Published Feb 24, 2022

Rapid Response: Invest in first principles, w/Sarah Levy, Betterment CEO

Sarah Levy, CEO of Betterment, delves into the company's strategic moves in cryptocurrency, leadership transitions, personalized financial strategies, holistic financial wellness packages, and socially responsible investing, offering insights on navigating and innovating in the evolving financial landscape.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Masters of Scale

Rapid Response: Invest in first principles, w/Sarah Levy, Betterment CEO

Topics covered

Popular Clips

Communication and Leadership

Financial Wellness Evolution

Embracing Cryptocurrency

Investing Evolution

Socially Responsible Investing

Brand vs. Product

Transforming Financial Wellness

Media to Innovation

Navigating Uncertainty

Crypto Investment Strategies

Activist Investing

Engaging with Finance

Episode Highlights

Cryptocurrency Integration

Leadership Transition

Engaging with Finance

Financial Wellness

Socially Responsible Investing

Related Episodes

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Rapid Response: What the pandemic has cost women, w/Ellevest's Sallie Krawcheck

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Rapid Response: "Be confident enough to show your vulnerability," w/Ken Frazier (Merck/General Catalyst)

Rapid Response: Burning cash, accepting turbulence w/Delta CEO Ed Bastian

Rapid Response: Why business must be a force for good, w/former American Express CEO Ken Chenault

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Rapid Response: Invest in first principles, w/Sarah Levy, Betterment CEO

Topics covered

Popular Clips

Episode Highlights

Cryptocurrency IntegrationSarah Levy, CEO of Betterment, discusses the company's strategic acquisition of the cryptocurrency platform Makara. She explains how this move aligns with Betterment's long-term diversification philosophy and addresses the challenges of navigating market volatility.

Cryptocurrency Integration

Leadership TransitionSarah Levy's journey from the media industry to leading Betterment showcases her adaptability and strategic vision. She discusses the challenges and initiatives she has introduced to navigate the evolving financial landscape.

Leadership Transition

Engaging with Finance

Financial Wellness

Socially Responsible InvestingNext, Sarah Levy explores Betterment's approach to socially responsible investing and the role of activist investing in their strategy. She shares insights on how Betterment selects the best products for clients and engages them in the investment process.

Socially Responsible Investing

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