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Building Financial Savvy: Unlock Success in Your Career and Life

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Wintersession Financial Literacy

Thu, Jan 16, 2025

11 AM – 12:30 PM EST (GMT-5)

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Becoming financially literate provides you with the essential foundation for a smart relationship with money. It's a skill set benefiting both your professional trajectory and personal life, setting you up for success in a multitude of environments.

A foundational understanding of budgeting, investing, and accessing credit will help you navigate your personal finances with confidence, leading to less stress and better overall well-being. In a business or finance career, these skills are crucial as they enable you to make informed decisions, manage resources effectively, and contribute to the growth and financial health of the organization.

In this session, you’ll have the opportunity to hear from leaders who are enthusiastic about promoting and advancing financial wellness and have the opportunity to engage in conversation with them about their experiences and career options.

Light lunch will be provided following this Wintersession.

Speakers

Eric Kaplan ’90's profile photo

Eric Kaplan '90

President and Executive Vice President

Financial Literacy for All, Operation Hope

Eric Kaplan serves as President of Financial Literacy for All (www.fl4a.org) and Executive Vice President of its founding organization, Operation HOPE (www.operationhope.org). He brings to the FL4A mission a three-decade career focusing on housing and consumer finance, policy, and advocacy. Eric joins FL4A from the nonprofit, nonpartisan Milken Institute, where he leveraged 25 years of experience in banking and law to lead the think tank’s housing finance program as director and senior advisor. In this role, Eric engaged and advised a wide range of government, private sector, and nonprofit stakeholders in the pursuit of a well-functioning, equitable, and inclusive housing finance system. Today, he continues in his capacity as a senior advisor to the Milken Institute Center for Financial Markets.



Eric holds an AB in politics from Princeton University and a JD from Boston University School of Law. He has held legal, securities, and mortgage loan originator licenses over the course of his career.


Liz Myers ’92's profile photo

Liz Myers '92

Managing Director and Global Chair of Investment Banking, Equity Capital Markets

J.P. Morgan

Elizabeth Prus Myers, of New York City, graduated from Princeton in 1992 with a degree in economics. She received an MBA from Harvard Business School in 1997.



Myers is a Managing Director and Global Chair of Investment Banking, Equity Capital Markets at J.P. Morgan, where she has worked for 27 years. Prior to her current role, she served as Global Head of Equity Capital Markets, where she led the team responsible for advising J.P. Morgan’s corporate clients on equity capital raising in the Americas, Europe and Asia. She has been named one of the Top 25 Most Powerful Women in Finance by American Banker magazine and one of Barron’s 100 Most Influential Women in U.S. Finance.



Myers serves on the executive committee of Women on the Move at J.P. Morgan, which supports female employees and women-run businesses. She serves on the advisory boards of Princeton’s Bendheim Center for Finance and the Harvard Graduate School of Education. She is a board member of New Yorkers for Children, a nonprofit with a focus on youth in foster care and is a national board member of the Posse Foundation which helps colleges and universities identify applicants with strong leadership skills from diverse backgrounds.


Paget MacColl ’99's profile photo

Paget MacColl '99

Senior Managing Director

Blackstone Multi-Asset Investing (BXMA)

Paget MacColl is a Senior Managing Director in Blackstone Multi-Asset Investing (BXMA), where she serves as the Global Head of Institutional Client Solutions.



Ms. MacColl joined Blackstone after 20 years at Goldman Sachs Asset Management (GSAM), where she most recently served as the Co-Head of the Americas Institutional Client Business through which she was responsible for leading business strategy and client engagement with institutions across the US, Canada and Latin America. Prior to that, she led the institutional distribution and fundraising efforts in GSAM as the Global Head of Institutional Capital Markets.



Ms. MacColl earned a B.A. in Politics from Princeton University. In addition, she serves on the Board of Trustees of Greenwich Academy and The Children’s School.


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