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Gratio Capital Chief Investment Officer to Speak on 'Innovations in Savings and Investing Products and Strategies' Panel at CFED's 2010 Assets Learning Conference -- Also Named Innovation Idea Champion 2010 by CFED


News provided by

Gratio Capital

Sep 21, 2010, 09:00 ET

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WASHINGTON, Sept. 21 /PRNewswire/ -- Rimmy Malhotra, chief investment officer and co-founder for Gratio Capital, will be presenting on "Innovations in Savings and Investing Products and Strategies" during the upcoming CFED 2010 Assets Learning Conference. Gratio Capital is an asset manager spearheading a movement to provide all consumers, regardless of investing know-how, with access to simple and affordable tools that will help them build toward their financial goals. Malhotra sets strategic direction and works closely with MPOWER Labs to design asset building products for the underserved. With its GoalMine product (www.goalmine.com), Gratio Capital empowers all consumers to start investing and saving by making it easy to use, simple to understand, accessible, and social. Gratio Capital also acts as the investment advisor to the Gratio Funds.

WHO:

  • Asheesh Advani, Thomson Reuters (moderator) – Asheesh Advani is general manager, New Media Markets with Thomson Reuters, formerly CEO of Virgin Money USA, the Virgin Group's consumer financial services business in the United States.
  • Joanna Smith-Ramani, Doorways to Dreams (D2D) Fund – Joanna Smith-Ramani is the director of strategy for D2D Fund, working on the expansion of successful innovation pilots. She has worked for Self Help Credit Union, ShoreBank, several Habitat for Humanity affiliates and the Policy Development and Research Division of the U.S. Department of Housing and Urban Development.
  • Rimmy Malhotra, Gratio Capital (Innovative Idea Champion) – Rimmy Malhotra is chief investment officer and general manager of Gratio Capital. He oversees all investment decisions for the Gratio Family of Mutual Funds and works closely with MPOWER Labs to design asset building products that empower the underserved to achieve lasting economic independence.
  • Robert Annibale, Citi – Robert A. Annibale is the global director for Citi Microfinance and Community Development. He represents Citi on the Board of the Microfinance Information Exchange, the Council of Microfinance Equity Funds, the Small Enterprise Education and Promotion (SEEP) Network, the Microfinance Network and the Executive Committee of CGAP (World Bank).

WHAT:

Innovations in Savings and Investing Products and Strategies Session at CFED's 2010 Assets Learning Conference

http://cfed.org/knowledge_center/events/alc2010/agenda/innovations_in_savings_products_and_strategies/

A wide array of exciting new savings tools and products are emerging, with important implications for practice, policy and research. In this session, participants will have an opportunity to learn and ask questions about several cutting-edge tools to promote saving and asset building.

CFED is a multi-faceted organization working at the local, state and federal levels to create economic opportunity that alleviates poverty.

WHERE:

Washington Marriot Wardman Park Hotel

2660 Woodley Road, NW

Washington, DC 20008

Room: Washington 5

WHEN:

September 22, 2010 4:00 pm – 5:30 pm

SOURCE Gratio Capital

21%

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