Women & Wealth

How does an immigrant from the former Soviet Union grow up to become Co-Head of Investments for Bernstein Private Wealth Management, overseeing $115 billion in client assets? On today’s episode, Bernstein Women & Wealth Institute co-lead Kim Davis turns the tables on our podcast host Beata Kirr, discussing her formative journey and how it instilled a drive for financial independence at an early age. Beata also opens up about what prompted her to launch the Women & Wealth conversation and her passion for ensuring all voices are heard and all questions answered when it comes to financial literacy and wealth goals.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
© 2021 AllianceBernstein L.P.

 

Four years after the passage of Title IX, Ginny Gilder and the rest of the Yale Women's Rowing Team staged a "Strip In" to fight sexism in sports. More than 40 years later, not enough has changed. Ginny continues to tackle gender inequality as a co-owner of the WNBA's Seattle Storm, while using her investment platform to promote racial justice and give back to the community. What drives her to keep up the fight?

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2021 AllianceBernstein L.P.

Angel investor Lorine Pendleton once heard a quote that so shocked her, it changed the course of her career: "Only 1% of VC dollars go to African American founders." Today Lorine is Lead Partner in Rising America, a VC fund dedicated to investing in companies with underrepresented founders. She joins Renee King, cofounder of Fund Black Founders, and Bernstein's head of Diverse Market Strategies, James Seth Thompson, to talk about the vital work of improving Black entrepreneurs' odds by creating a network effect.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P.

Writer Heather Bolen didn't set out to go viral. But her blog asking LinkedIn to make a simple platform fix soon became a rallying cry for women seeking to re-enter the workforce. Her post, which unexpectedly touched a nerve, tackled implicit hiring biases against women and society's ongoing devaluation of caregiving roles. Hear how Heather's persistence paid off—and why millions of stay-at-home parents looking to go back to work have her to thank. Read Heather's original post here: https://bettermarketing.pub/how-a-simple-platform-fix-can-help-millions-of-women-trying-to-re-enter-the-workforce-5dc12165cf73.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P.

Entrepreneur Romy Newman often jokes that she's the most "corporate" start-up founder you'll ever meet. She left a high-flying career in media to become the captain of her own ship after realizing that she couldn't combine work and parenting at the level she wanted within the confines of Corporate America. The result? Co-founding Fairygodboss, the largest online community for women to confidentially come together around career. Romy shares an insider's look at trending topics among the nearly 7 million Fairygodboss members—including overcoming hiring bias, Zoom fatigue, and burnout at work.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P.

Estate planning can be particularly complex for families with a disabled family member. Without proper planning, funds set aside could inadvertently jeopardize eligibility for government benefits. Today's episode features expert guidance on preserving both assets and access with a Special Needs Trust.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P. Women & Wealth, Diversity, Equity & Inclusion, tax and estate planning

The day their child receives a challenging diagnosis marks the beginning of a lifelong odyssey for many families. Bernstein Principal Karen Park knows the feeling. She shares her passionate pursuit of a self-directed life for her son Milo, "patient zero" with a rare genetic mutation. From the time Milo was only four—and neither walking nor talking—Karen was determined to put him on a path to autonomy. Today she shares her hard-earned wisdom with families looking to solve the crucial planning challenges that arise when planning for the lifetime needs of a disabled child.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

"If there's no one more senior than you in your particular role who is a woman or a person of color, just keep going. Because you may have to be the first." Words of advice from Valerie Grant—senior portfolio manager for Bernstein's flagship responsible investing strategy. She takes us on her personal journey from working at Ben & Jerry's to her recent recognition as a global leader in ESG investing by the Top 100 women in Finance. While her path to portfolio manager wasn't a straight line, she persisted, becoming a trailblazing responsible investor, conscious consumer, and advocate for equity along the way. For more on Responsible US Equities, see the latest impact report https://info.bernstein.com/ReUSE2020Annual

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P.

Col. Jeanette McMahon (Ret.)—a former Chinook helicopter pilot with decades of military experience—was responsible for launching the first sexual assault prevention program at West Point (her alma mater). She is also a teacher, mother, and widow. In addition to sharing her professional accomplishments, she discusses her transition to widowhood—the hardest transition that anyone can make.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P.

Through efforts like, "I Look Like an Investor", black female investors are making their value and potential known—all while lifting each other up and creating opportunities for black female founders. Joined by guests Maci Peterson Philitas and Lauren Maillian, Bernstein's head of Diverse Market Strategies, James Seth Thompson, discusses the ways black women are redefining the face of entrepreneurship and investing.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.