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  • Speakers: Julie Cane

Speakers: Julie Cane

  • February 28, 2023
  • 12:00 PM
  • Fireside Room at Gateway


Registration is closed

The Financial Forum welcomes Julie Cane, CEO, and co-founder of Democracy Investments, on Feb 28th at noon in the Fireside Room at the Gateway Clubhouse. Her topic will be: “Geopolitical Trends and Democracy as a Factor in International Investing.” As a registered investment advisor, her firm focuses on promoting democracy and influencing capital flows in financial markets. The firm’s Democracy Investments International Index is the first to re-weight an international equity index towards democracies and away from authoritarians. This is achieved by leveraging their exclusive license of the Economist's Democracy Index for financial products globally.

According to Julie, “Our goal is to decrease the cost of capital for democracies, which can correlate to increased economic growth, and the reverse for authoritarian states. Additionally, by making investment proportional to democracy scores and never dropping investment in a nation to zero, we hope to create a market-based incentive for democratic reforms. Over time, Democracy Investments aims to influence capital flows to encourage ALL countries to improve their democracy scores.”

Julie Cane’s 20+ year background in financial services includes developing market-leading innovations at Wells Fargo, Charles Schwab Advisor Services, SEI Investments, and Autodesk Ventures. While at Wells Fargo, Julie developed the Wells Fargo Private Bank’s first high net worth and segmentation strategies resulting in more than a 100% increase in the division’s profits during the next three years. At SEI Investments, she launched and marketed eleven new mutual funds and led the conversion of $500 million in common trust funds to private-label public mutual funds.

Julie began her career as a U.S. Naval Aviator flying the SH-3 Sea King helicopter conducting combat search and rescue training missions and torpedo recovery in San Diego and the Philippines. She recently served as a Captain in the California State Guard, supporting the 129th Rescue Wing at Moffett Field. Julie holds a BA from the University of Virginia and an MBA from the Anderson School at UCLA.  

This event is open to all members of the Financial Forum. Lunch will be provided. Please sign-up by clicking on the register button. For more information on the speaker or the Financial Forum, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595 - info@rffclub.net

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