SoFi was established in 2011 and today is a publicly traded organization that serves in excess of 1.8 Million members with a focus on helping people get their money right. SoFi’s mission is to help people achieve financial independence to realize their ambitions. Their products for borrowing, saving, spending, investing and protecting give its more than two million members fast access to tools to get their money right. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. SoFi is the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
David Knox, CFA, and Senior Director of Capital Markets at SoFi will discuss his experience within SoFi, for example – being part of a company that has recently gone public, especially during the pandemic. Mr. Knox will also share how working through some of the largest financial transactions driven by crises and government intervention shaped his thinking methodology and approach towards decision making. We will include examples from March 2020 and the COVID-19 Pandemic, forced divestitures from traditional US banks, and the emergence of fintech companies (like SoFi) to fill-in the gaps and change the game.
HBS Association of SoCal invites HBS Club of New York.
Participants must register by NOON on October 11th to receive details on joining the discussion. The Zoom link will be sent out 24 hours before the event.
Please note that no refunds will be issued.
Senior Director of Capital Markets at SoFi
David Knox, CFA, is Senior Director of Capital Markets at SoFi, a global financial technology company headquartered in the United States. Based in New York City, Mr. Knox is responsible for managing the economics strategy and monetization of SoFi’s lending business across multiple products and channels. Mr. Knox has held positions across the financial services spectrum including insurance, asset management, private equity, portfolio management, investment banking, and fintech. Mr. Knox is a specialist in mortgage-backed and asset-backed finance, having participated in hundreds of billions of dollars in securitization transactions over the last 10 years.
VP of Sales & Consulting at Alera Group
Anastasia Chernykh, is Vice President of Sales & Consulting at Alera Group, a national insurance and financial services firm in the U.S. Anastasia is responsible for achieving revenue and growth goals for Alera Group, Orange County. She has served in various roles within the firm, including leadership of the Client Service and Welfare Benefits Compliance sectors. Anastasia is also the founder and administrator of BeyondHR Collective – a community of high performing strategic HR professionals.
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