Money Stories with LDT

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Maureen Quigley and Nick Crocker. Maureen is a Partner, Portfolio Manager, and Chief Compliance Officer at Howland Capital. She manages her clients’ assets in the context of their total financial picture, with attention to both their short-term and long-term objectives. As Chief Compliance Officer, Maureen fosters a culture of compliance in order to mitigate risks and maintain the honesty and integrity that are an integral part of being a Fiduciary. Nick is a Portfolio Manager and Senior Analyst at Howland Capital Management. Nick is responsible for researching and covering equities as well as serving on the Investment Committee. In addition to equity research, he manages client portfolios and advises clients on asset allocation and financial planning based on their unique circumstances.

Learn more about Howland Capital: https://www.howlandcapital.com/

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Carolyn Beatty, a tax manager at Howland Capital where she co-leads the tax division. A Certified Public Accountant, Carolyn currently focuses on tax preparation, tax reporting and corporate accounting at Howland Capital. Prior to joining Howland Capital, Carolyn managed the Tax and Reporting function for the Trust and Gifts Group at the Harvard Management Company and was a Senior Consultant at Deloitte in its Investment Management Advisory Services department.

Learn more about Howland Capital: https://www.howlandcapital.com/

Cate Luzio is the founder and CEO of Luminary, a collaboration hub for women who are passionate about professional development and expanding their networks. Prior to self-funding the launch of Luminary, Cate was the Executive Vice President and Global Head of Multinational Corporate Banking for HSBC managing roughly $2 billion in revenue and teams in 72 countries. In this episode, learn more from Cate about how to invest in yourself, in your network and in your career. https://www.luminary-nyc.com/

Erika Cramer is the Managing Partner with How Women Invest and its gender-lensed early-stage venture fund. With more than 25 years of experience in M&A, capital raising, divestitures, succession planning and valuations, Erika is an accomplished investment banking executive, advisor, and board member. The venture fund “How Women Invest” is seeking to change the landscape of funding for women investors and entrepreneurs. For background: only 2% of companies founded by women get venture backing, despite the fact that 40% of companies are founded by women, AND they generate 26% greater return than those founded by men. Our conversation will dive deeper into these statistics and peel back the layers on the untapped economic potential that sits at the intersection of women founders and women investors. https://www.howwomeninvest.com/

Shaun Robinson is an Emmy-winning journalist, television host, author, producer, and philanthropist. She is perhaps best known in the entertainment industry for hosting shows like Access Hollywood and 90 Day Fiancé. Prioritizing her goal of being a positive role model, Shaun has also created her own nonprofit to help empower girls and young women. The “S.H.A.U.N.” Foundation for Girls supports small, grassroots charities that are doing work in five key areas of gender issues. From working with the UN’s Girl Up initiative to graduating from Spelman to being part of Women Moving Millions, Shaun has no shortage of stories and insights. In our episode, we’ll explore themes of generosity, empowerment, and activism. Learn more: https://www.shaunrobinson.com/

Juliet Scott-Croxford is the former CEO of Worth Media. She began her career as a management consultant, learning to code at IBM before focusing on business strategy and organizational change — working with clients to solve complex business problems across a variety of sectors through the use of technology. During our conversation, we’ll look back at Juliet’s trailblazing background and path to becoming a CEO, explore stories of resilience, and capture practical takeaways for success. Read more on Worth: https://www.worth.com/ldtaylor/

Karen Cahn is the Founder & CEO of iFundWomen, a startup funding platform for women entrepreneurs. The mission of iFundWomen is to close the funding and confidence gap by providing a full-stack solution that connects innovators to crowdfunding, grants, expert business coaching, and a vibrant community of women business owners collaborating on how to win. Together, we’ll dive deeper into Karen’s background with Google, her ambitions for the future, and her insights into the power of women’s innovation. http://www.karencahn.com/

Kristin O'Keeffe Merrick is a Financial Advisor with O’Keeffe Financial Partners LLC. She has over 17 years of investment experience, having spent the first part of her career as a sales trader in the foreign exchange and emerging markets at various international banks — serving most recently as a Vice President at Morgan Stanley before joining her family’s company as a dynamic next-gen leader. Today, Kristin uses her background and experience towards the empowerment of individuals, families, small businesses and non-profit organizations in the challenging world of finance. She is a hands-on “money expert,” who is especially excited to work with female entrepreneurs and executives to provide them with creative financial strategies and solutions. Learn more: https://www.instagram.com/thegirlwhosavesmoney/?hl=en

Kara Goldin is the Founder & CEO of Hint: a lifestyle brand most famously known for its Hint Water product – an unsweetened flavored water. In addition to being Hint’s CEO & Founder, Kara hosts her own podcast called "The Kara Goldin Show" where she converses with industry disruptors and innovators in wellness, business, and life. In 2020, Kara released her own book, Undaunted: Overcoming Doubts + Doubters. Part autobiography, part self-development, Undaunted is a playbook for harnessing courage for long-term success. Learn more about Kara’s noteworthy journey across entrepreneurship, wellness, and innovation – all through the timeline of her own money stories. https://karagoldin.com/

Monica Lozano wears many notable hats. To start, she is the CEO of College Futures Foundation – an organization creating a clear and open pathway to a college degree for the diverse students of California. Prior to joining College Futures Foundation, Monica spent 30 years as editor and publisher of La Opinión, the U.S.’s largest Spanish-language newspaper. Today, she is on the board of several notable American companies, including Target, Bank of America and, most recently, Apple. On Money Stories, we begin with Monica’s stories of family and entrepreneurship, go deep into the intersection of financial literacy and education, and end with Monica’s vision for progress. Learn more about College Futures Foundation: https://collegefutures.org/

Ron Lieber has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the start-up team at the paper’s Personal Journal section. Ron’s newest book is called The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make. The book is a culmination of his 15 years of personal finance reporting. The Price You Pay for College asks education leaders questions that families don’t know (or are afraid) to ask, puts the surprisingly small amount of existing data on this topic into context, and pulls back the curtain on how schools set prices. Learn more about Ron and his new book: https://ronlieber.com/

Betsy Smith is the President & CEO of the Central Park Conservancy. In her leadership for Central Park, one of the world’s most iconic and treasured public spaces, Betsy oversees strategic planning, park operations, marketing and communications. Building on the Conservancy’s successful completion of a 40-year restoration plan, Betsy’s focus is on ensuring that Central Park’s inspiring mission as the “mind and heart of all New Yorkers” is achieved through financial sustainability, operational excellence and engaged governance. During this episode, we’ll hear Betsy’s own stories about leadership and the importance of financial competence and confidence. She’ll share more with us about the power of philanthropy and how we can tap into generosity for positive impact.

Daisy Auger-Dominguez is the Chief People Officer at VICE Media Group – a digital media and broadcasting company focused on arts, culture, and news topics. In her role at VICE, Daisy leads global diversity, equity and inclusion strategies as well as corporate social responsibility practices. Daisy has made it her mission to make workplaces more equitable and inclusive. She has a talent for inspiring and equipping leaders to think inclusively, lead with purpose, and embrace courage to shape a better future for all. Through the context of her own moving money stories, Daisy dives deeper into themes of disruption, community, workplace equity, and pay transparency.

Jennifer Barrett is an award-winning journalist, best-selling author and content strategist with more than a decade of management experience at platforms like CNBC Digital, Acorns, and DailyWorth. In April of 2021, Jennifer released her newest book: "Think Like a Breadwinner: A Wealth-Building Manifesto for Women Who Want to Earn More (and Worry Less)." Since its release, "Think Like a Breadwinner" has been billed as a manifesto for the working woman. Barrett’s call to action challenges women to harness the power that a “breadwinner mindset” creates. It includes tips on building wealth and finding balance, as well as research-backed ideas for harnessing financial freedom. Learn more about Jennifer: https://www.jenniferbarrett.com/. 

As a dedicated champion of women, Sam has devoted her career to advocating and supporting women in the pursuit of their dreams. Thousands of women from C-level leaders to administrative assistants to moms returning to the workforce have benefitted from Sam’s unique guidance. She finds that spark within each of them and turns it into a fire. In Sam’s quest to help women achieve financial independence, she launched Park Place Payments. Learn more about Sam: https://www.samanthaettus.com/

Lara Tiedens is the president of Scripps College. In this role, she has implemented initiatives to ensure a holistic student experience, cultivate a diverse and inclusive community, and forge strategic partnerships to amplify Scripps’ impact and influence on the advancement of women in society. In this episode, we discuss the intersection of financial literacy, confidence and education. Learn more about Scripps College: https://www.scrippscollege.edu

Lindsey Stanberry is the Deputy Managing Editor of CNBC Make It — a content vertical helping Americans get smarter about how they earn, save and spend money. Prior to this role, Lindsey was a founding editor of Money Diaries, Refinery29′s most popular column, and authored the book based on the series, "Refinery29 Money Diaries: Everything You've Ever Wanted to Know About Your Finances... and Everyone Else's." Today, she shares a few of her own money stories and discusses the power in sharing these with one another.