Enhanced Investments - Financial Portal

SoFi to Participate in Upcoming Investor Conferences

Published: 2023-11-07 21:00:00 ET

SAN FRANCISCO--(BUSINESS WIRE)-- SoFi Technologies, Inc. (NASDAQ: SOFI), the digital personal finance company, today announced management participation in two upcoming events within the investor community. Later this month, SoFi’s Chief Financial Officer, Chris Lapointe will participate in a moderated fireside chat discussion at the Stephens Annual Investment Conference. In December, SoFi CEO, Anthony Noto will host a moderated Q+A session alongside SoFi’s CFO, Chris Lapointe to answer questions submitted by shareholders.

Full session details for the investment conference and shareholder event – including instructions on how SoFi shareholders can submit questions ahead of the December Q+A – are included below:

Stephens Annual Investment Conference

Date: Nov. 15, 2023
Time: 2:00 PM PST Fireside Chat with SoFi CFO, Chris Lapointe
Webcast Registration: https://wsw.com/webcast/stph34/sofi/1833958

SoFi Shareholder Q+A

Date: Dec. 4, 2023
Time: 9:30 AM PST Q+A with SoFi CEO, Anthony Noto and SoFi CFO, Chris Lapointe
WebcastRegistration: anyone interested in tuning into the Q+A discussion can register here to join the live event. The Q+A will also be broadcasted via Twitter Spaces.
- Note: a recording and transcript of the Q+A will also be made available on SoFi’s investor site shortly after the event concludes.
Shareholder Questions: SoFi invites all shareholders to submit, review, and upvote questions from the investor community – a selection of which will be answered by management during the live discussion – ahead of the Dec. 4 event.
- Questions can be submittedhere starting today, Nov. 7, at 1 PM PST until Nov. 27 at 1 PM PST.

Archived webcasts of these appearances will be made available for on demand viewing. To view the webcast, please go to the “Events & Presentations” section of SoFi’s Investor Relations website at https://investors.sofi.com/.

About SoFi

SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps its more than 6.9 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app. SoFi also equips members with the resources they need to get ahead – like career advisors, Credentialed Financial Planners (CFP®), exclusive experiences and events, and a thriving community – on their path to financial independence.

SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings, SoFi Invest, SoFi Credit Card, SoFi Protect, and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com or download our iOS and Android apps.

SOFI-F

View source version on businesswire.com: https://www.businesswire.com/news/home/20231107498234/en/

SoFi Investors: IR@sofi.com

Media: PR@sofi.com

Source: SoFi Technologies

Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.