Take the Stage

Lorine Pendleton's career has never followed a conventional path. After beginning as a media and entertainment attorney representing legendary artists including Prince, Stevie Wonder, and Chaka Khan, she transitioned into venture capital with a mission to address the funding gap facing women and underrepresented founders.Today, as the Founding Partner of 125 Ventures, Lorine invests in early-stage companies operating where sports, media, entertainment, and technology converge. She shares how her experience negotiating intellectual property and talent deals shaped her investment philosophy, why she believes sports remain one of the few truly AI-resistant forms of content, and why women's sports represent one of the most compelling investment opportunities of the decade.The conversation explores the rapid evolution of sports consumption, the rise of creator-driven business models, emerging opportunities in sports technology, and the resilience required to build a venture fund in a challenging fundraising environment. Lorine also reflects on the lessons sports taught her about leadership, teamwork, and perseverance—qualities that continue to shape her approach as an investor and entrepreneur.For anyone interested in venture capital, sports investing, innovation, or building something meaningful from an unconventional career path, this conversation offers both practical insight and an optimistic view of what's coming next.Connect with Lorine on LinkedIn125 Ventures   | WebsiteConnect with Alexis on  | [email protected]

Today on Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Noramay Cadena, Co-Founder and Managing Partner at Supply Change Capital, gets candid about her journey from the San Fernando Valley to MIT, from Boeing to building a venture fund—without the traditional playbook. Her story is one of grit, reinvention, and creating access for others.Episode Highlights:[02:00] That Tap-on-the-Shoulder Moment Noramay reflects on a high school guest speaker whose story helped her finally see what was possible for her—and why representation is still her guiding light today.[06:25] Rejecting the Life She Knew Raised by working-class parents and a teen mom herself, Noramay shares what fueled her drive: not knowing what she wanted, but knowing exactly what she didn’t.[08:40] The Leap to MIT—with a Baby in Tow She opens up about the leap of faith it took to leave California for Massachusetts, with no real roadmap—just a deep fear of staying the same.[11:08] Muscle Memory for Hard Things From working campus jobs to support her family to interning abroad, Noramay recounts how she powered through undergrad by staying hyper-focused on the present moment.[16:50] From Boeing to Bold Moves After a successful 12-year career in aerospace, she realized she had been following her mentor’s path—and it was time to carve her own.[22:55] Breaking into VC Cold No VC background, no network—just conviction. Noramay talks about launching her first venture firm the hard way and everything she learned from that process.[30:05] Why She Said Yes to the Risky Path She breaks down why she initially chose to co-found a firm instead of joining an established one—and how that shaped her approach to venture capital.[31:55] The Birth of Supply Change Capital Noramay and her partner came together over shared values to launch a firm focused on food, culture, and climate—and why they’re building infrastructure no one sees but everyone needs.[34:55] What Fuels Her Focus Her mom’s voice. The reality of food insecurity. And a desire to solve urgent, human-centered problems. These are the voices that drive Noramay’s investment lens.[37:10] What Kinds of Startups They're Backing She breaks down the difference between “wedge in food” and “first in food” companies—and explains why this $10T market is ripe for innovation.[41:55] Why Engineers Are Moving into Food From aerospace to agriculture, Noramay explains why STEM-trained professionals are finding new purpose in food systems and agtech.[48:35] Rethinking “Nontraditional” Noramay shares why skillset and mindset matter more than pedigree—and the very real (and perceived) risks firms take when they overlook that.[53:45] What Her 16-Year-Old Self Would Say Now If she could see her now? "F yeah." A goosebump moment about betting on yourself—even when no one else does.Connect with Noramay on LinkedInSupply Change Capital on LinkedIn | WebsiteConnect with Alexis on Linkedin | [email protected]

Today on Take the Stage we sit down with Charles Hudson, Founder and Managing Partner of  Precursor Ventures, an early-stage venture capital firm focused on pre-seed and seed investments in the US and CanadaCharles has made it his mission to find the kind of talent traditional VCs tend to overlook: first-time founders without elite credentials but with bold ideas, sharp insights, and a bias toward action.Episode Highlights[02:00] Rethinking What “Overlooked” Means Charles explains how traditional VCs over-index on pedigree—schools, employers, social proximity—and why that limits who gets funded.[03:57] Why He Created Precursor Ventures He shares his belief that plenty of founders with bold ideas just lack social access—and how Precursor aims to be their first yes.[06:04] Personal & Professional Turning Points From backing “non-central casting” founders at Encore to reflecting on his own path as a Black Stanford alum, Charles describes the dual lens that shaped his mission.[08:18] How He Fell Into Venture Charles recalls how a friend’s husband introduced him to the CIA’s venture capital arm—his first exposure to VC—and why following interesting opportunities has been a theme in his life.[12:58] What He Looks for in Founders At the pre-seed stage, Charles looks for comfort with discomfort, urgency, insight, and the ability to self-direct—rather than credentials alone.[15:18] Many Paths, Same Traits While successful founders come from all walks of life, Charles notes they consistently show drive, resourcefulness, and strong communication.[18:48] How Founders Build Resilience He shares stories to show how founders develop grit through uncomfortable growth.[21:01] Do They Really Want It… or Just Want to Want It? Charles explains how he spots candidates who are in love with the idea of being a founder vs. those truly ready for the messy work.[23:25] Motivation Matters He looks for founders with deep “why’s” that will carry them through setbacks—not just ambition or frustration with a previous employer.[25:40] The Importance of Founder Insight Charles shares how a pitch catches his attention when the founder reveals a non-obvious reason the problem exists—something you can’t guess from the outside.[28:05] Staying Calm During Chaos He recounts advising a founder to trust his customers over investors—how that calm guidance led to a major success and a more confident CEO.[30:20] Cultivating Trust-Based Influence In a non-control investment model, influence comes from trust. Charles explains how stillness, thoughtful pauses, and restraint build credibility.[34:42] Maturity vs. Age He reflects on emotional intelligence, saying he’s met extremely self-aware 20-year-olds—and surprisingly immature older founders.[36:50] Watching Founders Evolve Over Time Charles sees himself as a talent scout. The person you back at Day 1 isn’t who they’ll be in Year 7—and that’s the point.[38:10] Spotting Cultural Shifts Early Meeting thousands of founders gives Charles a macro view. When similar ideas surface repeatedly, that’s usually a signal—not a coincidence.[39:08] Being Open to “Weird” Ideas From dog ranches to freezing tech, Charles shares how great investments often don’t start on anyone’s bingo card—but come from founders with deep insight and lived experience.[41:16] How He Decides to Invest He asks himself: what would need to be true for this to be a $100M+ business—and how hard do I have to squint to see that path?[43:43] What Founders Should Know Before Fundraising Final advice: honestly assess your strengths and gaps through someone else’s eyes. Connect with Charles on LinkedIn | Precursor VenturesFollow Take the Stage for more episodes!Connect with Charles on ⁠⁠⁠LinkedIn⁠⁠⁠📍 Precursor Ventures: ⁠⁠Website⁠⁠ | ⁠⁠LinkedIn⁠⁠📩 Connect with Alexis Alvarez on ⁠⁠LinkedIn⁠ |[email protected]

Today on Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Samara Mejia Hernandez, Founding Partner at Chingona Ventures, a Chicago-based, early-stage venture capital fund.Samara shares how she broke into venture capital, built a bold brand with Chingona Ventures, and redefined success on her own terms. From raising capital while pregnant to flipping the script on pattern recognition in VC, Samara brings the kind of truth, grit, and clarity every founder and investor needs to hear.Episode Highlights:[02:02] Samara explains how the name Chingona Ventures came to be, why it resonates, and how it helps the firm stand out with a brand that bites.[06:43] She reflects on not knowing if there was space for her in VC—and how she followed her interests, took risks, and leaned on mentors instead of waiting for permission.[09:05] Samara shares how she discovered early-stage investing during business school.[11:28] She opens up about giving herself a six-month timeline post-MBA to break into VC, taking on projects, and how she reframed risk to stay focused on her goal.[16:11] She walks through the final interview moment that led to her first VC job—and how she boldly made the case for herself by focusing on her sales experience.[18:32] Samara reflects on applying for jobs where she didn’t check every box, pushing past imposter feelings, and showing up with what she could bring to the table.[20:56] She talks about negotiating a “non-negotiable” job offer, how it almost backfired, and why that one move cemented her place on the team.[27:46] Samara opens up about fundraising while pregnant, how she decided to stop hiding it, and what she learned about partnership and presence through that experience.[30:11] She shares how she leaned on a community of mom investors, learned to delegate, and built boundaries that made her sharper at both work and parenting.[32:35] Samara credits her parents, husband, and flexible team setup for helping her raise kids and raise capital—making it work through collaboration and clarity.[34:54] She debunks the myth of “having it all” and shares the honest reality of being amazing at work some weeks—and at home during others—and why that balance is enough.[41:43] Samara unpacks power dynamics in investor meetings and why mutual respect, not hierarchy, leads to better long-term partnerships.[44:07] She breaks down why chasing pattern recognition in VC leads to sameness—and how Chingona Ventures wins by backing founders others overlook.[48:33] Samara reflects on the pace of change in the industry, why it takes time to shift the system, and how every win builds a foundation for what’s next.[53:13] Her advice to future founders and investors? Just do it. Don’t wait for the perfect moment—start small, celebrate failure, and keep going.Follow Take the Stage for more episodes!Connect with Samara on ⁠⁠⁠LinkedIn⁠⁠⁠📍 Chingona Ventures: ⁠⁠Website⁠⁠ | ⁠⁠LinkedIn⁠⁠📩 Connect with Alexis Alvarez on ⁠⁠LinkedIn⁠🌐⁠⁠⁠ career-rockstars.com⁠⁠

Today on Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Bukie Adebo Umeano, Investment Principal at Anthemis, a global VC firm that backs inclusive fintech and insurtech founders. Bukie dives into her unconventional journey into venture capital, the lessons she’s picked up along the way, and shares no-nonsense advice for anyone looking to break into VC or carve out their own path in a not-so-linear career.Episode Highlights[02:25] How Bukie’s Career Path Took Shape Bukie shares how she stumbled into consulting post-undergrad (without even knowing what VC was!) and how each career step helped her refine what she actually wanted in her professional life.[09:06] Discovering Venture Capital She walks us through the gradual “lightbulb moments” that got her thinking seriously about VC.[11:25] Building Skills Before You Get the Job Bukie breaks down the two biggest things junior VC hopefuls need to demonstrate.[16:13] How to Build a Standout Investment Thesis She shares her own experience crafting an investment thesis pre-VC and explains her method for combining deep-dive research and market analysis to build a point of view that turns heads (even if your first few ideas miss the mark!).[22:49] Avoiding the One-Size-Fits-All Trap Bukie highlights how every VC firm is different—and why it’s crucial to tailor your approach when networking or applying.[27:32] Networking Tips That Actually Work Bukie shares the real strategies that helped her build meaningful connections in the VC world.[34:39] Navigating Bias and Underestimation Bukie opens up about being underestimated in rooms where people don’t expect to see a Black woman investor—and how she prepares, shows up confidently, and handles those moments with grace and resolve.[46:02] Learning Through Deal-Making Reflecting on leading early-stage deals and the surprising personal growth that comes with negotiating investment terms.[48:22] Recognition and Staying Energized Bukie talks about being named a VCJ Rising Star for 2025, what that recognition means to her, and why moments of validation—while not the ultimate goal—help fuel the journey.Follow Take the Stage for more episodes!Connect with Bukie on ⁠⁠LinkedIn⁠⁠📍 Anthemis: ⁠Website⁠ | ⁠LinkedIn⁠📩 Connect with Alexis Alvarez on ⁠LinkedIn🌐⁠⁠ career-rockstars.com⁠⁠

Today on Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Clara de Bienassis, People & Well-being Director at Stone Soup Consulting, a global social impact consultancy rooted in empathy, diversity, and purpose-driven work. Clara’s journey is anything but traditional—starting in investment banking and ultimately finding her calling in impact. In this episode, she shares how an early experience with microfinance in Ecuador reshaped her career, and why she believes business can—and should—be built around human connection.Episode Highlights:[02:11] Clara’s Career JourneyFrom Finance to Impact: Clara reflects on her early years in banking, how childhood experiences shaped her values, and the pivotal moment in Paris that introduced her to the world of NGOs and microfinance.[03:24] Leaving Banking for Purpose Clara opens up about feeling unfulfilled in banking and how a microfinance internship in Paris—and a volunteer stint in rural Ecuador—helped her realign her career around impact.[06:51] Choosing Values-Aligned WorkClara explains how she evaluates organizations to ensure alignment with her values, highlighting the importance of shared language, strategy, and intuition.[07:34] Joining Stone Soup Clara shares how she built her way into a leadership role at Stone Soup through relationship-building and aligned collaboration, eventually becoming a partner. [08:32] Diversity as a Strength—and a CommitmentWith a team spanning over 12 countries, Clara explains how true diversity—not just as a buzzword—drives richer problem-solving and innovative thinking at Stone Soup (even if it comes with challenges).[09:56] Making the 4-Day Workweek WorkClara walks through their trial of a 32-hour, 4-day week for core staff—same pay, same expectations—and how it’s improved well-being without sacrificing performance.[12:36] Empathy and Vulnerability in LeadershipClara connects empathy to company culture, leadership, and being woman-led—pointing out how listening, openness, and acceptance of failure drives Stone Soup’s internal success.[15:57] Rethinking Remote WorkClara reflects on the return-to-office trend and explains why flexibility is a non-negotiable for mission-driven consulting, especially when working globally.[17:12] Connection in a Global Remote Team From dedicated chat channels to “virtual coffees” to biennial retreats, Clara outlines the small-but-intentional practices that create connection across their distributed team.[19:35] Advice for Values-Driven Leaders Clara’s tip? Build strategy and values collaboratively—and make sure people join not just to work but to be part of something larger than themselves.[20:45] The Meaning Behind 'Stone Soup'Clara ends with the legend that inspired the firm’s name—a metaphor for collective contribution, shared resources, and creating something greater together.📍 Stone Soup Capital: Website | LinkedInConnect with Clara on LinkedIn:Follow Take the Stage for more episodes:🌐 career-rockstars.com📩 Connect with Alexis Alvarez on LinkedIn

Today on Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Maria de Palacio, Head of Finance and Operations at GAWA Capital, the largest impact fund manager in Spain that is focused on providing market-based solutions to key societal issues. Maria shares how she transitioned into impact investing, why Europe has a unique opportunity to lead, and the power of women-led finance communities. She also unpacks the differences between ESG and impact investing and how returns and impact can work together.Episode Highlights[02:24] Maria’s Journey into Impact Investing From consulting and financial regulation to impact investing, Maria shares what led her to this space and why it felt like the right move.[04:42] What is Impact Investing? Maria explains how impact investing differs from ESG, why it’s more than just a buzzword, and how investors measure real-world impact.[07:04] The Role of Serendipity in Career Moves Making a big career shift isn’t easy, but Maria shares how unexpected moments and a strong sense of purpose helped her take the plunge.[15:30] Trends Shaping the Impact Investing Landscape –  From increased regulations to combating "impact washing," Maria breaks down the latest shifts in the space and what’s on the horizon.[17:47] Can Europe Take the Lead in Impact Investing? With global policies evolving, Maria discusses whether Europe can take the reins in impact investing, despite political and regulatory challenges.[22:41] The Power of Women in Finance & Community Building Maria highlights how women-led networks are driving change in investing and why building a strong community is key for professional growth.[29:49] Impact vs. Returns: Do You Have to Choose? A common misconception is that impact comes at the cost of returns—Maria sets the record straight on why financial performance and meaningful impact go hand in hand.[36:54] Future of Impact Investing & Final Thoughts Maria shares her vision for where the industry is headed and why younger generations are playing a crucial role in pushing impact investing forward.📍 GAWA Capital: Website📍 Women in Impact Investing Network: Reach out to Maria for details!Connect with Maria on LinkedIn: Follow Take the Stage for more episodes:🌐 career-rockstars.com📩 Connect with Alexis Alvarez on LinkedIn

In this episode of Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Isabelle Fuchs, Senior Associate at Eden Capital Management, a female-founded, lower middle market private equity firm focused on education, business services, and software.  Isabelle reflects on her transition from ECM to PE, discussing the challenges and key learnings along the way. She shares how her background in competitive soccer influenced her approach to career growth, emphasizing perseverance, adaptability, and incremental improvement. The conversation also touches on the role of mentorship, navigating a male-dominated industry, and how she is leveraging AI to enhance deal sourcing and workflow efficiency. Episode Outline and Highlights 2:08 | Isabelle shares how her early dreams of playing professional soccer were derailed by injuries, leading her to shift her focus to finance. She discusses how discipline and perseverance from sports shaped her transition into investment banking and eventually PE. 6:31 |Isabelle details the challenge of moving from ECM to the buy-side. She highlights the setbacks she faced and how she ultimately made the leap to PE with Alexis’s guidance. 11:06 | Isabelle explains her philosophy of making small, consistent improvements to bridge knowledge gaps. 17:07 | After her recent promotion, Isabelle reflects on the shift from an associate to a leadership role. 24:09 | Isabelle describes how she spearheaded AI integration at Eden Capital to streamline outreach and increase efficiency. 30:49 | A discussion on how AI is reshaping PE particularly in the LMM. Isabelle shares insights on industry adoption, resistance to change, and the potential future role of AI in due diligence and portfolio management. 35:14 | Isabelle highlights the role of mentorship and networking organizations in supporting women in PE. She discusses the barriers non-traditional candidates face and how firms can foster stronger communities to support diverse talent. 39:39 | Isabelle reflects on the value of having a strong recruiter and how Alexis played a pivotal role in her transition to PE. 44:15 | For those aspiring to move into private equity, Isabelle shares advice on persistence, skill-building, and leveraging networks. She also provides guidance for current associates on continuously learning and staying proactive in career growth.49:37 | Isabelle concludes with a conversation on embracing challenges, maintaining a growth mindset, and celebrating progress along the way. Connect with Isabelle: Isabelle Fuchs ⁠LinkedIn⁠ Eden Capital LinkedIn⁠ | Website Resources Mentioned: Wall Street Prep  Wall Street Oasis (WSO) Barbarians at the Gate – A well-known book covering major LBO transactions​. Mastering Private Equity – A book that provides a high-level overview of private equity, covering topics such as fund structures and LP relationships​. Synergist Network—Synergist Network is a national network of women in investing, with chapters in New York City, San Francisco, Boston, LA, and Chicago. Capital Supper Club Open Table Brooklyn Book Bodega Connect with Alexis: ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | [email protected]

In this episode of Take the Stage and our special series, Ladies Who Rock, we shine the spotlight on Jessica Patton, Co-founder and Managing Director at 5th Century Partners (5CP), a purpose-driven private equity firm redefining the industry through intentional culture and a commitment to diversity. From her early days as a Howard University graduate with a knack for finance to her roles at Goldman Sachs, JP Morgan, and now 5CP, Jessica has forged a trailblazing path in alternative investments.Jessica shares her serendipitous journey into private equity, the values that define 5CP’s success, and how diversity isn’t just a focus but intrinsic to their DNA. She also opens up about the challenges and rewards of balancing leadership and motherhood, offering insights that inspire both seasoned professionals and emerging leaders alike. Episode Highlights1:30 - Jessica's Journey to Private EquityJessica reflects on her path from a working-class family in Detroit to Howard University and her serendipitous introduction to finance through her mother’s job. She shares pivotal moments that shaped her entry into the industry.5:40 - The Role of Serendipity in Career ProgressionJessica explains how preparation and luck played roles in her career, from securing internships at Goldman Sachs and JP Morgan to landing her first private equity role.12:12 - Transitioning from Private Equity to OperationsJessica discusses her move into an operator role at a middle-market portfolio company, gaining P&L experience, and learning the dynamics of scaling businesses post-acquisition.16:16 - Establishing a Purpose-Driven Private Equity FirmThe founding story of Fifth Century Partners: Jessica details her alignment with co-founders on creating a firm focused on intentional culture, transparency, and diversity.22:18 - Finding Mentors and Advocates in Your CareerJessica highlights the importance of mentorship, sharing personal stories of managers who invested in her growth and advice on identifying supportive leadership during interviews.28:07 - Building a Strong Foundation for Career SuccessThe value of early-career rigor: Jessica emphasizes learning technical skills and understanding your work style during the first few years of your career.33:19 - The Journey of Self-Discovery and Work EthicJessica explores the significance of aligning purpose with work, iterating on personal strengths, and how these elements contribute to long-term success.34:45 - Building a Culture of Excellence5CP’s cultural pillars—excellence, transparency, and collaboration—drive team performance and inclusivity while fostering a strong sense of belonging.38:02 - Transparency and Team CollaborationJessica elaborates on fostering open communication and ensuring all team members are aligned toward common goals, creating an environment where everyone wins together.41:49 - The Importance of Diversity and InclusionJessica shares how diversity is intrinsic to 5CP’s DNA and strategy, reflected in its leadership, team composition, and portfolio management.47:51 - Balancing Motherhood and CareerJessica candidly discusses her journey as a new mother, the challenges of balancing personal and professional roles, and the lessons she’s learned about fluidity and prioritization.57:04 - Advice for Aspiring Female LeadersJessica’s key takeaways for women in finance: be relentless in self-growth, build meaningful networks, and seek mentorship and guidance from leaders who align with your values.Jessica Patton's⁠ ⁠LinkedIn⁠⁠5CP ⁠⁠Website⁠⁠ |⁠ ⁠LinkedIn⁠ ⁠Connect with Alexis Alvarez on⁠ ⁠LinkedIn⁠⁠ | [email protected]

In this episode of Take the Stage and our special series, Ladies Who Rock, we shine the spotlight on Stephanie Park, Director in the PE group at Apogem Capital, to unpack a career path that challenges the norm. From starting in private equity, pivoting to the fashion world, and returning to lead with a fresh perspective, Stephanie shares lessons on leadership, culture, and balancing a high-stakes career with family life. [02:40] Starting a Career in the 2008 Financial Crisis Stephanie shares her early days in investment banking, navigating layoffs, low morale, and a tough market. [06:20] The Leap Into Fashion and Entrepreneurship Stephanie discusses her decision to leave finance, gain operational experience in fashion, and eventually launch a DTC menswear brand. She reflects on the challenges of running a startup and how this entrepreneurial chapter sharpened her problem-solving and operational skills. [11:45] Returning to Private Equity Through Impact Investing A chance reconnection with a former colleague leads Stephanie back to private equity, where she joined a new impact-focused firm. She reflects on the evolving culture in the industry and how her fashion background made her a stronger leader. [20:45] Cultural Shifts in Private Equity Stephanie talks about the industry's transition from "bro-y" cultures to more inclusive environments, the influence of ESG and DEI, and how behavior once accepted is no longer tolerated. [31:50] Navigating Pregnancy and Interviews Stephanie and Alexis delve into the challenges women face when deciding whether to disclose their pregnancy during job interviews. They explore the societal guilt many women feel, why it’s a personal decision, and how finding the right company culture can make all the difference. [35:45] Motherhood, Paternity Leave, and Workplace Equality Stephanie shares how she and her husband staggered their parental leave to balance family and work responsibilities. Stephanie emphasizes why paternity leave is essential for workplace equality, advocating for men to fully take their leave to better understand and share the responsibilities of parenthood. [46:10] Advice for Professionals in Alternative Investments Stephanie offers advice for professionals, especially women, on navigating a demanding career by setting boundaries to maintain both professional and personal sanity. She explains how she sets boundaries to balance travel-heavy work demands with family life and provides a real example of what that looks like for her. Stephanie Park's ⁠LinkedIn⁠ Apogem Capital ⁠Website⁠ | ⁠LinkedIn⁠ Connect with Alexis Alvarez on ⁠LinkedIn⁠ | [email protected]

Today on Take the Stage, and our special series, Ladies Who Rock, we’re joined by Maude Delice, an Investor Relations and Fundraising professional with a non-traditional career journey. A self-described "recovering entrepreneur," Maude leveraged her background in marketing and communications to forge a successful path into investor relations. In this episode, we explore the vital role IR plays in fund management, the growing importance of diversity within investment firms, and emerging trends shaping the industry. Maude also gives us a preview of the upcoming Raising Diversity in Alternatives Capital event on October 22. Tune in for this engaging conversation, packed with insights on how diversity and effective IR strategies are key to standing out in today’s competitive market. Episode Outline and Highlights [01:30] – Maude shares her background and explains how she transitioned from marketing and branding into investor relations and fundraising. [03:15] – Maude discusses the crucial role IR plays in fund management success and the importance of having a dedicated team for fundraising efforts. [04:50] – Raising Diversity in Alternatives Capital Event—Maude introduces the event she’s helping organize, designed to spotlight diverse professionals in investor relations and fundraising. [07:00] – Maude shares insights into current fundraising trends, including competition in the market and the challenges for LMM and emerging managers. [09:20] – How strategic branding and communication are shaping the future of IR and fundraising, especially with the growth of private wealth management. [11:30] – Maude emphasizes the need for a well-structured, modernized IR program to understand and meet LP expectations, leading to fundraising success. [16:15] – The growing trend of hiring diverse professionals, particularly those with a sales background, and why diversity of thought is critical to innovation in the asset management space. [20:14] – Maude shares final details about the Raising Diversity in Alternatives Capital event and ways to register. Connect with Our Guest Maude Delice’s ⁠⁠LinkedIn⁠⁠ ⁠Raising Diversity in Alternative Capital⁠ Connect with Alexis: ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | [email protected]

Today on Take the Stage, we sit down with Genine Fallon, Managing Director of Capital Formation and Investor Relations at Cold Bore Capital, a veteran-founded and led firm that invests in lower middle market businesses with a focus on operational value creation.  With a career journey as dynamic as it is diverse, Genine offers a wealth of knowledge on pivoting career paths, the value of adaptability, and the unique skills that veterans bring to the business table. Join us for this inspiring exploration into how unconventional paths can lead to extraordinary outcomes in private equity. Episode Outline and Highlights [01:53] Genine walks us through her non-traditional career journey— from her humble beginnings in marine biology to leading roles in marketing and branding. [05:50] Discover how Genine’s varied career experiences and a project with Cold Bore Capital opened the door to her current role, illustrating the power of adaptability in finding one's niche in private equity. [10:40] Genine discusses the influence of veteran leadership and operational styles at Cold Boar Capital and how her adaptability has been key in her career shifts. [12:42] - Genine and Alexis explore the concept of identity and adaptability when transitioning between careers and similarly, to civilian life. We discuss the challenges of maintaining personal identity in professional and personal roles and the pivotal moments of self-realization in Genine's life. [16:04] Genine delves deeper into her motivations for working at Cold War Capital, her alignment with the firm’s values, and the importance of storytelling in her role. [18:11] Alexis emphasizes the broader definition of diversity and the importance of including varied life experiences in PE. [20:34] Genine stresses the need for recognizing the transferable skills of veterans and adapting them to business contexts. [21:45] The discussion shifts towards the practical steps to support veterans' transition into private equity and the role of narrative in their integration. [25:45] Genine shares her insights on balancing femininity and assertiveness in leadership, challenging the stereotype that women must emulate male characteristics to be respected in professional settings. [30:01] Genine breaks down her take on navigating workplace dynamics among women, the confusion between sexuality vs feminine energy, and confronting the 'mean girl' mentality in professional settings. [33:33] Genine and Alexis explore the insecurities that fuel competitive behaviors among women in the workplace and strategies to foster a more supportive environment. [36:40] Genine and Alexis discuss the role men play in facilitating or hindering supportive environments for women in business. [39:00] Genine and Alexis dive into the importance of honesty and politeness in confrontational conversations and the need for both men and women to engage in constructive dialogue to foster inclusive work cultures. [42:38] Genine shares advice for young women aspiring to leadership roles in private equity, emphasizing resilience, adaptability, and authentic self-representation. [45:00] Reflections on personal growth, the value of discomfort in professional development, and the continuous journey of learning and adaptation. [52:00] Genine turns the table on Alexis and asks her what she would tell 24 year old Alexis which turns into a conversation about the importance of authenticity, pushing through insecurities, and not being one's own barrier to entry in achieving success. Special Mentions Episode 3 with Cristina Garces⁠⁠ Episode 16 with Jerry Arteaga & Greg Povenski Bad Bitch Empire, early-stage venture fund and community investing in female-led tech companies Connect with Our Guest Genine Fallon's ⁠LinkedIn⁠ Cold Bore Capital | ⁠LinkedIn⁠ Connect with Alexis: ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ | [email protected]

Today on Take the Stage, as part of our special series "Ladies Who Rock," we’re shining the spotlight on Jessie Harris. Jessie is a Vice President at TXV Partners, an Austin-based venture capital firm that focuses on the intersection of health, tech, and sports. Her career journey spans from Investment Banking at Barclays to Credit Investing at Blackstone, and now to early-stage investing in companies dedicated to human health and performance. In this episode, Jessie shares insights into her career path, the rise of women's sports, and the sector's shift towards greater gender inclusion and investment. Episode Outline and Highlights [1:10] Jessie shares her journey from Southern California to Princeton and Wall Street. [3:11] Jessie explains her career progression from investment banking at Barclays to private credit at Blackstone, and finally to venture capital at TXV Partners [11:45] How Jessie discovered her passion for the intersection of health, tech, and sports, leading her to explore venture capital [14:00] The importance of identifying industries you're passionate about when considering career moves [16:05] Jessie highlights the value of being open-minded and actively seeking opportunities, building networks, and learning from peers and mentors. [18:05] The importance of raising your hand and taking opportunities that align with your strengths. [22:05] Embracing discomfort and overcoming self-doubt in career transitions. [25:27] Discussing the evolving landscape for women in finance and the progress made in recent years. [26:41] Addressing challenges and harmful mindsets women face in the sports industry. [27:38] Navigating tokenism and the crucial role of senior female mentors in finance and their impact on career development. [30:53] Exploring the growth potential of women's sports and the factors driving increased investment and attention. [43:44] How venture capital is contributing to improved accessibility and wellness in sports and health tech. [48:45] Jessie's insights on the power of networking and building confidence for aspiring investors. Special Mentions Monarch Collective Connect with our guest Jessie Harris's ⁠LinkedIn⁠ TXV Partners | ⁠LinkedIn Connect with Alexis: ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ | [email protected]

Today on Take the Stage, we talk to Jarron Smith. Jarron is COO and Managing Director at Zeal Capital Partners, a diverse-founded and led venture capital firm that invests in enduring companies to generate above-market rate returns and impact. With a unique background that defies convention, Jarron brings a fresh perspective to the table, championing the power of diverse management teams and the principles of inclusive investing. Join us as we dive deep into Jarron's journey, explore the transformative impact of Zeal Capital's approach, and uncover the secrets of leading from behind.  Episode Outline and Highlights [ 02:04]: Jarron shares his background, from his upbringing in California to his family's move to Texas. He discusses how focusing on academics and athletics led him to the University of Pennsylvania. [ 04:29]: Jarron talks about his early career from corporate internships starting in high school to EY, and his executive MBA at Columbia. [ 06:54]: Jarron explains his transition from EY to TIAA, taking on an internal strategy and innovation role and later becoming Chief of Staff. [ 11:28]: Alexis and Jarron discuss how his experience as a collegiate baseball player shaped his leadership philosophy and approach to business. Key lessons include understanding the balance of power, awareness of the game, competition, self, and role, and regulating emotions. [ 20:57]: Jarron shares his journey to finding the right executive coach. [ 30:40]: Jarron explains Zeal Capital's differentiated strategy of inclusive investing and outlines its five pillars. [ 44:56]: Jarron provides tangible examples of how Zeal's investments have created impact, focusing on the Zeal's portfolio company, Asusu, which has unlocked $22 billion in new credit activity and enabled tens of thousands of people to access mortgages, student loans, credit cards, and auto loans. [ 52:13]: Jarron offers tactical advice for navigating career changes, including strategically approaching the first 90 days in a new role. [ 01:03:57]: Jarron discusses the power of being a generalist and developing a broad understanding of what success looks like across an organization. [ 01:06:16]: Jarron explains the concept of “leading from behind” - setting goals and then applying gentle, consistent pressure to support the team in outperforming.  [ 01:11:04]: Alexis and Jaron wrap up by reflecting on Zeal Capital's impactful work and Jarron's insightful career philosophies. Special Mentions National Advisory Council of ⁠A Better Chance (ABC), an organization that has placed over 18,000 students from underrepresented communities in top college preparatory schools. Connect with our guest Jarron Smith's LinkedIn Zeal Capital Partners | LinkedIn Connect with Alexis: ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | [email protected]

Today on Take the Stage we are shining the spotlight on Devin Brown, a Venture Capital Associate at TechNexus Venture Collaborative. Devin shares his inspiring journey from a high school athlete with Ivy League dreams to an up-and-coming figure in the venture capital space. He discusses the pivotal moments, challenges, and strategies that shaped his career, offering valuable advice for aspiring investors, especially those from non-traditional backgrounds. Episode Outline and Highlights[01:30] Devin discusses his upbringing in Dallas, Texas, and his early ambition to pursue athletics. He shares how he earned an athletic scholarship to attend an Ivy League school, but a significant ankle injury in high school redirected his career path from sports to academics, marking a pivotal moment in his life. [05:29] Devin recounts his freshman year challenges, including loss of identity and the pivotal advice from his father that helped him refocus on academics. [10:14] Devin talks about his internships and experiences in finance that solidified his interest in venture capital and private equity, particularly at Koch Industries. [12:34] Devin details his transition from Deloitte Consulting to West Monroe Partners, highlighting how he acquired essential skills in M&A and PE due diligence during this period. [15:00] Devin opens up about the grueling application process he faced, applying to over 75 venture capital firms and around 60 private equity firms, only to be met with rejection after rejection. He shares how these repeated setbacks taught him resilience and the importance of perseverance. Through this challenging journey, Devin strategically decided to focus solely on venture capital, channeling his energy and determination to break into the field despite the odds. [17:28] Devin clearly outlines the differences between private equity and venture capital roles. He explains that private equity requires strong quantitative skills, such as financial modeling and valuation, due to its focus on later-stage, profitable companies. In contrast, venture capital values a broader range of backgrounds, including consulting, tech, and startups, because it deals with early-stage, high-growth startups where diverse skills and experiences are crucial for evaluating potential investments. [19:51] Devin discusses the concept of “owning his story”. Devin's emphasis on his personal narrative became a powerful tool, showcasing his resilience and determination to potential employers. [24:37] Devin delves into one of the most impactful pieces of advice he received: the importance of thinking like an investor. He explains how this mindset shift was crucial for his success in venture capital recruiting. Devin shares how embracing this approach helped him overcome challenges and better position himself in the VC landscape. [27:01] Devin explains the various types of venture capital fellowships and emphasizes the strategic advantage of working with general partners who are in the process of raising their first funds. [34:15] Devin shares his inspiration to bridge the wealth gap for African Americans through venture capital, driven by insights from the book Why Do White Guys Have All the Fun? by Reginald Lewis. [36:41] Devin addresses the challenge posed by the friends and family round in venture capital and its significant impact on DEI. [40:09] Devin emphasizes the importance of diverse perspectives in venture capital and the need for targeted solutions to address systemic issues, such as the friends and family funding gap. [47:09] Alexis and Devin explore the broader implications of DEI and discuss how micro-actions can drive meaningful positive change. Connect with our guest Devin Brown's LinkedIn Connect with Alexis: ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | [email protected]

Today on Take the Stage, we are shining the spotlight on Peter Washington. Peter is Managing Director and Head of Originations for The Copia Group, a diverse-founded and led firm that provides debt and equity capital solutions to lower middle-market companies. His journey is marked by over two decades of experience as a credit investment professional at firms such as CapX Partners and the Northern Trust Company. From attending a non-target school to making a name for himself on Wall Street and defying odds after the Great Financial Crisis of 2008, Peter takes us through his journey and shares insight on navigating your career path, diversity in the space, and the importance of work-life balance. Episode Outline and Highlights [1:13] Peter reflects on his 23-year journey in the credit and lending business, including experiences with Bank of America, the Northern Trust Company, a 14-year tenure at Cap X Partners, to his current role with The Copia Group. [6:20] We dig deeper into Peter's early path, from encounters in high school and finance classes at Florida A&M that ultimately drove him to a career in credit and lending. [13.46] Peter finance journey is marked by key moments: valuing underwriting skills, engaging with clients' stories, and closing his first independent deal in 2013. Witnessing a company's growth from $5M revenue to a public listing in 2019 fuels his passion for finance. [20:10] Peter describes The Copia Group's focus on underserved borrowers in the lower middle market, its three core beliefs, and their mission to bridge credit access disparities for women and diverse entrepreneurs. [33:28] Peter discusses how working with leaders who prioritize family values has been invaluable in his career and explains how transitioning from singlehood to family life taught him the importance of a supportive work environment. [38:13] Peter gives three pieces of advice to the next generation of investment professionals. [45:34] Peter explains that the journey isn't linear; inflection points shape it. Despite challenges, qualities like quality work, humility, hunger, and self-belief are vital. Connect with our guest Peter Washington's LinkedIn The Copia Group | LinkedIn Connect with Alexis: ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | [email protected]

On this special episode of Take the Stage we are shining the spotlight on Jerry Arteaga and Greg Povenski, two Special Operations Forces vets who were able to successfully forge their paths into private equity following long and decorated careers in the military. Beyond their achievements, Jerry and Greg are advocates for recognizing and integrating veteran skills within the investment sector. They discuss their journeys and efforts to reshape the narrative around veterans in private equity.Episode Outline and Highlights[2:12] Jerry discusses his transition from a 23-year military career, including 15 years in Special Operations as a Green Beret, to his current role in private equity. [7:06] Greg details his transition from early enlistment in the Army and Special Forces to pursuing higher education and a career in finance. [14:45] Jerry and Greg explain how their military training and experience in Special Operations Forces, characterized by rapid decision-making in high-stakes environments and strategic operations with limited resources, have prepared them for their careers in PE. [23:07] The discussion pivots to address concerns and stereotypes regarding the potential militarization of workplace teams by veterans. Jerry offers an insightful and powerful response, positioning it as a compelling narrative for veterans transitioning to civilian roles.[27:57:] Greg shares his journey of leveraging networking to transition, highlighting the challenges and benefits of building connections within the industry. [31:53] Greg underscores the importance of veterans educating themselves on the empirical evidence that supports the inclusion of veterans in business. [34:08] Jerry shares his take on transitioning from military to civilian careers, stressing that veterans must recognize "nobody owes you a job." [37:34] Reflecting on his role as a lobbyist interacting with Capitol Hill's elite, Jerry explains how this role honed skills invaluable to PE.[40:14] On veteran recruitment and hiring, Greg gives a clear call-to-action to hiring managers and offers practical advice to firms.[43:04] Jerry advocates for prioritizing inherent traits over specific skills in hiring decisions, emphasizing, "Hire for traits and train the skill." [45:40] Greg emphasizes the transformative power of military training, emphasizing that the intrinsic traits and high-level skills veterans acquire in the military are not easily teachable, whereas specific business skills can be taught. [50:37] Greg touches on Jerry’s opinion regarding “nobody owning you a job” and reflects on the profound sense of obligation he feels towards fellow veterans, driven by the opportunities and support he received during his military service. [52:36] Jerry articulates a nuanced stance on hiring veterans, emphasizing the value of recognizing professional merits first and veteran status second.[55:29] Jerry emphasizes the need for veterans and recruiters to demonstrate how military experience translates to the corporate world and advocates for moving beyond the concept of hiring veterans as an act of charity. [57:35] Greg counters by framing his support for hiring veterans not as charity, but as informed advocacy, akin to alumni networks.[59:51] The conversation highlights the lack of specific affinity groups for veterans within the financial sector, compared to well-established networks for other demographics. Connect with our guests Jerry Arteaga’s LinkedIn Cold Bore Capital Website | LinkedIn Greg Povenski's ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠Resources Mentioned Elite Meet 51 Vets Veterans on Wall Street "The Business Case for Hiring Military Veterans" Military Veterans’ Transferrable Skills: An HRD Practitioner Dilemma"Special Causes Green Beret Foundation Warrior Mission RanchConnect with Alexis: ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | [email protected]

Today on Take the Stage and our special series Ladies Who Rock, we are shining the spotlight on Jaclyn Voor. Jaclyn is a skilled operator specializing in portfolio company value creation for private equity clients. With over 10 years of experience, Jaclyn has built a remarkable career, transforming companies and driving exponential value for her clients. From her early days in consulting at EY to her pivotal role as VP of Transformation for a $1 billion Platinium Equity portfolio company, Jaclyn's expertise in portfolio company value creation is unique. Her passion led her to establish her own independent consulting business focused on portfolio company transformation and value creation. Episode Outline and Highlights [1:28] Jaclyn reveals how her interest in supply chain and operations ignited during college and talks about the two key influences that shaped her path. [3:18] The transition into private equity began with her career at EY where she focused on performance improvement and supply chain transformations for PE-backed companies. [5:25] Jaclyn touches on her pivotal move to Platinum Equity and her subsequent promotion to VP of Transformation for its $1 billion portfolio company, Club Car. [7:23] Jaclyn delves into the intrinsic motivation that ultimately fueled her decision to establish her own independent consulting business focused on portfolio company transformation and value creation. [10:35] The conversation dives into imposter syndrome and Jaclyn's strategies for overcoming it, especially given that she was the VP of Transformation for a $1 billion portfolio company before the age of 30.  [14:15] Jaclyn emphasizes the importance of achieving a "state of flow" not only for personal benefit but for professional excellence, as well. [18:29 Jaclyn demystifies the relationship between portfolio operations and value creation. [21:27] Jaclyn offers valuable advice for those aspiring to enter or advance in private equity operations, emphasizing the significance of building quality connections and choosing the right network.  [24:10] Jaclyn sheds light on the nuanced art of building connections and addresses whether to connect with the portfolio operations team at the fund level or with portfolio company leadership Jaclyn Voor's ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ JV Transformation Advisors ⁠⁠⁠⁠⁠Website⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Connect with Alexis Alvarez on ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | [email protected]

This is Part 2 of our Take the Stage episode with Matan Feldman. Matan is founder and CEO of Wall Street Prep, a global full-service financial training firm providing self-study programs, instructor-led training and e-learning services to investment banks, financial institutions, and Fortune 1000 companies. In Part 2, Matan reflects on the transformative journey of Wall Street Prep since the 2008 crisis and its impact on the finance industry. Episode Outline and Highlights [01:52] - Matan discusses the impact of the 2008 financial crisis on Wall Street Prep and how they adapted. [03:42] - He touches on how they expanded from a single program into a comprehensive suite of financial education offerings and the strategic approach they took to cater to corporate clients while shifting towards digitization.  [12:16] - Matan’s realization that Wall Street Prep is becoming a “real” business marks a turning point, as they begin to define themselves as a format-agnostic content company and begin investing in technology, hires, and building capabilities to deliver content both in the classroom and digitally.  [14:15] - This commitment to delivering high-quality content in both digital and classroom formats led to a slow but steady growth trajectory and positioned themselves for bigger wins in the corporate sector.  [23:43] - Matan shares his thoughts on how Wall Street Prep has transformed the finance industry by providing equal opportunities for individuals to break into competitive careers and thereby leveling the playing field when it comes to removing barriers that existed before. [24:35] - While he takes pride in Wall Street Prep’s role as an equalizer, enabling anyone, regardless of their program, academic background, or school reputation, to learn and thrive in the industry, Matan also questions whether Wall Street Prep has made recruitment interviews harder. [26:08] - Looking ahead, their vision is to become the go-to resource for all finance careers, bridge the generational divide, and meet the evolving needs of learners in a rapidly changing industry. [31:25] - Matan wraps up by discussing Wall Street Prep's mission to go beyond being a mere signaling mechanism. As industries evolve, including the influence of AI and data, Wall Street Prep remains focused on the end user and ensuring their products deliver tangible results. Special Links: This career-focused program combines the institutional knowledge from the world’s leading business school with the practical skills approach of the private equity industry's leading training provider. ⁠Wall Street Prep & Wharton Private Equity Certificate Program⁠ Connect with Matan Feldman Matan Feldman on ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Wall Street Prep ⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠ |⁠ ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Connect with Alexis Alvarez Alexis on ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Alexis on email [email protected]

Today on Take the Stage, we are shining the spotlight on Matan Feldman. Matan is founder and CEO of Wall Street Prep, a global full-service financial training firm providing self-study programs, instructor-led training and e-learning services to investment banks, financial institutions, and Fortune 1000 companies. This is part one of a two-part episode where Matan takes us on a journey through the early years of his entrepreneurial venture. From his experiences in investment banking to the inception of Wall Street Prep, Matan shares the challenges, inspirations, and pivotal moments that shaped the company's path. Episode Outline and Highlights [03:24] Matan shares his journey through M&A and sell-side equity research to the decision of starting Wall Street Prep. [07:59] While working at JP Morgan, Matan realized the need for a resource he wished he had when entering the industry. He reflects on his time at Boston U and how his exposure to finance and investment banking didn’t come until a study abroad experience his junior year. Matan describes the challenges of understanding the industry jargon and the lack of accessible resources, which in turn, inspired his vision to simplify and demystify the technical skills needed for finance careers. [12:04] Matan details his initial vision for Wall Street Prep, which was focused on an eight-week program akin to a Kaplan-style LSAT prep, targeting college students interested in investment banking. Matan explains the barriers that existed in accessing knowledge and mentions his desire to break these unnecessary moats and signaling mechanisms that existed in the industry.  [17:37] Matan explains his bold career move and the reactions of his family and friends when he tells them of his entrepreneurial desires. [22:27] Matan explains that the first year was dedicated to creating content and building the program without market validation or proof of concept. He describes how he spent long hours developing the materials, drawing from his work discipline gained in investment banking. He also shares the grassroots efforts to promote his program that yielded minimal success. [25:15] Matan shares how his marketing strategy shifted with the arrival of Google AdWords which helped him learn valuable marketing lessons during this phase, including the importance of global advertising for a global product. [28:50] Matan shares how he learned his lesson about pricing and positioning and reflects on the moment he realizes Wall Street Prep’s growth potential. [34:53]  Matan reflects on a crucial transition in his life as revenue started flowing in and how the focus became about expanding offerings and building Wall Street Prep's reputation, while navigating the challenges that come with being a small, unknown company. [38:13]  Matan addresses the credibility obstacles they faced as a small business and discusses how demand from finance clubs for their innovative self-study approach allowed them to overcome objections and showcase the practical relevance of their program.  Special Links: This career-focused program combines the institutional knowledge from the world’s leading business school with the practical skills approach of the private equity industry's leading training provider. Wall Street Prep & Wharton Private Equity Certificate Program Connect with Matan Feldman Matan Feldman on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Wall Street Prep ⁠⁠⁠⁠Website⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Connect with Alexis Alvarez Alexis on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Alexis on email [email protected]

Today on Take the Stage, we are shining the spotlight on Patty Fernandez Moore. Patty is a Senior Associate at Lightspring Capital Partners, a lower middle market PE firm that targets majority equity investments across various industries. She began her career in the Valuation & Business Modeling group at EY before completing her MBA and joining JP Morgan's Investment Banking Group in Chicago. She also happens to be a mother of a toddler and helps to dispel the myth that women cannot successfully balance motherhood with a career in private equity. In this episode, Patty opens up about her experiences, offering insights for women who struggle with the age-old question, "Can women really have it all?" Episode Outline and Highlights [01:45] Breaking the mold - Patty shares her journey of embracing motherhood while working as an Investment Banking Associate and how she "broke the mold" to prove that it is possible to thrive in both roles. [08:10] Patty recounts her experience on what it was like to interview and participate in her recruitment processes while pregnant and the surprisingly positive experience it turned out to be. [10:50] Finding the right culture fit is important to everyone when recruiting and Patty shares how she approached this as an expectant mother. She offers advice on just how to navigate recruitment processes and encourages women to pursue their career aspirations. [13:03] The joys and challenges of being a working mom are endless, but Patty has found joy in unexpected places. Becoming a mother has given her the critical and invaluable ability to set boundaries, something she wishes she had done earlier in her career. She also cites forging deeper connections with other women and reveling in what she calls the sisterhood of motherhood. [18:10] Patty concludes the episode by offering heartfelt advice to women considering a career in private equity and answering the question "Do women over overthink this too much? Patty Fernandez Moore's ⁠⁠⁠LinkedIn⁠⁠⁠ Lightspring Capital ⁠⁠⁠Website⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Alexis Alvarez on ⁠⁠⁠LinkedIn⁠⁠⁠ | [email protected]

Today on Take the Stage, we are shining the spotlight on Emily Yin. Emily is an Analyst at Avante Capital Partners, the largest women-owned private credit firm in the SBIC industry. She is primarily responsible for investment due diligence but also works on other impact initiatives, including a junior women’s network and student mentorship through Avante’s diversity internship program. Emily graduated with a bachelor’s degree in global health and previously worked in biotech and pharma. She is passionate about the intersection between finance and social impact, particularly in healthcare equity and women’s health.  Episode Outline and Highlights 1:45 Emily enlightens us with her fascinating, non-traditional background that includes Global Health and little exposure to the world of private equity. 5:00 Emily explains what drove and attracted her to the space. With a network that didn’t include the investment banking/PE crowd, but with guidance from mentors, Emily approached it by spreading a wide net. 9:05 Emily talks about the qualities or experiences that were instrumental in her breaking into PE and how she overcame the steep learning curve by taking initiative and using her non-traditional background to her advantage. Mentors and the right attitude played a big part, too. 15:05 Getting comfortable with being uncomfortable was key to Emily's success. Emily understood that it wasn’t about having all the answers but asking the right questions. Understanding that it’s an apprenticeship business, shadowing VPs, learning different methods and styles, bringing in a new perspective and knowing there are several ways to reach an outcome were factors in overcoming the overwhelm. 18:11 Emily explains the unique Avante internship program. Few internships offer women / minorities / non-finance profiles a program to explore if they would be interested in pursuing PE roles without currently possessing the technical chops or traditional profile. 20:02 Emily discusses the Avante junior women’s network, her desire to foster a supportive community for young women as they advance in their careers while increasing diversity throughout the industry, and the types of events they hold.  32:02 Emily drops golden nuggets regarding female talent, balancing family (either managing when to have children or balancing the “partner track”) and how it doesn’t need to be a choice between personal or professional. 35:20 Emily offers advice to women who see it as a choice between family and work. She’s both conscious and grateful her firm bucks the trend but recognises it hasn’t always been that way, isn’t at every firm, and that there’s still much to do. 39:45 Emily shares her take on the negative feelings associated with networking and shares several platforms, including regional and cultural professional groups. She talks cold reach outs, moving past feelings of rejection, and most importantly, how to build your tribe. Emily Yin's LinkedIn Avante Capital Partners Website | LinkedIn Connect with Alexis Alvarez on LinkedIn | [email protected]

Today on Take the Stage, we are shining the spotlight on Rocio Heres. Rocio is the Managing Director at AltamarCAM Capital Partners where she is currently co-head of the New York office and a member of Altamar’s 10-person US investment team. She has led an extensive number of deals in the US, Latin America, and Europe, focusing on GP-led restructurings in the LMM. Originally from Northern Spain, she has been residing in New York for the past six years. Episode Outline and Highlights [1:00] Rocio walks us through her international career that spans three countries - Spain, Chile, and the United States. After five years with Altamar, and upon the successful setup of a new office in South America, she was moved to NYC to open Altamar's first US office where she currently serves as MD. [4:30] Being a foreigner, a woman, and a non-native English speaker, Rocio discusses living outside her comfort zone and overcoming those challenges. She attributes it through work ethic and effort, the need to work harder and longer. [10:00] Reflection time! Rocio looks back at the start of her professional career and with the benefit of hindsight offers what she would have changed - avoid self-limiting beliefs, be more confident, work hard and be patient! [12:45] What does being named in Next Gen Leaders of Secondaries (2021 list), which spotlights the 20 most influential people (and being one of only 20 women and the only MD listed) mean to Rocio? Humbled and honored by the recognition which proved her hard work, she didn’t expect it even though she aspired to be included on it. [15:00] What would it take to increase the number of women on similar lists in the future? Rocio details that by looking at past lists, the trend is already apparent and trending upward. She also thinks that by supporting female talent, be it candidates or colleagues, will help ensure that no one feels alone as she once did. More flexibility will also help. Lastly, women should understand that they are deserving and finance positions are for them, too. [18:00] Is there a misconception by women of work life and personal life balance within PE? Rocio thinks it’s misunderstood and that it does exist. [20:15] Rocio’s take on diversity within the PE space - more and more investors are asking for it. Having diversity within investment teams makes them stronger and allows for better investment decisions. It’s becoming more important and LP’s already have in mind that they should support diversity. Rocio Heres' LinkedIn AltamarCAM Capital Website | LinkedIn Connect with Alexis Alvarez on LinkedIn | [email protected]

Today on Take the Stage, we are shining the spotlight on Ashley Kooyenga. Ashley's career starts with the financial downturn of 2008 and takes her through a series of rapid growth promotions that culminate in her current role with a lower middle-market family equity firm. Her path is peppered with pivots, recalibrations, and even a year-long pause. From investment banker to Director of healthcare leveraged finance at 28, a one-year long sabbatical to travel the world, and now as Director of Business Development for McNally Capital, Ashley shares her take on the most important attributes for finding success, the importance of following your gut feeling, the power of mentors, and more. Episode Outline and Highlights [1:00] Ashley walks us through her career that started out amidst a looming financial crisis. Within her career journey she explains her motivations for making the decisions she made and ultimately what drove her to embark on a year long travel-the-world tour. She adds plenty of flavor while explaining her trajectory and decisions made through her advancement.  [6:00] Ready for goals and structure, Ashley returns home to pursue her long held desire to work for a healthcare operator which leads to a jump back into PE, this time at the firm level. [10:40] Giving credit where credit is due, Ashley says some of the most important attributes for finding success are: 1) detecting the right team and accompanying support system; 2) being a hard worker and asking the right questions (because the real answers aren’t found in textbooks but rather in the people around you); and 3) taking initiative to make yourself available and being helpful towards others. [18:00] Golden nugget takeaway time: by trying to do the right thing, listening to your gut and putting the power of leveraging mentors front of mind, the effort/work you do becomes all the more meaningful. [24:00] How did Ashley’s year abroad make her a better professional? It grounded her and provided an opportunity to take a pause and put things into perspective in terms of being able to add value no matter the path you are on. For her, this was built around relationships and people, creating trust and being helpful. [30:00] Ashley describes the favorite aspect of her work: that magical matchmaking moment in the beginning of a new business relationship when she realizes that her firm is the perfect partner to the acquisition company to help them keep growing. Ashley Kooyenga's Bio and LinkedIn  Ashley Kooyenga is the Director of Business Development at McNally Capital. Ashley leads the firm’s origination and business development efforts, including sourcing new platform and add-on acquisition opportunities. Prior to joining McNally Capital, she worked in various roles across the leveraged finance industry at Ally Corporate Finance and Cordant Health. McNally Capital Website | LinkedIn Important Causes to Ashley Chicago Lights Compassion International Connect with Alexis Alvarez on LinkedIn | [email protected]

Today on Take the Stage, we are shining the spotlight on Sam Ory. Sam started her career with a degree in Design from Parsons The New School For Design. Your read that right! So how did Sam parlay her fashion degree into a successful career in PE as founder and General Partner of Ouroboros Group? We touch on confidence, leveraging different professional experiences, and turning perceived "deficits" into advantages. Episode Outline and Highlights [1:00] Sam the fashion major explains her path to becoming Sam the finance and PE professional. [4:30] From Morgan Stanley to grad school, where she really dug into the buy-side of finance, a move into a hedge fund, followed by another into more traditional private equity and finally into entrepreneurship after buying out her first company, Sam captivates us with her intriguing career journey. Buckle up, it's a doozy! [8:25] It's Ouroboros time, baby! Sam explains what's behind the unique name of her company and the authenticity and proprietary deal sourcing that sets them apart. [13:30] Sam responds to whether being a young, female founder has helped or hindered her and how the Covid-era work from home environment has worked to her advantage. [17:20] The defining moment - reflecting on that "breakthrough moment" or event when she knew she had "made it," Sam shares her perspective on gaining confidence in herself, being comfortable saying she doesn't have the answer or know something, and how it plays into the cycle of trust. [21:00] Sam nails her last question! "What is the most important trait or strength one needs to have to succeed in your job?" Besides requiring a lot of quantitative and qualitative maturity, stamina and pattern recognition, as well as soft skills such as sales leadership and candor speaking with stakeholders, and not only wearing multiple hats, but being ok with it, performing flawlessly and executing strategically, what it really boils down to is having multiple jobs and experiences and pulling from that pattern recognition. BOOM! Yeah it does... Sam Ory's Bio and Contact Info Sam Ory is the General Partner at Ouroboros Group, a private investment firm specializing in middle market corporate acquisitions and operations. She has led two deals to closing over the past year with Ouroboros in both the contract manufacturing services and consumer services sectors. Prior to Ouroboros Sam was on the investment team at Generation Equity Capital where she was active in sourcing, evaluating and executing on investment opportunities as well as developing investment theses across various sectors. Sam received her BBA in Design & Management, Summa Cum Laude, from Parsons The New School For Design and an MBA from Brandeis University.   Connect with Sam Ory Sam on LinkedIn Ouroboros Group Website | LinkedIn Connect with Alexis Alvarez Alexis on LinkedIn Alexis on email [email protected]

Today on Take the Stage, we are shining the spotlight on Michelle Lewis. From a Fine Arts degree to Principal at The Capstreet Group, Michelle's career path is all but ordinary. We discuss how she was able to turn her non-traditional background into a career in PE and also touch on personal topics familiar to many working parents, such as "Mom guilt", family dynamics, and turning "being the only one" into opportunity. Episode Outline and Highlights (1:15) Michelle enlightens us about how she moved from a Fine Arts degree to a career in private equity. Michelle identifies with 3 distinct phases as she reflects on her career: 1. Why not? --> a yearning for new experiences, a curious mindset and pursuit of learning and trying new things; 2. Getting a seat at the table --> pursuing an MBA and pivoting into the world of restructuring/M&A; 3. Making a conscious effort AGAIN to always learn something new --> started a new chapter within private equity. (7:35) Did you ever have a fear of failure? Michele possesses the same "common denominator quality" as all high performing rockstars: The mentality of, "Although I might not know exactly what I am doing, I can figure it out and I'm up to the task." (10:10) Michelle explains what the phrase, "To whom much is given, much is expected" means to her values-driven family and her belief in the importance of giving back. (15:35) Harnessing her web of influence, Michelle explains the involvement of her childrens' friends in their acts of kindness and the impact it brings. (18:00) Michelle discusses how she makes the family dynamic work. How she and her husband balance their executive careers and relationship. She explains her experience with "Mom guilt", the importance of letting go of your own expectations, and being ok with imperfection. (7:00) Michelle offers advice for any woman who will be "the only woman (or man, or mother, etc) in the room", by turning around the focal point and looking at it through a different lense. Instead of viewing it as the only one at the table, one should look at it as an opportunity and privilege for that person to be in that spot and to shine and illustrate the greatness of it. Michelle Lewis' Bio and Contact Info Michelle Lewis is a Principal and investment committee member for a lower middle-market private equity firm in Houston. She oversees origination for the firm's investments in industrial distribution and services, software, and tech-enabled businesses. Over the course of her career, she has successfully closed several billion in cross-border public and private transactions from the Texas panhandle to Kazakhstan and been involved in many more. And most recently, she was named to Kayo's Top 21 in 21 Texas Dealmakers List. Michelle on LinkedIn  The CapStreet Group Website | LinkedIn Important Causes to Michelle GenerationServe Houston Website CareerSpring Website Connect with Alexis Alvarez Alexis on LinkedIn Alexis on email [email protected]

Today on Take the Stage, we are shining a spotlight on Deana Morrow, whose impressive track-record spans 20 years of executive leadership, M&A, corporate development and investment banking experience. From a Physics and Aeronautical Engineering graduate to CEO of a gourmet food manufacturing company to Managing Director of an award-winning M&A consulting firm, Deana’s career path is fascinating and all but ordinary.  In today’s episode, we discuss how she got where she is today, the importance and lifelong benefits of mentorship, and her advice for women looking to pave their path in business. Episode Outline and Highlights (1:48) Deana walks us through her “off-the-beaten-path” career. She explains how her love for science and business led her to the industries she’s worked in and why she always ends up coming back to M&A. (3:13) Deana discusses what her experiences in male dominated industries have taught her. Key takeaways being the importance of both confidence and intuition, especially when you find yourself as the only woman in the room. Deana and Alexis share some great insights for anyone starting off their careers and looking to develop those qualities. (7:37) Deana reflects on the most impactful decisions and factors that shaped her career and the power of mentorship. (12:51) How has your approach to business and your career shifted with age? (i.e. in your 20’s, your 30’s, etc.) Deana describes how she now sees her career in a wave-like rather than linear fashion, what that means, and the value of “growing” in a new pot of soil, so to speak. (16:21) Deana shares her advice to women in male dominated industries, both figurative and tactical. Moral of the story: take control, make your own path and don’t be afraid to ask for what you want! Deana Morrow Bio and Contact Info Deana has 20 years of experience in executive leadership, mergers & acquisitions, corporate development and investment banking. She is the former President and CEO of Torn Ranch, a luxury CPG company based in Sonoma, California. Prior to Torn Ranch, she led M&A and due diligence efforts for BAE Systems and was a technology investment banker with Credit Suisse. She lives in the Bay Area in California. Deana on LinkedIn Align Business Advisory Website | LinkedIn   Resources Mentioned/Highlighted Clear Star Advisory Website Torn Ranch Website  Connect with Alexis Alvarez Alexis on LinkedIn Alexis on email [email protected]

In today’s episode, we are shining a spotlight on Elisabeth Wadsworth. Elisabeth has spent the last 15 years working within finance, investment banking, hedge funds and PE. A true NYC powerhouse, Elisabeth discusses her non-traditional journey from political science major to high-impact board advisor. Beyond her exciting career journey, we cover entering the workforce amidst financial downturn, the importance and value of stewardship and building high impact teams, and fostering D&I, in and out of the board room. Throughout the episode, Elisabeth and Alexis offer lots of great insight and wisdom from both personal and professional perspectives, applicable to professionals at any stage of their careers.Episode Outline and Highlights(1:57) Elisabeth discusses her career journey and transitions along the way. She goes from business school, investment banking, portfolio management, to being a trusted investor and board director, with many twists and turns. She also touches on her passion for governance, and investing from a human capital perspective.(3:30) How important is timing when it comes to opportunities and leaving for a new role?(5:50) Elisabeth and Alexis share their thoughts on networking. Elisabeth discusses the importance of advocating for networking, natural ways to connect with others and shares how it has shaped her career. “Once you detach from the desired outcome, at the end of the day, networking is just a conversation. One conversation can lead to a lifetime of conversations.” - yes!(9:57) Elisabeth describes the most impactful events or factors that shaped her career progression. Graduating from Wharton at the start of a major economic downturn threw a wrench in millions of recents grads' career plans. Elisabeth used it to her benefit. She's also an advocate for business school, especially for those coming from non-traditional backgrounds, like herself.(16:35) Elisabeth shares her definition of success. For her, it’s all about the team, and enabling others to be great.(22:06) What does “Beyond Diversity and Inclusion” mean to you? Elisabeth and Alexis share their opinions, initiatives and “a-ha” moments in regards to D&I.(32:02) In your opinion, how can one be a champion of D&I at an individual contributor level? Elisabeth discusses the importance of self-education, challenging assumptions and engaging in meaningful conversations.Elisabeth Wadsworth Bio and Contact InfoElisabeth Wadsworth is an investor, board member, and writer. She’s also an avid reader and self-described urban enthusiast. Elisabeth has spent 15 years working in finance, from investment banking to hedge funds to private equity. She’s served in a variety of roles, including portfolio management and board advisory. In her most recent role, she is an Advisor at Palingen Capital, a lower middle market evergreen firm.Elisabeth on LinkedInPalingen Capital Website | LinkedInPeople and Resources Mentioned/HighlightedFriends of the Children - A nationwide organization dedicated to breaking the cycle of generational poverty through salaried, professional mentoring. Women of Consequence - Chanel DokunConnect with Alexis AlvarezAlexis on LinkedInAlexis on email [email protected]

Networking - It's an ever so important term that many feel a needlessly uncomfortable amount of dread towards. To many, the words “daunting,” “awkwardness” and “intimidating” also come to mind. Alexis chunks the process of networking down into manageable and simple mini-steps. She offers 4 pieces of advice that are simple for anyone to implement. These tips will help you to jumpstart your relationship building. After all, there's a lot of truth behind the saying, "your network is your net worth." Episode Outline and Highlights [1:00] The power and influence of your network – are you operating in the red? [3:20] Changing the lens from which we view the term networking – frame it instead around starting a discussion around a common theme and remove any negative or adverse feelings/attitudes towards networking. [4:40] Perhaps we should change the language as well: networking = building community or being surrounded by a tribe of like-minded people. [5:00] Advice #1 – Finding groups or individuals who have similar interests. [6:35] Advice #2 – Actively engage. Start following companies, connect with hiring managers, and have meaningful conversations with employees that share whatever that common ground and similarity you have/seek. [8:20] Advice #3 – Refine or hone in and create a more targeted audience list and reach out to those with a common pain point to whom we can relate. [10:19] Advice #4 – Be the change you want to see and become the voice of influence. Connect with Alexis on LinkedIn [email protected] www.career-rockstars.com

In this episode, we are shining the spotlight on Malia Funk, a second year associate at a Lower Middle Market firm. Malia's journey into PE started in Hawaii, traversed to OSU, and wound up in Manhattan. It’s much more complex than geographical change or happenstance. It’s purposeful. Methodical. Calculated. No paths are created equally and no two paths are the same. The traditional road to private equity is usually paved and straight - there's a typical profile that prevails, but as Malia points out and exemplifies, there is a recognizable shift where the trail can be a bit more adventurous. (:30) Malia describes her non-traditional background and her relatively atypical path to PE. Her insightful thought process and compelling storytelling is just the start of what there is to love about her and her journey thus far in her early career. (5:34) What attracted you to PE and acquisitions and what were your concerns about entering the M&A space? (12:38) Malia shares her thoughts about women withdrawing from recruitment opportunities and how they tend to view the job application process. Are women more afraid of failure or is it something else? (18:36) Malia provides some unique perspective on the psychology of male traits that are often emphasized (confidence and individualism) and how they differ from those of women (caring for others, putting others above yourself, and being likeable). The conversation continues about the implications of these traits on entering the candidate/interview process, especially as they pertain to women. (21:55) How will women and women of your generation (millennial and Gen Z’s) influence PE in the future? Malia "spins" a great response about how women who have been able to make it to the high stakes table and make big investment decisions have already broken the molds and overcome numerous setbacks and they'll bring a lot of good disruption along with them. (28:35) How can women best prepare themselves for the challenges and rewards of a career in private equity? Malia reflects and offers a lot of practical advice and so many golden nuggets that are 100% suitable to both genders, such as the importance of young professionals establishing their hardware and then uploading their software...yes! (34:55) Malia and Alexis wrap up their session with thoughts on how women should support their fellow female colleagues in private equity. Connect with Alexis on LinkedIn [email protected] www.career-rockstars.com

Today we are shining the spotlight on a true trailblazer in the tech and media scene. Cristina Garces is CEO and founder of Optiva Media, a niche engineering services company that delivers audio and video technology solutions across the entire digital TV and audio media market chain.  (0:31): Who is Optiva Media? Cristina provides the background. (1:43): A Women in Business 2020 Grant Thornton report says Spain has 5% more than the global average of gender equality in the work place when looking at women who hold senior management positions in mid size companies. (5:00): Career journey of CEO Cristina Garces from studying arts and literature to earning a computer engineering degree, founding a company and becoming CEO. She tells an interesting “trail-blazer” story about how she continually forced changes and made decisions that often went against conventional thinking when she left reputable companies and high job security in search of new challenges and ventures. (16:47): As a woman working in male dominated industries, was there ever a point in your career where you felt you needed to change, act or speak differently and adopt “mannerisms”? Cristina states that to be taken seriously especially for younger women, you need to act and be more serious and bold than your colleagues. Also she suggests young women be over-prepared and be prepared to take control in meetings. (26:06): Women being proactive at Optiva Media through their “Coffeeology” initiative in order to: 1) hire more women; 2) retain them; and 3) how can they change/evolve the Optiva culture to support and continue the advancement of women. (34:58): What is your best piece of advice to women aspiring to progress through the ranks in your career? Connect with Cristina on LinkedIn Check out Optiva Media on LinkedIn Report Mentioned: Women in Business 2020 Grant Thornton Connect with Alexis on LinkedIn [email protected] www.career-rockstars.com

Today we'll be shining the spotlight on Sugata Jain, former Director of IE Business School's Startup Lab and currently a lady who rocks the male-dominated space that is venture capital and early stage startups. In this episode we cover several key topics including:  [13:59] Pain points when working with entrepreneurs   [16:40] Pain points of VCs/investors when sourcing business opportunities [26:22] Why this space continues to be so male-dominated   And lots more! Connect with Sugata Jain www.linkedin.com/in/sugatajain/  And if you want more information on how to recruit rockstars for your company, please reach out:  [email protected]