The Chicks of Fintwit

I created the Chicks of Fintwit podcast with the intention of uplifting kicka$$ women across the heavily male-dominated financial services industry. Today, 25 episodes later, the CoF podcast is (virtually) closing its doors. I am beyond grateful for every guest willing to share their time and their story, as well as for every listener along the way. This podcast truly would not have been possible without you. As a young professional in this space I am consistently mind boggled by the thought that anyone would care about listening to what i have to say, let alone every week! FinTwit has been good to me to say the least, providing me with a platform to amplify my voice and my thoughts, as well as the thoughts of others, has brought me various job opportunities, a vast network of professionals and, most importantly, some of my closest friends. In this closing episode of the podcast, i speak with Nicole Casperson and Elena Krasnow, two of the best friendships that FinTwit has given me, who are also two up and coming chicks in the financial services industry who will undoubtedly change the world in the years to come. So, what’s next? Have no fear, because I can assure you all that I am NOT going anywhere. I truly feel that i’ve found my niche within this industry, and that is my ability to take the fast-paced and often complex world of cryptoassets and make it more approachable. My next endeavor in the podcast space will be taking a deeper dive into that world, and I hope that my listeners will follow along with me once I do! To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

My guest on the show today is Shruti Joshi, Chief Operating Officer at Facet Wealth. Shruti is widely recognized for driving efficient, rapid growth at B2C and B2B companies across every stage, from startups to enterprise businesses. A former consumer tech founder and Fortune 15 executive, she has invested and advised many businesses across multiple industries on business strategies to drive client acquisition and retention and develop innovative, end-to-end client experiences. She was an early investor in Facet Wealth and has been an advisor over the last several years. We wanted to talk with Shruti about how Facet Wealth is redefining the financial planning space, how the industry is currently missing the mark with the consumer market , democratizing access to the highest level of fiduciary care available and the importance of the subscription model, there is no wellness without financial wellness; financial health is health, financial literacy is great, but it does not mean the everyday person should be managing their own money and more! For more information about Facet Wealth, please visit: https://facetwealth.com/  You can Follow Shruti Joshi on Twitter @shruti_jo: https://twitter.com/shruti_jo To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

This week I had the pleasure of speaking with Morgan Borer, Partner at Bevel, leading communications consultancy driving quantifiable results for clients in finance, tech, venture capital, consumer brands, entertainment and more. Bevel works with category-leading brands across sectors, with a business model that combines the power of influential storytelling with the analytical mindset of a start-up. As the first employee at Bevel when the firm launched in March 2017, she helped grow the firm from two to nearly 40 employees alongside Bevel’s founder, Jessica Schaefer, former Head of Communications for Steve Cohen’s Point72. With all the finance documentaries out there, from The Dropout to WeCrashed, while there are many lessons to be gleaned from these situations, in the PR world, they will probably be case studies for crisis management classes from this point forward. That's what we wanted to chat about today - the importance of crisis management, especially in the world of startups and growth-stage companies. For more information about Bevel PR, please visit: http://www.bevelpr.com/ You can Follow Morgan Borer on Twitter @MorganBorer: https://twitter.com/MorganBorer  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

This week I had the pleasure of speaking with Linda Lebrun, Writer Recruitment (specializing in finance, investing, business, economics and crypto) at Substack, an online platform that provides publishing, payment, analytics, and design infrastructure to support subscription newsletters. The company has made starting up your own newsletter very easy; so much so, incredibly talented writers have left institutions like the New York Times, The Athletic, ESPN and others to build their own newsletter businesses using Substack's unique, user-friendly newsletter creation and syndication platform. Finance newsletters, in particular, have had a bit of a renaissance because of Substack. We wanted to chat with the person in charge of speaking with as many different writers, influencers, content creators to see if Substack is the right platform for them. In past lives, Linda was a Portfolio Manager, CIO and still is a CFA Charterholder, and we talk with her about her transition to working at Substack and the newsletter revolution that still seems to be in the early innings. For more information about Substack, please visit: https://substack.com/  You can Follow Linda Lebrun on Twitter @SubstackLinda: https://twitter.com/SubstackLinda  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

This week I had the pleasure of speaking with Jessica Schaefer. Founder and CEO of Bevel. During her time with Point72 as VP of External Affairs, she identified the opportunity to fuse her storied professional experience in brand building and reputation management with media relations to strategically and purposefully fuel awareness. Now, Jessica is responsible for the communications and public relations strategies for a robust portfolio of clients, including leaders in fintech, venture capital, big data, and A.I., etc.. Having launched her public relations consultancy in 2017 to address an industry void, Jessica serves as a bridge between clients and stakeholder communities, leveraging traditional mediums and breaking through the new age media, which we discuss in this episode. For more information about Bevel PR, please visit: http://www.bevelpr.com/ You can Follow Jessica Schaefer on Twitter @JFran_PR: https://twitter.com/JFran_PR  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

I If I know anything, it’s what you’re ALL thinking right now. My guest in this episode is in fact, NOT a chick. However, for those who have been following along since my pilot episode, you may recall that I said the podcast was created to highlight some amazing women (which will always be the main focus) as well as male allies. These include men in the finance and technology space that promote equity, inclusion and overall engagement in the investment industry in one way or another. Areas of particular interest to me recently include fractionalization and collectibles. To me, alternative investments such as art, blue chip NFTs, Birkin bags, and other collectibles are more historically associated with the wealthy. That is, until now. I had the pleasure of talking about the intersection of alts and fractionalized ownership with Rob Petrozzo, Co-Founder and Chief Product Officer @OnRallyRd. Rally is a platform for buying & selling equity shares in collectible assets. For more information about Rally, please visit: https://rallyrd.com/ You can Follow Rob Petrozzo on Twitter @RobPetrozzo: https://twitter.com/robpetrozzo To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Professor Nicole Boyson. Professor Boyson has been at Northeastern University since 2004, where her teaching expertise is in Investments, Alternative Investments, and Fixed Income. Her research focuses on institutional investors, with a current interest in conflicts of interest among financial advisors, and also has a significant body of work related to hedge fund activism, regulatory arbitrage, financial crises, and mutual funds, much of it published in the elite finance journals. Professor Boyson lives at the intersection of Finance and Academia, and that's our topic for today's interview. You can Follow Nicole Boyson on Twitter @nikir1: https://twitter.com/nikir1  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Ashton Chaffee, COO of Onramp Invest. She shares her experience having worked in the startup space for over a decade, highlighting the key role that product management plays in the ideation, development, and maintenance of any company. As the title suggests, starting up an idea is the easy part, and in order to succeed, you have to continue to build and innovate, there is no finish line. You can Follow Ashton Chaffee on Twitter @AshtonChaffee: https://twitter.com/AshtonChaffee  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Emily Binder, an entrepreneur, speaker, and Chief Strategist of Beetle Moment Marketing, a voice-first consultancy based in Austin, Texas. She is the founder of WealthVoice, the premium Alexa skill creation tool and CMS for financial professionals. Emily looks to where attention is headed and gets there first. She’s a business leader with a deep understanding of brand and the customer journey. When it comes to content, Emily’s bar is high. Applying over a decade of experience as quarterback for dozens of successful marketing initiatives from startups to Fortune 500 brands, Emily helps clients stay relevant amidst fast moving technology. Her work focuses on AI / voice assistants, podcasts, and social media. Emily is a popular speaker on voice technology and marketing. She hosts a podcast ranked as a top #voicefirst show and an award winning daily flash briefing. Hobbies include rollerblading, pressure cooking, and credit card points. We chat about the power of voice, content creation tips, ways for financial services professsionals to harness the power or voice, and more! For more information about Emily Binder and WealthVoice, please visit: https://emilybinder.com/ You can Follow Emily Binder on Twitter @EmilyBinder: https://twitter.com/emilybinder To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Torie Happe. Torie is the Head of Business Development at Onramp Invest, and has vast experience in Fintech Startups. Fintech is an industry ripe for disruption, and we talk about it all. Yes, we may work at the same company and talk all the time, but now we thought it might be time to press record. We discuss all things startups: what works, what doesn’t, what it takes to work at one, our mutual fan girl of each other, and most importantly, tacos. Please enjoy! For more information about Torie Happe and Onramp Invest, please visit: https://onrampinvest.com/  You can Follow TorieHappe on Twitter @TorieHappe: https://twitter.com/TorieHappe  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Ann Berry. Ann Berry is Chief Investment Officer and Managing Partner at Wheelhouse, a unique venture capital firm (co-founded by Jimmy Kimmel) invests in and incubates high growth technology and consumer-facing businesses. Ann has a wealth of knowledge, beginning her career in investment banking and private equity, later on becoming an angel investor, board member of multiple organizations, and venture capitalist. We discuss everything from the future of virtual reality, to drones, crypto, the entertainment industry, and more! For more information about WheelHouse and Ann Berry, please visit: https://wheel-house.com/  You can Follow Ann Berry on Twitter @AnnBerry_NYC: https://twitter.com/AnnBerry_NYC  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Nicole Casperson, a fintech reporter previously at Investment News, now embarking on a new adventure. Today, we chat about the rapidly evolving landscape of financial technology, the great resignation, the intersection of finance and culture, and more! For more information about Nicole Casperson, please visit: https://www.nicolecasperson.com/ You can Follow Nicole Casperson on Twitter @NicoleCasperson: https://twitter.com/nicolecasperson To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Leanna Orr. Leanna Orr is an award-winning financial journalist and currently an Editor at Pageant Media. Prior to that she was an editor for Institutional Investor. In 2018, she and her co-deputy became the first women to run II’s newsroom since the publication’s founding in 1967. Today, we discuss all things institutional allocation and investing. Now, you may read that and think, that's a niche, potentially tough topic to sit through, but you would then miss out on a riveting, fun conversation, where Leanna shares incredible insights from her vast experience covering the topic. Canadian by background, Leanna has been based in New York City since 2011, where she earned her Master’s degree at the Columbia University Graduate School of Journalism. Her work has been featured in the Wall Street Journal, Forbes, Barron’s, Vice, and various academic studies. For more information about Leanna Orr and Pageant Media, please visit: https://www.pageantmedia.com/ You can Follow Leanna Orr on Twitter @LeannaO: https://twitter.com/LeannaO To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Lauren Templeton. In a recent article on Fortune titled, "Value stocks are unloved, unsexy, and poised to make a killing over the next decade", the author hits on a familiar trope that most folks in finance have been saying for a while and begs the question - why are value stocks unloved and unsexy right now? I wanted to understand this point better and why value investing works - there's no one better to help in this pursuit than Lauren.  Quick background: Lauren Templeton is the founder and president of Templeton and Phillips Capital Management, LLC. Lauren received a B.A. Degree in Economics from the University of the South. Lauren currently serves on the Board of Trustees at the Baylor School.  Lauren is the Independent Director for Fairfax Financial Holdings Limited, Fairfax India Holdings Corporation, and Canadian Solar, Inc. Lauren is the great niece of Sir John M. Templeton and is a current member of the John M. Templeton Foundation, the Templeton World Charities Foundation and a Trustee of Templeton Religion Trust. Professionally speaking, Lauren began her career working with managed portfolios and investments in 1998, beginning as a junior associate at the financial advisor Homrich and Berg and later the hedge fund management company New Providence Advisors both of Atlanta, GA. In 2001, Lauren founded Templeton Capital Management with seed capital from Sir John Templeton in a long/short equity hedge fund. That same year Lauren was the founder and president of the Southeastern Hedge Fund Association, based in Atlanta, GA.  Co-author of Investing the Templeton Way: The Market Beating Strategies of Value Investing’s Legendary Bargain Hunter (2008, McGraw Hill)  For more information about Lauren Templeton and Templeton and Phillips Capital Management, please visit: http://www.templetonandphillips.com/  You can Follow Lauren Templeton on Twitter @LCTempleton: https://twitter.com/LCTempleton  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.  All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Perth Tolle. China, Evergrande, tech crackdown have been taking up all the headlines in financial media. Despite China not technically being an emerging market, most funds, institutions and investors say they have exposure to emerging markets vis a vis China. I invited Perth Tolle on to break down all the China noise out there and why they are not included as part of the Life + Liberty Indexes. Quick background: Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron’s, Bloomberg, CNBC, Cheddar, and MarketWatch. Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine for her work on freedom investing. For more information about Perth Tolle and the Life + Liberty Indexes, please visit: https://www.lifeandlibertyindexes.com/ You can Follow Perth Tolle on Twitter @Perth_Tolle: https://twitter.com/Perth_Tolle To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

In this episode, I had the pleasure of speaking with Kayla Kilbride. Previously known as @Robinhoodkid on Twitter, Kayla is the girl who can make your 60 minute finance lesson into a 60 second TikTok video. She is a newcomer to the finance who rose to social media fame by sharing her insights as she learned about investing. Kayla and I share similar passions for investing and financial education, and I really love her mission of sharing her investing journey with the public to help empower folks of all backgrounds to start taking business and finance seriously.  You can Follow Kayla Kilbride on Twitter @KayKilbride: https://twitter.com/KayKilbride You can Follow Kayla Kilbride on TikTok @girlstalkstocks: https://www.tiktok.com/@girlstalkstocks  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

In this episode, I had the pleasure of speaking with Penny Phillips. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting. Penny has spent most of her career coaching and consulting financial advisors, business owners and wealth management institutions. She has also authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder and has coached hundreds of financial advisors. For more information about Penny Phillips, please visit: https://journeyswadvisor.com/ You can Follow Penny Phillips on Twitter @ThrivosLLC: https://twitter.com/ThrivosLLC To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

In this episode, I had the pleasure of speaking with Dominique Mielle, an investor and former hedge fund manager. In 2017, she was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. Over the span of two decades, she rose to the top of the firm, Canyon Capital, a $25 billion multi-strategy hedge fund, as the only female partner and senior portfolio manager in what became one of the largest hedge funds in the U.S. Dominique’s book, "Damsel in Distressed", is the first hedge fund memoir written by a woman, and will be released by Simon & Schuster on September 7, 2021. Dominique also serves as a Board Member on multiple public and privately-held companies. Needless to say, she has a wealth of experience to share and we enjoyed every second of it. For more information about Dominique Mielle, please visit: https://dominiquemielle.com/ You can Follow Dominique Mielle on Twitter @DominiqueMielle: https://twitter.com/DominiqueMielle Dominique Mielle's book, "Damsel in Distressed", is now available for purchase: https://www.amazon.com/exec/obidos/ASIN/1642939722?tag=simonsayscom To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

In this episode, I had the pleasure of speaking with Selina Troesch Munster, Partner at Touchdown Ventures, a venture capital firm for large corporations. Selina Troesch Munster joined Touchdown in 2014 and has launched and managed funds with a number of the firm’s corporate partners. In 2019, she collaborated with the firms founders to develop and launch Touchdown’s CVC benchmarking offering. She also leads the firm’s research efforts. Selina was named to Global Corporate Venturing’s Rising Stars list in 2020 and serves as an adjunct professor at USC teaching venture capital in the MBA program. For more information about Selina Troesch Munster, please visit: https://medium.com/touchdownvc You can Follow Selina Troesch Munster on Twitter @SelinaTroesch: https://twitter.com/SelinaTroesch To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

In this episode, I had the honor of speaking with a very special guest. Joining us all the way from Hong Kong is co-anchor of Bloomberg’s “Odd Lots” podcast and Head of their Asia news desk, Tracy Alloway. I’ve been a huge fan of both Odd Lots and Tracy's twitter content for a while now. We discuss her background in financial journalism, how financial journalism coverage has changed since the 2008 crisis, behind the scenes insight into Odd lots, bubbles in the puppy market, and more! For more information about Tracy Alloway, please visit: https://linktr.ee/tracyalloway You can Follow Tracy Alloway on Twitter @TracyAlloway: https://twitter.com/tracyalloway Subscribe to the Odd Lots podcast here: https://podcasts.apple.com/us/podcast/odd-lots/id1056200096  To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire.  iTunes: https://apple.co/3BFwFSG  Spotify: https://spoti.fi/2UZOuuK  Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms.