Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
TV & Film
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/7e/1b/f6/7e1bf63a-7514-a3a6-35b1-6a200b63a5b5/mza_6672898509616565831.jpg/600x600bb.jpg
The Purse Podcast
Jana Hlistova
154 episodes
6 days ago
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).
Show more...
Investing
Business
RSS
All content for The Purse Podcast is the property of Jana Hlistova and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).
Show more...
Investing
Business
Episodes (20/154)
The Purse Podcast
#155: Mismanaged decline, economic shifts, and UK's future resilience with Vicky Pryce

Vicky Pryce is Chief Economic Adviser at the Centre for Economics and Business Research and Visiting Professor at King's College London.

She was previously Director General for Economics at the Department for Business Innovation and Skills and Joint head of the UK Government Economic Service. Vicky has held senior roles across the private sector, including senior managing director at FTI consulting, Partner and Chief Economist at KPMG, and Partner at London Economics, following earlier positions in banking and the energy sector.

She's also co-founder of Good Cooperation, a frequent media commentator, and the author of many books, including Women versus Capitalism. Her latest book, Mismanaged Decline, co-authored with Andy Ross, will be published by Biteback in November of 2025.

We cover the following:

01:16 Discussing 'Mismanaged Decline'

02:51 The UK's economic challenges

04:41 Policy missteps and industrial decline

07:09 Service sector and underinvestment

11:15 Industrial strategy and government role

16:26 Impact of Brexit and COVID

25:04 Honesty in economic policy

32:25 Regulatory developments in the UK and Europe

33:58 The role of UK leadership in crypto adoption

34:45 Concerns about crypto and global positioning

37:09 The politics of economic growth

39:20 Challenges in economic policy communication

50:11 The importance of gender inclusion in economic strategy

56:57 The need for long-term industrial strategy

01:00:12 Final thoughts on building a resilient economy


***

Show more...
6 days ago
1 hour 1 minute 40 seconds

The Purse Podcast
#154: Women-led VC, women's health innovation and global investing with Trish Costello

 Trish Costello is the Founder and CEO of Portfolia, a micro venture capital firm and investing community built to activate women's capital. Portfolia launches thematic funds designed by and for women from women's health to FinTech and sustainability, engaging accredited investors who seek both strong returns and meaningful impact.

Trish previously co-founded the Kauffman Fellows Program in 1994 where she created the first training programme for venture capital partners. And helps launch a new generation of investors.

We cover the following:

00:11 Meet Trish Costello: Founder of Portfolia

00:53 The birth of Portfolia: a new venture model

06:11 Portfolia's growth and achievements

07:22 Pioneering women's health investments

10:15 The impact and future of women's health innovation

14:07 The role of research and AI in women's health

22:41 Gameto: revolutionising fertility and longevity

28:48 Empowering women investors

29:22 Investment accessibility and inclusivity

30:18 Understanding venture capital returns

31:24 Innovative approach to venture funds

32:16 Engaging with Portfolio companies

35:37 Sourcing and evaluating deals

38:25 Collaborating with other funds

44:26 Scaling women's participation in VC

51:33 Future vision for Portfolia.


****


Show more...
2 weeks ago
53 minutes 31 seconds

The Purse Podcast
#153: UK Economy, business sentiment, AI & productivity, tariffs and investment slowdown with Vicky Pryce

 Vicky Pryce is Chief Economic Advisor at the Centre for Economics and Business Research and Visiting Professor at King's College London.

She was previously Director General for Economics at the Department for Business Innovation and Skills and Joint head of the UK Government Economic Service. Vicky has held senior roles across the private sector, including senior managing director at FTI consulting, Partner and Chief Economist at KPMG, and Partner at London Economics, following earlier positions in banking and the energy sector.

She's also co-founder of Good Cooperation, a frequent media commentator, and the author of many books, including Women versus Capitalism. Her latest book, Mismanaged Decline, co-authored with Andy Ross, will be published by Biteback in November of 2025.

We cover the following:

01:15 Current state of the UK economy

02:28 Business confidence and investment

06:17 Employment trends and challenges

13:29 Impact of AI on productivity

19:57 Inflation and monetary policy

22:41 Domestic price issues in the UK

23:06 Energy costs and market structure

25:42 Trade, global headwinds, and tariffs

30:06 Pensions for growth

32:42 Autumn budget concerns

39:42 Risks and hopes for the UK economy.


***

Show more...
1 month ago
42 minutes 58 seconds

The Purse Podcast
#152: Building Scotland's innovation economy and female-focused initiatives with Derek Shaw and Alison Loveday

Derek Shaw is Director of Entrepreneurship and Investment, where he leads the teams supporting Scotland's spinouts, startups, and scaling companies with wrap-around support and commercial investment. Under his leadership, Scottish Enterprise co-invests more than £50 million annually, making it Scotland’s most active early-stage investor, and the UK’s fourth largest by volume.

The portfolio includes around 330 high growth companies, valued at approximately half a billion pounds.

Alison Loveday is part of the extended management team and leads the National High Growth Entrepreneurship team. She focuses on ecosystem development, partnerships, and leadership programs for founders — including Pathways to Scale, a flagship initiative inspired by the 2023 Pathways Report, which supports female founders by upskilling leadership and investment readiness.

Together, they're helping to shape Scotland's innovation economy.

We cover the following:

00:11  Meet Derek Shaw and Alison Loveday

02:16  Overview of Scottish Enterprise

03:08 Scottish Enterprise's strategic missions

07:03 Supporting ambitious Scottish businesses

12:06  Collaborations and female founders

14:28  Challenges for deep tech companies

20:31  Case Study: ZOEX and Ash Penley

26:04 Working with universities and research centres

28:21  Metrics and measuring success

30:12  Supporting female founders

35:17  Lessons from recent successes

43:27 The future of Scotland's innovation economy.


****

Show more...
1 month ago
46 minutes 49 seconds

The Purse Podcast
#151: Investing in women's sports, media and tech with Lorine Pendleton

 Lorine Pendleton is a seasoned venture capital investor and former media and entertainment lawyer with deep expertise across sports, media, entertainment, and technology.

In 2024, she launched 125 Ventures, a New York based VC fund, investing in women's sports, media and tech at the intersection of AI, data and the creator economy. Previously, a partner at Portfolia, she co-launched the Rising America Funds, top performing VC funds with net IRRs in the top 5% of their vintage, and has invested in more than 35 innovative companies as both an angel and VC.

We cover the following:

00:10 Meet Lorine Pendleton

02:17 Lessons from Prince: The power of ownership

04:59 Launching 125 Ventures

10:30 The solo GP Experience

15:01 Barriers in venture capital

24:20 Female founders and investment strategies

24:41 Unique perspectives of female investors

25:16 Learned experiences

27:27 Due diligence in investment

29:11 The rise of women's sports

30:40 Media rights and market growth

31:25 Challenges and opportunities in women's sports

33:31 The future of women's sports investment

37:48 Engaging with LPs and shifting capital

40:25 Encouraging women to invest

44:05 Final thoughts


***

Show more...
1 month ago
44 minutes 54 seconds

The Purse Podcast
#150: Wave energy innovation, renewable tech, building a scale-up, female founders, raising capital and sustainable development with Ash Penley

 Ashley Penley is the founder and CEO of ZOEX, the UK's only female founded wave energy company. She transitioned from 15 years in offshore oil and gas complex installation projects to marine renewables, where she developed a modular wave energy converter that tackles the sector's biggest challenge, high cost.

She's also a mother of two, Zoe and Alex, and became a British national after moving to Scotland 25 years ago for her original oil and gas career.

We cover the following in our conversation:

00:11 Meet Ashley Penley

01:45 The challenges of wave energy

03:30 The 'Aha moment': Realising the gap in wave energy

05:29 Innovative solutions for wave energy

07:55 The business model and market potential

12:32 Designing ZOEX for real-world conditions

19:49 Partnerships and raising capital

23:02 Trials and commercial rollout in Turkey

25:22 Project setback and recovery

27:17 Validation and success

27:35 Global attention and future plans

28:30 Challenges and personal sacrifices

30:08 Company vision and funding

31:56 Navigating a male-dominated industry

33:29 Balancing family and career

37:12 Advice for entrepreneurs

***

Show more...
2 months ago
43 minutes 21 seconds

The Purse Podcast
#149: Financial insight & empowerment: women, wealth, and change with Tiffany Irving

Tiffany Irving joined Mesirow Wealth Management in 2021 and has 25 years of financial experience. She is a Senior Vice President, Wealth Adviser and a member of the Mesirow Inclusion Council. She provides comprehensive wealth management planning and advice to high-net-worth individuals, families and non-profit organisations.

Tiffany is a member of the National Association of Women Business Owners, and Legacy Partners, an association of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. She is a Board Member for the Caring Place and the Women’s Impact Fund for the Porter County Community Foundation. She is a frequent speaker on the WGN radio show “Your Money Matters.”

Tiffany earned her degree in Finance from DePaul University and her MBA from the University of Phoenix. She is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA®) and holds FINRA licenses.

We cover the following:

  • 02:09 Tiffany's early money experience
  • 03:28 Generational differences in financial perspectives
  • 09:28 Financial literacy and confidence among women
  • 11:39 Common misconceptions about women and money
  • 17:01 Challenges in the financial services industry
  • 23:01 The Great Wealth Transfer: are we ready?
  • 25:13 The importance of high EQ in financial advisory
  • 25:20 Building trust with female clients
  • 26:18 Legacy planning and generational wealth
  • 29:33 Values-based and impact investing
  • 35:42 Female investment in female founders
  • 43:05 Closing the gender wealth gap
  • 47:15 Final thoughts


Show more...
3 months ago
48 minutes 49 seconds

The Purse Podcast
#148: Women building wealth, rethinking financial advice, female investing & future shifts with Heather Ettinger

Heather Ettinger is the Founder and CEO of Luma Thrive, a boutique coaching and consulting firm dedicated to empowering women of wealth and purpose—and the advisers and institutions that serve them.

With over 35 years as a trailblazing adviser and former CEO in wealth management, Heather created Luma Thrive to redefine how women engage with their wealth through life visioning, values alignment, and legacy planning.

She is the author of the best-selling book Lumination: Shining a Light on a Woman’s Journey to Financial Wellness and a nationally recognised speaker and thought leader featured in The Wall Street Journal, Barron’s, and Bloomberg.

Her trademarked Lumination Process™ underpins transformative coaching, keynote speaking, and consulting programs that guide women in aligning resources with purpose, while helping institutions build stronger, more meaningful relationships with female clients.

A recipient of the “Women to Watch,” “Icons and Innovators,” Ruth Bader Ginsburg, and Savvy Ladies Changemaker awards, Heather has also co-authored pioneering research on women of wealth.

She lives in Shaker Heights, Ohio, with her husband and is most proud of raising three community-minded children.


We cover the following:

01:53 Welcoming Heather Ettinger

03:34 Shifts in women's approach to investing

08:45 Challenges in the financial industry

17:35 Demographic and cultural trends

24:44 Women in business and career challenges

30:50 The impact of diversity in leadership

32:35 Financial planning for women: a holistic approach

37:11 Rethinking financial adviser incentives

41:12 The role of fintech in closing the gender investing gap

45:33 Women using capital for social impact

50:18 The influence of US administration on women's financial power

53:04 Final message to women.

***

Show more...
3 months ago
56 minutes 42 seconds

The Purse Podcast
#147: Female founders, purpose-led startups, "getting unstuck" in order to grow your business, recharging and recovery with Julie Perkins

Julie Perkins is an accomplished entrepreneur, business owner, purpose-led coach, and growth advocate. She founded Wyseminds after spending 20 years growing Specsavers Opticians in the Netherlands.

Through her experiences, both good and bad, she discovered the transformative power of a purpose-driven approach to business growth.

This insight inspired her to establish Wyseminds, a platform dedicated to empowering women entrepreneurs, helping them achieve growth with greater joy and freedom.

We cover the following:

  • 00:00 Introduction
  • 01:53 Julie’s career journey: From Specsavers to Wyseminds, cancer diagnosis, and finding purpose
  • 04:15 Emotional journey: Loneliness, transition from corporate to founder, and the importance of mentorship
  • 06:49 Passion to purpose: How founders can reconnect with their vision and values
  • 11:12 Value-based recruitment: Building the right team and letting go of misaligned people
  • 13:31 Lessons from Specsavers: Purpose-led growth, partnership, and culture
  • 16:18 Funding and credibility: When to raise money, bootstrapping, and financial confidence
  • 19:22 Stakeholder mapping: Communicating with family, friends, and supporters
  • 22:24 Strategy vs. purpose: Diagnosing founder frustration and the importance of realignment
  • 24:93 Letting go: The founder’s journey, growth, and the power of release
  • 27:33 Mindset shifts: Freedom, release, and realigning with purpose
  • 29:53 Personal energy & recovery: Routines, rest, and sustaining long-term entrepreneurship
  • 43:33 Final advice: Vision, growth, guardrails, and support for female founders.


***

Show more...
4 months ago
49 minutes 24 seconds

The Purse Podcast
#146: Scale-ups & building an inclusive UK innovation ecosystem with Sam Smith

 Sam Smith is a trailblazing entrepreneur, board advisor, and is a passionate advocate for inclusive, purposeful business. Best known as the founding CEO of FinCap, the first female led stockbroking firm in the city, she led the business from a startup within JMFinn to a £50 million investment bank, supporting hundreds of growth companies along their scale and exit journeys.

Over 24 years, Sam built what became Cavendish Financial on principles she still champions today: empathetic leadership, inclusive culture, and high impact governance.

Her bestselling book, the Secret Source, captures the mindset behind super scaling, empowering talent while staying true to purpose. It's no surprise that one of her favourite reads is Grit by Angela Duckworth, a philosophy she's lived by through every deal, boardroom and pivot points.

She now holds multiple NED roles across a range of sectors. In 2023, she co-founded The SuperScalers alongside Rosaleen Blair, CBE, and Ollie Barrett, MBE, a global community on a mission to help underrepresented founders grow from £1 million to £50 million+ in revenue. By connecting high potential entrepreneurs with those who've already scaled, The SuperScalers is shifting the narrative of who gets to build big.

Sam is also a committed voice for equity in entrepreneurship. She's advised the UK Government's Taskforce for women-led high growth businesses, contributes to the Scale Up Institute's work on female-led scale-ups, sits on the Everywoman advisory board and is a patron of the Entrepreneurs Network.

She's currently campaigning to integrate entrepreneurship into the school curriculum, giving every young person, regardless of background, the tools to shape their own future.

This podcast interview was recorded on 18 June, 2025.

We cover the following:

  • 00:11  Meet Sam Smith
  • 02:33 The UK scale-up story for women
  • 03:18  Challenges and opportunities for female founders
  • 04:44 The importance of community and the ecosystem
  • 04:57 Leadership styles and cultural shifts
  • 05:51  Blind spots
  • 08:31  Funding and capital issues
  • 11:02  The role of government
  • 17:09  Inclusive entrepreneurial ecosystem
  • 26:33 The power of community
  • 29:38 Building an inclusive innovation ecosystem
  • 29:55 Challenges faced by female founders
  • 30:29 A new financial system for women
  • 31:12  The importance of inclusion in entrepreneurship
  • 34:27 The potential of the UK in the global market
  • 38:03 The need for a coordinated entrepreneurial ecosystem
  • 40:41  Future vision for the UK scale-up ecosystem
  • 42:49 The importance of education in entrepreneurship
  • 51:44  Action plan for supporting female founders
  • 56:06 Final thoughts.


***

Show more...
4 months ago
56 minutes 48 seconds

The Purse Podcast
#145: Economic resilience, UK policy shifts, business sentiment, R&D investment, geopolitical challenges, inclusive growth with Vicky Pryce

Vicky Pryce is Chief Economic Adviser and a board member at the Centre for Economics and Business Research (CEBR), and one of the UK’s most respected voices on economic policy and reform.

She was previously Joint Head of the UK Government Economic Service, Director General for Economics at the Department for Business, Innovation and Skills (BIS), and Senior Managing Director at FTI Consulting. Earlier in her career, she held senior economic roles in banking, the oil sector, and was a Partner at KPMG.

Vicky is a Fellow of the UK Academy of Social Sciences and the Society of Professional Economists, and sits on several advisory boards, including the Economic Advisory Group of the British Chambers of Commerce and the central banking think tank OMFIF. She is also a Patron of Pro-Bono Economics and Working Chance.

She is the author of several influential books, including "Women vs Capitalism", "Greekonomics", and "Why Women Need Quotas", and is a frequent contributor to media and public debates on the economy and gender equality.

We cover the following:

00:52 UK Economy: growth and contraction

04:15 Inflation and interest rates

07:42 Unemployment and labour market pressures

12:43 Tax reform and wealth flight

18:07 Spending review and defence budget

24:37 Economic challenges and future outlook

32:45 Challenges of an aging workforce

34:46 Government's role in workforce adaptation

36:26 Corporate strategies for inclusivity

42:28 HR's role in modern workplaces

43:41 Government R&D: how women-led ventures and SMEs can access this

48:33 Trade and energy security

55:34 UK: economic threats and optimism

*The interview was recorded Friday, 13 June*

***

Show more...
5 months ago
1 hour 48 seconds

The Purse Podcast
#144: Innovation in heavy industry, AI & automation, sustainability, women in VC with Melissa Cheong

Melissa Cheong is a Managing Partner of Blackhorn Ventures, an early-stage venture capital firm focused on catalysing and scaling industrial resource efficiency investment opportunities. In this role, she balances her time between managing the firm’s strategic goals, partnering, and working with talented and inspiring portfolio company founders, and developing the firm’s investment strategy for current and future funds.

Melissa has over 20 years of industry experience, with her most recent roles focused on a range of sustainable investment opportunities. Prior to

Blackhorn, Melissa was Chief Investment Officer at ZOMA Capital, the private family office of Ben and Lucy Ana Walton, and held various positions at Treehouse Investments, Imprint Capital (now Goldman Sachs-Imprint), Plainfield Asset Management and Deutsche Bank. Melissa holds a BA in Political Science from the University of Chicago and received an MBA from Columbia Business School, with a concentration in Finance and International Development.

We cover the following:

00:10 Meet Melissa Cheong: A journey in venture capital

02:33 Melissa's investment philosophy and career Insights

05:40 The role of family offices in sustainable Investment

07:51 Understanding risk and building effective teams

11:26 Blackhorn Ventures: focus on resource efficiency

15:05 AI and digital infrastructure in heavy industry

17:43 Current market challenges and opportunities

26:34 Supporting portfolio companies and success stories

31:08 Gender diversity in venture capital

45:42 Engaging more women LPs in venture

52:49 Closing comments


Show more...
5 months ago
53 minutes 21 seconds

The Purse Podcast
#143: Redefining financial advice for women with Cary Carbonaro

Cary Carbonaro is an award-winning Certified Financial Planner™ professional with over 25 years of experience, and currently serves as Managing Wealth Advisor and Women and Wealth Ambassador for Ashton Thomas. She leads a multi-million dollar financial planning practice, specialising in empowering women to overcome financial challenges and increase their financial literacy.

Cary is the author of the bestselling book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear,  Morgan James, Oct 2015. Cary’s second book.  Women and Wealth: A Playbook To Empower Clients and Unlock Their Fortune,  published by Wiley April 29, 2025.  

She serves as a CFP® Board Ambassador, representing the financial industry in the media, and has been honored six times on Investopedia’s Top 100 Financial Advisors list. In 2016, she was awarded the prestigious Investment News Women to Watch recognition. In 2024, Cary was appointed as the sole female member of the Nasdaq Advisor Council.

We cover the following:

00:13 Meet Cary Carbonaro: Financial expert and author

02:13 Cary's journey into wealth management

03:48 Empowering women through financial literacy

05:20 Challenges faced by women in finance

06:39 Cary's professional setbacks and resilience

08:19 The financial industry's gender bias

13:12 Misconceptions about women and money

18:10 The rise of female breadwinners

21:03 The Great Wealth Transfer

22:55 The future of financial services for women

24:43 Core principles of female-centric financial advice

25:48 The importance of female leadership in finance

26:27 Challenges and opportunities for women in the industry

30:29 Emotional ties and financial decisions

38:50 Women investing in women entrepreneurs

42:48 Rebuilding the financial system for women


***

Show more...
6 months ago
44 minutes 44 seconds

The Purse Podcast
#142: Digital assets demystified: insights from Anthony Fernandez

Anthony Fernandez stands at the forefront of the evolving cryptocurrency landscape as the Head of Business Development and Sales at ICONOMI, an FCA-registered digital asset portfolio management firm. With a rich background in asset management, foreign exchange, and cryptocurrency mining & trading, Anthony has become a leading authority in blockchain technology, including DeFi, derivatives trading, and cross-chain solutions.

With over 8 years in fintech and wealth management, Anthony has transitioned into the alternative investment space, specialising in Bitcoin and various digital assets.

Before his role at ICONOMI, he honed his expertise leading a Bitcoin mining team, helping both professional and retail investors to earn passive income.

A sought-after speaker, Anthony illuminates financial seminars with his deep understanding of macroeconomics and the crypto ecosystem. His practical insights guide investors through the intricacies of blockchain investments and the ever-changing digital economy.


00:12 Meet Anthony Fernandez: crypto expert

02:14 Anthony's journey into the industry

04:15 Defining digital assets and ICONOMI's role

05:49 The macroeconomic climate

10:19 US administration's impact on digital assets

13:19 Business adoption and why it matters

16:26 Bitcoin as a hedge against currency debasement

19:50 Institutional approach to crypto

25:12 Women in crypto: opportunities

27:39 How a business start engaging in digital assets


Show more...
6 months ago
29 minutes 54 seconds

The Purse Podcast
#141: Funding change: Marcia Dawood on women, investing, and impact

Marcia Dawood is an early-stage investor who serves as the vice-chair on the Securities and Exchange Commission’s Small Business Capital Formation Advisory Committee. She is a venture partner with Mindshift Capital, a member of Golden Seeds, and the chair emeritus of the Angel Capital Association (ACA), a global professional society for angel investors.

She is the author of the award-winning book 'Do Good While Doing Well, Invest for Change, Reap Financial Rewards, and Increase Your Happiness'. She is also an associate producer on the award-winning documentary 'Show Her the Money'.

A TEDx speaker and the host of the award-winning Angel Next Door podcast, Marcia walks the talk and holds investments in over fifty early-stage companies and funds. She is committed to expanding support for diverse companies that overcome the world’s biggest problems and accelerate positive change. She is passionate about bridging the gap from early-stage inception to building thriving, profitable companies.

Previously, Marcia worked in sales, marketing, and operations for Kaplan Education for over sixteen years. She received an MBA from the University of North Carolina Kenan-Flagler Business School.

Marcia currently splits her time between New York City and North Carolina with her husband, Izzy, and she feels lucky to be the stepmom to three amazing sons.

We cover the following:

02:21 The evolution of angel investing

02:43 Investment strategies and diversification

04:01 Equity crowdfunding and philanthropic investments

07:46 Women in investing and healthcare

10:58 Evaluating deals and overcoming bias

14:56 Impact investing

19:49 Challenges and support for startups

22:31 Valuation, portfolio construction, and dilution

29:22 Exit strategies and economic conditions

34:03 The future of angel investing and alternative models

36:32 Encouraging more women to invest

38:18 Conclusion


Show more...
7 months ago
38 minutes 34 seconds

The Purse Podcast
#140: Women, wealth and exploring sustainable impact investment with Cate Quentin

Cate Quentin is a Partner and Wealth Manager at Tribe Impact Capital, the UK’s first dedicated Impact Wealth Manager. Cate’s client base of HNW individuals, families and charitable foundations is varied, but she has a particular focus on female wealth holders and inherited wealth. Cate strongly believes in the transformative power of money to achieve both financial returns and positive impact.  

Before joining Tribe, Cate spent seven years at Standard Bank Group where she managed the wealth of West African families and individuals and developed the Ghana wealth business from inception. Prior to Standard Bank, Cate worked in consultancy focussing on private sector development across Africa. Cate has an MSc in Development Studies from SOAS University and a PGCert in Philanthropy and Social Investment from Bayes Business School.

We cover the following:

00:10 Meet Cate Quentin: Partner & Wealth Manager at Tribe Impact Capital

02:06 Cate's journey to wealth management

05:24 The founding principles of Tribe Impact Capital

08:08 The gender Investment gap and female investors

14:26 Values-driven investing and impact investing

23:20 Defining sustainable investing and its performance

33:52 Separating the noise from long-term trends

34:24 Exploring asset classes in sustainable impact investment

34:59 Exciting developments in the debt space

36:42 Challenges and misconceptions in sustainable investing

42:50 Political and economic pushback on ESG & DEI

51:00 The future of sustainable investing

55:17 Encouraging female-led ventures and angel investing

59:57 The role of AI and fintech in wealth management

01:02:45 Final thoughts

***

Show more...
7 months ago
1 hour 4 minutes 13 seconds

The Purse Podcast
#139: Navigating financial stress and mental health with Dr. Jelena Janjusevic

Dr. Jelena Janjusevic is Associate Professor of Finance and Head of Accountancy, Economics and Finance at Edinburgh Business School, Heriot-Watt University Dubai. She teaches both Undergraduate and Postgraduate programmes in finance and economics. She has been a part of the University since 2017. In her 20-year-long working experience, Dr. Janjusevic has worked with government of Montenegro officials, municipalities, social partners, foreign government officials, and international institution representatives ie from the World Bank, IFC, EBRD, USAID, UNDP, CHF, EC.

Besides teaching, Dr. Janjusevic has strong managerial and research experience. She has previously been engaged with many different projects dealing with macroeconomics, sustainable development, and public administration capacity building (initiating several reforms in the energy sector, urban planning, financial, health, pension system, education system, investments, business environment, and legislation improvement).

We cover the following in our conversation:

01:40 Early experiences with money

02:17 The taboo of money and financial literacy

03:40 Understanding financial stress

06:23 Impact of the pandemic on financial stress

15:19 Women, financial stress, and caregiving

21:05 Seeking help for financial stress

33:28 Role of universities in financial literacy

36:52 Final thoughts


****

The Purse Ltd.

Show more...
8 months ago
38 minutes 30 seconds

The Purse Podcast
#138: Closing the gender wealth gap with fintech founders, Elisabeth Prager and Nitika Vyas

Elisabeth Prager began her career in life and pension and then moved into private banking. Subsequently she transitioned to a strategy consulting firm, and later freelanced for various philanthropic and multilateral agencies. 

Nitika Vyas began her career in investment banking, and then moved into a hedge fund, before becoming the COO of a broker. Alongside her career, her interest in psychology prompter her to pursue a counselling qualification. 

Together they have over 30 years experience in financial services and have seen first hand just how underserved women are when it comes to their personal finances. 

They co-founded Aila Money, a fintech startup on a mission to close the gender wealth gap. Aila helps women plan, learn and get ongoing guidance on their finances. The free solution leverages behavioural science, AI, and expert advice to empower women financially.

We cover the following:

00:16 Meet Elizabeth Prager and Nitika Vyas

02:13 Identifying problems in financial services

05:37 The decision to start Aila Money

08:32 Challenges in financial services for women

12:09 Gender stereotypes in finance

17:05 The importance of women investing

20:24 Common money mistakes women make

23:48 The role of societal norms

25:09 Encouraging financial engagement

25:41 Aila Money's approach to financial fitness

26:37 Trends in women's financial behaviours

28:40 The rise of single women

29:25 The Great Wealth Transfer

30:20 Emotional decisions with inherited wealth

32:50 Building Aila Money

35:42 Personalised financial journeys

42:26 Fundraising and future plans

45:50 Challenges for female founders

55:26 Advice for women: how to lean into investing

59:05 Conclusion


***

The Purse Ltd.

Show more...
8 months ago
59 minutes 52 seconds

The Purse Podcast
#137: Redefining capitalism through impact investing with Priya Parrish

Priya Parrish is Partner and Chief Investment Officer at Impact Engine, an institutional venture capital and private equity investor driving positive impact in economic opportunity, environmental sustainability and health equity.

She is also an Adjunct Professor of Strategy and Impact Investor in Residence at the University of Chicago Booth School of Business.

Priya is the author of "The Little Book of Impact Investing" published by Wiley.

Prior to joining Impact Engine, Priya served as Chief Investment Officer at Schwartz Capital Group, a single-family office investing across global markets.

Previously, she was Strategy Head at Aurora Investment Management, a multibillion-dollar hedge fund, and managed development of investment products that incorporated environmental, social and governance factors (ESG) at Northern Trust Asset Management and KLD Research & Analytics.

Priya holds a B.S. in Business Management from Babson College and an MBA from the University of Chicago Booth School of Business.

We cover the following in our conversation:

00:10 Meet Priya Parrish: impact investing pioneer

02:19 Priya's journey into impact Investing

05:29 Understanding impact investing

08:55 Impact Engine: a women-led venture capital firm

11:12 The growing demand for impact investments

14:07 Women and millennials driving change

21:02 Defining and measuring impact

23:49 Understanding measurement in impact investing

23:56 Two schools of thought on measurement

24:49 Investor-focused measurement

26:07 Challenges in impact investing

27:52 Financial performance and impact

31:01 AI and impact investing

33:00 Tools and resources for measuring impact

33:55 Supporting early-stage impact companies

36:11 Challenges and risks in impact investing

38:44 Avoiding impact washing

39:48 The Little Book of Impact Investing

42:36 Supporting female investors in impact investing

44:29 Final thoughts.

***

The Purse Ltd.

Show more...
9 months ago
44 minutes 56 seconds

The Purse Podcast
#136: Financial literacy in the workplace with Carla Hoppe

Carla Hoppe is the founder and CEO of Wealthbrite, whose mission is to help businesses cultivate financially and commercially savvy talent. Wealthbrite was born out of Carla's understanding of the critical need to bridge the financial skills gap, especially among early-career professionals. Carla is a passionate advocate for greater financial literacy to help young people entering the workforce so they can go on to become economically secure.

With a diverse career spanning law and financial services at prestigious firms like PwC and EY, Carla brings a wealth of experience to her role as the founder of Wealthbrite. Her journey as a mixed heritage woman and first-generation professional who went on to have a successful career in finance has given her unique insights into the challenges faced by young professionals navigating the complex world of personal and business finance.

We cover the following in our conversation:

00:12 Meet Carla Hoppe: founder of Wealthbrite

02:07 Carla's journey from corporate to entrepreneurship

03:33 The importance of financial literacy

09:12 Challenges of financial literacy in the UK

13:00 Financial resilience and mental health

18:38 Addressing the financial gender gap

21:49 Inside Wealthbrite: mission and training programmes

26:35 The realities of starting a business

30:50 Fundraising success: Carla's journey

31:05 Navigating the pre-seed round

31:44 Choosing the right investors

33:16 Diversity in startup investing

33:44 Leveraging personal networks

36:19 Investor event strategy

37:56 Key lessons from fundraising

38:46 Challenges with traditional investors

40:00 Current investment climate

41:11 Finding the 'right tribe'

42:28 Encouraging female investors

47:31 Vision for Wealthbrite

50:27 Personal financial strategies

54:58 Policy changes for financial Literacy

58:25 Conclusion

****


Show more...
9 months ago
59 minutes 18 seconds

The Purse Podcast
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).