Head of Investment Strategy
SoFi
Liz Thomas is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. Earlier in her career, she was a portfolio analyst at Baird and a research analyst at BMO Global Asset Management. Liz holds a BBA in Finance and Marketing from the University of Wisconsin-Milwaukee and an MBA from Marquette University. She is a CFA Charterholder, and member of the CFA Institute and CFA Society of New York. Liz is passionate about educating others on markets and investing in order to help people feel empowered to take a more active role in their financial futures.
Over the next decade, an unprecedented generational wealth transfer—estimated at $84 trillion in the U.S. alone—will reshape the financial landscape. Women are expected to control a significant share of this wealth, making them one of the most influential investor groups in history. At the same time, the definition of “investable assets” is evolving, with growing interest in alternatives such as digital assets, Bitcoin, private markets and real estate. This panel will explore how banks and wealth managers can position themselves to serve women investors during this transformation.