Wallet Max Planet Positive Podcast™ with Investor Sarah Morgenstern, Flourish Ventures

Wallet Max Planet Positive Podcast™ with Investor Sarah Morgenstern, Flourish Ventures

Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with investors looking to leverage inclusion and impact without compromising growth of investments. This month, Bhuva's guest is Sarah Morgenstern [https://www.linkedin.com/in/sarah-morgenstern-386538b/overlay/about-this-profile/?utm_source=luma], Investment Partner at Flourish Ventures. About Sarah Morgenstern: [https://www.linkedin.com/in/sarah-morgenstern-386538b/?utm_source=luma]Sarah Morgenstern is an Investment Partner at Flourish Ventures. Flourish is an $850M global early-stage venture firm that backs entrepreneurs transforming financial systems for the better. Previously, Sarah was a Principal for direct investments at Omidyar Network. Prior to that, Sarah was a manager at McKinsey & Company. A Kauffman Fellow, Class 25, Sarah was named a 40 under 40 Rising Star by VC Journal. Sarah holds an MBA in finance from Wharton Business School, and a B.A. in history from Yale University. Flourish Ventures [https://flourishventures.com/?utm_source=luma] is an $850M global early-stage venture firm that backs entrepreneurs transforming financial systems for the better. We believe the most valuable fintech companies solve foundational challenges—expanding access, improving products, lowering costs—allowing people and businesses to thrive. Flourish’s global portfolio spans over 100 companies across the U.S. and emerging markets. Current investments include unicorns such as Alloy, Flutterwave, Kin, Neon, and Unit, alongside frontier innovators such as Akua, Brico, Crossmint, Fuse, Reserv, Spade, Stitch, Swap, and Vidyut. The firm also champions entrepreneurs shaping policy, media, and research to accelerate lasting change in financial services. Our evergreen structure enables us to back long-term trends with conviction. Notable exits include Brigit (acquired by Upbound Group), Chime (NASDAQ: CHYM), GrabFinance (NASDAQ: GRAB), Mantl (acquired by Alkami), SeedFi (acquired by Intuit), and United Income (acquired by Capital One). About Wallet Max: Wallet Max [https://www.getwalletmax.com/events?utm_source=luma] is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors. With more than 10 investments directly in impact entrepreneurs thus far, Wallet Max’s network of 2,000 innovators and 60 partners regularly meet in person and virtually throughout the year to mutually exchange connections and drive collective action. Wallet Max ecosystem of events and initiatives are prominent during the New York Fintech Week, the New York Tech Week, and the New York Climate Week every year. Wallet Max's Planet Positive Podcast [https://www.getwalletmax.com/podcast?utm_source=luma] is a monthly interview with investors driving impact globally. Aligned with our mission to challenge the status quo, we showcase personal and professional journeys of diverse investors (Angels, VCs, PEs, Family Office, Corporate Venture) looking to leverage inclusion and impact without compromising growth of investments. Supporting sustainable innovations is good for people's wellbeing, planet survival, and financial profits. Learn more about Wallet Max success and 2026 global initiatives: https://getwalletmax.com/climate-forward [https://getwalletmax.com/climate-forward?utm_source=luma] About Bhuva Shakti: [https://www.linkedin.com/in/bhuvashakti/?utm_source=luma] Bhuva Shakti [https://www.linkedin.com/in/bhuvashakti/?utm_source=luma] (she/her) is the futuristic founder and CEO driving sustainable innovation at Wallet Max [https://www.getwalletmax.com/?utm_source=luma], a global community of corporate executives, policy leaders, and venture capital investors expanding fundraising access for high-growth impact startups. With an MBA from Columbia University in New York and as a senior executive director on Wall Street for three decades, Bhuva has managed diverse financial portfolios and launched several digital transformation products for investment banks, capital markets, and payment networks. Bhuva’s leadership and risk governance oversight, during the global financial crisis and the pandemic, was pivotal for the success of regulatory compliance and mergers acquisitions at the world's top banks and credit rating institutions. Bhuva is a board director and C-Suite advisor for people and planet friendly businesses, without compromising profits, and a keynote and TEDx speaker advancing economic inclusion and climate-fintech partnerships. Bhuva is the USA country director for World Business Angels Investment Forum and the Chief Ethics & Culture Officer for Women in AI worldwide. She leads fundraising strategy and product operations for market expansion and manages investor relations from diligence to investment. Bhuva is the founder of Bhuva’s Impact Global [https://www.bhuvas-impact.global/?utm_source=luma], offering board and enterprise risk advisory services for public and private corporations. Join Bhuva and have a seat at the table to be on the forefront of planet positive investing. Get Tickets to an Upcoming Event Here. [https://luma.com/walletmax?k=c] Would you like to promote your brand to an engaged and loyal community in the Climate Tech Space? Become an event sponsor.  [https://www.getwalletmax.com/sponsorships] Learn more about Wallet Max and our mission on the website [https://www.getwalletmax.com/].

Wallet Max Planet Positive Podcast™ with Investor Jessie Lam, AiiM Partners

Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with investors looking to leverage inclusion and impact without compromising growth of investments. This month, Bhuva's guest is Jessie Lam, Venture Partner at AiiM Partners. About Jessie Lam: [https://www.linkedin.com/in/jessie-lam/?utm_source=luma]Jessie Lam brings 20 years of experience in finance and investments, with a career that has spanned New York, Hong Kong, Poland, Bahrain, and beyond. As a Venture Partner at AiiM Partners, she leverages her deep operating and investment expertise to help industrial companies scale, having worked directly with over 70 portfolio companies. She invests in visionary founders building the future of data-driven infrastructure, investing in enterprise technologies across three foundational domains: infrastructure, supply chain, and manufacturing, fueling innovation in industries critical to the future of the global economy. Jessie previously served as Partner & CFO at Brinc, a global venture accelerator specializing in supply chain, manufacturing, and robotics. Her strategic and operational leadership has driven impactful outcomes across diverse industries. Earlier in her career, Jessie was a quantitative valuation specialist in Equity Derivatives and Fixed Income at Credit Suisse, Citigroup, and Ernst & Young. She is also a sought-after speaker, having presented at leading industry events such as TEDx, Collision, and RISE. Jessie earned her Bachelor of Science in Finance and Accounting from New York University’s Stern School of Business and is a licensed CPA in New York. About Wallet Max: Wallet Max [https://www.getwalletmax.com/events?utm_source=luma] is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors. About Bhuva Shakti: [https://www.linkedin.com/in/bhuvashakti/?utm_source=luma] Bhuva Shakti [https://www.linkedin.com/in/bhuvashakti/?utm_source=luma] (she/her) is the futuristic founder and CEO driving sustainable innovation at Wallet Max [https://www.getwalletmax.com/?utm_source=luma], a global community of corporate executives, policy leaders, and venture capital investors expanding fundraising access for high-growth impact startups. With an MBA from Columbia University in New York and as a senior executive director on Wall Street for three decades, Bhuva has managed diverse financial portfolios and launched several digital transformation products for investment banks, capital markets, and payment networks. Bhuva’s leadership and risk governance oversight, during the global financial crisis and the pandemic, was pivotal for the success of regulatory compliance and mergers acquisitions at the world's top banks and credit rating institutions. Bhuva is a board director and C-Suite advisor for people and planet friendly businesses, without compromising profits, and a keynote and TEDx speaker advancing economic inclusion and climate-fintech partnerships. Bhuva is the founder of Bhuva’s Impact Global [https://www.bhuvas-impact.global/?utm_source=luma], offering board and enterprise risk advisory services for public and private corporations. Join Bhuva and have a seat at the table to be on the forefront of planet positive investing. Get Tickets to an Upcoming Event Here. [https://luma.com/walletmax?k=c] Would you like to promote your brand to an engaged and loyal community in the Climate Tech Space? Become an event sponsor.  [https://www.getwalletmax.com/sponsorships] Learn more about Wallet Max and our mission on the website [https://www.getwalletmax.com/].

Wallet Max Planet Positive Podcast™ with Investor Sabrina Bainbridge, Spring Point Partners

Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with investors looking to leverage inclusion and impact without compromising growth of investments. This month, Bhuva's guest is Sabrina Bainbridge, the Associate Director of Investments at Spring Point Partners, an independent investment firm that strategically allocates capital to maximize long-term financial performance. About Sabrina Bainbridge: Sabrina Bainbridge is Associate Director of Investments at Spring Point Partners (SPP), an independent investment firm that strategically allocates capital to maximize long-term financial performance. She works closely with fund managers and direct investments to drive value creation in private markets. Prior to SPP, Sabrina played a key role in shaping Plan International’s investment strategy, where she developed innovative financial vehicles to support business growth in emerging markets and led a pilot initiative in Nairobi, Kenya to improve capital access and scalability for enterprises. She holds an MBA from the University of Oxford and a BS from Oklahoma State University. About Wallet Max:  Wallet Max is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors. With more than 10 investments directly in impact entrepreneurs thus far, Wallet Max’s network meets in person and virtually throughout the year to exchange connections and drive collective action. Wallet Max ecosystem of events and initiatives are prominent during the New York Fintech Week, the New York Tech Week, and the New York Climate Week every year. Wallet Max's Planet Positive Podcast is a monthly interview with investors driving impact globally. Aligned with our mission to challenge the status quo, we showcase personal and professional journeys of diverse investors looking to leverage inclusion and impact without compromising growth of investments. Supporting sustainable innovations is good for people's wellbeing, planet survival, and financial profits. About Bhuva Shakti: Bhuva Shakti (she/her) is the futuristic founder and CEO driving sustainable innovation at Wallet Max, a global community of corporate executives, policy leaders, and venture capital investors expanding fundraising access for high-growth impact startups. With an MBA from Columbia University in New York and as a senior executive director on Wall Street for three decades, Bhuva has managed diverse financial portfolios and launched several digital transformation products for investment banks, capital markets, and payment networks. Bhuva’s leadership and risk governance oversight, during the global financial crisis and the pandemic, was pivotal for the success of regulatory compliance and mergers acquisitions at the world's top banks and credit rating institutions. Bhuva is a board director and C-Suite advisor for people and planet friendly businesses, without compromising profits, and a keynote and TEDx speaker advancing economic inclusion and climate-fintech partnerships. Bhuva is the USA country director for World Business Angels Investment Forum and the Chief Ethics & Culture Officer for Women in AI worldwide. Bhuva is the founder of Bhuva’s Impact Global, offering board and enterprise risk advisory services for public and private corporations. Join Bhuva and have a seat at the table to be on the forefront of planet positive investing. Get Tickets to an Upcoming Event Here. [https://luma.com/walletmax?k=c] Would you like to promote your brand to an engaged and loyal community in the Climate Tech Space? Become an event sponsor.  [https://www.getwalletmax.com/sponsorships] Learn more about Wallet Max and our mission on the website [https://www.getwalletmax.com/].

Wallet Max Planet Positive Podcast™ with Investor Renata Aráuz-DeStefano

Join Bhuva Shakti, Founder & CEO at Wallet Max, as she speaks with investors looking to leverage inclusion and impact without compromising growth of investments. This month, Bhuva's guest is Renata Aráuz-DeStefano [https://www.linkedin.com/in/renataarauz/], investor at Pivotal Ventures, a Melinda French Gates company, where she backs women-led venture capital funds and makes mission-aligned early-stage investments. About Renata Aráuz-DeStefano [https://www.linkedin.com/in/renataarauz/]: Renata has spent over a decade bridging the finance and social impact sectors, having held roles in microfinance, investment banking, social enterprises, and venture capital. Renata is currently an investor at Pivotal Ventures, a Melinda French Gates company, where she backs women-led venture capital funds and makes mission-aligned early-stage investments. Most recently, she served as a consultant with the New Capitalism Project and an investor at Nairobi-based KawiSafi Ventures, where she focused on the clean energy space.  A proud SEO and Toigo alumna of Ecuadorian descent, Renata is passionate about increasing access to capital for diverse GPs and founders and building a bench of future capital allocators who reflect the changing demographics of the US.  She holds a BA in International Relations and French from Tufts University and an MBA from The Wharton School at the University of Pennsylvania. About Wallet Max: Wallet Max [https://www.getwalletmax.com/events] is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors. Wallet Max's Planet Positive Podcast [https://www.getwalletmax.com/podcast] is a monthly interview with investors driving impact globally. Aligned with our mission to challenge the status quo, we showcase personal and professional journeys of diverse investors (Angels, VCs, PEs, Family Office, Corporate Venture) looking to leverage inclusion and impact without compromising growth of investments. Supporting sustainable innovations is good for people's wellbeing, planet survival, and financial profits. About Bhuva Shakti: Bhuva Shakti [https://www.linkedin.com/in/bhuvashakti/] (she/her) is the futuristic founder and CEO driving sustainable innovation at Wallet Max [https://www.getwalletmax.com/], a global community of corporate executives, policy leaders, and venture capital investors expanding fundraising access for high-growth impact startups. With an MBA from Columbia University in New York and as a senior executive director on Wall Street for three decades, Bhuva has managed diverse financial portfolios and launched several digital transformation products. Bhuva’s leadership and risk governance oversight, during the global financial crisis and the pandemic, was pivotal for the success of regulatory compliance and mergers acquisitions at the world's top banks and credit rating institutions. Bhuva is a board director and C-Suite advisor for people and planet friendly businesses, without compromising profits, and a keynote and TEDx speaker advancing economic inclusion and climate-fintech partnerships. Join Bhuva and have a seat at the table to be on the forefront of planet positive investing. Get Tickets to an Upcoming Event Here. [https://luma.com/walletmax?k=c] Would you like to promote your brand to an engaged and loyal community in the Climate Tech Space? Become an event sponsor.  [https://www.getwalletmax.com/sponsorships] Learn more about Wallet Max and our mission on the website [https://www.getwalletmax.com/].

Wallet Max Planet Positive Podcast™ with Investor Aaron Walker

Join Bhuva Shakti, Founder & CEO at Wallet Max™, as she speaks with investors looking to leverage inclusion and impact without compromising growth of investments. This month, Bhuva's guest is Aaron Walker, the founder and Managing Partner at Ruthless for Good Fund, an early-stage fund that invests the most resilient, enterprising and often overlooked founders who are at the earliest stages of building companies that improve how we learn, work and live. About Aaron Walker [https://www.linkedin.com/in/atwalker/]: Aaron is currently the founder and Managing Partner at Ruthless for Good Fund, an early-stage fund that invests the most resilient, enterprising and often overlooked founders who are at the earliest stages of building companies that improve how we learn, work and live. Aaron believes in the audacity of founders to help build companies that improve lives and create value. In his most recent company, Camelback Ventures, he founded an accelerator that has invested in over 180 founders, leading companies to subsequent funding rounds ($365M+) and profitable outcomes. Aaron has over 10 years of practice partnering with founders, including: counseling founders through disagreements; helping founders close funding gaps in weeks; or advising to resolve strategy and talent needs. His perspective on partnering with entrepreneurs is also informed by his time as a teacher (set the conditions for others to shine), and his time as an attorney (great service providers bring domain expertise and business acumen to their clients). If you’re curious about where he’s worked and learned, check out LinkedIn [https://www.linkedin.com/in/atwalker/].   About Wallet Max: Wallet Max [https://www.getwalletmax.com/events] is an inclusive global community of corporate executives and venture capitalists with a mission to expand fundraising access for high-growth startups in the technology, AI, fintech, and climate sustainability sectors. Wallet Max's ecosystem of events and initiatives are prominent during the New York Fintech Week, the New York Tech Week, and the New York Climate Week every year. Wallet Max's Planet Positive Podcast [https://www.getwalletmax.com/podcast] is a monthly interview with investors driving impact globally. Aligned with our mission to challenge the status quo, we showcase personal and professional journeys of diverse investors (Angels, VCs, PEs, Family Office, Corporate Venture) looking to leverage inclusion and impact without compromising growth of investments. Supporting sustainable innovations is good for people's wellbeing, planet survival, and financial profits. About Bhuva Shakti: [https://www.linkedin.com/in/bhuvashakti/] Bhuva Shakti [https://www.linkedin.com/in/bhuvashakti/] (she/her) is the futuristic founder and CEO driving sustainable innovation at Wallet Max [https://www.getwalletmax.com/], a global community of corporate executives, policy leaders, and venture capital investors expanding fundraising access for high-growth impact startups.  Join Bhuva and have a seat at the table to be on the forefront of planet positive investing. Get Tickets to an Upcoming Event Here. [https://luma.com/walletmax?k=c] Would you like to promote your brand to an engaged and loyal community in the Climate Tech Space? Become an event sponsor.  [https://www.getwalletmax.com/sponsorships] Learn more about Wallet Max and our mission on the website [https://www.getwalletmax.com/].