Wall Street Firms for Girls

An Exploration of Business Development and Investor Relations in the Hedge Fund Industry - Part 2 Angela Samfilippo Gorder has observed the dawn and development of the hedge fund industry from every angle. Angie has over 25 years of experience in the alternative investment industry. Branching from her start as a tax consultant for Arthur Andersen's hedge fund advisory group, she has served as a senior research analyst, worked under Bank of America's prime brokerage's capital raising group, and led business development and investor relations at a hedge fund; in this position she watched her firm grow from 400 million to 10 billion in assets. However, that's not all. Incredibly multitalented, Angie then transitioned her career to pursue a bigger goal of changing the finance industry by creating a consultancy, Samfilippo & Co. to improve women's leadership positions in finance. For this ambition, in 2020, Angie was recognized as one of the Hedge Fund Journal's 50 Leading Women in Hedge Funds. The second episode of this series will focus on Angie's objectives in creating her consulting firm, Samfilippo & Co. She will share her perspective on what she believes the future of finance will look like for women, by describing how firms like Samfilippo & Co. are paving the path for the next generation of female financial leaders. Working with her clients to help change outdated policies and attract more women into the financial sector, Angie details her path as an entrepreneur and CEO.

An Exploration of Business Development and Investor Relations in the Hedge Fund Industry - Part 1   Angela Samfilippo Gorder has observed the dawn and development of the hedge fund industry from every angle. Angie has over 25 years of experience in the alternative investment industry. Branching from her start as a tax consultant for Arthur Anderson's hedge fund advisory group, she has served as a senior research analyst, worked under Bank of America's prime brokerage's capital raising group, and led business development and investor relations at a hedge fund; in this position she watched her firm grow from 400 million to 10 billion in assets. However, that's not all! Incredibly multitalented, Angie then transitioned her career to pursue a bigger goal of changing the finance industry by creating a consultancy, Samfilippo & Co, to improve women's leadership positions in finance. For this ambition, in 2020, Angie was recognized as one of the Hedge Fund Journal's 50 Leading Women in Hedge Funds. Sharing her multifaceted experience, Angie will explain each field she has worked in and the personal and financial skills necessary to succeed in these careers. Part 1 of this series will focus on her successful career in the hedge fund world. It will explore the ins and outs of business development and investor relations as Angie explains her path into finance from her small hometown in Michigan.

In this episode, Gigs Taylor-Stephenson shares her very fascinating career journey, starting as a financial services professional at a broker-dealer on Wall Street to becoming a chief compliance officer and Wall Street Bound and Kaplan educator. Highlighting her passion for helping young people enter the world of finance, Gigs explains the highly intensive exam requirements for becoming a financial services professional (such as the Series 7 and SIE exams) and how she helps structure educational programs and prepare young professionals for this process. Gigs additionally discusses overcoming the challenges of being a woman and Black professional on Wall Street in the early start of her career and provides very valuable advice on financial literacy and career development. With over several decades of a very successful career in finance, Gigs is an inspirational role model for many young women interested in exploring a career on Wall Street. 

Andrea Onate is the Global Head of Private Equity Co-investments at the International Finance Corporation (IFC), the $100BN private sector arm of the World Bank. Andrea describes her inspiring career in the world of international private equity by explaining the influence of PE in sustainable investing and the role of the IFC in Latin American, African, Asian, and Middle Eastern markets. For those interested in working in emerging markets, she elaborates on the different careers within private equity and provides advice on how young women can enter this field. Moreover, throughout the interview, Andrea shares the journey of her unique career path to her current leadership position at the IFC, including her experiences as a woman working in one of the most challenging and exciting areas in finance.  

The Skills and Mindset Behind Entrepreneurship and Financial Planning Nicole Carson is the owner and founder of Second Story Wealth Planners, a financial planning firm. In this interview, she will begin by describing the roles of her position and experience as a business owner. Including, she will highlight how she partners with clients to build a plan toward their financial goals. Afterward, she will advise how young women can strengthen their approach to managing their own finances. Lastly, Nicole will provide insight into building the mindset and skills needed to become a successful financial planner, risk-taker, and/or entrepreneur.

Finding the Right Fit: The Experiences and Advice From a Partner at a Multibillion Dollar Fixed Income Asset Management Firm (25:23) -------- Carolina Siles is a partner at Lucid Management and Capital Partners LP, a specialized fixed income asset management firm.  In this episode, Carolina describes her career as a partner of a multibillion dollar firm and discusses her experiences working in finance, from her perspective as a Latina woman. More specifically, she talks about her work-life balance throughout her career and explains the importance of finding a firm that best supports your personal and career growth.

Mary Sullivan had over 30 years of experience in the financial services industry before she co-founded her program Sweet but Fearless, which empowers women to take on leadership positions in finance.  In this interview, Mary shares with us her amazing career journey in the financial services industry, and valuable advice for young women on starting their careers in finance, including how to apply, find potential employers, network, stand out, and obtain higher pay.  Mary encourages young women to visit her program Sweet but Fearless or reach out to her for continued advice or help finding internships at her contact: Mary Sullivan   Sources mentioned in the podcast: https://iamremarkable.withgoogle.com/how-we-help-companies   

Not all careers in banking are finance and trading. Sophia interviews Esther Lee, the communications manager at Capital One, on the role of communications at a big bank. The segment first focuses on defining and detailing the skill set and opportunities of positions within this field, followed by a recount of Esther's own experiences at Capital One and how she has incorporated her passion for writing into a career in finance.

Interview with JP Morgan private banker Gretchen Gutierrez and her experiences and advice in pursuing a career in finance. Gretchen graduated from the University of Florida with a Bachelor of Science degree in Finance and shares the journey of her career path that led her to an exciting position in international finance. Gretchen gives an in-depth explanation of her current responsibilities as an international private banker, and provides advice on how to prepare in high school and college, including the importance of internships and networking, to successfully land a job in a top financial institution. 

Sophia Manzo is currently in high school and was inspired by her involvement with Rock the Street, Wall Street, to create a platform that shares the advice and stories of leading female professionals at top Wall Street firms to help further inspire other high school girls' interest in finance.