78 episodes

We are changing the conversation for women about money and investing.


We focus on how women can manage and invest their money in the public and private markets and how they are the driving force behind the change we want to see in the world.


We talk to change makers, financial experts, wealth managers, angel investors, entrepreneurs and fund managers, who shine a light on the key trends in money and investing.


Signup: weekly newsletter for global economic, financial and investing news & trends: https://jointhepurse.substack.com

The Purse Podcast Jana Hlistova

    • Business
    • 5.0 • 1 Rating

We are changing the conversation for women about money and investing.


We focus on how women can manage and invest their money in the public and private markets and how they are the driving force behind the change we want to see in the world.


We talk to change makers, financial experts, wealth managers, angel investors, entrepreneurs and fund managers, who shine a light on the key trends in money and investing.


Signup: weekly newsletter for global economic, financial and investing news & trends: https://jointhepurse.substack.com

    #78: How women invest with Julie Castro Abrams

    #78: How women invest with Julie Castro Abrams

    Julie Castro Abrams is the founder and Managing Partner of How Women Invest, an early stage venture firm focussed on high growth, tech enabled women-founded enterprises. The firm is a culmination of her lifetime of work propelling women founders to launch and find success with training, capital and networks. 

    Julie brings her extensive experience identifying and supporting early stage entrepreneurs and twenty years as a CEO and board director. She is bringing her extensive networks, leadership and entrepreneurship experience to disruption of the venture landscape.

    An active investor and advisor to start-ups, and as the leader of the nation's largest microenterprise and microfinance organisation for 11 years, Julie has helped launch over 6,000 women into successful businesses.

    Today she is advising the SBA, White House and Congress on national legislative initiatives to address economic opportunities for women. She serves on the California First Partners Project as an advisor regarding corporate board diversity. In her role as Founder and CEO of How Women Lead, she has been a driver of legislative initiatives and transformation in the US and California. 

    Julie serves as an Advisor to financial services firms including the fin-tech start-up LENDonate and Nia Capital. She previously served as an advisor to Beneficial Bank and as the Governance Chair for the Association for Enterprise Opportunity and the Women’s Funding Network.

    As the CEO of How Women Lead, she is at the centre of the movement to disrupt antiquated, unequal systems by propelling women into even greater leadership roles and increasing opportunities for all women. Julie has been an essential driver of the ecosystem for women on corporate boards in California. Julie has been a national leader in the movement and drove the successful passage of the groundbreaking Senate Bill 826, requiring public companies to have women on their boards.

    The recipient of many accolades, she has been awarded the More Jobs Genius Award, the Morgan Stanley Innovation Award, Cisco’s Innovation in Technology Award.

    We cover the following on our conversation:


    The early stage VC fund, How Women Invest
    Julie's journey for setting up the fund 
    And how she has raised funding from female investors.

    ***

    • 33 min
    #77: Building a business and investing for profit and impact, 'the exit' and why women need to invest with Anna Sofat

    #77: Building a business and investing for profit and impact, 'the exit' and why women need to invest with Anna Sofat

    Anna Sofat, known as the Voice of Women’s Wealth, is passionate about money being a force for good in business and beyond. As an award winning and highly qualified financial planner until recently, she had advised private clients for over 20 years.

    She is a regular contributor to national press and TV and has been a judge for various industry awards over the years. In the past she has chaired the Nucleus Financial Services Advisory Board and was non-executive director at Fair Finance, the micro finance social business.

    Anna is a graduate of Hull University and has a Masters from LSE. She holds the Chartered Financial Planning and Certified Financial Planner qualifications.  She has been awarded the Unbiased.co.uk’s Financial Adviser of the year and was recognised as the Top female Adviser by Financial Adviser. In 2019, she was awarded the Women Financial Adviser of the Year by Professional Adviser and voted its Personality of the Year in 2020.

    Anna founded Addidi, a financial services boutique for women. Addidi was regularly featured as one of the Top 100 Advisory firm by the New Model Adviser and won the Money Marketing Small Adviser of the Year Award in 2018. The firm was sold to Progeny Wealth in 2019. Prior to founding Addidi, Anna was the MD at Fiona Price & Partners, providing financial advice for women by women.

    Having founded Addidi Angels, UK’s first women business angel, she is an angel investor in a number of businesses and an advocate for female founders.

    We cover the following in this conversation:


    How Anna started her business, Addidi
    How Anna grew the business
    Taking outside investment and finding the right investors
    Media's obsession with unicorns
    Building a business and investing for social impact (nor just financial returns)
    The exit: how to sell your business
    Women's wealth 
    Why we need more women investing and more women investing in the startup ecosystem. 

    ***

    • 1 hr 9 min
    #76: The UK startup ecosystem, female founders, fund raising and investing in female-led innovation with Julia Elliott Brown

    #76: The UK startup ecosystem, female founders, fund raising and investing in female-led innovation with Julia Elliott Brown

    Julia Elliott Brown is a highly respected entrepreneurial advisor working exclusively with female founders, with a wealth of experience in inspiring, coaching and supporting high-growth potential businesses.

    As a serial entrepreneur working in the start-up industry for over 25 years, Julia has built, funded, and grown several successful companies from fashion-tech, consumer data, publishing, e-commerce to consultancy, and is highly experienced in raising investment finance. Julia is an advisor, mentor, workshop leader, accomplished public speaker, and a long-standing judge at the Great British Entrepreneur Awards. She is the founder and CEO of Enter The Arena, providing investment expertise and business coaching for female founders, host of leading business podcast Fundraising Stories with Female Founders and author of RAISE: The Female Founder’s Guide To Securing Investment.

    Supporting start-ups every step of the way, Julia is committed and highly involved with her clients as they progress through their growth journey. As strategic advisor, she helps clients to navigate the scaling and investment process effectively, developing fundraising skills, leadership skills, business acumen and the confidence needed to enter the arena and smash down the barriers to success. 

    We cover the following in this conversation:


    The UK startup ecosystem and startup investing since the pandemic started in 2020
    Julia'a new book, Raise: The Female Founder's Guide to Securing Investment
    How to successfully raise as a female founder 
    How to do due diligence on potential investors and when to walk away 
    Female angel investors and why we need more men to invest
    How to encourage more women to invest.

    ***

    • 52 min
    #75: How volatile is the UK bond market and the problem with UK growth with Vicky Pryce

    #75: How volatile is the UK bond market and the problem with UK growth with Vicky Pryce

    Vicky Pryce is Chief Economic Adviser and a board member at the Centre for Economics and Business Research (CEBR).

    She was previously Senior Managing Director at FTI Consulting, Director General for Economics at the Department for Business, Innovation and Skills (BIS) and Joint Head of the UK Government Economic Service. Before that she was Partner at the accounting and consulting firm KPMG after senior economic positions in banking and the oil sector.

    She has held a number of academic posts and is a Fellow and Council member of the UK Academy of Social Sciences, a Fellow of the Society of Professional Economists and a Companion of the British Academy of Management. She was until recently on the Council of the Institute for Fiscal Studies and is a member of the Advisory Board of the central banking think-tank OMFIF and of the Economic Advisory Group of the British Chambers of Commerce. She is also a Patron of the charities Pro-Bono Economics and Working Chance.

    Her books include: “Greekonomics: The Euro crisis and Why Politicians Don't Get It”; “It's the Economy, Stupid- Economics for Voters”, with Ross and Urwin; “Redesigning Manufacturing”, with Nielsen and Beverland”; and “Why Women Need Quotas”.

    Her latest book, “Women vs Capitalism”, was published by Hurst in November 2019. She is a frequent contributor to media broadcasts and debates on the economy and on the economic rationale for gender equality. She is co-founder of GoodCorporation, a company set up to advise on corporate social responsibility, is a Freeman and Liveryman of the City of London, was the first female Master of the Worshipful Company of Management Consultants and has been sitting on the City’s Members Diversity Working Party.

    ***

    We cover the following in our conversation:


    The UK bond market: what are gilts?
    Why are gilts so volatile at the moment?
    Why did the Bank of England (BoE) have to intervene after the 'mini budget' in September?
    What are LDI strategies and should pensions be using them?
    The problem with UK growth

    ***

    • 42 min
    #74: Women's relationship to money, budgeting vs investing and working with a financial planner with Victoria Ross

    #74: Women's relationship to money, budgeting vs investing and working with a financial planner with Victoria Ross

    Victoria Ross is a Chartered Financial Planner for Progeny Wealth. 

    Progeny bring together independent financial planning, asset management, tax, HR and private and corporate legal services, under one roof. Victoria has 18 years experience within financial services, during which she also completed the qualifications as a chartered financial analyst and chartered managerial accountant. 

    As a financial planner, her key drivers are ensuring women reach out for and receive appropriate financial advice and that younger generations are financially informed.

    We cover the following in this conversation:


    Women's relationship to money
    Why the cost of living crisis is more of a concern for women
    What women can do to protect and grow their money during this time
    Index funds vs ETFs
    The new tax incentives for investing in startups and smaller companies
    Progeny research: women's aspirations and concerns about transferring money onto their loved ones
    Tips for finding a good financial planner
    How to start working with a financial planner.

    ***

    • 43 min
    #73: Building a startup in the menopause market and why we need to talk about the menopause with Sally Mueller

    #73: Building a startup in the menopause market and why we need to talk about the menopause with Sally Mueller

    Sally Mueller is the Co-founder and CEO of Womaness. 

    Womaness is a high-performance collection of modern menopause products developed for women, by women that offer solutions from head to toe (and everything in between). With community, education, and inspiration, Womaness sparks the power of menopositivity.

    Sally is a consummate business builder specialising in retail and brand innovation. Her trend-forecasting Midas touch has benefited companies such as Target, Who What Wear and VERSED skincare, among others.

    She is a seasoned executive with impeccable entrepreneurial acumen. Sally spent over two decades of her career at Target Corporation, first in Apparel Merchandising and then in Marketing, helping to build the bullseye from a regional discount retailer to one of the world's most recognized and influential global brands. She developed and implemented Target’s designer program and Design for All platform, transforming the regional discount retailer into a global phenomenon.

    Previously, Sally launched her own company, Whyse Branding, where she formed a licensing relationship with Who What Wear and successfully launched the consumer products line in Target stores and ultimately achieved international distribution.

    We cover the following in this conversation:


    The menopause and why is it a taboo topic?
    What are some of the challenges women face as a result?
    Reclaiming the narrative around the menopause
    Womaness: building a menopause startup
    Building a new consumer brand
    The importance of community
    How to find the right investors
    How to start investing

    ***

    • 42 min

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