Soltan Bryce is a managing consultant at Guidehouse, which is a consulting firm focused on Public Health Strategy, Application Development and Management, and was recently acquired by Bain Capital Private Equity.  He is a part time General Partner at Colorful Capital, which  focuses on “finance flowing with Pride” and aims to bring capital support and scaffolding to enterprises founded and led by members of the broad LGBTQIA+ community, by filling financing gaps and overcoming detrimental heuristics. 

Our conversation starts with Soltan’s upbringing in a North Carolina suburb, where he was a member of a small Muslim community that had come there as Palestinian refugees.  He described himself as “gender nonchalant” during his youth – always more comfortable channeling male behavior but not, at that stage, aware of the “possibility models” that existed to affirm his gender.  These possibilities opened up to him in his early career in healthcare, and his decision to transition attained such broad support and allyship that he saw that as the model of the leader he would like to be.  Finding a calling to lead in areas such as transgender healthcare and investment in same, Soltan found himself drawn to business school, where he was intentional about coming out as transgender at Harvard Business School, which was still remarkably rare at that time.

We end by talking about Colorful Capital and discuss of the detrimental heuristics that are in place when members of the LGBTQ+ come to fundraise and how they can provide scaffolding and mentorship to bridge the gap

There is more information about Colorful Capital on the website https://www.colorful-capital.com/ and a link to their recently released impact report and management framework here: see press release and a direct link to Outsized Impact: How Investment Can Address the Systemic Risk of LGBTQIA+ Inequity. 

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Susan Berland is a coach for parents of LGBTQ children.  She has been VP of PFLAG in the East Bay area, PFLAG is a national organization providing support and advocacy for parents, families and allies of the LGBTQ community.

Susan has been a coach for most of her life, and is the proud mother of a gay son. She has channeled her lived experience and her time at PFLAG to offer a comprehensive set of coaching tools for parents of LGBTQ+ youth.  

In our conversation she sensitively addresses the range of emotions that parents can feel – from concern for the happiness and mental health or even safety of their child, to processing the surprise at the adjustment, and some sense of loss which may come from a child transitioning.  While there is a sense of gain too, there is a journey in which support is paramount, and being the provider of that support can be draining and itself stressful. Susan’s coaching provides a method to fill one’s own cup in order to better provide the supports needed but also to allow the parent to remain thee best version of themselves that they can be. 

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Fabrice Houdart is Executive Director of the Association of LGBTQ+ Corporate Directors as well as an Advisor to Fortune 50 companies and a former staffer at the World Bank and UN.  He is an adjunct professor at Columbia University and Georgetown University, where he lectures on LGBT inclusion within international development. He is a consultant to the Asian Development Bank and a Board Member of the Canadian Association of LGBTQ+ Corporate Directors, as well as numerous other board roles.  

We start with Fabrice’s upbringing in France and the somewhat accidental route he had into international development.  The nature of this work, including a role with the World Bank and the time at which he was engaged in it led him to not be “out” at work initially.  His travel with the World Bank took him to a series of countries where that would not have been welcome – or even legal.  Later in his career he became an advocate for the LGBTQ+ community and has led affinity groups and also this aspect of human rights action around the world. 

We discuss what the “cost” of homophobia is – what economic growth a country forgoes by failing to include this segment of the population and failing to attract tourists from the LGBTQ+ community. We speak then about role models and their importance, and how, once Fabrice was comfortably out at work, he realized the strain that his “fear” of revealing his authentic self had placed him under.  He recommends that we replace fear with faith, in the humanity of our work colleagues and in the right for every LGBTQ+ person to be included where they work. 

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Lindsey Young, is the founder of Quiet Wealth LLC, which she started to provide a comprehensive set of financial advisory services that successful LGBTQ+ professionals and their families need.  She previously spent 15 years in Silicon Valley finance, primarily as a investment banker working on M&A, IPOs, leveraged finance and other transactions for technology companies. She also advises a series of non-profits, and is Board President of FreeState Justice, the leading statewide LGBTQ advocacy organization in Maryland. 

Lindsey transitioned somewhat later in life and we talk about how she chose her timing.  It coincided with her starting her own financial planning business and she decided that it would be more sensible to time her transition for before striking out on her own.  We move then to discuss the experience of inclusion she saw – pre-transition – in the high performing world of tech and finance, and the pace she is now aiming for in her own financial advisory firm.

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Mark Segal is a social activist and author, who participated in the Stonewall riots and as one of the original founders of the Gay Liberation Front where he created the Gay Youth Program.  He was the founder and former president of the National Gay Newspaper Guild, and has won various journalistic awards.  He is a lifelong activist who organized the first Gay Pride parade in 1970 and remains an active advocate today. 

This rollicking story of a life in activism is one you won’t want to miss, from his introduction to activism by his Suffragette Grandmother at the age of 13, to his awakening in NYC of the 1970s. Mark’s journey as an activist was bold and brave – he garnered national attention for the gay rights movement by some unorthodox methods – such as interrupting a live TV news broadcast. It is thanks to him that many of the rights taken for granted today received attention and he is reflective when we discuss how far we have come – but equally what still remains to be done. 

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.  

Our conversation traces Marci’s early career, her attitude that enables her to “bloom where she is planted” and her early authenticity.  We discuss her interests in sports and the coaching that brought two sons to collegiate level athletes. We move then to discuss her financial planning practice and the inclusive culture that she creates.  We also discuss what it means to invest in accordance with values and discuss how values and implementing them are evolving as concepts in the financial planning industry.

You can read more about Bair Financial Planning on their website www.BairFinancialPlanning.com 

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

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David and John Auten-Schneider are a married couple who have branded themselves the Debt Free Guys, and host a popular podcast and website full of tools to help listeners and clients to “live fabulously, not fabulously broke”. They have a proprietary Wealth Builder’s Pyramid tool that they use as a multi-pronged approach to financial freedom, a solid credit score and debt-free living.  Their mission is to help their clients particularly, but not exclusively, members of the LGBTQ+ community to live happy, healthy and wealthy.

Our conversation takes a quick tour through the background of each of David and John, which was quite divergent in its inclusiveness and tolerance of LGBTQ+ lifestyle, and we hear about David’s strict relious upbringing in which coming out was not at all easy. We hear how they met, and the epiphany around sustainable spending that led them to pay down their combined $50,000 in debt and commit to doing the same for other members of their community.

We dig in a little to the root cause of some lack of financial stability among some of their peers and some of it derives from ostantious spending in order to win acceptance and approval. Providing a non-judgemental environment that is inclusive and provides practical supports allowed them to develop an important niche within the landscape of financial planning.  You can learn more about The Debt Free Guys here: https://debtfreeguys.com

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Dani D’Amico is a partner at McKinsey in their financial services practice. She has previously worked at Oliver Wyman in New York, where she was also a partner, and started her career in various consulting roles.

Our conversation starts with Dani’s early years in Italy and how she devised various distractions to outrun her authentic self – while she always felt she was a female trapped in a male body, she couldn’t at that time conceive how she could live authentically. As a marathon runner, she uses the analogy of trying to outrun the reality that was catching up with her, until she could outrun it no more.

Dani made the decision to transition after she already had had notable achievements in her career, and she is quick to note the position of privilege that that gave her.  She notes that not all transgender people are so lucky to have the financial resources, access to medical care and career capital at the stage that they choose to transition, and this disparity reveals the inequity in play across the LGBTQ+ community that often gets overlooked. 

Dani draws upon her risk management background to explain how she planned out her transition – including scenario analysis and decision trees. Once again we are told of how leadership and peer support was exceptional and surprised on the upside – a recurring theme throughout this series, when it comes to coming out at work.

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Brad Baumoel is managing director and Global Head of LGBTQ+ affairs at JPMorgan Chase, a position he assumed in April 2021.  He previously was Portfolio Director for the Chase Digital Platform and prior to that led several large-scale transformative programs and teams across the institution. He was a founding member and prior leader of OPEN Finance NYC, a non-profit LGBT network for the Financial Services Industry.

Our conversation starts with Brad describing his upbringing in a single parent household and how he came out in stages – not initially to his family. He moved to New York City early in his career, and we speak about the adjustment that was involved – in terms of modifying his New England accent but also the burst of inclusion that he experienced from being exposed to New York’s LGBTQ+ neighborhoods. 

We move then to his role at JPMorgan Chase, and the breadth of what he is taking on, and speak in particular about what it is to foster true allyship.  

Our fourth Pride series is supported by JPMorgan Chase. JPMorgan Chase has long been a supporter of equality in all forms, including for the LGBTQ+ community. Starting with the very first PRIDE business resource group in 1996, they recently strengthened their commitment by creating the Office of LGBTQ+ Affairs and a full-time, dedicated team to deliver on a global LGBTQ+ agenda. 

The Office of LGBTQ+ Affairs partners closely with stakeholders across the firm to promote intersectionality and leverage its combined resources to deliver equity and inclusion for LGBTQ+ employees, clients, partners and communities, worldwide.

Welcome to our fourth Pride series of all time, which is full of personal narratives that will make you smile, may make you cry and will definitely make you think.  Join us as we discuss what allyship really means, share personal experiences across diverging global backgrops for LGBTQ+ rights, and take you into the realms of personal finance, international development and coaching. 

Our stories are personal and nuanced and reveal how activism can come from many sources. We hear about individual stories of coming out, finding authentic selves, and about some challenges faced and achievements enjoyed. 

The 2024 collection features the following inspiring guests:

· A long-time LGBTQ+ activist Mark Segal

· A prominent transgender spokesperson and partner at McKinsey, Dani D'Amico

· A couple who hosts a financial wellbeing podcast - The Debt Free Guys – John and David Auten-Schneider

· The head of LGBTQ+ affairs at JPMorgan Chase, Brad Baumoel

· The first transgender graduate from HBS now at an investment fund that represents Finance Flowing with Pride, Soltan Bryce

· A coach who works with parents of LGBTQ+ children, Susan Berland

· A prominent activist within international development and advocate for directors, Fabrice Houdart

· A transgender founder of a private wealth firm, Lindsey Young

· A founder of a private wealth firm that is inclusive and values oriented, Marci Bair

So join us from June 1 and throughout the entire month of June.

The 2024 Pride Series is kindly supported by JPMorgan Chase.