This program is part of our Ethics and Accountability series, underwritten by the Travers Family Foundation, with additional support from the Bernard Osher Foundation for our Good Lit programs.

Charles Schwab is one of the world’s most influential financial executives, with, as of 2019, nearly $3.6 trillion worth of assets managed by the eponymous Charles Schwab and Co. He founded the brokerage firm in 1971 with a $100,000 loan and has since grown it into a financial service juggernaut.

Schwab’s memoir, Invested: Changing Forever the Way Americans Invest, lays out his passion to change the way we invest and the hard work, ingenuity and entrepreneurship that propelled his vision into one of the leading financial service firms in the world. From studying economics at Stanford University to guiding his company through decades of economic transformations and fluctuations, Schwab recounts the defining moments of his life while providing unique insight into the evolutionary dynamics of entrepreneurial companies. 

Join us for an insightful conversation with Charles Schwab as he discusses the how-tos of finance management and imparts advice on obtaining a fulfilling career and life.