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Take the Stage

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Rating
★★★★★
5
from
3 reviews
Categories
Country
United States
This podcast has
33 episodes
Language
English
Explicit
No
Date created
2021/03/10
Latest episode
2026/08/26
Average duration
50 min.
Release period
57 days

Description

Take the Stage celebrates and amplifies diverse voices within the lower middle market and middle market private investment space and serves as a platform for conversations that encompass a wide range of perspectives and experiences. You're going to hear candid conversations that touch on career paths, (the not so linear kind), valuable insights, practical advice for how to navigate your career, and honest stories of how to succeed on the buyside. And stay tuned for our special series, Ladies Who Rock, dedicated exclusively to women in the lower and middle market space.

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Check latest episodes from Take the Stage podcast


Ep 33—Ladies Who Rock Series—Special Guest Marilyn Adler from Mizzen Capital
2026/08/26
Marilyn Adler has spent more than three decades investing in the LMM, but the firm she ultimately built reflects lessons gathered across every stage of that career. As co-founder of Mizzen Capital, Marilyn launched her own fund in March 2020—just one week before COVID shut down the world. Rather than retreat, she and her partner relied on their track records, relationships, and persistence to raise an oversubscribed first fund. Today, Mizzen has three funds on its platform and a 25-person team. For investors, emerging leaders, and women building careers in finance, Marilyn offers a compelling example of how success can be built without adopting someone else's model of leadership. Listen for a thoughtful conversation about grit, relationships, risk, and building a firm around your values. Connect with Marilyn on LinkedIn | Mizzen Capital    Connect with Alexis on  |  LinkedIn [email protected]
Ep 32—Ladies Who Rock Series—Special Guest Lorine Pendleton from 125 Ventures
2026/07/16
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 LinkedIn 125 Ventures   | Website Connect with Alexis on  | LinkedIn [email protected]
Ep 31—Ladies Who Rock Series—Special Guest Noramay Cadena from Supply Change Capital
2025/06/24
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 LinkedIn Supply Change Capital on LinkedIn | Website Connect with Alexis on Linkedin | Website [email protected]
Ep 30—Special Guest Charles Hudson from Precursor Ventures
2025/06/03
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 Canada Charles 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 Ventures Follow Take the Stage for more episodes! Connect with Charles on ⁠⁠⁠LinkedIn⁠⁠⁠ 📍 Precursor Ventures: ⁠⁠Website⁠⁠ | ⁠⁠LinkedIn⁠⁠ 📩 Connect with Alexis Alvarez on ⁠⁠LinkedIn⁠ | [email protected]
Ep 29—Ladies Who Rock Series—Special Guest Samara Mejia Hernandez from C******a Ventures
2025/05/19
Today on Take the Stage, and our special series Ladies Who Rock, we shine the spotlight on Samara Mejia Hernandez, Founding Partner at C******a Ventures, a Chicago-based, early-stage venture capital fund. Samara shares how she broke into venture capital, built a bold brand with C******a 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 C******a 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 C******a 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 📍 C******a Ventures: ⁠⁠Website⁠⁠ | ⁠⁠LinkedIn⁠⁠ 📩 Connect with Alexis Alvarez on ⁠⁠LinkedIn⁠ 🌐⁠⁠⁠ career-rockstars.com⁠⁠
Ep 28—Ladies Who Rock Series—Special Guest Bukie Adebo Umeano from Anthemis
2025/05/01
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
Ep 27—Ladies Who Rock Series—Special Guest Clara de Bienassis from Stone Soup Consulting
2025/03/26
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 Journey From 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 Work Clara 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 Commitment With 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 Work Clara 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 Leadership Clara 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 Work Clara 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 | LinkedIn Connect with Clara on LinkedIn: Follow Take the Stage for more episodes: 🌐 career-rockstars.com 📩 Connect with Alexis Alvarez on LinkedIn
Ep 26—Ladies Who Rock Series—Special Guest Maria de Palacio from GAWA Capital
2025/02/20
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
Ep 25—Ladies Who Rock Series—Special Guest Isabelle Fuchs from Eden Capital
2025/01/30
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]
Ep 24—Ladies Who Rock Series—Special Guest Jessica Patton from 5th Century Partners
2024/12/16
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 Highlights 1:30 - Jessica's Journey to Private Equity Jessica 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 Progression Jessica 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 Operations Jessica 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 Firm The 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 Career Jessica 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 Success The 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 Ethic Jessica 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 Excellence 5CP’s cultural pillars—excellence, transparency, and collaboration—drive team performance and inclusivity while fostering a strong sense of belonging. 38:02 - Transparency and Team Collaboration Jessica 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 Inclusion Jessica 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 Career Jessica 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 Leaders Jessica’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 ⁠LinkedIn⁠⁠ 5CP ⁠⁠Website⁠⁠ |⁠ ⁠LinkedIn⁠ ⁠ Connect with Alexis Alvarez on⁠ ⁠LinkedIn⁠⁠ | [email protected]
Ep 23—Ladies Who Rock Series—Special Guest Stephanie Park from Apogem Capital
2024/11/21
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]
Ep 22—Ladies Who Rock Series—Special Guest Maude Delice
2024/10/18
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]
Ep 21—Ladies Who Rock Series—Special Guest Genine Fallon from Cold Bore Capital
2024/09/11
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]
Ep 20 - Ladies Who Rock Series - Special Guest Jessie Harris from TXV Partners
2024/07/23
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]
Ep 19 - Special Guest Jarron Smith from Zeal Capital Partners
2024/06/19
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]

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