Takin' Care of Lady Business®

Cate Luzio

Takin’ Care of Lady Business with Jennifer Justice

Episode 013: Find Your Tribe: Invest In What You Believe In

Cate Luzio is the Founder and CEO of Luminary, a global membership-based career and personal growth platform and collaboration hub created to uplift and upskill women through all phases of their professional journey. Members are comprised of a multigenerational and intersectional community of individuals, intrapreneurs, entrepreneurs, corporations, and organizations including UBS, JPMorgan Chase, Unilever, Verizon, Goldman Sachs, Mastercard, Spotify, ViacomCBS, and ADP. Before starting Luminary, Cate spent twenty years in financial services leading global multibillion-dollar businesses. Previously, she was Global Head of Multinational Corporate Banking for HSBC, managing more than 2,000 employees worldwide and prior to that, she served as Head of Multinational Corporate Banking at J.P. Morgan EMEA based in London. She spent her early years in Latin America with Bank of America across both consumer and wholesale banking. She started her career working in tech in China. Cate is a graduate of the University of Maryland, where she was named its Entrepreneur of the Year in 2020, and in 2021 joined its Board of Governors.

 

Listen to this information-packed Takin’ Care of Lady Business episode about the risks and rewards of leaving your industry to start your own business.

 

Here is what to expect on this week’s show:

How Cate took what she learned in banking to launch her own business

Why Cate spent her own money to start her own business rather than raising VC money, and how it led her to have complete operational control

Why terms like “growth” and “success” ought to be reimagined to include factors beyond just amount of money raised

How to harness your skill set to launch your own business

What Luminary is, and the story behind its launch

 

Connect with Cate and Luminary:

WEBSITE: https://www.luminary-nyc.com

TWITTER: https://twitter.com/BeALuminary

FACEBOOK: https://www.facebook.com/BeALuminary/

INSTAGRAM: https://www.instagram.com/bealuminary/

LINKEDIN: https://www.linkedin.com/company/bealuminary

 

 

 

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Dee Poku

Takin’ Care of Lady Business with Jennifer Justice

Episode 012: Find Your Tribe: Building the Matriarchy

Dee Poku is the founder and CEO of The WIE Suite, a private membership community and peer learning platform for women in leadership. In addition to providing its members with the community and tools to succeed at the highest levels, The WIE Suite supports brands and corporations with their culture building and diversity initiatives.

 

Listen to this information-packed Takin’ Care of Lady Business episode, full of ways to elbow into male-dominated spaces, and use your lady-power for good.

 

Here is what to expect on this week’s show:

The what and why of the WIE Suite and how the idea originated

Why having a woman in charge may not be enough to solve long-standing, foundational problems- and what kind of female leadership will be necessary to make permanent change for the better

How the corporate world is changing in an era of cultural reckoning, and what that means for leaders who can use their money to make a difference

Ways that female leaders have already used their wealth and influence to make a more equitable world

Why a lawyer is an absolute necessity for any business owner

 

Connect with Dee and the WIE Suite:

WEBSITE: https://www.thewiesuite.com/

TWITTER: https://twitter.com/thewiesuite

FACEBOOK: https://www.facebook.com/thewiesuite/

INSTAGRAM: https://www.instagram.com/thewiesuite/

LINKEDIN: https://www.linkedin.com/company/thewiesuite

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Susan McPherson

Takin’ Care of Lady Business with Jennifer Justice

Episode 011: Find Your Tribe: Connecting in the Age of Isolation

Susan McPherson is a serial connector, angel investor, and corporate responsibility expert. She is the founder and CEO of McPherson Strategies, a communications consultancy focused on the intersection of brands and social impact. She is the author of The Lost Art of Connecting: The Gather, Ask, Do Method for Building Meaningful Relationships (McGraw-Hill). Susan has 25+ years of experience in marketing, public relations, and sustainability communications, speaking regularly at industry events including Inspirefest/Dublin, BSR, Center for Corporate Citizenship's Annual Summit, DLD and Techonomy, and contributing to the Harvard Business Review, Fast Company, and Forbes. She has appeared on NPR, CNN, USA Today, The New Yorker, New York Magazine and the Los Angeles Times.

 

Listen to this information-packed Takin’ Care of Lady Business episode about how Susan is making a more equitable world through investing.

 

Here is what to expect on this week’s show:

How Susan got her start in finance, and how she came to found McPherson Strategies

The circumstances that inspired Susan to write The Lost Art of Connecting, and what readers can learn from it

What a “five minute ask” is, and how you can use it to get what you want

How Susan honors the memory of her mother by being an angel investor for female-founded businesses

Susan’s strategies for writing a book

 

Connect with Susan:

WEBSITE: http://www.mcpstrategies.com/

TWITTER: https://twitter.com/susanmcp1

FACEBOOK: https://www.facebook.com/susanmcpherson1

INSTAGRAM: https://www.instagram.com/susanmcp1

LINKEDIN: https://www.linkedin.com/in/susanmcpherson/

 

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Katya Libin

Takin’ Care of Lady Business with Jennifer Justice

Episode 010: To Co-found, or Not to Co-found: Co-Founding a Community

Katya Libin is the Co-founder and board member of HeyMama, a private online community of entrepreneurial and working moms. Building on a background in partnerships and tech, Libin conceived of HeyMama based on the need for support and community she felt in her own

life as a working mother. Alongside her HeyMama HQ team, Libin has since grown the business to reach over 5,000 members, located in 50+ cities (and counting). As a voice for the experiences, challenges, and needs of working and entrepreneurial moms, Libin has been published in TODAY.com, She Knows, and Thrive Global, and has been featured in Woman’s Day, Parents, Forbes, Inc., and more. Recently, she was named an AdWeek Trailblazer, one of the Center for Women & Wealth’s 20 Most Inspiring Women to Watch Out For and as a For best Next 1000 recipient. Her biggest role is that of mom to her daughter, in whom she tries to instill

the relentless work ethic and unflappable belief that anything is possible that she got from her own parents, who immigrated with her to the US from St. Petersburg when she was 3. Katya is building her consultancy business, Katya Libin & Co., supporting high growth startups in cultivating community, building strategic partnerships and fundraising so she can help incredible founders achieve their goals.

 

Listen to this information-packed Takin’ Care of Lady Business episode about how Katya and her co-founder Amri are working to help working mothers, and how they came to form a partnership of lady-power.

 

Here is what to expect on this week’s show:

How Katya met her co-founder Amri, and what made them decide to co-found Hey Mama

The unfairness that new mothers face in male-dominated industries that Hey Mama is seeking to remedy

Exciting new ways that Hey Mama is creating online communities of working mothers

Ways that Amri and Katya uplift and balance each other as co-founders

How Amri and Katya moved past “bootstrapping it” to grow Hey Mama into the success it is today

 

Connect with Hey Mama:

WEBSITE: https://heymama.co/

TWITTER: https://twitter.com/heymamaco

FACEBOOK: https://www.facebook.com/heymamaco

INSTAGRAM: https://www.instagram.com/heymamaco/

LINKEDIN: https://www.linkedin.com/company/heymama/

PINTEREST: https://www.pinterest.com/heymamaco/

YOUTUBE: https://www.youtube.com/channel/UCLr_2NTz9kgItEVuueUIr-w

 

 

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Gina Hadley

Takin’ Care of Lady Business with Jennifer Justice

Episode 009: To Co-found, or Not to Co-found: What to Consider When Choosing a Co-founder

Gina Hadley does not like the status quo--if something doesn't work, fix it. As co-founder of The Second Shift, making change is her daily mission. She works in close partnership with companies to design working cultures that support and retain women. By demonstrating how even small changes ripple into big impact, Gina helps businesses of all sizes shift their workplaces forward into more flexible, nimble working structures.

Listen to this information-packed Takin’ Care of Lady Business episode about what to consider when deciding to co-found a business with a partner and how to use your lady network for good.

 

Here is what to expect on this week’s show:

What The Second Shift is, and what made Gina and her co-founder, Jenny Galuzzo, want to found it

How Gina the “pragmatic optimist” and Jenny the “magical thinker” utilize their unique strength to divide responsibilities as cofounders

Ways that Jenny and Gina strike a balance between being business partners and “non-sexual life partners”

The circumstances that led Gina and Jenny to bring in a third co-founder

Advice Gina would give to anyone looking to start a business with a co-founder

 

Connect with The Second Shift:

WEBSITE: https://blog.thesecondshift.com/

TWITTER: https://twitter.com/thesecond_shift/

FACEBOOK: https://www.facebook.com/tssthesecondshift/

INSTAGRAM: https://www.instagram.com/thesecond_shift/

LINKEDIN: https://www.linkedin.com/company/the-second-shift/

 

 

 

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Kathleen Entwistle

Takin’ Care of Lady Business with Jennifer Justice

Episode 008: Invest in Yourself: Own Your Wealth

Kathleen Entwistle is the managing director and private wealth advisor at Morgan Stanley. Having achieved considerable success in your professional life, you may find yourself facing complex and unfamiliar challenges. How do you protect and grow the wealth you have created? Are your philanthropic investments having the impact you intended? What legacy do you want to leave and how do you prepare younger generations to carry it forward? As a seasoned, multigenerational team, Kathleen and her team have guided generations of sophisticated families through the process of answering these fundamental questions. They have worked with accomplished entrepreneurs, executives, entertainers and their families, creating highly customized and truly comprehensive plans to help them succeed on their own terms.

 

Listen to this information-packed Takin’ Care of Lady Business episode about taking confident strides towards owning your financial security.

 

Here is what to expect on this week’s show:

How Kathleen went from teaching investing classes at the YWCA to managing partner at Morgan Stanley

How to invest in yourself, even when, as a woman, living is more expensive, and you are unfairly making less than your male counterparts

Kathleen’s three nuggets of advice to grow your wealth

How men grow wealth VS women

 

Connect with Kathleen:

MORGAN STANLEY PROFILE: https://advisor.morganstanley.com/kathleen.entwistle

LINKEDIN: https://www.linkedin.com/in/kathleenentwistle

INSTAGRAM: https://www.instagram.com/kathyentwistle

EMAIL: [email protected]

 

 

 

 

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Amy Parker & Gina Pell, Co-Founders of The What

Takin’ Care of Lady Business with Jennifer Justice

Episode 007: To Co-found, or Not to Co-found: Divide and Conquer

Veteran entrepreneurs Amy Parker and Gina Pell have been in the business of building communities for women, both online and offline, for years before social networks were created. They are the founders of The What, a weekly newsletter with exceptional recommendations and a private community of over 100,000 women. 

Listen to this information-packed Takin’ Care of Lady Business episode about what to consider when deciding to co-found a business with a partner and how to use your lady network for good.

Here is what to expect on this week’s show:

The story of Amy and Gina’s 21 year partnership that includes three different ventures

The guiding philosophy behind The What, and why cofounding a business is a lot like falling in love

How to divide up responsibilities and roles when cofounding, and how to compromise when cofounders disagree

Ways that Amy and Gina manage their personal lives with their professional lives

Connect with Amy and Gina:

WEBSITE: https://www.thewhatlist.com/

FACEBOOK: https://www.facebook.com/groups/thewhatwomen/

INSTAGRAM: https://www.instagram.com/thewhathq/

AMY’S LINKEDIN: https://www.linkedin.com/in/amy-parker-634b9a3/

GINA’S LINKEDIN: https://www.linkedin.com/in/gina-pell-54664/

 

 

 

 

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Alli McCartney

Takin’ Care of Lady Business with Jennifer Justice

Episode 006: Building Your Wealth: Financial Feminism

Alli McCartney is a Managing Director with UBS Private Wealth Management in New York City. She has 20 years of experience in the wealth management industry working with families, institutions, endowments and foundations. She is responsible for client relationship management, wealth advisory, private banking solutions, trust and estate planning strategies, and credit and lending. Alli specializes in philanthropic planning and governance for sophisticated families, often in partnership with the UBS Optimus Foundation. Alignment Partners, her seven member team, manages $1.5B for sixty families with a focus on Financial Professionals and Influential Women Executives and Entrepreneurs.

 

Listen to this information-packed Takin’ Care of Lady Businessepisode about how to build wealth as a woman in the crazy world of finance.

 

Here is what to expect on this week’s show:

 How Alli became a managing partner at UBS

 The power of the female consumer dollar, and how it can be put to create a more equitable world

 What psychological factors Alli has seen holding women back in the world of finance and economics

  The three “L”s that UBS considers key to wealth building

 

Connect with Alli:

WEBSITE: https://financialservicesinc.ubs.com/team/alignment/meetourteam.html

LINKEDIN: https://www.linkedin.com/in/alli-mccartney-37550210/

INSTAGRAM: https://www.instagram.com/financialfeministnyc/?hl=en

EMAIL: [email protected]

 

 

 

 

 

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Kristin O’Keefe Merrick

Takin’ Care of Lady Business with Jennifer Justice

Episode 005: Invest In Yourself: Making Money Less Weird

Kristin O’Keeffe Merrick is a money expert and financial advisor at her family-run firm, O'Keeffe Financial Partners, based in Fairfield, NJ. Kristin has over 19 years of investment experience, having spent the first part of her career as currency trader, and serving most recently as Vice President at Morgan Stanley. Kristin has chosen to use her background and experience towards the empowerment of individuals, families, and small business owners in the challenging world of finance. She is especially excited to work with women entrepreneurs and executives to provide them with creative financial strategies and solutions.

 

Listen to this information-packed Takin’ Care of Lady Businessepisode about how to build wealth as a woman in the crazy world of finance.

 

Here is what to expect on this week’s show:

How Kristin came to be a financial advisor at O’Keeffe Financial Partners, and why she is dedicating her professional efforts to uplifting female professionals

Kristin’s three-part approach to financial advising

Different ways that people manage risk assessment, and the barriers that make risks in investments more difficult for women

Why more and more investors are moving away from a “wire house” model, and more towards independent financial planning

A look into Kristin’s “Making Money Less Weird” project

 What Kristin believes are the top three financial mistakes that she’s seen women make

 

Connect with Kristin:

WEBSITE: https://okeeffefinancialpartners.com/

LINKEDIN: https://www.linkedin.com/in/kristin-merrick-32a1b1b7/

INSTAGRAM: https://www.instagram.com/thegirlwhosavesmoney/?hl=en

 

 

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Ita Ekpoudom

Takin’ Care of Lady Business with Jennifer Justice

Episode 004: Raising Money: Getting to “Unicorn Status”

Ita’s mission is to engage, educate, and elevate the next generation of successful women business leaders and investors. As the Founder & CEO of Tigress Ventures, an advisory and consulting firm she started in 2014, Ita tapped her considerable network to bring together visionary entrepreneurs with seasoned pro’s to help women scale their businesses and hone their leadership skills. Tigress Ventures hosted a monthly speakers series featuring thought leaders and industry experts, and provided private consultations with individual clients. She is now a partner at Gingerbread Capital. 

 Listen to this information-packed Takin’ Care of Lady Business episode about the challenges that Ita had to overcome to get to where she is today.

Here is what to expect on this week’s show:

Why Ita left the corporate world for a career in venture capital

What Gingerbread Capital looks for in a business when making investments

Investigating the sexism in the world of venture capital

Success stories and failure horror stories that Ita has seen from her clients through her experience as an investor

The worst advice Ita ever received

 

Connect with Ita:

WEBSITE: https://gingerbreadcap.com/team/ita-ekpoudom/

LINKEDIN: https://www.linkedin.com/in/itaekpoudom/

TWITTER: https://twitter.com/03tigress

 

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