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About this Video

Discover how you can create the life and financial freedom you’ve envisioned using insights the Billion Dollar Mom learned and used when managing money well that also apply to managing life well. Low self esteem and low financial security looms large globally. Improving both of these issues begins with the extent to which you are willing to prioritize, invest in and for and ultimately to CHOOSE YOU! Val Mosley aka, The Billon Dollar Mom, shares some strategies that will help you build outperforming portfolios personally and financially.

About the Speaker

Valerie Mosley

Valerie Mosley

Valerie Mosley is Chairwoman and CEO of Valmo Ventures, which creates, collaborates and invests in companies, assets, and efforts that have significant potential to grow, profit and add value to society.

Prior to Valmo Ventures, Valerie was Partner, Senior Vice President and Investment Strategist at Wellington Management Company, LLP, an $800 billion global money management firm. Over a 20 year investment tenure at the firm, she personally managed billions of fixed income portfolios for corporate and public pension funds, insurance company general accounts, endowment funds and mutual funds. Valerie chaired Wellington’s Industry Strategy Group, which was comprised of equity and fixed income experts and identified key, secular headwinds and tailwinds impacting specific industries. Unlike the quarterly earnings focus typical of research analysts, the Industry Strategy Group applied a three to five-year perspective, comprised thought leaders from across the firm, and provided a big picture investment framework and firm-wide discussion platform. Valerie was also a member of two of the firm’s key investment strategy groups, which established investment decisions and parameters for several of the firm’s fixed income mandates.

Valerie began her career at Chase Manhattan Bank, where she was a Commercial Lending Officer for financial institutions (1982 – 1984). After graduate school, Valerie worked in institutional corporate bond sales at Kidder Peabody (1986 – 1990). Prior to joining Wellington Management in 1992, she spent two years as Chief Investment Officer and Portfolio Manager at P.G. Corbin Asset Management (1990 – 1992).

Valerie is a director of The Eaton Vance Fund Family, Dynex Capital (NYSE: DX), and Progress Investment Management Company, a privately-held fund of funds. She is an advisor to both the New York State Common Retirement Fund and the Risk Audit Committee of the United Auto Workers Retiree Medical Benefits Trust. She serves on the board of New Profit, a venture philanthropy fund, and also funds early-stage technology companies through Mass Ventures, a public-private venture capital fund in Massachusetts.

Valerie formerly served on the Presidential Board of Advisors on Historically Black Colleges and Universities and the statewide Public-Private Partnership Infrastructure Commission to explore creative financing options for infrastructure needs in Massachusetts. She is a member of the Harvard Women’s Leadership Board of the Harvard Kennedy School.

Valerie graduated in 1982 with a BA in History from Duke University, where she served as President and Vice President of the student body. She received her MBA in Finance from the Wharton School of Business at the University of Pennsylvania in 1986, and served as President of The Wharton Club of Atlanta. Valerie has been honored several times by Black Enterprise Magazine, as one of the 50 Most Powerful Women in Business in the country and one of the Top 50 and 75 African Americans on Wall Street.

With a passion and calling to share messages globally, Valerie speaks on issues related to the economy and investments, personal empowerment, and financial literacy. She co-founded the Financial Fluency Program, which empowers teachers to infuse personal finance into core math classes and simultaneously help prepare students for national testing standards. Valerie is proud to be the mother of three children: Taylor, Ryan, and Amanda.