Barbara Stewart tells us more about business models and a little more about younger women inspired to invest

Off balance

During the second episode, we talk about Barbara’s findings and tips about investment. Her report comes out on Women’s Day every year. This episode also reveals what Barbara has been struggling with until quite recently. Barbara also let us see into events hosted by Danske Bank and Nasdaq for mothers and daughters.

As ADA Economics is a research company, we also like to look at many different topics, and we asked, cheekily (!), Barbara to do some research on a topic close to our heart. Can you guess which topic was it?

Barbara is a CFA Charterholder, with over 30 years’ experience in portfolio management, and over a decade of working as a researcher. Her annual Rich Thinking® white papers have been released every International Women’s Day since 2010, and have changed the global conversation around women and finance.

Barbara is a columnist for the CFA Institute’s Enterprising Investor, Golden Girl Finance, and Canadian MoneySaver magazine. She is regularly consulted by print and broadcast media worldwide. Barbara is on the Advisory Board for Kensington Capital Partners Limited in Toronto.

Previously, Barbara spent five years as a currency trader and 20 years as a portfolio manager for high-net-worth investors. She lives in Toronto with her husband Duncan Stewart, CFA.

Barbara also shared some statistics about business models. Do you think traditional business models still have a future? Let us know in the comments section.