Financial Wellness with Orina Chang
Financial Wellness with Orina Chang, our first hybrid event, was a huge success. Thank you so much to the many members that attended this event either in-person or virtually. We would also like to express much appreciation to our sponsor, Quest Workspaces, located on Wall Street, for granting us a wonderful venue and to our amazing speaker, Orina Chang: After graduating Summa Cum Laude from Columbia University and receiving an academic award on Value Investing from Columbia Business School, Orina started a career in private equity and hedge fund investing where she amassed 20 years of institutional investment experience. She moved to Morgan Stanley in 2016 to help high net worth families and professionals manage their wealth. Orina has developed a unique approach to risk management from her experience in institutional investing. She believes that a properly defined investment time horizon, rather than reducing volatility, is a better way to manage portfolio risk without sacrificing potential returns unnecessarily.
Attendees were able to learn about wealth management and enhance their knowledge of financial investment. Orina also explained her point of view on risk management. After the lecture, members were offered a chance to ask Ms. Chang any questions they had about the lecture and even her own career path. We hope you enjoyed our first in-person event, and we look forward to seeing you at future events!
