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Investing in Women Leaders: Patricia Lizarraga, CEO and Portfolio Manager of W CEO ETF

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Manage episode 451501764 series 3386174
Indhold leveret af Jamie Lee. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jamie Lee eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of Risky Conversations, we talk about betting on and investing in women leaders.
I'm joined by Patricia Lizarraga, CEO and portfolio manager of the W CEO ETF, who discusses her journey from growing up in a military dictatorship in Lima, Peru, to her career in finance.
She highlights the challenges and opportunities she faced, including starting a sorority at Yale and bringing financial products to Peru.
Patricia explains the investment thesis of the W CEO ETF, which focuses on women CEOs outperforming, because as women, they've had to consistently outperform and overcome many internal and external barriers.
W CEO ETF, which invests in 140 U.S. companies with female CEOs, has shown an average outperformance of 170 basis points per annum and has outperformed its comparables by 70-90 basis points since its inception in January 2023.
We talked about the importance of diversification and impact investing, aiming to increase female representation in leadership roles.
Learn more:

Text me your thoughts on this episode!

Enjoy the show?

Connect with me

  • **You want to get promoted and better paid with best tools possible. That's what I offer inside my Executive Coaching Series, and you can learn all about it here: https://www.jamieleecoach.com/apply **
  • Connect with me on LinkedIn
  • Email me at jamie@jamieleecoach.com

  continue reading

81 episoder

Artwork
iconDel
 
Manage episode 451501764 series 3386174
Indhold leveret af Jamie Lee. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jamie Lee eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of Risky Conversations, we talk about betting on and investing in women leaders.
I'm joined by Patricia Lizarraga, CEO and portfolio manager of the W CEO ETF, who discusses her journey from growing up in a military dictatorship in Lima, Peru, to her career in finance.
She highlights the challenges and opportunities she faced, including starting a sorority at Yale and bringing financial products to Peru.
Patricia explains the investment thesis of the W CEO ETF, which focuses on women CEOs outperforming, because as women, they've had to consistently outperform and overcome many internal and external barriers.
W CEO ETF, which invests in 140 U.S. companies with female CEOs, has shown an average outperformance of 170 basis points per annum and has outperformed its comparables by 70-90 basis points since its inception in January 2023.
We talked about the importance of diversification and impact investing, aiming to increase female representation in leadership roles.
Learn more:

Text me your thoughts on this episode!

Enjoy the show?

Connect with me

  • **You want to get promoted and better paid with best tools possible. That's what I offer inside my Executive Coaching Series, and you can learn all about it here: https://www.jamieleecoach.com/apply **
  • Connect with me on LinkedIn
  • Email me at jamie@jamieleecoach.com

  continue reading

81 episoder

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