Dale Favors is an inspirational sales coach and strategic business leader.  He spent 26-years as a financial professional working in sales and sales management for firms such as Morgan Stanley, Bloomberg, Royal Bank of Canada, Piper Jaffray and Thomson Reuters, where he built relationships with some of the world’s largest hedge funds, asset managers, corporations, and public pension plans.

Dale is the Managing Partner at Adaptive Growth Leadership, a professional services firm focused on sales and leadership training, coaching and strategy business initiatives centered on customer engagement and corporate culture development.

While in London, she also served as a Board member for LSIL, as well as for Natixis International Funds (Dublin), where she gained a much broader understanding of the inner workings of the businesses, as well as the rules and regulations safeguarding the financial markets. She was also often called upon to participate in panel discussions at conferences around Europe, with topics including trading, fintech and regulatory changes and she enjoyed the chance to interact with and learn from experts across Europe.

During her time as a trader, Christine traded through multiple major market dislocations, including the Asian Financial Crisis, the dot-com bubble burst, and the Global Financial Crisis. Even throughout the turmoil, she enjoyed the challenges she faced and the lessons she learned along the way. The most important thing she learned was that the relationships she had built along the way proved instrumental in doing her job as successfully as possible under the circumstances.

Regardless of what role Christine was in at the time, one thing she always enjoyed was helping and mentoring younger people in the business, or those interested in financial services. Sharing her time and knowledge with those who showed a curiosity for learning was a highlight of her career, and something she looks forward to continuing to do.

Nancy Wheeler is the founder and CEO of Financy, LLC, a financial education firm to empower teens to grow knowledge and wealth. Prior to founding Financy, Nancy worked with start-ups and entrepreneurs to define and defend their business case through her consulting firm, Wheels Up Consulting. Nancy has also worked as a consultant at PricewaterhouseCoopers and Andersen (now Accenture) Consulting helping business clients drive strategic, organizational and technological change.

Nancy is an expert organizer and operated a successful event planning business, Nancy White Events, for ten years, culminating in a NYC fundraising event for President Barack Obama’s senate pursuit. Nancy also served on the Trustee Board of Miss Porter’s School for nine years, primarily as the Chair of the Finance Committee and on the Investment Committee.

Throughout her career, Nancy identified the lack of fundamental financial knowledge in herself and her peers. She realized the importance of mastering personal finance and it quickly became one of her passions. Nancy has now been presenting personal finance workshops to high school and college students for over 20 years. Her teaching style assumes that all students are already economic decision makers with varying levels of financial experience. The Financy curriculum covers essential financial information peppered with  personal stories from experienced experts so her students can meet their life goals and achieve financial well-being.

Jack Mahoney brings decades of experience in the institutional capital markets and fintech industry. As founder/partner of Core One Consulting, Jack provides clients with actionable business development services that include strategic planning, business platform development, and product strategy advice. Previously, Jack worked in various leadership roles including the Head of US Strategy for Marex (fka EDF Man Capital Markets), COO of MF Global's Fixed Income Division, and the Director of Research and Analytics for Tradeweb.