are the
new target market

21. Women share
on social media

23. Crowd Sourcing
Crowd Funding
Democratization
of Capital
Social Media

25. Money still talks…
but the conversation has changed

26. And the survey says…
26
Base: All respondents (n=1,006)
Q4 When you were growing-up, would you say you principally acquired your financial knowledge through…?
51%
22%
15%
11%
Informal instruction from other people
Life lessons you have learned yourself
Advice from someone in the investment industry
Formal instruction from educational institutions
Non-industry
learning:
73%

29. “Women at the top have more awareness around
communication – there is the need to grasp not
just what consumers will buy but also how they
will react.”

30. “The future belongs to those of us who can
embrace the feminine archetype…Trust is
challenging to build. It requires a willingness
to express vulnerability.”

32. Invest in causes and concerns

33. Where are smart women investing their money in 2013?
At least half of the women told me they are spending some
portion of their potential retirement funds on what matters to
them now, rather than investing in traditional longer term asset
classes.
In fact, 25% of women interviewed said they are investing a
sizeable portion of their entire
wealth in a business that is
directly related to their
personal cause.

34. “While we are all investing in hopes of
generating good returns, the fact that those
returns can also be supporting the changes we
want to see in the world is really exciting.”

35. Traditional Asset Mix
Cash Bonds Stocks Real Estate
Female Asset Mix
Cash Bonds
Stocks Real Estate
Private Equity Aspirational
Personal Other

36. “I love to invest in projects where I am
facilitating people who need access to capital.
My return on investment is measured both in
monetary terms as well as in human capital.”

38. “I realized that although I am a feminist, all of
my money was sitting in a bank account earning
only 1%! I wanted to invest in a ‘gender
equality’fund but none existed at the time. So I
decided to pick my own stocks.”

39. The future of investing

40. Barbara Stewart’s Propensity to Invest Equation
interested + aligned with values = will take risk and invest

41. barbara@barbarastewart.ca
www.barbarastewart.ca