Past Special Events

Book Launch: Integrating Compassion into the Financial Services Industry

February 22nd, 2024

We are thrilled to share the launch of the “Integrating Compassion into the Financial Services Industry" book, which took place at Thunderbird School of Global Management at Arizona State University on February 22, 2024.

Our very own Tsewang Namgyal and Olga Puntus were critical to the launch and development of this revolutionary book, through a three-year process that brought together 36 authors and contributors from our industry and academic world.

The book brings together testimony from leaders at global banks and investment firms with insights from scholars in academia whose studies include the components of compassion such as generosity and forgiveness. It is intended as a practical handbook that can guide its readers to build a better, more compassionate, and peaceful world.

Click here to learn more and download a free copy of the book.

Fireside Chat with James Fisher, CEO and President of MUFG Fund Services

October 12th, 2023

Fireside Chat with Dr. Richard J. Davidson

September 14th, 2022

Opening remarks provided by Johannes H. Worsoe "Johs", CFO of Apollo Asset Management, Inc.

Dr. Richard J. Davidson is the William James and Vilas Professor of Psychology and Psychiatry and Founder and Director of the Center for Healthy Minds at the University of Wisconsin–Madison, where he has been a faculty member since 1984. Dr. Davidson is also the Founder of Healthy Minds Innovations, which translates science into tools to cultivate and measure well-being.

He is best known for his groundbreaking work studying emotion and the brain. A friend and confidante of the Dalai Lama, he is a highly sought after expert and speaker, leading conversations on well-being on international stages such as the World Economic Forum, where he serves on the Global Council on Mental Health. Time Magazine named Davidson one of “The 100 Most Influential People in the World” in 2006.

He has published hundreds of scientific papers and is the author, with Sharon Begley, of The New York Times bestseller "The Emotional Life of Your Brain" published by Penguin in 2012. His new book "Altered Traits" was published September 2017 with close friend and colleague Daniel Goleman.

He has been featured widely in popular media, including the Today Show, ABC’s Nightline, National Public Radio, National Geographic Magazine, Time Magazine, Newsweek, O: the Oprah Magazine, PBS’s The Charlie Rose Show, Harvard Business Review, and additional national and international news outlets.

He received his Ph.D. from Harvard University in Psychology, Psychopathology & Psychophysiology with a minor focus in Behavioral Neurology and Neuroanatomy; and a B.S., in Psychology from New York University.

Fireside Chat with Jonathan Rose: Impact Investing & Leading with Compassion

April 26th, 2022

Long before ESG was a formalized aspect of investment criteria, Jonathan Rose was as pioneer: driving his organization with a revolutionary vision to create more environmentally, socially and economically resilient cities, and helping to reframe how the industry thinks about investing. In this very special event, Jonathan shares his personal journey and lessons in compassionate leadership with the Mindful on Wall Street community.

The Great Leadership Reset

October 19th-28th, 2021

Join Mindful on Wall Street’s past speaker and collaborator Dr. Jeremy Hunter on October 19th – 28th for a FREE virtual forum, featuring 40+ speakers ranging from Fortune 500 CEOs, to business educators, to world leaders. At the event, they’ll be discussing how business can:

• Transform our planet — for the better: Learn the new theory of business that turns waste to wealth, fuels economic equality, and promotes prosperity

• Transmit the mission of global well being: Align investors, customers, workers, and leadership around an economy of human flourishing

• Transcend the status quo: Fuel the fires of innovation by making humanitarian goals core to a growth strategy

Fireside Chat with Lisette Cooper, PhD, Vice Chair of Fiduciary Trust International

September 28th, 2021

Lisette Cooper, PhD, Vice Chair of Fiduciary Trust International and former CEO of Athena Capital Advisors, has over 30 years of investment management experience. She is a member of Fiduciary Trust’s Board of Directors and a member of Franklin Templeton’s Management Committee. Dr. Cooper founded Athena Capital Advisors, an award-winning OCIO (outsourced Chief Investment Officer) and wealth management firm, which was sold to Fiduciary Trust International in March 2020. At Fiduciary Trust, Dr. Cooper leads the firm's sustainable and impact investing practice as well as its investment risk management initiative. Dr. Cooper is a board member of the Boston Youth Sanctuary, the Mind and Life Institute, and the Center for Heathy Minds Innovations, as well as serving on several advisory boards for social justice and environmental organizations. She is a trustee emerita of The Kripalu Center for Yoga and Health as well as a Mind and Life Fellow and has served as an Expert in Residence at the Harvard Innovation Lab. Dr. Cooper received her undergraduate degree from Wesleyan University and a PhD from Harvard University. She holds the CFA designation as well as several patents.

Guest-led meditation with George Mumford a.k.a The Mindfulness Whisper

July 19th, 2021

Mindfulness and Sustainability Fireside Chat with Alessia Falsarone

April 20th, 2021

CLICK HERE TO READ THE TRANSCRIPT!

Mindful on Wall Street supports Wellbeing @ Work (US Summit)

March 16th, 2021

Fireside Chat with Matt Harris

December 8th, 2020

Matt Harris is a founding partner of Global Infrastructure Partners (GIP), a leading infrastructure investment firm managing over $72 billion in assets, with its portfolio companies boasting combined annual revenues of greater than $43.0 billion and employing approximately 52,000 people worldwide.

Prior to the formation of GIP in 2006, Mr. Harris was Co-Head of the Global Energy Group at Credit Suisse and served as Head of the EMEA Emerging Markets Group. Previously, he was a senior member of the Mergers and Acquisitions Group and served as Co-Head of Americas Mergers and Acquisitions at the firm.

Matt is also the founder of Bedari, an impact company innovating at the intersection of investment, philanthropy and sustainability. Bedari’s portfolio is comprised of operating companies, issue-focused investments and philanthropic projects catalyzing change in health and wellness, energy transition and environmental conservation. Bedari is a founding investor in Chopra, a next generation healthcare company built around the work and teachings of Deepak Chopra. Through its Bedari Foundation arm, Bedari recently collaborated with the University of California at Los Angeles and established a $20 million endowment to create the UCLA Bedari Kindness Institute dedicated to the research, education and practice of kindness. On the environmental front, Bedari has partnered with a group of visionary conservationists, investors and African communities to establish Karingani in Mozambique, a first-of-its-kind private reserve, restoring and conserving 150,000 hectares of some of Africa’s last remaining wilderness.

Matt holds a B.A. in Political Science from the University of California at Los Angeles. He serves as Chairman of the Advisory Board of the Columbia University Center for Global Energy Policy, is a member of the UCLA College of Social Sciences Dean’s Advisory Board and is a member of the Board of Directors of the Whole Health Institute and the World Wildlife Fund.

Fireside Chat with Nathan Romano

October 19th, 2020

Nathan Romano is President and Chief Operating Officer of York Capital Management, an $18 billion hedge fund. Prior to joining York in 2018, Nathan worked at Goldman Sachs as a Managing Director on its Client Relationship Management and Strategy team, at Credit Suisse as Head of Collaboration in the Americas, at Bear Stearns as a Senior Managing Director and at Bain & Company in their private equity practice. Nathan serves as President Emeritus of the Board of the National Alliance on Mental Illness – NYC Metro, a member of the Board of Trustees for the Museum of the City of New York and the Investment Management Leadership Committee for UJA Federation – New York.

In this intimate fireside chat, Nathan Romano will share the evolution of his 30+ year mindfulness practice and the actual daily practices that he still uses to navigate the more challenging aspects of Wall Street culture. Having grown up with a mother living with bipolar disorder, he will discuss his passionate advocacy for mental wellness and the practical application of mindfulness to support mental health. His authentic and honest story will dispel any preconceived notions of what the day to day life of a mindfulness practitioner should look like, and will illuminate the simple truth that the journey of awareness and self-compassion is a life-long one.

Mindful Leadership Skills with Dr. Jeremy Hunter:

Cultivating Personal Mastery, Navigating Uncertainty, Building Resilience & Developing Adaptability, Leading Through Change & Transition

Sept 14, 21, 28, Oct 5, Oct 12, 2020

In this unusual and unprecedented time, we are faced with a great deal of uncertainty and complexity in both our professional and personal lives. What are the essential skills we need to thrive and to lead as we face the unique challenges of the current environment?

Sept 14th: Cultivating Personal Mastery: Enhancing your inner game

Dr. Jeremy Hunter developed one of the first mindfulness-based approaches to personal mastery for executives after researching prominent, successful professionals who were dedicated to practicing mindfulness. He found that a sustained practice of internal self-management was the source of both professional effectiveness and positive personal transformation.  However, the inner world of the executive remained largely neglected in corporate settings or business schools. Furthermore, Dr. Hunter developed his own practice of self-mastery while living 17 years with an incurable terminal illness.  In this series kick-off, we will discuss why the practice of personal mastery is so foundational, and explore how our internal experiences and processes have a direct impact on our external actions, behavior and performance. We will learn how the brain and the nervous system function and learn tools to effectively enhance self-awareness, self-regulation, and self-transformation.

Sept 21st: Building Resilience: Better leveraging sources of strength for sustainable performance

From an inner perspective, what nourishes your capacity to be effective when facing both personal and professional challenges? We'll explore and practice powerful skills that can help you build a foundation of strength and resilience to more skillfully deal with these unusual and difficult times without burn-out. 

Sept 28th: Navigating Uncertainty: Harnessing energy and attention to thrive in complex times

Energy flows where our attention goes and the skill of energy management and how we direct our attention is fundamental to both the quality of our life and the results we generate. In this session, we will look at ways in which we are currently using our energy and attention, and learn strategies and tools to direct these in ways that better serve us.

Oct 5th: Developing Adaptability: Using our unwanted results as a source of growth and innovation

We have been shaped and conditioned and perhaps sharpened by the results-oriented culture of the financial services industry. How can we effectively face our recurring unwanted results as sources of valuable information, and use them as a source of growth and innovation? How can we be dynamic and adaptable both personally and professionally?

Oct 12th: Leading through change and transition

Fireside Chat with Jeff Walker

June 25th, 2020