37 Angels with Lisha Davis | E122

In this 122nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lisha Davis, Founder of Arable Ventures LLC, an innovation and startup consulting/advisory practice in NYC. Davis is also an investor at 37 Angels, Venture Partner at VU Venture Partners, and Former Head of Innovation at Vanguard. Episode Highlights: ● 00:40 – Lisha Davis introduces herself and her career history. ● 02:28 – Lisha talks about being the Head of Innovation at Vanguard. ● 05:44 – What are some common problems she would come across when proposing change at Vanguard? ● 07:00 – She talks about staffing talent at Vanguard. ● 09:00 – What types of projects, categories, and areas she worked to improve at Vanguard? ● 15:30 – What drove her transition into her current role? ● 17:47 – She discusses the 37 Angels investment group of women investors. ● 21:27 – Women-founded businesses statistically do better in terms of growth, traction, and returns. ● 23:44 – What change in her business or industry she would like to see? ● 25:46 – What has been the biggest challenge that Lisha has faced? ● 27:03 – What has kept Lisha Davis excited about the work she is doing? 3 Key Points 1. In the innovation space, you have to have a planning mindset. But, there is no fixed plan you are going to execute flawlessly to get to a predetermined outcome. 2. Horizons Framework for Innovation is a methodology for the types of innovation that can take place: Horizon 1 is about making the business better/faster/cheaper, Horizon 2 is growth innovation, and Horizon 3 is things that disrupt or create new categories. 3. Generation Z, Generation Y, and Generation Z have an all-time low of mistrust in financial institutions. Tweetable Quotes: ● “I am interested in identifying the most interesting start-ups to invest in in the early stage, across a variety of verticals, primarily consumer, enterprise SaaS, and within the fintech space.” – Lisha Davis ● “With a lot of success and growth also comes size, operations, policies, procedures, and all of the trappings of what good companies rely on to make their ship run.” – Lisha Davis ● “There is a saying in innovation that we value diversity of the crowd. We actually want people who think differently, have different backgrounds and experiences.” – Lisha Davis Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● FintechImpact.co – Website for Fintech Impact ● JasonPereira.ca – Sign up for Jason Pereira’s newsletter ● Linkedin – Lisha Davis’ Linkedin Hosted on Acast. See acast.com/privacy for more information.