With a reputation for integrity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has often been referred to as one of the most successful and influential executives in financial services. From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. After years spent as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust, Krawcheck’s long run as a successful public company executive was upended in 2011 in a management shake up that would transform the next stretch of her professional life. A renewed focus on her passions – women in business, regulatory reform, and investor protection – has made Krawcheck a sought-after business and financial services industry expert for both traditional and non-traditional media, as well as in Washington, D.C. Krawcheck’s embrace of social media as a means of including more people in her frank business conversations has garnered her more than 185,000 (and growing) followers as one of LinkedIn’s INfluencers and 17,000 followers on Twitter. A Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.
Financial services and non-profit executive Allyson McDonald is an avid marathon runner who, for more than 17 years, has brought the same energy and stamina to a career that is as deep as it is diverse. Whether she is leading or advising on business development or sales management at traditional financial services companies like Goldman Sachs, or New York Life/Mainstay Investments, or taking on senior roles in the philanthropic services and non-profit arena for Fidelity Charitable and The Clinton Foundation, her success has been reflected in the quality and speed of her rise and results. McDonald first broke away from a more traditional career path in 2001 when she left financial services to work at a venture-backed start up that focused on planned giving. This, in turn, led to her work at Fidelity Charitable where she built a team and business model that raised billions for charity. It was here that she fully embraced her passion for “doing well by doing good” and carefully honed her skills for creating efficiencies and growing businesses with impact. After a couple of years running retail distribution for New York Life/Mainstay Investments McDonald started her own consultancy. Currently she is Senior Strategic Advisor for ImpactAssets, a non-profit financial services firm. This powerful combination of experiences has put her in a unique place – at the intersection of investments, social entrepreneurship, and non-profit development.