Sapere Aude Consortium, Inc.

Inspiring First-Gen Success - an Audio Overview of Sapere Aude Consortium! Since our inception Sapere’s interns have explored technology’s role impact and disruptive influence within Investment and Wealth Management. Over the last two years we have expanded that research to other technological advancements such as Cyrpto currency, NFTs and most recently trying to determine a valuation for an AI driven company, NVIDIA. In the spirit of our continuous research within technology, we are excited to share a purely AI generated audio overview about the Sapere Aude Consortium. 🎧 Listen to the full audio overview here https://lnkd.in/eVWmSdDi and discover how we're shaping the next generation of talent in wealth and investment management. This is just one example of how we embrace leading-edge technology to amplify our mission.   At Sapere Aude, we believe in transparency and innovation. This recording reflects our continuous exploration of emerging technologies and how they can enhance learning experiences. #AIInnovation #FutureOfFinance #StudentSuccess #SapereAude #AIInvestment #WealthManagement #Anniversary #FirstGen

How to Invest in AI: Getting Ahead of the Curve A team of interns from the Investing in AI group at Sapere Aude Consortium has just released an insightful Opinion Snapshot on navigating the rapidly evolving world of AI investments. In their paper, “How to Invest in AI: Getting Ahead of the Curve,” they explore the three primary pathways for investing in AI, aimed at equipping the average investor with the knowledge needed to make informed decisions in this dynamic sector. As AI continues to reshape industries, their work offers a timely guide for those looking to stay ahead in this ever-changing landscape. Read their full Opinion Snapshot here: https://lnkd.in/eWA-ssif Congratulations to the research team, comprising of: Jelissa Jonas of Providence College, Madison Keka of Wake Forest University, Conner Fitzpatrick of Williams College, Lucas George of Davidson College and Michael Wangerman of Providence College. In addition, incredible gratitude is due to their mentors: Ric Thomas, CFA of Suffolk University, Chris Bendel, CFA of BlackRock, and Sapere Aude Consortium, Inc. Alumni Mentor Molly Firr from Bank of America. #AI #Investing #FutureOfFinance #SapereAude #StudentSuccess #AIInvestment

Our talented team of student interns has just released an insightful Opinion Snapshot, "How Can Gen Z Women Prepare for Acquiring and Sustaining Wealth, and How Can Wealth and Asset Managers Assist Them?", focusing on Gen Z women and their unique financial needs. Key highlights: • Fresh perspectives on supporting the next wave of clients • Emphasis on Gen Z women's distinct circumstances • Framework for a more transparent and inclusive financial landscape This research is a crucial step towards understanding and addressing the evolving needs of young women in finance. We're proud of our interns' commitment to shaping a more inclusive future in wealth management, and recognizing the opportunity of Gen Z women in light of the Great Wealth Transfer.   Read the full Opinion Snapshot to discover how we can better serve Gen Z women in the world of finance.    Link to paper here ==>  ==> https://lnkd.in/epckggsh   Congratulations to the research team, comprising of: Bryant Guaman of Vassar College, Eileen Duong of The George Washington University, Marcos Moya of Northwestern University, Mariam Djaballah of Vassar College, and Nourra Toure of Emory University.   In addition, incredible gratitude is due to their mentors: Emily Pachuta of Ascensus, Salma Mgawe of Invesco US, and Sapere Aude Consortium, Inc. alumni mentor Maeve Luparello of Goldman Sachs.   #WomenInWealth #GenZFinance #InclusiveWealth #SapereAudeConsortium #GreatWealthTransfer #NextGen

Unlocking the Algorithm for Success in FinTech and WealthTech. Sapere Aude Consortium, Inc. is proud to present an insightful Opinion Snapshot titled "FinTech and WealthTech: The Road to Easy", authored by our FinTech team interns. Their research delves into the critical role of technology in the financial sector, posing the question: "Is there a true algorithm for success in FinTech and WealthTech?" Through comprehensive analysis, the team identifies six pivotal attributes that drive growth and sustainability in these industries. To explore these attributes and gain a deeper understanding of the factors influencing success in this dynamic ecosystem, read the full Opinion Snapshot. Congratulations to the research team, comprising of: Alex Vasiliu of Rensselaer Polytechnic Institute, Erik Morita of Hamilton College, Kate Truong of Boston University, Matt Zgurskyy of University of Richmond, and Sunny Baek of Davidson College. In addition, incredible gratitude is due to their mentors: Robert Job of Altrinsic Global Advisors, LLC, Kaitlyn Fischer of BlackRock, and Sapere Aude Consortium, Inc. Alumni Mentor Dylan Essandoh of Wells Fargo. Read the full Opinion Snapshot here ==> https://lnkd.in/ewuaf59z   #FinTech #WealthTech #Technology #SuccessFactors #SapereAudeConsortium #FirstGen

Spotlight on Our ESG Team! At Sapere Aude Consortium, Inc., we encourage our interns to tackle critical issues shaping the financial landscape. Our ESG team recently completed an Opinion Snapshot titled ESG Essentials—A Fresh Perspective, addressing the lack of standardization in ESG investing.  Their analysis highlights the importance of realigning ESG with its original purpose, while advocating for greater investor choice. The team emphasizes how clearer frameworks can drive transparency and empower investors to make more informed, impactful decisions. Join us in celebrating their effort to bring clarity to ESG investing!  Andres Morales-Gomez from Illinois Wesleyan University, Andrew Murray from Providence College, Brandon Niola from Williams College, and Claudia Gomez from Vassar College. We would also like to acknowledge and thank the expert guidance provided by their three volunteer mentors: Bill Dunigan from BlackRock, Joanne Medero an Independent Trustee at Nuveen, a TIAA company, and Sapere Aude Consortium, Inc. alumni mentor Lauren Goldfarb from BlackRock. To read the paper online see link => => https://lnkd.in/edMtPNse #ESG #Sustainability #ImpactInvesting #Transparency #SapereAudeConsortium #FirstGen

We are excited to release the first Opinion Snapshot from Sapere Aude Consortium, Inc.'s 2025 class of interns: "The Twentysomething’s Guide to Financial Well-being (While Not Missing Out on the Fun Part!)." The team of Nana Hayrumyan of Hamilton College, Meaghan Day, of Williams College, Peter Bitalvo and Roseline Tavarez of Providence College, and Anaga Hettiarachchige of Queensborough Community College of The City University of New York (CUNY) created a new framework for an issue that many have written about – from their unique position as college students who are First Gens or children of public servants. Our team believes that in your 20’s, you should always be conscious of TIME by Learning How to Make and Spend your Money; and Automating Saving and Investing your Money. Our team is planning to communicate this framework to their classmates in a series of workshops – and we hope to expand its use beyond these schools. We would like to thank Lacy Garcia, CEO of Willow, Anne Lester, author of "Your Best Financial Life" and Tyrone Ross Jr. of 401 Financial for spending time with our team and and sharing their expertise on these important issues. And, we also acknowledge the many who have written on this subject and who are included in the endnotes, especially Professor Scott Galloway of NYU Stern School of Business and author of "The Algebra of Wealth", Morgan Housel, author of "The Psychology of Money," Yanely Espinal, author of "Mind Your Money", and Meg Jay, author of "The Defining Decade," who added greatly to our team’s work. Finally we would like to thank the team’s mentors Joseph Craven, Kathryn Fulton of BlackRock and our alumni mentor Rachel Schleicher, also of BlackRock (Sapere Aude Class of 2021), who guided this team of scholars this summer. #firstgen #nextgen #sapere Click here to read the full text ===> https://lnkd.in/eTh3ieve

Grateful to some of the wonderful students of Sapere Aude Consortium, Inc. for including the mission of 401 Financial in their ‘Twentysomething’s guide to financial wellbeing’ presentation. The 401 way.👇🏽

Today, our student interns at the Sapere Aude Consortium shined as they presented their final research projects during Capstone Day! 🌟 The event featured five compelling presentations from our research teams, each exploring important topics in wealth and investment management: - The Twentysomething's Guide to Financial Wellbeing - Gen Z Women and Wealth - Fintech & Weathtech: The Road to Easy - ESG Essentials: A Fresh Perspective - Investing in AI: How to Capitalize on the Future of Technology Our interns, all of whom are either first-generation college students or children of public servants, delivered insightful and well-researched presentations, showcasing their expertise and fresh perspectives on these crucial issues. We couldn’t be prouder of the dedication and hard work they put into each project. We look forward to seeing the impact these future leaders will have in the world of wealth and investment management. Congratulations to all our interns on an outstanding Capstone Day! #CapstoneDay #StudentSuccess #WealthManagement #InvestmentManagement #FinTech #ESGInvesting #AI #SapereAudeConsortium Brandon Niola, Anaga Hettiarachchige, Meaghan Day, Nana Hayrumyan, Peter Bitalvo, Roseline Tavarez, Bryant Guaman, Eileen Duong, Marcos Moya, Mariam Djaballah, Nourra Toure, Alex Vasiliu, Erik Morita, Kate Truong, Matt Zgurskyy, Sunny Baek, Andres Morales-Gomez, Andrew Murray, Claudia Gomez, Conner Fitzpatrick, Jelissa Jonas, Lucas George, Madison Keka, Michael Wangerman, Frank Mondrone III

We are thrilled to share highlights from our recent alumni panel discussion, featuring the inspiring journeys of Avery Walker, Liam Clark, CFA, Samuel Ntim-Addae and Brendan Gorman.🌟 These recent alumni shared their career paths and the invaluable lessons they've learned along the way. Their stories are a testament to the power of education, mentorship, and hard work. Key takeaways from the discussion include: - The impact of the Sapere Aude program on their professional development - The importance of mentorship and networking in building successful careers - Balancing career aspirations with personal well-being We are incredibly proud of their achievements and grateful for their continued support and engagement with the Sapere Aude community. Their experiences not only motivate our current students but also reinforce the strength and value of our alumni network. A huge thank you to Avery, Liam, Sam, and Brendan for sharing their insights and making this event a success. Your contributions help pave the way for the next generation of leaders! Are you a Sapere alum? Join our private LinkedIn Sapere Aude Alumni group! #AlumniSuccess #Mentorship #CareerGrowth #SapereAudeConsortium #FirstGenerationCollegeStudents

🤝 Teamwork Insights with the McChrystal Group! 🤝 Sapere Aude Consortium was delighted to host an insightful session on teamwork led by Ryan Flynn, Rachel Meyer and Yuzhe (Liz) Pang from the McChrystal Group. Liz, a proud alum of the Sapere summer program, joined her colleagues to share their expertise. The McChrystal Group is renowned for its innovative approaches to leadership and team dynamics. This session was particularly relevant for our students, who work in research teams, providing them with valuable strategies to enhance collaboration and effectiveness. We are grateful to Ryan, Rachel, and Liz for their time and for imparting such meaningful lessons to our cohort, many of whom are first-generation college students. #SapereAudeConsortium #GuestSpeakers #Teamwork #Leadership #ProfessionalDevelopment #FirstGenCollegeStudent #McChrystalGroup #TeamDynamics