Please join me in welcoming the brilliant Keri Finley, an esteemed investor, board director, and founder, as she shares her incredible life story and her impressive career in finance with us. 

 

We start with the most impactful moments of Keri's early life in Los Angeles during a recession, where her family's financial struggles ignited a lifelong determination for stability and success. Influenced by her upbringing, Keri showcases how those formative experiences shaped her disciplined approach to money and savings later down the road. 

 

We'll explore how Keri's educational journey set her up for her first job at Morgan Stanley and the pivotal moments that defined her career at Third Point. She discloses her personal investment strategies, where even early on, her bonuses were always earmarked for savings, providing a window into her meticulous financial planning. 

 

Keri was also gracious enough to get vulnerable with us and shared about her early retirement, her move to California, and the challenging personal and professional setbacks she faced. Amidst the founding of Tacora Capital, she found herself in a “dark night of the soul” after facing some bad press, personal and professional betrayal, and the dissolution of her marriage. 

 

Through the darkness, Keri emerged triumphant and learned the importance of aligning with ethical people and the value of genuine relationships as she navigated her new venture. Her remarkable story is not just about financial acumen but also about resilience, integrity, and finding joy and balance through life's trials.

Key Topics:

1. Keri’s earliest money memories that shaped her perspective on spending and saving
2. Why Keri took every AP class possible in high school
3. Deciding to attend Columbia University and how she and her family managed to cover the costs of education
4. Prioritizing partying a little too much at the start of university
5. Earning her first job at Morgan Stanley after graduating from Columbia
6. Navigating finances in her early career in NYC
7. How Keri’s early money memories came back to shape her spending and saving habits in adulthood
8. The unique path Keri’s investment journey took as she started her career
9. How to get involved in closed-end funds 
10. Keri’s experience at Third Point managing nearly $4 billion in funds after 9 years
11. How Keri and her partner managed finances and money conversations in their early careers
12. Retiring early to move to California with her partner
13. Learning how to figure out who’s real and who’s fake in business in California
14. The “dark night of the soul” moments that changed Keri’s perspective on loyalty, trust, and integrity in others
15. Navigating the different sets of standards placed on women in finance
16. Finding a new opportunity and a fresh start with Tacora Capital
17. What Keri’s investing in today
18. Spending money on convenience and simplicity

 

 

Connect with Keri online: 

 

Websites: https://www.tacoracap.com/

LinkedIn: https://www.linkedin.com/in/keri-findley-4a974a10a/

https://www.linkedin.com/company/tacora-capital/

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