The Purse Podcast

The Purse Podcast

By Jana HlistovaBusinessInvesting
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The Purse Podcast episodes

  • #168: Redefining wealth, women investors and the Great Wealth Transfer with Lindy Claassen

    Lindy Claassen is a Certified Financial Planner and Wealth Planner at Brown Shipley, part of Quintet Private Bank, with more than a decade of experience in financial planning across South Africa and the UK.

    She began her career with Old Mutual in South Africa before moving to the UK, where she went on to work with Quilter Private Client Advisers and Balance Wealth Planning before joining Brown Shipley.

    Today, Lindy advises individuals and families on complex financial planning, with particular experience in retirement, estate and succession planning. 

    Lindy is particularly interested in how the relationship between women and wealth is evolving, as more women become wealth creators, investors and capital allocators.

    We cover the following in our conversation:

    0:00 Welcome

    01:49 Lindy’s early money story

    05:36 The 'Great Wealth Transfer' shift

    09:30 How wealth management firms adapt

    14:59 Who women clients are now

    18:40 From saving to investing

    21:16 Purpose beyond returns

    24:37 Angel investing

    30:28 Legacy and tax planning

    33:09 The future of women and capital

    35:56 Final thoughts


    38 min
  • #167: Rebuilding capital for the industrial age with Marianne Abib-Pech

     Marianne Abib-Pech, an international finance executive, investor, and author. Marianne previously led the strategic repositioning and expansion of Shell Aviation, a $30 billion global business, and went on to found LTF Partners and co-found Transitions First.She is now leading the development of a new industrial capital platform targeting $300 million to support the commercialisation and scale-up of industrial deep tech.Marianne is also the author of The FT Guide to Leadership.

    We cover the following in our conversation:

    2:30 – Non-obvious patterns investors miss about industrial vs. software value creation (the "J curve")

    5:12 – Why industrial investing requires underwriting an entire system, not just a technology

    8:36 – Case study: AgriLoops, going from pilot to physical plant

    10:55 – Where traditional VC breaks down for long-cycle, capital-intensive sectors

    14:26 – The funding architecture problem and how to redesign it

    17:11 – "Bits vs. atoms": the shift back toward industrial/physical investment

    22:47 – Geopolitics: US-Iran, Russia, supply chain fragmentation reshaping capital flows

    27:30 – Europe's opportunity to lead in industrial deep tech

    32:10 – Lessons from Shell Aviation: process discipline, security of supply, collaboration over competition

    35:53 – M&A in frontier markets: risk vs. perception of risk, pattern recognition over "intuition"

    46:02 – The GE furnace analogy for continuous industrial systems

    46:17 – Where AI creates real defensible value in physical industries (and where capital is mis-priced)

    50:32 – Leadership in an age of AI and geopolitical uncertainty

    51:35 – "It's courage" , one-word definition of leadership today

    55:24 – Women in investing and cognitive diversity in deep tech

    58:30 – Closing question: what's systematically underestimated — society's capacity to build

    60:54 – Final thoughts


    ***

    1 hr 2 min
  • #166: Gender smart investing, climate action and systems change in finance with Sana Kapadia

    Sana Kapadia is Chief Catalyst at Heading for Change, investing in solutions that advance climate, nature, biodiversity and gender equality. Her career has spanned gender and climate finance, impact investing and equity research.

    She is focused on leveraging capital as a tool for social change and to support deep and intersectional systemic shifts. 

    We cover the following in our conversation:

    00:00 Welcome

    01:44 Heading for Change mission

    04:51 Why gender lens matters

    08:41 Suzanne Biegel legacy

    12:18 Understanding the 2X Challenge

    14:33 From niche to mainstream

    18:54 Climate and gender nexus

    25:25 Inner work of systems change

    29:44 Generational shifts in capital

    32:02 Care economy as infrastructure

    36:08 Measuring inclusion and impact

    38:46 ESG and DEI backlash

    41:33 Staying the course together

    44:54 Redesigning finance for equity.

    ****

    The reports mentioned in this episode are:

    • Heading for Change
      •  Insights Reports
      • Investment Toolkit & Guidance
    • Other  climate and gender Tools, Resources
      • Climate & gender investing overview
      • Tools
      • Metrics
      • Gender care and climate rubric 
    • Project Catalyst & SAGE
    • Criterion report
    • Pivotal care economy report

    ***

    48 min
  • #165: Early-stage funds, female founders and healthtech with Triin Linamagi

    Triin Linamagi is the Founding Partner of Arãya Sie Fund, an early-stage venture fund backing the next generation of women-led businesses in the UK and Europe. The fund invests at the pre-seed and seed stage across healthcare, climate, fintech, and deeptech/AI.

    She is also the Founder and CEO of Sie Ventures, an angel syndicate and capital platform. Sie Ventures improves access to high-quality investment opportunities for angel investors while supporting women founders through dedicated programs to help them fund and scale their ventures.

    Triin brings over a decade of investment experience across multiple venture capital funds. Prior to her career in VC, she spent several years as a founder and operator building technology companies, giving her a unique dual perspective as both investor and entrepreneur.


    00:00 Guest intro

    02:07 Smart menstrual cup investment

    04:43 Why Emm matters for health

    08:18 Founder origin and team

    10:20 VC blind spots in femtech

    13:46 Co-investing and role models

    18:19 Launching Araya Sie Fund

    22:29 Fund structure and community

    26:12 British Business Bank investment

    28:35 AI and deep tech gap

    34:40 Fixing the capital system

    39:26 Closing thoughts.


    ****

    40 min
  • #164: From scientist to founder: Building Zonova and raising capital with Dr Georgia Fleet

    Dr Georgia Fleet is a scientist turned entrepreneur on a mission to tackle one of healthcare's most persistent challenges: hospital-acquired infections.

    She founded Zonova on International Women's Day in 2023 and is as CEO & Co-Founder. A materials scientist by training, Georgia spotted how medical devices drive hospital infections, and how few commercial solutions exist to address it.

    Three years on, the company's Z-ROS® antimicrobial materials platform is in active commercial discussions with global device manufacturers to make hospital-acquired infections a problem of the past.

    Georgia is a 2024/25 Innovate UK Women in Innovation Award winner, named Most Disruptive at Women in Tech EU 2025 and was listed #1 in TechRound's Top 50 Women in Startups & Tech in 2026 - recognising her commitment to impact, innovation, and women in STEM.

    We cover the following in our conversation:

    01:59 Why hospital infections persist

    04:40 Breakthrough: The "aha" moment

    06:50 Pivot to platform model

    08:25 Founder market fit

    11:05 Fundraising reality check

    17:20 Pitching platform and hiring CCO

    19:43 Women investors

    27:30 Fundraising experience

    30:06 IP and impact strategy

    31:44 Looking ahead: Ten year vision

    33:51 Advice for new women investors

    36:38 Final thoughts


    38 min
  • #163: (Repost) Money and love: how to make important life decisions with Abby Davisson

    Abby Davisson is an award-winning Fortune 200 leader-turned-author and entrepreneur. Prior to founding the Money and Love Institute, her social impact career included nearly a decade at global retailer Gap Inc., where she served as president of the Gap Foundation and co-founded the company’s employee resource group for working parents.

    Abby’s prior professional experience includes strategy-focused roles across the public, private, and non-profit sectors, as well as a stint (alongside her day job) as an alumni career advisor and coach at Stanford’s Graduate School of Business.

    Abby holds a BA from Yale University and an MBA and MA in Education from Stanford University.

    We cover the following in our conversation:

    02:37 Why focus on money and love?

    08:09 A lesson learned the hard way

    10:46 Why decisions feel zero sum

    12:57 Clarity and the "Five Cs"

    16:41 Scenario 1: choosing a mate

    23:09 Scenario 2: family and career

    34:54 Scenario 3: breakup or divorce

    39:02 Courage and better communication

    44:46 Final advice.

    ****

    49 min
  • #162: Empowering women, financial planning, cash ISAs, economic shifts, and inclusive advice with Shaz Bishop

    Shaz Bishop is a wealth manager at RBC Brewin Dolphin. With over 21 years of expertise in financial services, Shaz advises private clients on comprehensive wealth strategies, including tax-efficient investments, pension planning, inheritance tax mitigation, trusts, and international investments.

    Her holistic approach empowers individuals and families to navigate complex financial landscapes with confidence.

    Beyond her advisory role, Shaz is a dedicated advocate for financial literacy and women’s empowerment in wealth management.

    As a mother to two young daughters, she champions diversity and inclusion in the industry, striving to create a future where equitable representation is the norm.

    She’s passionate about educating underserved communities and breaking down barriers to financial access, ensuring the next generation inherits a more inclusive financial ecosystem.

    We cover the following in our conversation:

    02:22 Money origins story

    03:24 Cash ISA changes explained

    05:04 Women and investing shift

    08:05 Retirement barriers for women

    10:37 Choosing the right adviser

    11:45 One size policy limits

    13:50 Cashflow planning tool

    15:18 Risk and advice framing

    17:57 Reviews and life events

    18:59 Family planning and pensions

    22:37 Measuring success beyond markets

    24:02 Industry gaps and wealth transfer

    26:54 Closing

    ***

    28 min
  • #161: Why culture matters in growth, AI's market impact, and US growth investing with Kirsty Gibson

    Kirsty Gibson is an Investment Manager in the US Equity Growth Team and has been a portfolio decision maker since 2016. She joined Baillie Gifford in 2012 and became a partner in 2025. Prior to joining the US Equity Growth Team, Kirsty also spent several years in the small and large-cap global equities departments. She graduated MA (Hons) in Economics in 2011 and MSc in Carbon Management in 2012, both from the University of Edinburgh.

    We cover the following in our conversation:

    01:57 Kirsty’s path to investing

    04:49 Why culture matters in growth

    06:52 Foundational vs created culture

    09:27 When founders return

    11:47 Architecting culture on purpose

    14:49 Shopify’s AI pivot

    19:06 Stripe’s culture in execution

    20:47 Acquiring Bridge and the opportunity in stablecoins

    22:38 AI shockwaves and market panic

    29:31 What winners look like by 2030

    31:34 Final takeaways.


    See: "The cultural architects: how great founders shape exceptional companies in changing times", written by Kirsty Gibson.

    ***

    34 min
  • #160: (Repost) Navigating gender bias: insights and strategies with Dr Amy Diehl

    Amy Diehl, PhD, is an award-winning information technology leader, currently serving as Chief Information Officer at Wilson College in Chambersburg, PA. She is also a gender equity researcher and author of the new book Glass Walls: Shattering the Six Gender Bias Barriers Still Holding Women Back at Work. Her writing has appeared in numerous scholarly journal articles and book chapters as well as in Harvard Business Review, Fast Company, and Ms. Magazine. She is also a sought-after speaker, consultant, and lawsuit expert witness. Her passion is universal gender equality so that society and organisations can thrive and women can succeed.

    We cover the following:

    01:50 Defining gender bias

    02:52 How gender bias affects money and power

    05:15 Six barriers overview

    06:11 Male privilege and constraints

    07:20 Support and devaluation

    08:36 Hostility (including female hostility)

    13:35 Acquiescence and opting out

    16:19 Business case and examples

    21:00 Leadership accountability and ERGs

    22:44 Measuring bias

    24:44 Gender bias incident example

    26:55 Don’t internalise gender bias

    29:13 Build support networks

    30:06 Toxic workplaces

    33:15 Leaders must own change

    34:03 Stories that wake up leaders

    36:59 Male norms and work design

    39:24 Allies taking action

    40:45 LinkedIn as safe space

    43:29 Kamala Harris double standards

    48:21 Progress and hope.

    ***



    51 min
  • #159: Investment infrastructure, women's financial power, and tech innovation with Symmie Swil

    Symmie Swil is the UK General Manager of Europe’s leading investment infrastructure provider, Upvest. With nearly twenty years of banking and fintech experience, Symmie is passionate about broadening access to investing. Symmie has previously held positions as Deputy Chief Operating Officer & Chief of Staff at Investec, and Head of SME Banking at Starling. 

    We cover the following:

    01:09 Symmie Swil: From banking to building investing infrastructure

    02:41 What still holds women back from investing?

    04:14 The gender wealth & gender pension gap explained.

    07:41 What UpVest actually does (The ‘Stripe for investing’ behind the apps)

    09:33 Fractional investing 101: Why lower minimums change everything

    11:33 Trust in embedded investing: Transparency, security & regulation

    12:53 UpVest’s UK expansion: The opportunity, the data, and responsible scaling

    14:28 Five to ten year vision: Women designing the future of wealth tech

    16:28 Final thoughts.


    18 min

About The Purse Podcast

From the publisher's feed

At The Purse: Women and Capital, we explore how women are transforming the architecture of finance. From angel investors to institutional leaders, from fintech founders to capital allocators, this is…

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