The Purse Podcast
By Jana Hlistova
We are changing the conversation for women about money and investing. We focus on how women can manage and invest their money in the public and private markets and how they are the driving force behind the change we want to see in the world. We talk to change makers, financial experts, wealth managers, angel investors, entrepreneurs and fund managers, who shine a light on the key trends in money and investing. Signup: weekly newsletter for global economic, financial and investing news & trends: https://jointhepurse.substack.com
#44: How women can build a healthy relationship with money with Dr. Kate Levinson
Dr. Kate Levinson, PhD, licensed Marriage and Family Therapist (MFT), is the author of Emotional Currency: A Women’s Guide to Building a Healthy Relationship with Money, published by Random House. Her work focuses on the emotional, psychological and symbolic nature of money. She assists others in making connections between their money behaviors and the meanings money holds for them, including the generational money beliefs, habits and racism they have inherited. Kate consults with individuals, families with adult children, and couples on money issues. In addition to her work with clients she most recently was the co-owner of Point Reyes Books, an independent community serving bookstore in Northern California. Her website is www.katelevinson.net. She can also be reached at email@example.com. We cover the following in our conversation: What is emotional currency? The relationship women have with money Money beliefs, including the shame women feel around money Racism and impact Why understanding our history with money intimately is important And how women can breakthrough struggle and hardship around their money-especially as a result of the pandemic Kate shares a message for women who want to shift their relationship with money.
December 2, 2021
#43: Financial advice for women and how to grow your net worth with Cathy Curtis
Cathy Curtis, CFP® is the founder and CEO of Curtis Financial Planning, a full-service financial planning firm based in the San Francisco Bay Area serving clients in the US. Cathy’s mission is to be a fiduciary financial partner for independent women, so they can feel confident about their finances while pursuing what they love and do best. As a CERTIFIED FINANCIAL PLANNER™ and member of CNBC’s Financial Advisor Council, Cathy is a frequently sought-after author and contributor. For more than a decade, she’s shared her unique financial planning insights via her award-winning blog, Of Independent Means, and widely followed Twitter feed (@CathyCurtis). In 2020, Cathy launched the Financial Finesse podcast to showcase successful, interesting women and provide actionable advice for her listeners. For the last five years, Cathy has been named an Investopedia 100 Top Financial Advisors. Investment News also recognized Cathy as one of its 2020 Women to Watch for her contributions to the profession and financial literacy, and support of women inside and outside the industry. We cover the following in our conversation: Financial advice for women Common money mistakes The pandemic: how women manage and invest their money Why women are the driving force behind ESG investing Cryptocurrencies and how to invest Investing in female-led startups The superstar Wall Street investor, Cathy Wood Advice for women who want to engage much more around the money and investing.
November 26, 2021
#42: Gender lens investing, women's access to finance in emerging markets and measuring impact with Christina (CJ) Juhasz
Christina (CJ) Juhasz is the Chief Investment Officer of WWB Asset Management (WAM,) a subsidiary of Women’s World Banking, responsible for raising and investing private equity funds with a gender lens. Prior to joining Women's World Banking, CJ served in increasing positions of responsibility in Deutsche Bank’s fixed income group in New York and London and Merrill Lynch’s capital markets group in New York. CJ began her career as a military police platoon leader in the United States Army, serving in Germany and the US. CJ holds a BS from the United States Military Academy at West Point and an MBA from Stanford University. She is a 2013 Eisenhower Fellow. To date, WAM has $125M in asset under management through two private equity funds -WWB Capital Partners, LP and WWB Capital Partners II, LP –that provide growth capital, and research-driven market and organizational solutions to guide portfolio companies in reaching more women as customers and workforce assets. WAM leverages its influence as an investor to encourage its portfolio companies to increase women’s access to financial services and to increase the recruitment, advancement and equal pay of women as staff and leaders of those companies. These are winning strategies for gaining market share and the upper hand in the war for talent. The funds have invested in 13 portfolio companies covering Latin America, Africa, the Middle East, South-and South-east Asia. The companies offer financial products and services to under-served populations, especially women, including micro-enterprise, small business, agriculture and affordable housing loans; savings and payments services and micro-insurance products. Women’s World Banking Women’s World Banking designs and invests in the financial solutions, institutions, and policy environments in emerging markets to create greater economic stability and prosperity for women, their families and their communities. They work with 56 institutions in 31 countries to reach more low-income women with financial services. We cover the following in our conversation: Impact investing Why invest in women, how big is this opportunity? WWB Asset management: their investment thesis and how they choose to invest What is gender lens investing and why should we care? Measuring social impact Why transparency is important And how we can encourage more investors to allocate their capital for impact?
November 15, 2021
#41: Women's health, closing the gender data gap and healthtech with Helene Guillaume
Helene Guillaume is the founder and CEO of WILD.AI. She studied mathematics and financial risks, she was a quant in a hedge fund and management consultant to Fortune500 companies in AI. She's an ultra-marathon runner, a triathlete, and a surfer. Her favourite combined skillset is vitality+brains. We cover the following in our conversation: Women's health The gender data gap Helene's startup Wild AI and the technology that underpins it Helene's fundraising journey and her experience with investors Female investors Where women's health will be 50 years from now.
October 28, 2021
#40: Female led fintech innovation: why social impact and profitability go hand-in-hand with Isabel Oriol Bastos
Isabel Oriol Bastos is the Chief Operating Officer (COO) and Head of Business Development at ADA Impacto, a female-founded fintech startup. Isabel spent 10 years in the social impact sector. She started her career in Brazil and Chile, working at the UN and social startups. After studying a Masters in International Development at the London School of Economics (LSE), she founded Ánima Soluciones, a consultancy for social entrepreneurs from which she spent 5 years actively involved in the micro-finance sector in Latin America. At ADA Impacto, women at the bottom of the pyramid get control over their microcredit. They do this through an AI Chatbot via WhatsApp, where women apply, receive and repay their loan, while partaking in a mentorship program for their business. ADA launched in Mexico this year and aims to expand across Latin America. They have recently won the Fintech Innovation Challenge Female Founder Award from the Women's World Banking Organisation. We cover the following in our conversation: Female entrepreneurship Social impact startups The startup: ADA Impacto Engaging with micro-lending institutions in the emerging markets Why providing financial education and emotional support to women around their finances is important And Isabel shares a message to investors who are new to social impact startups or indeed to gender lens investing.
October 21, 2021
#39: Rising inflation, slower economic growth and why UK investment is key with Vicky Pryce
Vicky Pryce is Chief Economic Adviser and a board member at the Centre for Economics and Business Research (CEBR). She was previously Senior Managing Director at FTI Consulting, Director General for Economics at the Department for Business, Innovation and Skills (BIS) and Joint Head of the UK Government Economic Service. Before that she was Partner at the accounting and consulting firm KPMG after senior economic positions in banking and the oil sector. She has held a number of academic posts and is a Fellow and Council member of the UK Academy of Social Sciences, a Fellow of the Society of Professional Economists and a Companion of the British Academy of Management. Her latest book, “Women vs Capitalism”, was published by Hurst in November 2019. She is a frequent contributor to media broadcasts and debates on the economy and on the economic rationale for gender equality. She is co-founder of GoodCorporation, a company set up to advise on corporate social responsibility, is a Freeman and Liveryman of the City of London, was the first female Master of the Worshipful Company of Management Consultants and has been sitting on the City’s Members Diversity Working Party. We cover the following in our conversation: The global economy from a macro perspective The narrative from the central banks and the UK government Money printing and what this means for the global currency Are we headed for a market crash? The impact of Brexit Should we be worried about stagflation? Why investing in startups and especially climate change innovation is so crucial And why investing and female led startups can help drive the very economic growth we need What is the light at the end of the tunnel?
October 16, 2021
#38: Emerging female fund manager: how to launch a VC fund with Paulina Tenner
Paulina Tenner is an entrepreneur, an angel investor, an author, a TEDx speaker and a founder of GrantTree, which started with a purpose to help tech startups navigate the complex world of government funding. Since 2010 the team grew organically from 2 to 50 and raised over £200M for more than 600 technology startups and scaleups using solely government funding schemes such as R&D tax credits and Innovate UK grants. GrantTree is also an open culture company which pioneered a self set salary scheme, and an empowering culture governed by holacracy. Paulina is also a seed investor, a startup mentor and an author of 'Laid Bare: what the business leader learnt from the stripper' describing leadership lessons she learnt as a burlesque dancer. Pre-order: http://www.paulinatenner.com/book We cover the following in our conversation: The world of startups How to launch a venture fund Engaging with investors The startups she is likely to invest in Investing for social impact Paulina's journey as an angel investor How she personally invests her money (outside of angel investing) Advice for women who want to become an angel investor or a fund manager
September 28, 2021
#37: Marriage and divorce: how to manage your money with Mary Waring
Mary Waring is the founder of Wealth for Women Ltd, an award winning financial advisory firm, working with midlife women to help them leap into the next stage of their life: whether that be moving on from divorce, reducing working hours to enjoy more free time, or starting a new business. She uses her coaching skills to help clients determine what they want the next stage of their life to look like and her financial planning skills to determine whether they have sufficient assets to fund the desired lifestyle. Her aim is to help you find true abundance, which is so much more than just money! As Coco Chanel said: “There are people who have money, and people who are rich” We covering the following in our conversation: The common mistakes women make when it comes to their money Knowing the difference between your income and your net worth How to think about your money, if you're getting married and what women need to watch out for, if getting divorced Financial advisors, how they can help and how to find the right financial advisor for you How women are managing and investing their money Advice for women who want to engage much more around their money and investing
September 18, 2021
#36: Women, money and power with Gloria Feldt
Gloria Feldt is an acclaimed expert on women, power, and leadership with frontline leadership experience, a bestselling author, and in-demand keynote speaker. She is co-founder and President of Take The Lead, whose mission reflects her life’s passion: to prepare, develop, inspire, and propel women to take their fair and equal share of leadership positions across all sectors by 2025 by providing breakthrough training, mentoring and coaching role modeling, and thought leadership. She is the bestselling author of four books; No Excuses: 9 Ways Women Can Change How We Think About Power, plus her own real world experience, forms the core of Take The Lead’s programs. Gloria's forthcoming book Intentioning: Sex, Power, Pandemics and How Women Will Take The Lead is available by September 28, 2021. She is formerly president and CEO of the world’s largest reproductive health and advocacy organization, Planned Parenthood Federation of America. She was named by Vanity Fair one of “America’s Top 200 Women Leaders, Legends, and Trailblazers,” Glamour’s “Woman of the Year,” She Knows Media Inspiring Woman, Women’s eNews 21 Leaders for the 21st Century, Women Economic Forum Circle of Light award, Texas Monthly’s Texas 20, Martin Luther King Living the Dream Award, and Forbes 40 Over 40. She teaches “Women, Power, and Leadership” at Arizona State University. Feldt has been widely quoted and published, including by the New York Times, Washington Post, USA Today, The Daily Beast, Forbes, Fast Company, Time, Huffington Post, Glamour, Elle and Ms. She has appeared on CNN, MSNBC, the Today Show, Good Morning America and The Daily Show, and an infinite number of podcasts. Her own podcast is “Power TO You.” We cover the following in our conversation: Women and power What does 'intentioning' have to do with power? What has been women's experience during the pandemic? And what has it taught us? Women's relationship to money: what does power have to do with it? Women investors: how critical are they to the future we want to see? How do we encourage more women to invest? Gender parity and women in leadership: what would you do to affect change immediately? What message do you have for women of today about stepping into their power? And stepping into power with money?
September 9, 2021
#35: How a one-woman startup became a global publishing brand with Judy Piatkus
Judy Piatkus is an entrepreneur, publisher and business coach specialising in conscious leadership. She founded Piatkus when she was in her 20s and grew the company to become an international brand, before selling it in 2007, just before the global financial crash that she had shrewdly foreseen. She is now a keynote speaker, an angel investor, and a coach and mentor to start-ups. In 2011 she founded Conscious Café, a network that brings people together for connection and discussion. Find out more at: judypiatkus.com We cover the following in our conversation: How Judy built her publishing business from the ground up Self-funding a business to growth Women's relationship with money Financial independence Angel investing Investing in female led innovation Building wealth Conscious leadership And Judy's book: Ahead of Her Time: how a one-woman startup became a global publishing brand
August 31, 2021
#34: Women and risk with Barbara Stewart
Barbara Stewart is a Chartered Financial Analyst with 28 years of investment industry experience; five years as a foreign currency trader and then more than two decades as a portfolio manager investing on behalf of high net worth entrepreneurs. For the past five years she has been on the Advisory Board of Kensington Capital Partners. 12 years ago Barbara saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. Today, Barbara is recognised worldwide as one of the leading researchers in women and finance. Her Rich Thinking® global research papers quote smart women from all ages, professions and countries and are released annually on International Women’s Day, March 8. Barbara is a columnist for CFA Institute, Canadian Money Saver, and Golden Girl Finance. Barbara is a keynote speaker for CFA Societies, banks and stock exchanges around the world, and conducts interview driven research for financial institutions in Canada and globally. We cover the following in our conversation: Key data points and research on women and money (since the pandemic) Women and ESG investing Why are women risk aware vs risk averse?
August 11, 2021
#33: Longevity, mission-driven investing and how to live to 200 with Sergey Young
Sergey Young is a longevity investor and visionary with a mission to extend healthy lifespans of one billion people. To do that, Sergey founded the Longevity Vision Fund to accelerate life extension technological breakthroughs and to make longevity affordable and accessible to all. Sergey is on the Board of Directors of the American Federation of Aging Research (AFAR) and the Development Sponsor of AGE REVERSAL XPRIZE global competition designed to cure aging. Sergey is also a Top-100 Longevity Leader, who is transforming the world, one workplace at a time, with Longevity@Work – the first non-profit corporate longevity program of its kind. Sergey Young has been featured as a top longevity expert and contributor on CNN, Fox News, and Forbes. As the author of books such as ‘The Science and Technology of Growing Young’ and the mastermind behind the online life extension platform SergeyYoung.com, Sergey is passionate about sharing news from the exciting world of longevity. We cover the following topics: Why invest as a VC? The definition of longevity Is there a difference in how men and women think about longevity? Women's health: an underserved market Gender-lens investing and female investors The Longevity Visionary Fund: Sergey's investment thesis Why invest in disruptive businesses? How is data and technology enabling this disruption? How to diversify risk in a fund Investing for impact and the collaborative vs competitive mindset What makes a good investor? Sergey's personal plan to living until 200 years of age 2050: what is possible as a result of Sergey's work and investments?
July 29, 2021
#32: The menopause, Gen M and how businesses drive change with Heather Jackson
Heather Jackson is a serial entrepreneur with a passion for social movement and extensive experience in the field of diversity and talent management. The former CEO and founder of An Inspirational Journey, Heather has supported more than 150 organisations, with over 15,000 women influenced by her programmes and initiatives. An active media advocate, Heather is a regular keynote speaker and contributor to regional and national media. She is also Chair of The Hundred’s Northern Superchargers. Heather is perimenopausal as diagnosed by her co-founder and good friend Sam Simister. We cover the following in our conversation: What is perimenopause and the menopause? How big is this market? And why is it underserved? What are the 48 symptoms of menopause? Gen M: the menopause partner connecting brands and organisations What can businesses and employers do to support women going through this transition? What is the opportunity for businesses? Heather's approach to starting her business and investment. Advice for women and how their loved ones can support them.
July 14, 2021
#31: Blockchain, crypto, DeFi and how women are innovating with Bridget Greenwood
Bridget Greenwood is the founder of The Bigger Pie, an organisation focused on supporting women in blockchain and emerging tech. As women represent less than 10% of those involved in this sector, The Bigger Pie focus their efforts on supporting the incredibly talented and pioneering #womeninblockchain. Bridget is a firm believer in having more women involved with the design, development and deployment and decommissioning of tech solutions. Bridget has worked with different actors in the blockchain economy since 2017, both retail facing and servicing institutional clients, gaining an insight into the market place, challenges, pitfalls, regulation and breadth of projects and businesses in this rapidly evolving space. She is also co-founder with Dr Amber Ghaddar at The 200bn Club, an accelerator programme to help female led start ups match successfully with investors. We cover the following in our conversation: What is blockchain and DeFi (decentralised finance)? Why is this space so hot right now? Women and crypto Gender diversity: why it is crucial to building new technology and solutions Blockchain projects led by women from The Bigger Pie Community The 200bn Club: matching female-led starts with investors Connect with Bridget here: firstname.lastname@example.org www.thebiggerpie.io LinkedIn: https://www.linkedin.com/in/bridgetgreenwood/ Twitter: https://twitter.com/Bridget_TBP
July 8, 2021
#30: Family offices: adapting to change, women's wealth and ESG investing with Angelo Robles
Angelo Robles is the Founder and CEO of the Family Office Association (US/global). He helps the world’s most successful families create modern, multi-generationally dynamic, international family offices, that are digitally savvy, identify exponential opportunities and hazards in becoming truly anti-fragile. We cover the following in our conversation: What is a single family office? The definition of wealth Women's wealth and the effect on wealth management and the world of investing Investing trends family offices are tracking right now How engaged are female family members in making financial and investing decisions? How do women think about money and investing? Gender-balance in decision-making ESG and gender-lens investing How do we encourage more women to invest in female-led startups and female innovation? How should investors think about allocating their capital so they help to build a better world?
July 1, 2021
#29: The pandemic & the impact on the global, US and UK economy with Shaun Richards
Shaun Richards is an independent economist who specialises in inflation measurement and monetary economics. This follows a career in the City of London where he specialised in derivatives (mainly options) on interest-rates and bonds. He has also worked in Tokyo. He is a Bank of England (BoE) watcher which covers the issues of monetary policy and quantitative easing (QE). Shaun has also traded as a local on the London International Financial Futures Exchange where he mostly traded futures and options on future and present UK interest rates. We cover the following topics in this conversation: What has happened to the global/US and UK economy as a result of the pandemic? What is money printing and what is the impact on the economy? Should we be worried about the rising level of global and UK government debt? We're hearing a lot about UK inflation: can you explain what inflation is? What is driving inflation? What is the rate of inflation and looking ahead to H2 and 2022/23? Interest rates: what do we expect to see in the US/UK in 2021/22/23? Unemployment & productivity: what are we seeing in the UK? What's ahead? (eg structural changes) What is the economic outlook for the global/UK economy? Ray Dalio, the billionaire and hedge fund manager, says that he'd rather buy bitcoin than a bond. Do you agree?
June 25, 2021
#28: How to negotiate: a job offer, with your male partner and as a female founder with Victoria Pynchon
Victoria Pynchon is the co-founder of She Negotiates, a consulting firm and training workshop for women that nests today’s most effective negotiation strategies in the gender culture in which women do business. Although Victoria's focus is now on closing the wage and income gap for women, she has been training lawyers and business people of both genders in mutual benefit negotiation strategies since 2005. The work of She Negotiates has been featured on NPR’s All Things Considered, the New York Times, CNN, the Wall Street Journal, and dozens of smaller news outlets. As a lawyer, mediator and author, Victoria turns 25 years of commercial litigation into the collaborative possibilities of interest-based negotiation. Since earning her legal masters degree in dispute resolution, she has published two books, The Grownups’ ABCs of Conflict Resolution and Success as a Mediator for Dummies. We cover the following in our conversation: What is negotiation? What is the cost of women not negotiating? Why is negotiation more challenging for women (or is it)? How do women negotiate: a) a job offer b) with their male partner regarding money c) as a female founder How do women overcome systemic bias in a negotiation? What books or blogs about negotiation do you recommend?
June 14, 2021
#27: Report: Women in crypto with Marina Spindler
Marina Spindler is a Business Strategy and Communications Consultant. She worked at the oldest American think tank founded by Andrew Carnegie, and reported directly to the editor of the award-winning Foreign Policy Magazine. Her role was business development, not writing. But she received her Masters in Public Policy from NYU when she was 40 and all these experiences taught her to ask deeper questions. In this case, is crypto just about the money? And why were most surveys so narrow and short sighted, focussed mostly on the US and the UK market when crypto is a global revolution. So she teamed up with a financial inclusion expert from Mexico and interviewed one-on-one 60 women from 31 countries with diverse education and socioeconomic backgrounds. We cover the following in our conversation: What is crypto and is this the future of money? We discuss the key findings in the report about women in crypto Why are these women changing the status quo and seeking financial freedom? Why is self-directed learning in blockchain and crypto so key? How does Marina invest? And how can you start investing in crypto?
June 4, 2021
#26: How female entrepreneurs can raise millions: the power of story, mindset & prep with Donna Griffit
Donna Griffit is a corporate storyteller. She has worked globally for over 16 years with Fortune 500 companies, startups and investors in a wide variety of industries. She has consulted and trained clients in over 30 countries, helping them create, edit and deliver verbal and written presentations, pitches and messages. Donna has the ability to magically spin raw data into compelling stories that captivate audiences and drive to results. Through her guidance clients have raised over $1bn. We cover the following in our conversation: Why is having a story crucial as an entrepreneur? What are the key components of a good pitch? How do you build the right mindset? How can female entrepreneurs overcome gender bias in the fundraising process? Female investors & how can women engage much more in the startup ecosystem?
May 24, 2021
#25: The equities market: exchange traded funds (ETFs), sectors, cyclical vs value stocks and responsible investing with Rebecca Chesworth
Rebecca Chesworth is an equities strategist, a thought leader and a conference speaker. She loves to share a passion for equities investment built on extensive market and client knowledge from 30 years as a fund manager, an analyst and an investment specialist. Rebecca is an advocate of active investment selection and integration of ESG principles utilising cheap, flexible instruments such as exchange traded funds (ETFs). Rebecca is a lead strategist on sectors and ESG for SPDR ETFs at State Street Global Advisors. We cover the following in our conversation: Exchange traded funds (ETFs) & ESG ETFs What are sectors and why invest based on sectors Cyclical vs value stocks (vs growth stocks) Should we be worried about inflation? Why is a higher percentage of women and millennials investing responsibly? How can women engage much more around their money and investing?
May 14, 2021
#24: 2X Challenge, gender lens investing and female investors with Jessica Espinoza
Jessica Espinoza is Vice President at DEG, the German Development Finance Institution (KfW Group) and the Chair of the 2X Challenge, a global initiative that has mobilised over $4.5 billion of gender lens investments since its launch at the G7 Summit in 2018. Jessica has extensive experience sourcing, structuring and executing debt, mezzanine and equity deals in emerging markets with a strong focus on social impact. She serves on the Board of Directors of AlphaMundi Foundation and of the Mexican financial institution Mega as well as on the Advisory Board of several private equity funds. She is the Founder of the edtech venture Xoco, empowering adolescent girls in the Global South to leapfrog to digital jobs of the future. As a mentor for Endeavor, she supports high impact companies as they scale up. Jessica is a PhD candidate at University of Siegen, researching the transformative potential of gender lens investing. Prior to joining DEG, Jessica was a Member of the Management Board at ProCredit Bank Nicaragua and part of the Group Funding team at ProCredit Holding. She managed the Africa Regional Office of MicroFinance Transparency in Ghana and led a flagship program to promote responsible finance across Sub-Saharan Africa and Latin America. We cover the following in our conversation: Gender lens investing and why is more capital flowing into this area? Why should we invest in women & women entrepreneurs? What is the 2X Challenge is and why is your work important? What tools do you make available to make it easier for organisations to invest through a gender lens? What is the investment criteria? How do you measure the gender impact of investments? How can investors including VCs and angel investors apply this approach to the startup ecosystem? What are your views on how 'impact conscious' investors are becoming or need to become in order to address some of the world's biggest problems or challenges? How are women the driving force behind impact investing? What are the key takeaways for folks who want to start investing through a gender lens?
May 4, 2021
#23: Building an impact startup and how to invest with Wai Foong Ng
Foong Ng is the founder and CEO of impact startup, Matchable. Foong was previously a Director at PwC advising on structuring M&A deals for Private Equity and Real Estate Funds. She also founded Suit & Pie, a blog and community for and about inspiring women (and men!) inspired by the Lean In / Sheryl Sandberg movement, and the Suits & Startups community, bringing together City workers and entrepreneurs. She read Law with French Law at Cambridge University before becoming the accountant her parents always wanted her to be. In 2019, she left accounting to become the founder of Matchable. She would do most things for cake and coffee, and when not working she can usually be found double-timing to big beat drops on a spin bike or treadmill! We cover the following topics in the podcast: The impact startup Matchable: what is the pitch? What were the early days like? Fundraising: what was it like as a female founder and as a female founder for an impact startup? Have investors changed their approach to investing for impact (as a result of the pandemic)? Female investors vs male investors How do we encourage more women to invest? ***
April 23, 2021
#22: Gender lens investing in the developing world with Ulla Huotari
Ulla Huotari is an Investment Manager at Finnfund, a Finnish development financier and professional impact investor. Ulla focuses on origination and execution of Financial Sector investments and projects with gender initiatives. Ulla has been one of the driving forces of Finnfund’s Gender Strategy and Finnfund has since April 2019 invested over €121 million in companies that promote women’s empowerment in developing countries. Ulla’s background is in asset management with a special focus on micro-finance. She has also been responsible for Finnfund’s treasury. Prior to joining Finnfund in 2012, Ulla worked as a treasury professional at a global company Kemira Plc and in different roles in commercial banks. Ulla holds an MSc in Accounting from Helsinki School of Economics. We cover the following in our conversation: What are some of the key problems or challenges in the developing world? Gender equality and how big an opportunity this is in the developing world? FinnFund and what is the key criteria used to invest? Measuring impact. Gender lens investing and what this looks like on a practical level. Female entrepreneurship. What will the future look like 10 to 15 years from now in the developing world? And how can women can engage much more as impact investors?
April 4, 2021
#21: Closing the gender equity gap with Katica Roy
Katica Roy is a gender economist and the CEO and founder of Pipeline, an award-winning SaaS company that leverages artificial intelligence to identify and drive economic gains through gender equity. Pipeline launched the first gender equity app on Salesforce's AppExchange. The Pipeline platform was named one of TIME Magazine's Best Inventions of 2019 and Fast Company's 2020 World's Most Innovative Companies. Katica was named the 2020 Colorado Entrepreneur of the Year. In 2017, Katica was named a Luminary by the Colorado Technology Association, in 2018 a Colorado Governors' Fellow, in 2019 a Top 25 Most Powerful Woman in Business and a Stevie Entrepreneur of the Year, Gold Award. She is also an industry entrepreneur, thought-leader and frequent editorial contributor and speaker. Katica’s articles have been published by World Economic Forum, NBC, Fast Company, Fortune, Financial Times, Forbes, Bloomberg, Huffington Post, Entrepreneur, The Hill, The Advocate, Salesforce, and Morning Consult. In 2020, her articles garnered over 1 billion impressions. We cover the following in our conversation: Definition: the gender equity gap Why should organisations care more about closing the gender equity gap? Intersectional gender equity How does the Pipeline platform help organisations close the intersectional gender equity gap in the US & globally? How has the pandemic changed the landscape for female founders? The investment allocation problem for female founders and how can we solve this problem? Why government policy is crucial and the role female investors play in closing the funding gap (for women) What needs to change to close the gender equity gap by 2030?
March 14, 2021
#20: Rewire for wealth: how to change your relationship with money with Barbara Huson
Barbara Huson (previously known as Barbara Stanny), is the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher & wealth coach, Barbara has helped millions take charge of their finances and their lives. Barbara's background in business, her years as a journalist, her Master's Degree in Counselling Psychology, her extensive research, and her personal experience with money give her a unique perspective and makes her the foremost expert on empowering women to live up to their financial and personal potential. Barbara is the author of 6 books and her 7th book, Rewire for Wealth has recently been published. We cover the following in our conversation: The key steps to women changing their relationship with money How to deal with shame around money Why we need to get used to being uncomfortable for financial growth Why understanding risk is what makes you wealthy Impact investing and ESG How to manage your money.
March 7, 2021
#19: Bitcoin, ethereum and decentralised finance (DeFi): what every investor needs to know with Diana Biggs
Diana Biggs is CEO of Valour, the issuer of exchange-traded products providing investors with exposure to innovations such as digital assets. Their first product, Bitcoin Zero, is listed on the Nordic Growth Market stock exchange in Sweden. In additional to her role at Valour, Diana is an Associate Fellow with Said Business School, University of Oxford and a Board Member for the World Economic Forum Digital Leaders of Europe initiative. We cover the following in our conversation: What is bitcoin? And why do we need to understand bitcoin as a technology as well as a digital monetary system? What are the key events or markers (if you like) in the last 3-6months, which have accelerated not just the bitcoin price, but the adoption of bitcoin? How has the pandemic and the global economic crisis around the world played into the growing adoption of bitcoin, crypto & digital assets? And why is this important? Speculators see an inevitable bubble bursting. Others regard long-term interest from investors as evidence that the asset is durable ie bitcoin is here to stay. What's your view? What is decentralised finance? What is ethereum and how does it enable DeFi? Why have DeFi projects exploded recently? What are exchange-traded products? What's ahead for Valour? How do we encourage more women to invest in crypto & digital assets? What does the world look like in 2050 and what's happened to the global monetary system? What's your take on Dogecoin?
February 22, 2021
#18: Investing in the transformation of health with Julia Angeles
Julia Angeles joined Baillie Gifford in 2008 and is the Portfolio Manager of the Health Innovation Strategy. Prior to Baillie Gifford, Julia worked as a management consultant for McKinsey & Co advising firms in Denmark, Russia and Hungary. Since joining Baillie Gifford Julia has worked on a number of regional and global investment strategies. Julia has a passion for the transformation taking place in healthcare, and it was this passion which led to the establishment of the strategy. She believes that over the next 10 years healthcare systems around the world will experience a monumental change and we will witness a move away from reactive medicine to a world where prevention and cure will become an integral part of healthcare driven by technology. Julia is also a member of the International Growth portfolio construction group. Julia obtained a BSc, MSc and PhD in Economics from the University of Aarhus, Denmark and speaks fluent Russian and Danish. We cover the following in our conversation: How do you define biotech and healthcare? How are we on the cusp of a revolution in healthcare? Moderna Inc: investing in the biotech firm which developed the first COVID-19 vaccine. How do you think about the companies you invest in and what is the key criteria you use? Why do you identify disruptive businesses in the healthcare sector and why is this important? Being part of an all-female team, how might your approach in how you invest differ (to say an all-male team of fund managers in the same industry)? As more women lead investment funds and drive investing decisions at the institutional level, how do you think this will shape the market on a global scale? 'The nature of asymmetry is such that investment returns are driven by a few big winners...The main constraint to us appreciating that potential is our imagination': can you elaborate what you mean by that? What would you advise women who want to become investors?
February 9, 2021
#17: Brexit & Covid-19: the impact on women with Vicky Pryce
Vicky Pryce is Chief Economic Adviser and a board member at the Centre for Economics and Business Research (CEBR). She was previously Senior Managing Director at FTI Consulting, Director General for Economics at the Department for Business, Innovation and Skills (BIS) and Joint Head of the UK Government Economic Service. Before that she was Partner at the accounting and consulting firm KPMG after senior economic positions in banking and the oil sector. She has held a number of academic posts and is a Fellow and Council member of the UK Academy of Social Sciences, a Fellow of the Society of Professional Economists and a Companion of the British Academy of Management. She was until recently on the Council of the Institute for Fiscal Studies and is a member of the Advisory Board of the central banking think-tank OMFIF and of the Economic Advisory Group of the British Chambers of Commerce. She is also a Patron of the charities Pro-Bono Economics and Working Chance. Her books include: “Greekonomics: The Euro crisis and Why Politicians Don't Get It”; “It's the Economy, Stupid- Economics for Voters”, with Ross and Urwin; “Redesigning Manufacturing”, with Nielsen and Beverland”; and “Why Women Need Quotas”. Her latest book, “Women vs Capitalism”, was published by Hurst in November 2019.. She is a frequent contributor to media broadcasts and debates on the economy and on the economic rationale for gender equality. She is co-founder of GoodCorporation, a company set up to advise on corporate social responsibility, is a Freeman and Liveryman of the City of London, was the first female Master of the Worshipful Company of Management Consultants and has been sitting on the City’s Members Diversity Working Party. We cover the following in our conversation: What does the field of economics help us to understand? Why can't women 'have it all' in a free-market economy? What is the fallout of the pandemic on women? How is Brexit in the UK adding to this negative and detrimental impact on women? According to research, an estimated 22% of employed women in the United Kingdom could find their jobs displaced by automation by 2030. What needs to happen to ensure that these women don't get left behind? What role do you see female entrepreneurs play in driving more growth, prosperity and innovation in our economy in the UK, US and globally? We are in the midst of a massive transfer to wealth globally to women. What impact will this have on the world we live in? What needs to change to ensure we reverse these negative trends on women and accelerate change for the better? If we had more women sitting at the table, for example, making decisions in government, how much more likely is it that we would see change happen a lot more quickly? What message do you have for government and policy-makers out there in order to help correct the market failure and gender inequalities we have talked about? And what would you say to women, right now, who are having to deal with so much and are simply not getting the support they need? What should they think about?
January 27, 2021
#16: Sextech: why the next big thing in tech is disrupting sex with Cindy Gallop
Cindy Gallop is the founder and CEO of MakeLoveNotPorn launched at TED 2009 – ‘Pro-sex. Pro-porn. Pro-knowing the difference’. In 2013 she turned MakeLoveNotPorn into the world’s first user-generated, human-curated social sex video-sharing platform, socialising and normalising sex in order to make it easier to talk about, to promote consent, communication, good sexual values and good sexual behaviour. MakeLoveNotPorn is spearheading the Social Sex Revolution (the revolutionary part isn’t the sex, but the social). Given the challenges Cindy has faced finding investors, she is raising the world’s first dedicated sextech fund, All the Sky Holdings. She speaks at conferences globally and consults, describing her approach as ‘I like to blow shit up. I am the Michael Bay of business.’ We cover the following in our conversation: Cindy talks to us about MakeLoveNotPorn and the journey she's been on as a female founder in an entirely new category. Why the next big thing in tech is disrupting sex. Why founders from underrepresented groups are uniquely able to design and build safe spaces on the web. Cindy's experience in fundraising for her startup. What she looks for in her investors. Why we need more women to back female and underrepresented founders. And Cindy talks to us about her vision for creating and launching her $200 million sextech fund.
January 16, 2021
#15: Feminist economics, measuring 'women's work' and women's innovation with Katrine Marcal
Katrine Marçal is an award-winning author, journalist and keynote speaker. Her first book “Who Cooked Adam Smith’s Dinner” has been translated into more than 20 languages and was hailed by Margaret Atwood as “a smart, funny, readable book on economics, money and women”. It was named one of The Guardian’s Books of the Year in 2015. Katrine works for Dagens Nyheter, the largest broadsheet newspaper in Sweden and she was one of only a handful of European journalists to get an exclusive interview with Michelle Obama before the publication of the Former First Lady’s memoir Becoming in 2018. In her role as a financial journalist Katrine has interviewed many of the world’s most respected economic thinkers like Nouriel Roubini, Nassim Taleb and Yanis Varoufakis. Her book “Mother of Invention: How Good Ideas Get Ignored In An Economy Build For Men” became a bestseller in Sweden in 2020 and will be published in English in 2021. We cover the following in our conversation: What is feminist economics? How has modern economics failed us and what needs to change? How do we value women's work? Women's innovation and why it has been largely ignored? Why investing in women and the female market will drive innovation.
January 10, 2021
#14: Why women investing will change the world (and how they will do it) with Heather Ettinger
Heather Ettinger is the CEO and Founder of Luma Wealth Advisors (US). As a champion for women and girls for over 30 years, Heather Ettinger is widely recognised for her unique experience and dedication to helping women build their financial acumen and wealth, culminating in the founding of Luma Wealth Advisors in 2017. She specialises in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes and to align their resources around family values and impact in their communities. Heather has a bestselling book entitled, Lumination: Shining a Light on A Woman’s Journey to Financial Wellness and she has co-authored two research studies about women and wealth. Heather has been featured in many publications including The Wall Street Journal, Barron’s, and Bloomberg. She has served on numerous non-profit and private company boards across a wide range of industries including technology, financial services and healthcare. Heather considers raising her three children with her husband, Jeff to be her greatest and most rewarding accomplishment. Her favourite activities include playing ice hockey, skiing and hiking. We cover the following in our conversation: What is financial wellness? What role do emotions play in how we manage our money? How do we move from the 'fear zone' to the 'confidence zone'? ESG & impact investing. Why invest in female-led start-ups? How does the financial services industry to change? And what will the world look like in 2075 when women own the majority of private wealth globally (& women make the majority investing decisions?)
December 23, 2020
#13: How female angels invest and why female founders are shaking things up in retail with Eva Pascoe
Eva is a digital leader who has pioneered the Internet, e-payments, e-commerce fashion solutions and e-CRM. Eva co-founded the world's first Internet cafe in 1994. And she developed fashion web shops for (including) Topshop, Topman, Dorothy Perkins, Racing Green and Burton. After a successful Crowdcube fundraising campaign in January 2017, Eva joined Bluebella as a non-executive director, overseeing the brand's digital acquisition and international ecommerce strategy. Since 2013 her ecommerce consultancy The Retail Practice has been advising the largest pan-European lingerie brand Hunkemoller. In her role as Charity Trustee for Trading Group, Eva has also advised one of the largest UK military charities, Help4Heroes, supporting the charity team since 2013 in their online trading activities on digital acquisition, CRM and transition to new e-commerce platform. She has recently co-authored digital retail policy papers on Re-imagining The High Street and a new policy for West End of London in her “Surf and Turf” contribution to a recent publication commissioned by the Centre for London and New West End Company. She regularly speaks at key retail industry events run by the Retail Institute and runs a weekly digital innovations blog The Retail Bytes. Eva is also an active angel investor with a focus on female founders. We cover the following in our conversation: Can you talk to us about the time you set up the world's first internet cafe? How has being an entrepreneur shaped how you choose to invest in early stage businesses? How do you decide what startup businesses to invest in? What are some of the differences in what women and men choose to invest in and how they invest? What role do networks play in how you invest? What are you excited about in terms of investing in 2021? What advice do you have for women who want to engage much more around their money and invest?
December 13, 2020
#12: How to manage your money with Tina Weeks
Tina Weeks is the founder of Serenity Financial Planning, a unique financial planning company that aims to deliver Financial Life Planning to as many people as possible in the UK. Tina has been a financial adviser since 1996 and specialises in Financial Life Planning. This is a new technique that encourages and inspires clients to identify what is most important to them and what they really want to do in their life. She then works with them over the long term to ensure they have enough money to do it and are confident about their financial planning. She advises her clients on pensions, investments, insurance, estate planning and every other aspect of their financial planning. In addition, Tina will help clients get a clearer understanding of their relationship with money and teach them tools to better manage their finances on a day to day basis. We cover the following in our conversation: Can you think back to a pivotal moment or experience growing up, which has had a profound impact on your relationship with money? What's your view on the global & UK economy right now and the fact that there is a stock market/economy disconnect? Tina, you're a financial life planner: can you explain what you do and how it differs from financial advice? You work with female clients, do you see any differences in how women choose to manage and invest their money compared to men? The gender pension gap: how should women think about their pension to ensure they have saved enough for retirement? What do you think needs to change in the financial services industry to be more inclusive of women? A lot of people are feeling very uneasy about their money. Women in particular have been hard hit during the pandemic ie reduced hours, job loss as they struggle with more childcare and homeschooling responsibilities. What would your advice be to women who are feeling very uncertain about their money right now? What would you advise women who are keen to engage around their money and investing, but are short on time?
November 12, 2020
#11: How to invest in startups through an angel syndicate with Matthew Stafford
Matthew Stafford has worked with startups since 2010 and is the co-founder of 9others, a global entrepreneurs network, and Dot Matrix Group, an angel investment syndicate. 9others was established in 2011 and is now a global network of 4,000+ entrepreneurs in 45+ cities who meet over dinner to help each other solve the challenges of business and life. Established in 2016 Dot Matrix Group is an angel syndicate that invests in seed stage technology startups in the UK. Matthew is a patient investor and typically gets to know and contributes to entrepreneurs over many months and even years before investing. Before all that, Matthew worked in technology for RBS, The Bank of New York and others, studied Computer Science at Durham University and has an MBA from Imperial College Business School. We cover the following in our conversation: How did you get started as an angel investor? What is an angel syndicate? What's the criteria and process for an angel investor joining? How do you decide what startups to invest in? How do we get more women and underrepresented groups more involved in angel investing? What do you say to people who assume that because startup investing is risky, they shouldn't go anywhere near it?
October 13, 2020
#10: Closing the gender pay gap: how to negotiate more pay and what this means for your money with Katie Donovan
Katie Donovan is one of the leading pay-equity experts and advocates in the US. She innovated and authored the widely praised and quickly adopted restrictions on the common question of salary history in hiring and compensation decisions. In doing so, she proved the processes are biased. Katie's innovation has led to 34 laws and executive orders within four years to be passed on the state and local levels. And more importantly for women to earn starting salaries that are 8% higher and Black job changes to earn starting salaries that are 13% higher where such restrictions exist. Since 2011, Katie has been consulting with individuals on negotiating their pay and on changing the processes within their organisations through her firm Equal Pay Negotiations. Katie's roles in the fight for pay equity have included founding member of the Massachusetts Equal Pay Coalition and advising pay-equity advocates on strategy, tactics, and testimony throughout the country. Katie has spoken and conducted workshops on equal pay, salary negotiations, and unintended biases in hiring at hundreds of venues including Harvard Business School, Massachusetts Institute of Technology, the NASDAQ. She is a sought-after commentator on pay equity and women in business including the BBC and CNN. We cover the following in our conversation: Why are you so passionate about this topic? What are some of the challenges or difficulties women and minorities face when it comes to negotiating a fair salary or a fair package? Systemic bias: what is it and how is this holding women back? What are the implications for women and their net worth? What is negotiation and why is it important? How can women prepare for a salary package negotiation? What are the key steps they need to take to be ready? If you experience discrimination or unconscious bias when you're negotiating your salary or package-what can you do? What is the gender equity gap and what can women do to close it? What can employers do and who is getting this right?
September 19, 2020
#9: Radical generosity and the women working on the world's to-do list with Vicki Saunders
Vicki Saunders is an entrepreneur, award-winning mentor, advisor to the next generation of change makers and leading advocate for entrepreneurship as a way of creating positive transformation in the world. Vicki is Founder of #radical generosity and SheEO, a global community of radically generous women supporting women-led Ventures working on the World’s To Do List. Vicki has co-founded and run ventures in Europe, Toronto and Silicon Valley and taken a company public on the Toronto Stock Exchange. Vicki was named one of the 100 most influential leaders of 2015 from “EBW – Empowering A Billion Women”. In 2001, Vicki was selected as a Global Leader for Tomorrow by the World Economic Forum. We cover the following in our conversation: What does radical generosity mean to you and why is it important? Why should women invest; why is it important? And why should women fund female founders? Why do we need to build new systems for change? Can you talk to us about SheEO and the unique business model? What are you excited about in the world of investing? What advice do you have for female founders raising during the pandemic? And how can women become activators?
August 1, 2020
#8: How women are powering the next generation of female (and diverse) founders and why investing for impact makes sense with Shelley Kuipers
Shelley Kuipers is building the world she wants to live in. As an activist in business, entrepreneurship and investment, she is hell bent on defeating the status quo one project at a time, and replacing it with options that are more equitable, feminist and ecologically sustainable; revolutionary options that drive greater value for both business and consumer. Shelley is a co-founder of IOVIA and Adventure Capital. She previously founded crowd-sourcing company, Chaordix and was a founding member of Stormworks. She is also co-founder of financial feminist platform, The51 and sustainable direct to consumer clothing brand Harris Kuipers, all in addition to championing the entrepreneurs she has chosen to invest in. Shelley loves to travel for business and adventure but also questions the sustainability of it all - in fact she knows it isn't. When on a break Shelley finds herself revelling in nature with family and friends in Canada. We cover the following topics in this podcast interview: How you got started on the journey as an investor and why you have decided to focus on the female market? What trends are you seeing now with regards to female wealth and women investing? Why do you think women tend to be more interested in investing for social good or impact? We know that women's wealth is on the rise: how do you think we can encourage more women to invest? What would you say to female founders who are raising capital right now? What advice would you have for women who want to engage much more around their money & investing but are short on time and/or money right now?
July 26, 2020
#7: Female entrepreneurship, how to raise funding, why crowdfunding makes sense and how women can invest with Julia Elliott Brown
Julia Elliott Brown, CEO and Founder of Enter The Arena, is the UK's leading fundraising and growth advisor working exclusively with women entrepreneurs. With 20+ years commercial experience developing, building and funding high-growth start-ups, including the award-winning online shoe design brand Upper Street, and internet pioneer UpMyStreet.com, Julia's mission and passion is to bring her wealth of expertise to support women entrepreneurs on their own journeys to raising finance and scaling their businesses. Alongside her coaching and advisory work, Julia mentors female founders at Natwest Entrepreneurial Spark and Virgin Startup. She is a judge at the Great British Entrepreneur Awards and also hosts the ground-breaking podcast Fundraising Stories with Women Entrepreneurs. We cover the following topics in the podcast: What were some of biggest lessons from running your start-up and raising capital? How would you describe the landscape for female entrepreneurs raising capital-what are some of the challenges and how can female entrepreneurs overcome them? How has this changed for female entrepreneurs since pandemic? What's your view on the Future Fund? What are some of the way female entrepreneurs can raise funding today? Have you noticed any differences how women and men invest in start-ups? And how might female entrepreneurs apply that in how they raise funding? What are you excited about in the world of investing in 2020 and beyond? What would you advise women who want to engage more around money and investing-but don't have time?
July 18, 2020
#6: How technology can help women and Gen Z become frequent investors with Lauren Winfield
Lauren Winfield is the founder and CEO of Signum City, a mobile app that illuminates the power of money through gamifying the stock market. She aims to democratise investing and financial literacy, especially for Gen Z. After watching herself and her peers struggle to find their footing financially, she knows firsthand the perils and power of money. She graduated from Belmont University with a BBA in Music Business and International Business and completed a thesis on the trend of Social Capitalism. With over 10 years of immersing herself in SMBs in Austin, TX, Lauren is passionate about pushing Signum City forward with her strategic leadership and keen skills in Operations and Marketing. She completed the SputnikATX accelerator program for Signum City in 2019, and she's excited to continue to illuminate the power of money for the next generation. We cover the following topics in the podcast: How would you describe the market for women investors today? What are some of the challenges women face in becoming more engaged and frequent investors? How does learning and investing within a community help? How can technology help women and Gen Z invest? Why is mental health key to investing well? How did you become a long term investor? Do you have any tips for female founders running a start-up at this time?
July 8, 2020
#5: Female-led venture capital (VC): why women investing can change the fundraising landscape for female founders- with Gail Wong
Gail Wong is the General Partner for Her Capital: a venture capital fund with a laser focus on female founders. They believe in the strength, drive and potential of female entrepreneurs across Southeast Asia, the world’s largest emerging market. Gail is also a certified coach enabling abundance for women; a SheEO activator and gender-lens investor. She describes herself as a whole-brained multi-hyphenate who defies easy definition: she is an investor, coach, a cappella performer, yogi, empath, global citizen. We cover the following topics in the podcast: How do you raise a venture capital fund? Why have you decided to focus on female entrepreneurs? How has Covid-19 impacted the fundraising and entrepreneurial landscape in South East Asia? Is there a difference in how men and women invest? What are you excited about in the world of investing in 2020? How do you personally invest your money? What advice do you have for women who want to start investing in startups? And what would you say to women who want to engage much more around their money and investing? Connect with Gail Wong and Her Capital here.
June 24, 2020
#4: The future of money: how women can start investing in digital assets with Veronica Mihai Das
Veronica Mihai Das is one the of founding partners at Bloomwater Capital, a hedge fund based in the British Virgin Islands that employs quantitative algorithmic trading strategies for traditional cryptocurrency markets. With over 15 years experience in management consulting for enterprise programmes in non-for-profit organisations, private corporations and the public sector in the UK and Europe, Veronica now concentrates her skills and knowledge in the blockchain space. She has invested in blockchain and women-led start-ups and has owned an enterprise grade cryptocurrency mining farm. She believes in inclusion, diversity and gender equity in the blockchain space, technology and beyond and works to build a future world that her children will thrive in. Bloomwater Capital offers the opportunity for professional investors to diversify their portfolio whilst adhering to traditional business principles of regulation, transparency and trust. We cover the following topics in the podcast (60mins)-recorded 21 March & 10 May 2020 Why are you interested in blockchain and the crypto market? As a founder & investor in the blockchain & crypto industry, why did you decide to build a start-up in this industry? For those of us who are new to the space: can you explain what the blockchain is and what crypto is? How would you describe the crypto marketplace? Investors such Warren Buffet criticise cryptocurrencies and warn against investing in them. Why is that? And could Warren Buffet be wrong? For women who are new to crypto but want to invest, what is the best way to get started today? In order to become long term investors, how can women think about investing in crypto or digital assets? Additional interview about bitcoin halving which took place May 11, 2020: What is Bitcoin halving? Why is it important and how should we think about it?
May 16, 2020
#3: Financial planning & wealth management: how women can grow their wealth with Anna Sofat
Anna Sofat is the founder of Addidi, a financial services boutique for women. Anna sold the business to the Progeny Group who are spearheading a move to bring all your wealth, tax and legal advisers into one room. Prior to founding Addidi, Anna was the managing director at Fiona Price & Partners, the first business set up specifically to provide financial advice for women by women. She graduated from Hull University and has a Masters from the London School of Economics. She is a chartered financial planner, won Unbiased’s financial adviser award in 2014, and was ranked No 1 female adviser by Financial Adviser in 2015. Anna was also awarded the Woman IFA of the year in 2019. Away from work, she is married and a mother of two girls. She has served as councillor on Rochester City Council, her local parish council and was a non-executive director for the social enterprise, Fair Finance from its inception in 2005 to 2014. We cover the following topics in the podcast: How are you 'the voice of women's wealth'? What was your experience of money and investing growing up? Why do we need the wealth management industry to change and how does the industry need to change? How does Addidi/the Progeny Group differ in the market? What do financial planners do and how can working with one help make a difference to your financial future? How can women invest for social impact? What are you excited about in the world of investing in 2020? How do women become more engaged around their money & investing?
May 3, 2020
#2: Angel investing: how more women can invest in start-ups with Sarah Turner
Sarah is a technologist, entrepreneur and angel investor. In 2014 she co-founded the fast-growing and award-winning angel network, Angel Academe. Their mission is to introduce more women to angel investing and to invest in women founded and co-founded technology startups with high growth potential. Investments include: Provenance, which uses the blockchain to provide supply chain transparency; Raremark which uses AI to help patients with rare diseases make informed choices about treatment; and Fiskl, a fintech for micro-businesses. Sarah is also on the board of the UK Business Angels Association. We cover the following questions in the podcast: What sparked the idea to start an angel network aimed at women? Why do we need angel networks aimed at women, like Angel Academe? What makes Angel Academe a unique proposition in the market? What is an angel investor? How do you become an angel investor? What is the criteria & where do you start? What is the process for investing in a start-up and what does an angel investor have to do? At a very high level, how does the maths work? What is Sarah excited about in the world of investing? How do we encourage more women to become angel investors?
April 5, 2020
#1: Women, money & investing: why there has never been a better time for women investors with Barbara Stewart
Barbara Stewart is a Chartered Financial Analyst with 28 years in the investment management industry, five years as a foreign currency trader and then two decades as a portfolio manager investing on behalf of high net worth entrepreneurs. Ten years ago Barbara saw a need to challenge outdated financial industry stereotypes and share positive messages about women and money. Today, Barbara is recognised worldwide as one of the leading researchers in women and finance. Her Rich Thinking® global research papers quote smart women from all ages, professions and industry. Barbara is a keynote speaker for CFA Societies, banks and stock exchanges around the world, and conducts interview driven research for financial institutions in Canada and globally. The key topics we discuss in the podcast include: Why is the world waking up to women investors now? What does the financial services industry need to do differently in order to engage more women? Why are women 'risk aware' as opposed to 'risk averse'? How do women invest differently to men? How can more women engage around their money & investing? This podcast was recorded on 8 February 2020.
February 28, 2020