Wall Street Firms for Girls

An Exploration of Business Development and Investor Relations in the Hedge Fund Industry - Part 2

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 Working with her clients to help change outdated policies and attract more women into the financial sector, Angie details her path as an entrepreneur and CEO.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

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.

The Educational Requirements Behind a Career in Financial Services

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.

A Career in International Private Equity

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

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.