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Women & Wealth

Bernstein Private Wealth Management

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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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Monique Meneses is glowing from within as she launches her new skincare line designed to nourish the skin microbiome. Discover the secrets to your body’s largest organ from an AAPI female entrepreneur who is breaking barriers in beauty and changing the skincare game. Note to All Readers: The information contained here reflects the views of Alliance…
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Why do autoimmune diseases mostly affect women? How come eight of the last ten drugs recalled by the FDA posed greater health risks for women than men? Dr. Erica Ollmann Saphire, President/CEO of La Jolla Institute for Immunology, breaks down her cutting-edge research on sex-based differences in the immune system. She explains why it matters, what …
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Lilly Ledbetter made a fateful decision to challenge pay equity—and women everywhere have benefited from it. This Women’s History Month, she tells her incredible story firsthand on Bernstein’s Women & Wealth. Hear who supported her, where she found courage and why she just couldn’t let it go. Go to https://www.bernstein.com/our-insights/women-and-w…
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Negotiating is a power. It's a strength that all women need—not just in our professional lives, but in our personal lives, too. This International Women’s Day, Bernstein’s Women & Wealth Institute brings in Kendall Jackson, Assistant Professor at Vanderbilt’s Owen Graduate School of Management, for tips on becoming a better negotiator. Note to All …
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Many women are partial to sustainable investing, but AB CarVal’s Jody Gunderson has had a front row seat. She makes the case for renewables—highlighting the opportunity in wind, solar, and battery storage—while explaining how recent legislation has changed the game for the energy sector. Note to All Readers: The information contained here reflects …
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When it comes to personal finance, women tend to delegate control. But that could backfire. Today's episode will help you get more engaged in 2023 and beyond. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Allianc…
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With the fourth generation of family involved and over $2B in grants, the John Templeton Foundation has etched an enduring legacy. This Giving Tuesday, we asked Heather Templeton Dill—foundation president—for her thoughts on the keys to success. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its …
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In Memoriam, we are re-releasing an episode we recorded in 2019 with a dear friend and colleague, Andi Kushner, who passed away two weeks ago. She was a gifted attorney who knew that in today’s litigious society, you need some basic protections. Her thoughts on the most common legal exposures that women face still rings true today. http://bit.ly/la…
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Nicole Ledoux, co-founder of 88 Acres, went from the trading floor to the bakery floor selling nutritious, seed-based snacks. Hear how she pried open the door of opportunity—then left it ajar for others. (0:52) - The seeds of a multimillion-dollar seed business — The amazing story of how Nicole co-founded 88 Acres. (4:59) - Raising money as a marri…
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Sports executive Donna Orender went from inking billion dollar deals at the PGA Tour to dialing for dollars as head of the WNBA. She shares the advice that helped her turn the league into the thriving venture it is today. (1:00) - Being part of something bigger — How Donna found her way into sports at a time when girls weren’t encouraged to play th…
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Media mogul Anu Bhardwaj is reaching millions of women in emerging markets with her new app Sheqonomi. Will digital wallets put 2 billion women on the board? Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates …
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Learning to play poker can be a game-changer for women, according to Erin Lydon, Managing Director at Poker Power. A newcomer to the game, she’s helped build a global community of female players who are enhancing their negotiation skills while being bolder with money. Note to All Readers: The information presented and opinions expressed are solely …
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Sashee Chandran is the founder and CEO of Tea Drops, an organic tea company that has disrupted an age-old industry with its' creativity, quality, and convenience. But, success didn't come easy. Sashee talks candidly about her experience of starting and funding a venture-backed business, how the changes in digital marketing are impacting D2C brands,…
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There are no easy answers when it comes to treatment for behavioral health challenges. But families don’t have to navigate the complexity alone. Arden O’Connor—founder of the O’Connor Professional Group—shares what’s worked for those in her practice, while opening up about her own family’s struggles. Note to All Readers: The information contained h…
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Amid a growing number of existential challenges, many women feel the urgent need to act. Yet even after voting, donating, and consciously consuming, they’re taking a fresh look at their investment portfolios—and demanding more. Is impact investing in private equity and venture capital the answer? Note to All Readers: The information contained here …
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Our 2022 International Women’s Day webinar featured Marie Benedict, a three-time NYTimes bestselling author of historical fiction novels that profile extraordinary women whose moving stories and contributions have been buried in the past. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affilia…
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Wealth can be emotionally charged—so what happens when it falls into your lap? For the 80% of wealthy people who grew up middle class or poor, new-found riches often create a disconnect. But as Jennifer Risher shares in her memoir, your childhood money story needn’t define you. She encourages women to come to terms with wealth’s impact on them as m…
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Think your best life is behind you? “Think again,” says Patti Hart. From her trailblazing career in the male dominated world of gaming to co-authoring the book “The Resolutionist— Welcome to The Anti-Retirement Movement”, Patti continues to challenge the status quo. She shares her top tips for women who are ready to retire in a different way. Note …
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For someone who considers herself a problem solver, AB Portfolio Manager Dureka Carrasquillo initially found climate change to be a depressing conundrum. But a newly launched strategy has her revisiting her tech investing roots and has restored her sense of optimism. Hear why she’s more convinced than ever that advancements in technology will produ…
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On the 50th anniversary of the nation’s “War on Cancer”, Bernstein’s Women & Wealth Institute welcomes Myra Biblowit, President & CEO of the Breast Cancer Research Foundation (BCRF)—the largest global funder of breast cancer research and the highest-rated breast cancer organization in the country. Myra joins host Beata Kirr to share a story of prog…
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Four years after the passage of Title IX, Ginny Gilder and the rest of the Yale Women's Rowing Team staged a "Strip In" to fight sexism in sports. More than 40 years later, not enough has changed. Ginny continues to tackle gender inequality as a co-owner of the WNBA’s Seattle Storm, while using her investment platform to promote racial justice and …
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Angel investor Lorine Pendleton once heard a quote that so shocked her, it changed the course of her career: "Only 1% of VC dollars go to African American founders." Today Lorine is Lead Partner in Rising America, a VC fund dedicated to investing in companies with underrepresented founders. She joins Renee King, cofounder of Fund Black Founders, an…
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Writer Heather Bolen didn’t set out to go viral. But her blog asking LinkedIn to make a simple platform fix soon became a rallying cry for women seeking to re-enter the workforce. Her post, which unexpectedly touched a nerve, tackled implicit hiring biases against women and society’s ongoing devaluation of caregiving roles. Hear how Heather’s persi…
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Entrepreneur Romy Newman often jokes that she’s the most “corporate” start-up founder you’ll ever meet. She left a high-flying career in media to become the captain of her own ship after realizing that she couldn’t combine work and parenting at the level she wanted within the confines of Corporate America. The result? Co-founding Fairygodboss, the …
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Estate planning can be particularly complex for families with a disabled family member. Without proper planning, funds set aside could inadvertently jeopardize eligibility for government benefits. Today’s episode features expert guidance on preserving both assets and access with a Special Needs Trust. Note to All Readers: The information contained …
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The day their child receives a challenging diagnosis marks the beginning of a lifelong odyssey for many families. Bernstein Principal Karen Park knows the feeling. She shares her passionate pursuit of a self-directed life for her son Milo, “patient zero” with a rare genetic mutation. From the time Milo was only four—and neither walking nor talking—…
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“If there’s no one more senior than you in your particular role who is a woman or a person of color, just keep going. Because you may have to be the first.” Words of advice from Valerie Grant—senior portfolio manager for Bernstein’s flagship responsible investing strategy. She takes us on her personal journey from working at Ben & Jerry’s to her re…
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Col. Jeanette McMahon (Ret.)—a former Chinook helicopter pilot with decades of military experience—was responsible for launching the first sexual assault prevention program at West Point (her alma mater). She is also a teacher, mother, and widow. In addition to sharing her professional accomplishments, she discusses her transition to widowhood—the …
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Through efforts like, “I Look Like an Investor”, black female investors are making their value and potential known—all while lifting each other up and creating opportunities for black female founders. Joined by guests Maci Peterson Philitas and Lauren Maillian, Bernstein’s head of Diverse Market Strategies, James Seth Thompson, discusses the ways b…
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The pandemic is threatening to roll back the clock on decades of gains women have made in the workplace—collateral damage as women remain disproportionately impacted by the economic crisis. Cherita Ellens, President and CEO of Women Employed, takes us behind the staggering statistics, exploring systemic inequities and why this presents an opportuni…
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How do you transition after a successful, high-powered career? With creativity and forethought, women can overcome outdated attitudes and remain valuable assets. As the founders of Lustre, Karen Wagner and Erica Baird are redefining what “modern, active” retirement looks like for female Boomers. They share tips on laying the groundwork for a purpos…
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The centennial of the passage of the 19th Amendment marks a historic milestone. But for Emily Ramshaw, co-founder of The 19th*, it also represents unfinished business. With her newly launched nonprofit newsroom—by women, for women—she’s seizing the moment to elevate women’s voices and stories, particularly those who are underserved. In this episode…
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The national reckoning around racial injustice has caught many by surprise. But Laura Sutphen—a corporate social responsibility expert advising global brands—has been navigating the “pressure around purpose” for decades. She joins Beata Kirr to discuss best in class leaders, progress over perfection, and how you can separate “purpose lite” brands f…
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Which “money messages” have helped this 102 year-old family maintain cohesion where other family-owned businesses have frayed? How have they used open communication to pass down values and keep the family on track? Kim Duchossois, who chairs her family’s foundation, reflects on humble beginnings, transformational giving—and how they’ve passed down …
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Looking for a rare bright spot in today’s negative news? This female founder’s mission to buy tablets for hospitals will surely inspire. Sara Rodell made headlines by leveraging her company’s logistics platform and quickly mobilizing her tech network to facilitate video calls between isolated patients and their loved ones. Sara’s remarkable journey…
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Many of us are feeling extreme levels of stress these days—and for good reason. Turns out our brains are hardwired to hate uncertainty. What can we do to tamp down our “fight or flight” response? Happiness expert Nataly Kogan takes us beyond meditation or turning off the news. She offers prescriptive tools you can incorporate in your daily routine …
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It took 10 years to put a man on the moon and 10 to find a treatment for HIV. Yet we may be on track to find a solution for novel coronavirus in less than two years. That’s remarkable, according to Ronny Gal, Bernstein’s senior research analyst specializing in Global Biotechnology and Pharmaceuticals. He sat down with Beata Kirr to share his encour…
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The speed and magnitude of stocks’ unwind has been incredibly unnerving. And many investors are wondering what to do. But meaningfully readjusting your portfolio at a time like this can backfire in the long run. Beata and colleague Moira McLachlan discuss finding perspective amid market turmoil, why having a plan helps, and how to make sure your co…
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Girls and women deserve to be #EqualEverywhere. Yet they face greater barriers to fulfillment than men and boys. That’s why Bernstein is adding our voice to the UN Foundation’s global campaign for gender equality. Half the battle is raising awareness—and that means engaging in uncomfortable conversations about what it will take to drive faster acti…
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Divorce, retirement, becoming a widow. All major inflection points where women are pressed to make major financial decisions—often for the first time. And though the transitions themselves might differ, the feeling of being overwhelmed is often the same. Female founders Michelle Langdon and Ella Chase of Wellth Works offer a practical guide based o…
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Want the truth about equity ownership among underrepresented minorities at start-ups? Female founders and employees at start-ups own just 26 cents for every dollar owned by men. That’s the takeaway from Carta’s groundbreaking look at the equity gap in tech. To hear Carta’s key findings and explore their implications, listen to excerpts from our exp…
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Inspiring conversations. Practical advice. Finding deeper meaning amid prosperity. We’ve distilled the best of our first 21 episodes into a single “greatest hits”. As we spin-off Women & Wealth into a standalone podcast, let’s make this the year to become even more financially engaged. | Note to All Readers: The information contained here reflects …
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Named one of the top 15 most powerful women in Hong Kong, Bonnie Chan Woo took her company public—then pivoted to raising the profile of other female founders. Beata talks to this trailblazer about unconscious bias, being the “good girl”, and building a storytelling platform for female entrepreneurs. | Note to All Readers: The information contained…
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Laura Malcolm turned an unexpected personal loss into a revolutionary way to lend a hand. She shares insights on female founders, funding, and inspiring others to rethink their giving. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the d…
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Capital invested in female-founded startups reached the $1 billion mark this year—the highest quarterly total ever. But women-owned businesses still face a funding gap when it comes to venture capital. Fourth-generation VC investor Jesse Draper, one of the 50 Most Connected Women in America according to Marie Claire, is on a mission to change that.…
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Have you heard our “wake-up call”? Are you ready to take some small steps toward becoming more financially educated and engaged? After listening to Lisa Dietlin’s remarkable story, you’ll feel motivated to go out and change your life—today. For more practical advice, read our blog, “Women Building Wealth: Five Things You Need to Know” http://bit.ly…
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One year after selling their business, three-quarters of all entrepreneurs express regret—but not for the reasons you might think. While still pleased with their deal terms, most failed to plan for “life after the sale”. A thoughtful exit plan can help you envision your post-transaction life, while ensuring you have the means to support it. In this…
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Female founders face unique challenges, as Kate Solomon—CEO of Babo Botanicals—can attest. Kate shares how she turned her passion for beekeeping into a successful natural care brand, and learned a few lessons along the way. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…
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Most female philanthropists hope their kids grow up to be equally generous. But philanthropy can play a much broader role in engaging the next generation. For more on preparing your heirs, read our blog, http://bit.ly/heirsengaged. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and…
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There’s nothing more fulfilling than rolling up your sleeves for a cause that inspires you. But what if you’re asked to take your volunteering to the next level? Here’s what to ask before joining a nonprofit board. http://bit.ly/beforeyouleapnonprofit Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. o…
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