The Chicks of Fintwit

The Future of Innovation with Ann Berry [Ep. 16]

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.

FinTech will Change the World with Nicole Casperson [Ep. 15]

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.

Institutional Allocation Conversation Station with Leanna Orr [Ep. 14]

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.

Value Investing Works with Lauren Templeton [Ep. 13]

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.

China, Freedom Weighting and Emerging Markets with Perth Tolle [Ep. 12]

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. 

Growing as an Investor Online with Kayla Kilbride [Ep. 11]

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. 

The Future of Wealth Management with Penny Phillips [Ep. 10]

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. 

Life in the Golden Age of Hedge Funds with Dominique Mielle [Ep. 9]

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. 

Venture Capital 101 with Selina Troesch Munster [Ep. 8]

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. 

Behind the Scenes with Tracy Alloway [Ep. 7]

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.