CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Andrea Turner Moffitt, a co-founder of Plum Alley Investments, a private investment platform that supports promising women entrepreneurs and gender-diverse teams, provides an overview of early-stage investing — how much was invested in 2016, what is getting funded, and who is making the decisions — and discusses why certain ideas and founders stand out, some of the challenges of being an early stage investor, and why women entrepreneurs need funding. She also shares with viewers the three key takeaways of her book, Harness the Power of Purse: Winning Women Investor, and explains why it is crucial that financial advisers today be “gender smart.”




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