Ep 64: Investment Banking: How Anne and her Company, IPA, are Changing the Rules

Anne Clarke Wolff is a 30-year transformational leader in the financial services industry with expertise in managing large-scale global businesses and working with companies through financial life cycles – from initial public offerings to mergers and acquisitions. In 2021, Anne founded Independence Point Advisors (“IPA”), a women-owned investment bank and advisory services firm, where she serves as its Chief Executive Officer based in New York. Prior to IPA’s launch, Anne spent the majority of her career managing businesses focused on banking relationships, access to capital markets as well as treasury transformation. During her roles building Bank of America’s $10B Global Corporate Banking business, and as Head of Sales for JP Morgan’s Treasury and Securities Services business, Anne advocated for the integration of technology and banking in driving business results. She also served as Head of North America Corporate Banking at Citigroup and has been repeatedly recognized as one of The Most Powerful Women in Banking by American Banker and Notable Women in Finance by Crain’s New York. Listen to this Takin’ Care of Lady Business episode with Anne Clarke Wolff about her women-led investment bank, IPA, and how they're striving toward the goal of building diverse financial advisory teams who provide new opportunities and better advice for their clients.  Here is what to expect on this week’s show: How and why Anne created IPA and why a positive diversity experience is imperative in the traditional economic industry The basics of an investment bank; raising capital by selling securities, taking companies public, and accomplish their financial goals   IPA’s business model when capital basing for large companies that are progressive; wanting to include diverse firms and regularly access the bond market IPA’s deep focus on energy transition, consumer relationships, and sustainability (ESG: Environmental, Social, and Governance) investments The importance and benefits of having a venture investor as a female founder Straying away from gender stereotypes within the investment industry The difference between character assassination and performance evaluation Connect with Anne:  Website: https://www.independencepoint.com/ LinkedIn: linkedin.com/in/anneclarkewolff Learn more about your ad choices. Visit megaphone.fm/adchoices