Highlights from Opportunity & Innovation Amid a Chaotic Environment

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Milind Mehere is a passionate serial entrepreneur and the Founder & CEO of Yieldstreet. In this webinar, Milind is joined by Alexa von Tobel, Founder of LearnVest and Managing Partner of Inspired Capital. Together they discuss ways that financial management and planning will have to change in a post-COVID-19 world. There are opportunities for innovation amid this chaotic environment, from democratizing business ownership to shifting embedded finance and getting everyday investors access to VC funding and private equity. Watch as they share powerful ideas for innovating the future of finance with one goal in mind — to rethink the ways that you can take advantage of today’s innovations to enhance your financial life.

Key Takeaways:

  • [:50] Introducing The Yield Podcast, founder Milind Mehere and today’s guest Alexa von Tobel.
  • [5:04] Alexa reflects on the challenges of starting up a financial services company during a recession or a pandemic and how the world is permanently changing for the better.
  • [8:50] A look at the ideas and entrepreneurs that are emerging from the COVID-19 pandemic.
  • [12:34] The sectors of main interest at Inspired Capital, from DNA tech to a new money movement infrastructure.
  • [15:45] Highlighting some of the ways that financial management and planning will have to change in a post-COVID-19 world.
  • [21:57] What does the future of money look like? Will a self-driving wallet ever exist? Do we really have to be paid every two weeks? What is the future of life insurance for the modern family?
  • [27:00] Options and statistics for getting the everyday investor access to VC funding and private equity.
  • [30:42] How Inspired Capital helps founders navigate the journey from the founding idea to post-funding support.
  • [33:16] Overcoming the COVID-19 fear of human interaction and how we will continue to get business done. 
  • [36:15] What are some investment options for the average investor? Alexa addresses 401k contributions, managing credit card debt, long-term investing, and gaining access to VC.

About Alexa von Tobel

Alexa is the co-founder and managing partner of Inspired Capital. Prior to Inspired Capital, Alexa founded LearnVest in 2008 with the goal of helping people make progress on their money. After raising nearly $75M in venture capital, LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest Fintech acquisitions of the decade. Following the acquisition, von Tobel joined the management team of Northwestern Mutual as the company’s first-ever Chief Digital Officer. She later assumed the role of Chief Innovation Officer through which she oversaw Northwestern Mutual’s venture arm. Alexa, who holds a Certified Financial Planner™ designation, is the New York Times-Bestselling Author of Financially Fearless and Financially Forward. She is also the host of The Founders Project with Alexa von Tobel, a weekly podcast with Inc. that highlights top entrepreneurs. 

Alexa is a member of the 2016 Class of Henry Crown Fellows and an inaugural member of President Obama’s Ambassadors for Global Entrepreneurship. She has been honored with numerous recognitions including: a Forbes Magazine cover story, Fortune’s 40 Under 40, Fortune’s Most Powerful Women, Inc. Magazine’s 30 Under 30, and World Economic Forum’s Young Global Leader.

Originally from Florida, Alexa attended Harvard College and Harvard Business School before settling in New York City where she currently resides with her husband, Cliff, and three children, Toby, Cashel, and Rosey.

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This communication and the information contained in this article and video are provided for general informational purposes only and should neither be construed nor intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Any link to a third-party website (or article contained therein) is not an endorsement, authorization or representation of our affiliation with that third party (or article). We do not exercise control over third-party websites, and we are not responsible or liable for the accuracy, legality, appropriateness, or any other aspect of such website (or article contained therein).

The views and opinions expressed herein are the views and opinions of the speakers and may not necessarily represent the views and opinions of Yieldstreet.

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