BEYOND BARRIERS

Success doesn't come easy, but Lisa Jones, Head of the Americas, President, and CEO of Amundi US, Inc., knows that a strong work ethic and an unyielding commitment to your goals can make all the difference. Raised in an Italian Catholic family, Lisa learned the power of discipline from her days as an athlete, and she was able to take that knowledge to the professional world. In this episode, she'll share the secrets of her success, including how to maintain composure in tough situations and why it's important to stay optimistic and focus on the positives. Listen in to learn more about how Lisa makes tough decisions and how she prepares herself for the future. She'll also tell us about the time she retired to become a stay-at-home mom and how the events of 2020 changed her perspective on work-life balance. Join us to discover how Lisa has used her perseverance to not only break through barriers, but to create a life of success and personal fulfillment. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Lisa. Highlights: [02:35] Lisa's professional journey [05:28] The importance of perspective for leadership [07:51] Being the first generation in corporate [17:34] How Lisa found confidence [19:28] Making difficult decisions [21:31] Being prepared for the future [24:24] Lisa's take on work/life balance [28:24] Creating transparency about having a personal life [30:07] Lightning round questions Quotes: “Don't just lean in, go get 'em.” – Lisa Jones “We are still athletes of our brand and our career.” – Lisa Jones “Work-life balance for me is one where I'm both working and being a present parent.” – Lisa Jones Lightning Round Questions: What book has greatly influenced you? - “Lean In: Women, Work, and the Will to Lead” by Nell Scovell and Sheryl Sandberg What is your favorite inspiring quote or saying? - “Go get 'em.” What is one word or moniker you would use to describe yourself? - Transparent What is one change you've implanted that made your life better? - Not to take everything so personally. What power song would you want playing as you walk out onto a stage? - “I Am Woman” by Helen Reddy About Lisa Jones: Lisa M. Jones is Head of the Americas, President and Chief Executive Officer of Amundi US, Inc., the U.S. Division of Amundi Asset Management. She is Trustee of the Pioneer Funds, and President and Chief Executive Officer of the Pioneer Funds. Lisa is also President of Amundi Distributor US, Inc. She is head of the US Executive Committee and US Management Committee, and a member of the Global Executive Committee. She has over 30 years of experience in global financial services developing and building asset management businesses. In 2016 and 2020, Lisa received the Top Women in Asset Management Award from Money Management Executive. Prior to joining Amundi US, Lisa was Global Head of Distribution at Morgan Stanley Investment Management (MSIM) and President of MSIM Distribution Inc. In this role, she oversaw all MSIM distribution channels globally, including retail and institutional. Prior to that, Lisa was Head of the Global Institutional Division at Eaton Vance Management. She also spent more than 16 years at MFS Investment Management in leadership roles across both retail and institutional divisions. She began her career at E.F. Hutton & Co. in New York. Lisa is a member of the Board of Governors of the Investment Company Institute, a member of the MIT Sloan Finance Group Advisory Board at MIT Sloan School of Management and a member of the Board of Directors of Clearwater Analytics. Lisa has served on other boards such as the Foreign Policy Association in New York, the Advisory Board of the Institutional Investor Institute and the Board of Fellows at Trinity College in Hartford, CT. She is also a former trustee at the Pingree School Board of Trustees in South Hamilton, MA. She has a B.A. in Economics from Trinity College. Links: LinkedIn: https://www.linkedin.com/in/lisa-mjones/

Susan McPherson has an early memory that shaped her perspective on how to build relationships. Growing up, she would watch her parents sit at the breakfast table every morning, cutting out newspaper articles that they found interesting. Every day, they wrote notes to their friends and sent it in the mail along with the newspaper cuttings. It was their way of saying “I’m thinking of you” and nurturing relationships with friends and family. In this episode, Susan shares the keys to connecting with people and what you can do to nurture relationships. As a successful entrepreneur, she credits her people skills to building a thriving business. She encourages us to always look for ways to be helpful to others. Learn practical tips and proven principles in Susan’s book, “The Lost Art of Connecting: The Gather, Ask, Do Method for Building Meaningful Relationships.” Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Susan. Highlights: [03:14] Susan’s journey and her most important lesson learned [05:28] Finding her career path [08:08] Fostering relationships [11:02] Susan’s book, “The Lost Art oF Connecting” [15:18] Starting her business [18:07] Navigating tough times [21:02] Leading with your values [22:58] Addressing social initiatives [24:34] What keeps Susan grounded [26:23] Finding the right mentor [28:42] The future of work and technology [30:51] Lightning round questions Quotes: “Every person, no matter who they are, where they came from, the role they play in society, their religion, the color of their skin, is deserving of our attention, our compassion, our kindness, and our curiosity.” – Susan McPherson “For me, it’s alway been leading with how we can be helpful to others.” – Susan McPherson “No matter how small our circle is, we still have a circle, so start with the people that you know.” – Susan McPherson Lightning Round Questions: What book has greatly influenced you? - Writing my own book (“The Lost Art oF Connecting”) What is your favorite inspiring quote or saying? - “How can I be helpful?” What is one word or moniker you would use to describe yourself? - Genuine What is one change you've implanted that made your life better? - Limiting my alcohol intake What power song would you want playing as you walk out onto a stage? - “Central Reservation” by Beth Orton About Susan McPherson: Susan McPherson is a serial connector, angel investor, and corporate responsibility expert. She is the founder and CEO of McPherson Strategies, a B- corp certified communications consultancy focused on social impact. She is the author of The Lost Art of Connecting: The Gather, Ask, Do Method for Building Meaningful Relationships (McGraw-Hill). Susan has 30+ years of experience in marketing, public relations, and sustainability communications, speaking regularly at industry events including Massachusetts Conference for Women, Worth Women and Techonomy, and contributing to the Harvard Business Review, Fast Company, and Forbes. She has appeared on NPR, CNN, USA Today, The New Yorker, New York Magazine and the Los Angeles Times. Susan is the recipient of Forbes magazine’s 50 over 50—Impact 2021 award and Worth Media’s Worthy100 award. She has also won numerous accolades for her voice on social media platforms from Fortune Magazine, Fast Company and Elle Magazine. Currently, Susan invests in and advises women-led start-ups, including: iFundWomen,Inc., Messy.fm, Our Place, The Riveter, Park Place Payments, Hint Water, Apolitical and The Muse. She serves on the boards of USA for UNHCR, The 19th News, and serves on the advisory boards of The List, Apolitical Foundation, Just Capital and Alltruists. Additionally, she is a member of the MIT Solve Women and Technology Leadership Group and serves as an adviser to several nonprofits including She’s The First and The OpEd Project. Susan is a Vital Voices global corporate ambassador and a member of the New York Women’s Forum and Extraordinary Women on Boards. She resides in Brooklyn. Links: Website: https://www.mcpstrategies.com/ Book: https://www.thelostartofconnecting.com/ LinkedIn URL: https://www.linkedin.com/in/susanmcpherson/ Twitter: https://twitter.com/susanmcp1

Maha Dakhil, the powerhouse behind Hollywood's beloved talents like Tom Cruise, Reese Witherspoon, and Natalie Portman, knows the secret to striking game-changing deals. Her journey began when she courageously chose the entertainment industry over law school, despite her immigrant parents' concerns. Maha's determination to succeed in Hollywood proved fruitful, paving her way to triumph. Raised with sisters, Maha learned early on the power of female leadership. She carved her unique path in the entertainment world, undeterred by the lack of diversity she encountered. Embracing every opportunity, Maha's passion for empowering storytellers and productions has driven her to excel as an agent. In this insightful podcast, Maha reveals how her fearless nature and unwavering resilience allow her to thrive. She candidly discusses embracing confrontation, standing up for clients, and balancing victories with setbacks. Maha shares the importance of remaining composed amid challenges, and imparts invaluable wisdom from her transformative journey. Visit www.gobeyondbarriers.com where you will find show notes and links to all the resources referenced in this episode, including the best way to get in touch with Maha. Highlights: [02:49] Maha’s story and her pursuit of the entertainment business [07:27] Finding mentors and finding her role in the industry [18:42] Standing up for what she believes in [23:07] Receiving feedback [26:25] Promoting tolerance of diverse cultures and background in Hollywood [30:18] Celebrating her accomplishments [33:56] Having courageous conversations and negotiating for her clients [40:59] Bouncing back from a setback [43:21] Maha’s proudest achievement [46:13] Lightning Round Questions Quotes: “It’s important to keep our eyes open and our minds flexible to see what we can offer and what is resonating.” – Maha Dakhil “It’s really important to be aware of how you’re being perceived in a team culture.” – Maha Dakhil “You can’t live too long in victory, and you also don’t have to live too long in any defeat.” – Maha Dakhil Lightning Round Questions: What book has greatly influenced you? - “The Alchemist” by Paulo Coelho What is your favorite inspiring quote or saying? - (Paraphrased) You don’t have to be aggressive to be strong What is one word or moniker you would use to describe yourself? - Empathetic troublemaker What is one change you've implemented that made your life better? - Being on time What power song would you want playing as you walk out onto a stage? - Anything by Beyoncé About Maha Dakhil: Co-Head of the Motion Picture Group and Co-Head of the agency’s International Film Group, Maha Dakhil also serves on the CAA board that is responsible for the day-to-day management of the agency. Additionally, she represents some of the world’s most successful actors and actresses, moving seamlessly between such talent and literary clients as Tom Cruise, Ava DuVernay, Reese Witherspoon, Gina Prince-Bythewood, Mindy Kaling, Madonna, Sam Mendes, Natalie Portman, Lena Dunham, Melina Matsoukas, Juan Antonio Bayona, Yorgos Lanthimos, Olivia Wilde, Aaron Sorkin, Denis Villeneuve, Steve McQueen, Lenny Abrahamson, Danny Strong, Johan Renck, H.E.R., Anne Hathaway, Jeymes Samuel, Hwang Dong-hyu, and Higher Ground, among others. An 18-year veteran of the agency, Dakhil has long been at the forefront of cultivating opportunities for diverse talent and championing underserved voices and their stories. Gina Prince-Bythewood’s action epic THE WOMAN KING, made its world premiere earlier this month at the Toronto Film Festival and went on to open #1 at the box office. Lena Dunham’s CATHERINE CALLED BIRDY, which also had its world premiere at Toronto, opens in theaters September 23. She most recently signed Higher Ground, Obama's media company. In addition, Dakhil brokered a bevy of deals for client Olivia Wilde of late (BOOKSMART), including a female-led comedy for Universal, which Wilde will produce and direct; DON’T WORRY DARLING, in which Wilde stars in and directed; and a new Marvel movie. Dakhil has also guided client Reese Witherspoon on building out her production company, Hello Sunshine, which focuses on female-driven content across multiple platforms. Hello Sunshine, which was sold to a venture backed by private- equity giant Blackstone Group in August 2021, has produced such films as WHERE THE CRAWDADS SING, GONE GIRL, and WILD, as well as the Emmy-winning television series THE MORNING SHOW with Jennifer Aniston for Apple TV+, which has been renewed for a third season, BIG LITTLE LIES for HBO, and the original thriller SURFACE for Apple TV+. It also has the popular Reese’s Book Club. In addition to co-leading the successful integration of CAA and ICM’s motion picture departments, Dakhil has positioned her clients at the forefront of the biggest moments in pop culture this past year. Client highlights include the record breaking success of Tom Cruise’s TOP GUN: MAVERICK, which has earned more than $1.4 billion at the worldwide box office; Natalie Portman’s starring role in THOR: LOVE AND THUNDER; a deal for Mindy Kaling to co-write LEGALLY BLONDE 3, with Witherspoon set to reprise her iconic role as “Elle Woods” and Hello Sunshine producing; Denis Villeneuve directing a sequel to the six-time Oscar-winning DUNE; and Danny Strong serving as the creator, showrunner, and director of the seven-time Emmy nominated DOPESICK, which marks his first limited series. Dakhil also orchestrated a deal for Madonna to co-write an original screenplay based on her life, which the iconic artist will direct. As Co-Head of CAA’s International Film Group, Dakhil plays an integral role in building the Motion Picture department’s global footprint, opening doors for talent regardless of geographic location. Her roster of global filmmakers continues to grow, signing SQUID GAME creator Hwang Dong-Hyuk; Jasmila Žbanić, whose film QUO VADIS, AIDA? was nominated for the Best International Feature at the 93rd Academy Awards; Kornél Mundruczó, director of the acclaimed film PIECES OF A WOMAN, which premiered at the 77th Venice International Film Festival; Mohamad Diab,whose film AMIRA received strong critical praise at the 2021 Venice International Film Festival;Ali Abbasi, winner of the Un Certain Regard prize for BORDER at the 2019 Cannes Film Festival; Justin Kurzel, director of NITRAM, which premiered at the 2021 Cannes Film Festival; Lukas Dhont, director of GIRL, which won the Caméra d’Or at Cannes for best first feature film, along with the Queer Palm, awarded for best LGBT-themed film; and Rungano Nyoni, whose film I AM NOT A WITCH won a 2018 BAFTA Award for Outstanding Debut by a British Writer, Director or Producer. In her role on the CAA Board, Dakhil focuses on the agency’s diversity and inclusion initiatives.She also plays a leadership role in CAA Amplify, an annual invitation-only summit convening diverse leading artists and executives from the most impactful organizations in entertainment, sports, media, brands, technology, and social justice. In addition, Dakhil is a founding member of Time’s Up, an initiative that addresses systemic inequality and injustice in the workplace. She is a champion for underrepresented storytellers, creating opportunities for them to transition into the global marketplace. Dakhil also serves on the boards of Baby2Baby and the UCLA Lab School. Dakhil began her career at Genesis, a literary agency. She joined CAA in 2004. Dakhil graduated from the University of California, Los Angeles with a degree in sociology. Links: Instagram: https://www.instagram.com/secretagentm/

Rachel ten Brink is known by many as the "Stealth Latina," and a true trailblazer. She has always believed in the power of diversity and has used her unique background and perspective to make a difference in the worlds of venture capital and tech. Her commitment to bringing value to every aspect of her life - from work to relationships to family - is a testament to her dedication and passion. As the first Latina to raise $29M for her tech company, Rachel knows what it takes to succeed in a competitive industry. She has learned the importance of what not to do as much as what should be done, and she believes in investing in companies that empower the economy and improve people's lives. Rachel's killer instinct and boundary-setting skills are equally matched by her kindness and compassion. She understands the importance of mentor relationships as a two-way street of communication and sharing, and she values education as a key to unlocking one's full potential. In this podcast, Rachel inspires us to put our own skin in the game, to believe in ourselves, and to never let anyone else define our worth. Join us as we learn from Rachel's incredible journey and gain the inspiration and insights we need to break through barriers in our own lives. Visit gobeyondbarriers.com to find show notes and links to all the resources mentioned in this episode, including the best way to connect with Rachel. Highlights: [02:44] Rachel’s background [04:01] Taking the leap into tech [05:16] Importance of establishing your brand [13:31] Moving into the venture capital world [17:44] The power of diverse teams [20:01] Voicing your opinion [23:20] Building strategic relationships [27:36] Drawing boundaries around helping others [31:00] Lightning round questions Quotes: “If you want to go from Point A to Point B, think about what’s going to build your bridge.” – Rachel ten Brink “When you think about building your brand, it can’t all be about me, me, me. You have to think about your audience.” – Rachel ten Brink “Seek out people who compliment you and who are strong where you are not.” – Rachel ten Brink Lightning Round Questions: What book has greatly influenced you? - “Art of the Start” by Guy Kawasaki What is your favorite inspiring quote or saying? - “Ginger Rogers did everything Fred Astaire did except backwards and in heels.” What is one word or moniker you would use to describe yourself? - Stealth Latina What is one change you've implanted that made your life better? - Intentionality around my schedule. What power song would you want playing as you walk out onto a stage? - “Whenever, Wherever” by Shakira About Rachel ten Brink: Rachel ten Brink is General Partner and Co-Founder of Red Bike Capital, a Latinx and woman-led Venture Capital fund based in New York that invests in early stage, high-growth startups that drive the economy and improve people’s lives. Red Bike supports US-based founders in FinTech, Ecommerce SAAS, Marketplaces, and Wellness. Rachel has been a board member and senior advisor for various companies and serves on the Board of Directors of AboveBoard and Dyper. Rachel is a Y Combinator Founder turned VC. Prior to founding Red Bike Capital, she was Co-Founder and CMO of Scentbird, a Y-Combinator backed ecommerce startup that raised $29MM in venture funding- which makes her one of just 90 Latinas to have ever raised over $1M in funding. Leading Growth, Brand and Revenue, she scaled Scentbird to 500,000 paid subscribers and built 74 partnerships with corporations including Coty, Macy’s and Glossier. Before this, she spent fifteen years building global billion-brands at P&G, Elizabeth Arden, Estee Lauder and L’Oreal. Named Entrepreneur Magazines' 100 Powerful Women of 2020, she has been featured in The New York Times, TechCrunch, WSJ, and Forbes. She is a champion diversity in the tech ecosystem through her work as a mentor at Y-Combinator, Techstars, Entrepreneurs Roundtable, 500 Startups, Columbia Business School Lang Center and NYU Entrepreneurship Center, and a member of Top Latinx in Tech, LatinxVC, VCFamilia, Transact, DealmakeHers and Latino Corporate Directors Association. She graduated magna cum laude from Babson College and holds an M.B.A. from Columbia Business School. She lives in New York City with her husband and two kids. Links: Website:https://www.projectdiane.com/ LinkedIn: https://www.linkedin.com/in/rachel-ten-brink-a08151/

In true Beyond Barriers fashion, we are here to explore the stories and insights of ambitious successful individuals who have overcome obstacles and achieved success in their careers. In this episode, we are thrilled to have Amanda Herson as our guest. Amanda grew up in a family of entrepreneurs in South Africa and witnessed injustices early in life, which inspired her to make a positive impact in the world. Though she initially wanted to go into politics, she found her calling in the world of venture capital, where she quickly discovered the glass ceiling for women in the industry. But instead of seeing it as a barrier, she has turned it into an opportunity to stand out. Amanda believes that pressure and challenge are privileges that allow her to grow and learn, and she is fascinated by how people think and make decisions. She values respecting other people's time and understands the importance of building a strong network of supporters and mentors. In this podcast, Amanda shares her experiences and wisdom, encouraging us all to have an opinion and use our voices. She emphasizes the importance of conviction in one's professional life and explains how using guardrails protects her personal life. Join us as we learn from Amanda's journey and gain valuable insights on how to navigate the challenges of a competitive industry. Visit gobeyondbarriers.com to find show notes and links to all the resources mentioned in this episode, including the best way to get in touch with Amanda. Highlights: [02:37] How Amanda grew up and arrived at career in venture capital [08:24] Moving forward despite uncertainty [12:03] Identifying your circle [16:06] Being a woman in venture capital [20:16] Getting started in the venture capital world [24:21] Integrating work and personal life [29:58] Lightning round questions Quotes: “One of the key things to being able to jump is really seeking out people who believe in you.” – Amanda Herson “Pressure is a privilege and being challenged is a privilege.” – Amanda Herson “Lean into your strengths and own your weaknesses.” – Amanda Herson Lightning Round Questions: What book has greatly influenced you? - “Long Walk to Freedom” by Nelson Mandela What is your favorite inspiring quote or saying? - “If I am not for me, who will be for me? If I am only for myself, what am I?” What is one word or moniker you would use to describe yourself? - Connector What is one change you've implanted that made your life better? - Health always has to come first. Sleep and exercise make you a better person. What power song would you want playing as you walk out onto a stage? - “Fight Song” by Rachel Platten About Amanda Herson: Amanda is a Partner at Founder Collective, a leading seed-stage venture capital firm with several Midas list appearances. Prior to returning to investing, she has spent the last several years building and growing one of the largest omni-channel retailers in South Africa, launching their e-commerce and expanding the footprint to over 300 stores and serves on the Board of Cape Union Mart. Amanda was Highland Consumer Fund investing in and growing retail and consumer goods companies. Previously, she was at L Brands in New York, launching new beauty brands and focusing on growth and innovation. She began her career at Boston Consulting Group in New York. Amanda has a passion for building strong cultures in growing companies and an operational background in building e-commerce companies from the ground-up and has become a trusted advisor to several entrepreneurs. Amanda completed her Undergraduate in Economics at the Wharton School, University of Pennsylvania and received her MBA from Harvard Business School. She currently resides in New York, is a mom of three + a sheepadoodle, a Central Park enthusiast, with a side passion for healthy cooking and living. Links: Website: https://www.foundercollective.com/index.html LinkedIn URL: https://www.linkedin.com/in/amanda-herson-9616802/ Twitter: https://twitter.com/Amanda_Herson

Kaego Ogbechie Rust & Shea Tate-Di Donna describe themselves as entrepreneurial and experimental. They discovered that breaking into the venture capital world was a challenge, so they wanted to help other people (especially women) by giving them practical steps to do what they were able to do. Their book, “The Venture Fund Blueprint” was written with this in mind. Kaego & Shea noticed that people expected only capital when they sought funding from them, and they wanted to provide more. In this podcast, they talk about the pay-it-forward culture of the venture capital world. Their roots are in helping businesses grow and launch, and they share with us how to ask other people for help. First of all, you want to give more than you get, and secondly, you want to make it easy for others to help you (think craft the email for them.) We also learn from these successful women how to not take rejection personally. When asking for something like funding, you’ll hear an incredible amount of no’s to get to that yes, and that takes perseverance. In this podcast, you’ll also hear about strategies for building trust and how to prioritize your personal life. Diversity in the fund management field is a priority to Kaego & Shea, and they also share what they’re doing to promote this important topic. Even if you aren’t familiar with the venture capital world, you’ll learn a wealth of information about managing your own business in this podcast. Visit https://www.gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Kaego & Shea. Highlights: [02:40] How Shea & Kaego got into the venture capital world [05:40] Challenges they overcame to find space in the funding industry [06:46] Leveraging community to overcome barriers [14:50] Making the easy ask [16:31] Overcoming fears [20:20] Moving past limiting beliefs [24:58] How to deal with no’s and setbacks [28:11] Getting to the yes [32:07] Keeping boundaries [37:28] Diversity in fund management [42:45] Lightning round questions Quotes: “One of The things we love about the VC industry is the pay it forward culture.” – Shea Tate-Di Donna “You only build a community by giving much more than you receive.” – Kaego Ogbechie Rust “If you want to learn how to take rejection and get a no and move on, fundraising is the perfect way to do that.” – Shea Tate-Di Donna “Trust is a key element of brand building.” – Kaego Ogbechie Rust “How can we give back to our community? Sometimes it’s just sharing what you know.” – Kaego Ogbechie Rust “I’m trying to divorce myself from the word should.” – Shea Tate-Di Donna Lightning Round Questions: What book has greatly influenced you? - “The Lord of the Flies” by William Golding (Kaego) - “The 15 Commitments of Conscious Leadership” by Diana Chapman and Jim Dethmer (Shea) What is your favorite inspiring quote or saying? - “There are two types of people in this world, the energy givers and energy takers.” (Kaego) - “Be the change you want to see in the world.” (Shea) What is one word or moniker you would use to describe yourself? - Entrepreneurial & Experimental (Kaego & Shea as a team) - Tenacious (Shea) - Paced (Kaego) What power song would you want playing as you walk out onto a stage? - “I’m Every Woman” by Chaka Khan (Shea) - “I Wanna Dance with Somebody” by Whitney Houston (Kaego) About Kaego Ogbechie Rust: Kaego Ogbechie Rust is a career business advisor, entrepreneur, and author — with more than a decade of financial services experience in the public and private markets at Goldman Sachs and her consulting practice, KHOR Consulting, Kaego has worked with hundreds of companies in alternative investing, venture capital, private equity, small business, and startups. About Shea Tate-Di Donna: Shea Tate-Di Donna is a career venture capitalist, entrepreneur, product creator, and author. With more than a decade of early-stage high tech venture experience, she has advised hundreds of emerging fund managers. Shea was part of the founding team at True Ventures, creator of Founder Services, and originator of Venture Productization. Links: Website: https://www.venturefundblueprint.com/ Book: https://www.amazon.com/Venture-Fund-Blueprint-Capital- Actualize/dp/1544535953/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=16750 88374&sr=8-1 LinkedIn: https://www.linkedin.com/in/kaegorust/ LinkedIn: https://www.linkedin.com/in/sheatatedidonna/ A new Best Selling book, The Venture Fund Blueprint, helps emerging managers in venture capital learn to launch, grow, and scale funds. The book’s pages are filled with tangible examples, real peer advice, and step-by-step guides from building pitch decks and fundraising to running operations and legal. Co-authors Shea Tate-Di Donna and Kaego Ogbechie Rust are long-time collaborators who have brought together their learnings from Shea’s time on the founding team of True Ventures and with Melinda Gates' Pivotal Ventures, plus Kaego’s decade at Goldman Sachs in alternative investments and with KHOR Consulting. This book aims to empower a diversity of intellect across emerging venture capital managers, to establish a precedent for operational excellence, and to facilitate peer-led knowledge exchange amongst GPs. We see a future where GPs and LPs are even more aligned around shared values, desired impact, and meaningful returns — where the ladder of capital, from investors to fund managers to startups, is constantly driving towards mutually beneficial outcomes. Learn More: www.venturefundblueprint.com Get The Book: https://amzn.to/3YkMF7E

A lifelong learner, Meredith Lorenz Heimburger, Partner and Head of Impact at Global Endowment Management, loves new challenges. She’s not stuck in old ways of thinking and is open to new ideas. She sees education as the great equalizer. As a leader in integrating mission and values into portfolios, she knows how to fail and keep going. In fact, it’s in her blood. Meredith feels being humble, flexible, and open to feedback are keys to her success. She believes that when we are open to change, we gain the most reward. She learned this herself when she became a leader unexpectedly when she originally thought she’d be a stay-at-home mom. Having been asked to be the contrarian in her professional life, she’s comfortable with being different. Listen while Meredith shares her wisdom with us about how to ask for two things rather than one when we seek help and how to successfully separate our work and personal lives. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Meredith. Highlights: [02:18] Meredith’s professional background [04:34] Taking a leap [07:53] Working with mentors [11:04] Having resilience [15:06] How to be a leader [20:46] Overcoming limiting beliefs [24:27] The importance of an objective voice [25:39] Daily habits of success [27:57] Building strategic relationships [30:12] Creating change [36:38] Lightning round questions Quotes: “I wasn’t born with the skill set to fail and give up, I was born to fail and keep going.” – Meredith Lorenz Heimburger “Diverse teams make better decisions.” – Meredith Lorenz Heimburger “You have to separate your personal resiliency from your professional life.” – Meredith Lorenz Heimburger Lightning Round Questions: What book has greatly influenced you? - “Wide Sargasso Sea” by Jean Rhys What is your favorite inspiring quote or saying? - The “Good Bones” poem by Maggie Smith What is one word or moniker you would use to describe yourself? - Honest What is one change you've implanted that made your life better? - Organization What power song would you want playing as you walk out onto a stage? - Something 90s rap About Meredith Lorenz Heimburger: Meredith Lorenz Heimburger is a Partner and Head of Impact at Global Endowment Management. As Head of Impact, Meredith partners with GEM’s clients to align their investment programs with their values and mission. Meredith and her team aim to meet these clients where they are to help them fulfill both their impact and investment objectives. Prior to joining GEM in 2012, Meredith spent seven years with Teach For America. She served first as a classroom teacher and then as a member of the staff, leading the expansion of the organization’s presence in new and developing regions across the U.S. Meredith is a trustee and chair of the finance committee for the Cynthia and George Mitchell Foundation, which promotes sustainable solutions to human and environmental problems. She is also a member of the Davidson College Board of Visitors and a trustee of the Charlotte-Mecklenburg Library Foundation. She is an active member of several organizations that focus on leveraging assets for positive impact, including The ImPact and The Philanthropy Workshop (TPW). Meredith received her B.A. in English with a concentration in Gender Studies from Davidson College. Links: Website: https://www.globalendowment.com/ LinkedIn URL: https://www.linkedin.com/in/meredith-lorenz-heimburger-765a3553/

Having a growth mindset means viewing failures and setbacks as opportunities to learn and grow, rather than seeing them as a reflection of your intelligence or your self-worth. Our guest, Krista Satterthwaite, Senior Vice President and General Manager of Hewlett-Packard Enterprise’s Mainstream Compute, shares that when you embrace a growth mindset, you shouldnt see failure as a defeat, but rather as a chance to learn and improve future actions and decisions toward success. However, Krista also highlights that having a growth mindset does not guarantee that you will always win”. There will be times when despite your best efforts, things may not go as planned, and you may not achieve your desired outcome. Join me in this conversation with Krista as we discuss how she prepares for difficult conversations, getting what you deserve and staying intentional and focused on your goals. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Krista. Highlights: [02:11] Krista’s journey [06:08] Inflection point for change [09:26] Overcoming fears associated with risk-taking [10:59] Growth Mindset [11:39] Getting what you deserve [14:41] Preparing for difficult conversations [18:34] Cultivating strong relationships [21:59] Gaining clarity on what you want to be known for [26:33] Staying intentional and focused [29:56] Lightning Round Questions Quotes: “In the corporate world, if you don’t understand the rules, you can’t win the game.” – Krista Satterthwaite “Reframe your fears of risk-taking with a ‘give it a shot’ mindset and see what happens.” – Krista Satterthwaite “When you have a growth mindset, you can’t lose, you just learn.” – Krista Satterthwaite Lightning Round Questions: What book has greatly influenced you? - “Rise” by Patty Azzarello What is your favorite inspiring quote or saying? - “I never lose, I either win or I learn.” - Nelson Mandela What is one word or moniker you would use to describe yourself? - Positive What is one change youve implemented that made your life better? - Definitely reading. What power song would you want playing as you walk out onto a stage? - “Girl on Fire” by Alicia Keys About Krista Satterthwaite: Krista is a technology business leader with 25 years of experience across operations, product and services strategy, quality, marketing and Go-to-Market. She is the Senior Vice President and General Manager leading Hewlett-Packard Enterprise’s Mainstream Compute business ($9+ billion PL). In 2019, she was featured in Savoy Magazine as one of the ‘Most Influential Women in Corporate America’. Fostering a positive culture of inclusion is one of Krista’s passions. She currently serves on the HPE CEO’s Diversity, Equity and Inclusion Council. Krista is the executive sponsor for HPE’s Black Employee Network. In 2021, she was awarded the HPE Black Employee Network’s ‘Legacy Award’ for her contributions. Krista received a Bachelor of Science in Business Administration from the University of Illinois in Chicago, and a Master of Business Administration from University of Illinois in Urbana-Champaign.   Links: LinkedIn URL: https://www.linkedin.com/in/krista-satterthwaite-76932835/

Singleton Beato is a thoughtful leader, an insightful person and a wonderful conversationalist. She has deep experience and bright ideas and we have been thinking about this conversation since we recorded it. As Global EVP, Chief Diversity, Equity, and Inclusion Officer at McCann Worldgroup, a global network of creative and media agencies, Singleton is responsible for designing and leading strategic initiatives that increase organizational capacity, innovation, and growth. With over 25 years of executive experience, Singleton’s career has been defined by leading large-scale people and organizational change initiatives. She is a visionary DEI leader who focuses as much on ensuring the work product her company produces as she does the culture of the company itself. Representing some of the world’s biggest brands, Singleton helps client leaders and creative teams produce work that is inclusive, representative, respectful and impactful. Singleton was named one of 2019 Most Influential Women in Corporate America by Savoy Magazine, one of Ad Week’s 2020 Women Trailblazers, and one of New York's Most Outstanding Corporate Citizens.   Highlights:  [02:49] Singleton’s back story [07:29] A personal story of risk taking [14:29] How to be respectful, resonant, and relevant [20:47] How her work reflects Singleton’s values [24:48] Singleton didn’t always know she’d be a leader [25:31] Finding purpose and clarity about your career [30:43] Overcoming fears and limiting beliefs [35:27] Singleton’s daily habits of success [40:54] Setting and achieving goals [49:11] Building your network and asking for help [53:29] Lightning Round Questions Quotes: “There are scenarios and circumstances that we need to become well-versed in before we are able to move in those spaces with great authority in the way we want to.” – Singleton Beato “The best way for people to learn is through stories.” – Singleton Beato “When it comes to achieving goals, the number one thing is to use your technology.” – Singleton Beato   Lightning Round Questions: What book has greatly influenced you?  “Night” by Elie Wiesel What is your favorite inspiring quote or saying?  “Achieving your goals is a game of options.” What is one word or moniker you would use to describe yourself?  Enthusiastic What is one change you've implemented that made your life better?  Checking in with myself daily.  What power song would you want playing as you walk out onto a stage?  “Cuff It” by Beyonce  About Singleton Beato: Singleton Beato is the Global EVP, Chief Diversity, Equity and Inclusion Officer at McCann Worldgroup, where she is responsible for designing and leading strategic initiatives that increase organizational capacity, innovation and growth.  With over 25 years of experience as an accomplished executive, Singleton is recognized for her success driving large scale people and organizational change initiatives across a wide range of industries, having held talent leadership roles at J. Walter Thompson, Crunch Fitness International, and Bloomberg L.P.    Previously, Singleton was EVP, Diversity Strategy and Talent Development at the 4A’s where she provided leadership and advice to senior advertising and media agency executives working to create and activate a strategic approach to D&I.  Singleton was the visionary and architect of high-profile initiatives including The Face Of Talent symposium and the Ad industry’s only Talent Leadership Conference, Talent@2030.  She also led the transformation of the renowned Multicultural Advertising Intern Program (MAIP) and the 4A’s Foundation.  And, after assuming P&L responsibility for Talent Development and Diversity related revenue streams, Singleton consistently delivered on revenue and margin growth targets for the organization. Singleton received a MS from Fairleigh Dickinson University and serves on several non-profit boards including the Brand Erwin Center for Brand Communications, AdWeek’s D&I Council, the AAF’s Mosaic Council, NYWICI, Own The Room and Figure Skating in Harlem as well as the Advisory Board of the Brand + Integrated Communications program. She has received numerous awards and accolades from the AAF, the 4A’s, the ADCOLOR Coalition, the National Diversity Council, the World Diversity Leadership Summit.  Additionally, Singleton was named one of 2019’s Most Influential Women In Corporate America by Savoy Magazine, one of AdWeek’s 2020 Women Trailblazers and one of New York’s Most Outstanding Corporate Citizens.  Links: LinkedIn URL: https://www.linkedin.com/in/singleton-beato-835bb14/  Twitter: https://twitter.com/singleton_beato 

As a child gymnast, and later a dancer, Alyssa Rapp, Chief Executive Officer and Director of Healthwell Acquisition Corp., learned early on about discipline. It’s carried her through her life and into her career. As the author of the book, “Leadership and Life Hacks: Insights from a Mom, Wife, Entrepreneur & Executive”, Alyssa shares her insights about getting the best out of your day. Alyssa is a believer that we are all responsible for setting the tone for our days. She makes her needs a priority and puts the oxygen mask on herself first so that she can serve her family, friends, and coworkers better. She also values her quiet time and gets through tough situations by managing expectations. For Alyssa, scheduling is everything. If she is going to work out, she puts it on her calendar. If her kids have an event she needs to attend, it has a set place in her schedule. As a young gymnast, she also learned to overcome her fears, and now she really loves a challenge. She gives life all she can with no regrets. Alyssa also shares with us her principle of mission, vision, and values. She feels that it’s vital for everyone in an organization to share common goals and transparency. When she gives her all, she finds that it inspires others to do the same. Join us to learn a lot of life hacks to help you be more focused, fearless, and organized. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Alyssa. Highlights:  [02:45] Alyssa’s background and why she wrote a book [07:33] Achieving balance through prioritizing [13:09] Managing stakeholder expectations [18:36] Making yourself a priority [21:54] Overcoming Mom guilt [27:02] The cost benefit analysis of your choices [31:52] How to take risks [39:31] Activating the power of community [44:41] Lightning round questions Quotes: “It’s no one’s job to set the tone for my day but me.” – Alyssa Rapp “At this point in my life, the quiet is to me the fulcrum of life and cherished time.” – Alyssa Rapp “Commit to the end before you start, then do.” – Alyssa Rapp   Lightning Round Questions: What book has greatly influenced you?  “Personal History” by Katharine Graham What is your favorite inspiring quote or saying?  “If your dreams don’t scare you, they’re not big enough.” Also, “Success is not final, failure is not fatal, it’s the courage to continue that counts.” (Winston Churchill) What is one word or moniker you would use to describe yourself?  Persevering What is one change you've implanted that made your life better?  Patience What power song would you want playing as you walk out onto a stage?  “Pride (In the Name of Love)” by U2   About Alyssa Rapp: Alyssa Rapp serves as the Chief Executive Officer and Director of Healthwell Acquisition Corp. I. Ms. Rapp served as Chief Executive Officer of Surgical Solutions, a B2b healthcare services business providing non-clinical surgical services to hospitals, from 2018-2021. As CEO, Ms. Rapp led a successful turnaround of the enterprise, driving 21% sales growth with 90% customer retention. Ms. Rapp has also served as an independent director of Elevate Women’s Health, a portfolio company of Shore Capital Partners, since October 2020. From 2015-2018, Ms. Rapp served as the founder & CEO of Bottlenotes, Inc., a leading interactive media company. Starting in 2015, Ms. Rapp served as the Managing Partner of A JR Ventures, a strategic advisory firm for family offices and private equity firms on market development, digital and e-commerce strategies for select portfolio companies. Ms. Rapp has served as a lecturer-in-management at Stanford University’s Graduate School of Business since 2014 and Adjunct Professor of Entrepreneurship at the University of Chicago’s Booth Business School since 2019. Ms. Rapp earned a B.A. in Political Science and the History of Art from Yale University in 2000 and an M.B.A. from Stanford University’s Graduate School of Business in 2005. She is the author of Amazon Bestseller, Leadership and Life Hacks: Insights from a Mom, Wife, Entrepreneur & Executive (ForbesBooks, October 2019). Links: Website: https://alyssarapp.com/  LinkedIn URL: https://www.linkedin.com/in/alyssa-rapp-3b2aa7/  Twitter: https://twitter.com/AlyssaRapp  Instagram: https://www.instagram.com/alyssajrapp/