Margaritas with Marguerita Cheng, CFP® Pro

January 6 2023

Episode 75 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”

Margaritas with Marguerita Cheng, CFP® Pro
Episode 75 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O'Connell, author, "Rise of the Activist Investor"
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A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles.

Today’s Topic: Sustainable investing and the rise of the activist investor featuring author John O’Connell

Rita asks John: 

  • What is an activist investor?
  • What changes are coming together to cause a rise in activist investors?
  • How is activist investing different from ESG or sustainable investing?
  • What will be the effect of the Rise of The Activist Investor?

Meet our guest: John O’Connell has more than 29 years of leadership experience in emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. John then transitioned from developing technology into sales and marketing while leading the financial services vertical for Sybase. John was a member of the senior leadership teams for several startups culminating in an IPO and packaging 2 other firms for their sale. He returned to Merrill for several years and until its acquisition in 2008. He held North American leadership positions at Oracle for over 8 years. He was the president of a private FinTech firm and held C-level customer-facing roles at publicly traded InsureTech and FinTech firms.

John was inspired to become an author for his three daughters, who are part of the Emerging Wealth Class. “They have solid careers and are interested in growing their wealth, but they were not prepared in school for investing,” John believes. “Like many of their friends in the emerging wealth class, they live through social movements, are socially conscious, and want their investments to reflect their values.”

In his book, John explains that the Emerging Wealth Class will inherit an estimated $30 to $68 trillion in the expected Great Wealth Transfer when their aging parents die and transfer their accumulated wealth to their adult children.

“Wealth has an enormous power to change companies and how they behave. “What happens if a company you think is a good investment does not align with your values, or worse, you’ve invested in them, and the company turns away from your values? How about companies that you believe are excessively paying their executives at the expense of their workforce? How can you change the direction of these companies? The Great Wealth Transfer in the hands of socially conscious investors will give rise to an activist investor movement.”

Click here to learn more about John: john-oconnell.com. Find his book for sale on Amazon.

Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita’s podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show’s video episodes on Rita’s YouTube channel: www.MargueritaCheng.tv

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

Previous Episodes
Friday, August 11th, 2023

Episode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering Finance

August 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey:  How did youClick here to listen to the podcast!

Friday, August 4th, 2023

Episode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”

August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know aboutClick here to listen to the podcast!

Friday, July 28th, 2023

Episode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™

July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!

Friday, July 21st, 2023

Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”

July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles.  Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine:  What brought you into the world of wealth management, given your background isClick here to listen to the podcast!

Friday, July 14th, 2023

Episode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial

June 14, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial Today’s Topic: Risk Management for clients new to being in the high-net-worth category Rita asks Terrell: FromClick here to listen to the podcast!

Friday, July 7th, 2023

Episode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”

A Note from Marguerita Cheng, CFP® Pro — We are thrilled to share with you Episode 100 for Margaritas with Marguerita! This show has been an amazing opportunity to share the stories and voices of so many financial experts, entrepreneurs, and authors with our audience. I know you are going to love the star of this important episode! Meet our guest: Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening theClick here to listen to the podcast!

Friday, June 30th, 2023

Episode 99 — This week on Margaritas with Marguerita, meet Julia Taylor Brandus, 11, author of “Girl to Boss!: Advice for Girls from 50 of America’s Most Successful Women”

June 30, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial and entrepreneurial muscles.  Meet our guests: Julia Taylor Brandus, 11, author of “Girl to Boss!” — and her dad, award-winning journalist and author Paul Brandus  Today’s Topic: The journey from “GirlClick here to listen to the podcast!

Friday, June 23rd, 2023

Episode 98 — This week on Margaritas with Marguerita, meet Robert Pagliarini, author, “Badass Retirement”

June 23, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles.  Meet our guest: Robert Pagliarini, author, Badass Retirement Today’s Topic: What is a Badass Retirement? Rita asks Robert:  A Badass Retirement sounds interesting. What is it? I loved your Instagram post aboutClick here to listen to the podcast!

Friday, June 2nd, 2023

Episode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

June 2, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Liz Simmie, Co-Founder, Honeytree Investment Management Our Topic: Everything you need to know about ESG (Environmental, Social, and Corporate Governance) Rita asks Liz:  What is ESG? WhyClick here to listen to the podcast!

Friday, May 26th, 2023

Episode 96 — On this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: You are going to love author and financial expert Jeff Weiss

May 26, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Jeff Weiss, CMT Today’s Topic: Relationship Investing — Stock Market Therapy for Your Money Rita asks Jeff: Why did you write your book, Relationship InvestingClick here to listen to the podcast!

Thursday, May 18th, 2023

Episode 95 — Credit score expert Paul Ryan is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

May 19, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Credit score expert Paul Ryan Today’s Topic: Taking the mystery out of credit scores and credit histories Rita asks Paul: Can you explain what creditClick here to listen to the podcast!

Friday, May 12th, 2023

Episode 94 — Ben Miller, founder of ChroniFI, stars this week on Margaritas with Marguerita

May 12, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Ben Miller, founder of ChroniFI Today’s Topic: Money is Time Rita asks Ben: Why should people think about their money in terms of time? WhatClick here to listen to the podcast!

Wednesday, May 3rd, 2023

Episode 93 — This week on Margaritas with Marguerita meet Liz Davidson, founder and CEO of Financial Finesse

May 5: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Liz Davidson, founder and CEO of Financial Finesse Today’s Topic: Becoming Money Strong Rita asks Liz:  April was Financial Literacy Month, but at Margaritas with Marguerita, weClick here to listen to the podcast!

Friday, April 28th, 2023

Episode 92 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Learn about the impact investing equation with Dorrit Lowsen, Co-CEO of Change Finance, PBC

April 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off right by learning from industry experts how to flex our financial muscles.  Meet our guest: Dorrit Lowsen, Co-CEO of Change Finance, PBC Today’s Topic: Understanding the impact investing equation Rita asks Dorrit: What inspired you to create your company,Click here to listen to the podcast!

Friday, April 21st, 2023

Episode 91 — This week on Margaritas with Marguerita: Meet Author Kanchan Bhaskar and learn how she set herself free from an abusive marriage

April 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off right by learning from industry experts how to flex our financial muscles.  Meet our guest: Author Kanchan Bhaskar Today’s Topic: Leaving — How to set yourself free from an abusive marriage Rita asks Kanchan:  Tell us about yourClick here to listen to the podcast!

Friday, April 14th, 2023

Episode 90 — This week on Margaritas with Marguerita: “The Great American Baking Show” contestant, entrepreneur and master baker Rose Bakewell, is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

April 14, 2023: Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off right by learning from industry experts how to flex our financial muscles.  Meet our guest: Rose Bakewell, founder of Mrs. Bakewell’s Cream Tea Company Today’s Topic: An entrepreneur’s journey to bring British cream tea to America Rita asks Rose: Click here to listen to the podcast!

Thursday, April 6th, 2023

Episode 89 — Margaritas with Marguerita: Meet Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners

April 7, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financiåal muscles. Meet our guest: Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners Today’s topic: The importance of being a client advocate Rita asks Michael: What inspired you to pursue your career or passion? What has been theClick here to listen to the podcast!

Friday, March 31st, 2023

Episode 88 — Margaritas with Marguerita: Meet HR expert Michelle Aronson and learn how to build a better workplace

March 31, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Michelle Aronson, founder, Physics at Work Today’s Topic: Be a better leader. Build a better workplace. Rita asks Michelle: Some listeners may be wondering whatClick here to listen to the podcast!

Thursday, March 23rd, 2023

Episode 87 — Margaritas with Marguerita Cheng: Meet Dr. Megan McCoy, a researcher who explores the psychology of financial planning

March 24, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off right learning from industry experts how to flex our financial muscles.  Meet our guest: Dr. Megan McCoy, Ph.D., LMFT Today’s Topic: The Power of Financial Therapy Rita asks Megan: How did you end up with a focus on financialClick here to listen to the podcast!

Friday, March 17th, 2023

Episode 86 — Margaritas with Marguerita Cheng, CFP® Pro: Learn from Financial Coach Linda Lingo, CPA, on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

March 17, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Today’s guest: Financial Coach Linda Lingo, CPA Today’s Topic: The Secrets of Financial Freedom Rita asks Linda:  What is money EQ? How does this differ from money IQ?Click here to listen to the podcast!