Ep 3 | Beyond The Professional Achievements of an Executive - Yolanda Foreman
Breaking Barriers of Black Investors
Release Date: 07/09/2023
Ep 13 | Closing the Divide of Wealth - Jason Ray
Breaking Barriers of Black Investors
Join host Dieunor Michel as he engages in a profound conversation with Jason Ray, diving deep into the racial wealth gap and its implications for the Black community. From historical barriers to the power of compounding, they unravel the complexities of wealth accumulation. The episode takes a light-hearted turn with basketball banter, delving into favorite teams and memorable moments. Beyond work, discover Jason's passion for golf, his commitment to community upliftment, and the joys of fatherhood. Wrapping up with a discussion on legacy, this episode is a testament to the role of Black...
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Breaking Barriers of Black Investors: Podcast Update
Breaking Barriers of Black Investors
In this episode, we're bringing you some exciting updates from the Breaking Barriers of Black Investors podcast! First, we celebrate a significant milestone – 800 downloads and counting – and set an ambitious goal to reach 1,000 downloads before December. We'll explain how you can help us achieve it by subscribing and sharing our podcast across your social media platforms. Next, we invite you to connect with us on LinkedIn, where we share engaging content daily from Sunday through Thursday at 8:15 a.m. Eastern. We value your thoughts and insights on our posts and encourage...
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Ep 12 | Riding the Waves of Business - William Huston
Breaking Barriers of Black Investors
Join Dieunor Michel and William Huston, Founder of Bay Street Capital Holdings, as they weave through William's unique journey from managing telemarketing to establishing an investment firm. Navigate through tales of unexpected parenthood, learning to surf, and nuanced insights into investing and entrepreneurship. From familial bonds and personal reflections to professional triumphs, this episode offers a heartfelt exploration into success, fulfillment, and the intricacies of balancing work and life. Tap into a dialogue where business insights meet profound life philosophies. Website: ...
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Ep 11 | Rose Beyond the Biases - Dawn Swift
Breaking Barriers of Black Investors
Dive into our candid conversation with Dawn Swift, a beacon in the investment world, as the Head of Research Operation at NEPC. From her roots in 70s Atlanta to her pivotal role in a trillion-dollar advisement firm, we navigate her life's tapestry, unearthing stories of resilience against racial biases, the power of mentorship, and her passion for math. Discover how the complexities of names can shape career paths and learn about the nuances of navigating a professional world filled with preconceptions. Alongside tales of career highs and lows, we resonate with personal...
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Ep 10 | Seizing the Opportunity - Joe Smith
Breaking Barriers of Black Investors
Joe Smith, Founder, and Chief Investment Officer at Parti Pris Investment Partners, joins us in a captivating episode. In this discussion, Joe takes us on a journey through his life, starting with his childhood, education, and the building blocks of his career. Growing up in a family dominated by brothers, Joe's childhood was marked by spirited sibling rivalry. However, his life took a transformative turn with the arrival of his daughter, prompting him to reflect on the significance of family and life's priorities. Education played a pivotal role in Joe's journey, and he shared...
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Ep 9 | Navigating the American Dream - Alain Monkam
Breaking Barriers of Black Investors
In this episode, I sit down with Alain Monkam, Vice President of Fixed Income Portfolio Manager at Arvest Bank. Alain has had an incredible journey from Cameroon to the United States, including earning an MBA from the University of Arkansas. The episode delves into the challenges and opportunities of academic and professional transitions, particularly for immigrants. It also touches on the educational systems of Cameroon and the United States, the gamble of choosing to go professional in sports, and the difficulty of entering the workforce during economic turmoil. Alain's journey...
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Ep 8 | Aiming for Lasting Impact - Rodny Nacier
Breaking Barriers of Black Investors
In this engaging episode, we explore the multifaceted life of Rodny Nacier, a partner at ICR, an investor relations advisor firm that helps to develop and manage communications between a publicly traded Company’s executive leadership and the financial community. We dive into topics that touch on Rodny’s career, family, self-improvement, and community impact. Here's what you can expect: The Complexity of Balance Rodny talks about juggling his responsibilities between work, family, and personal growth. He opens up about the challenges and rewards of maintaining a work-life balance,...
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Ep 7 | The Woman Who Wouldn't Take No - Angela Matheny
Breaking Barriers of Black Investors
In this profoundly inspiring episode, we are honored to host Angela Outlaw-Matheny, whose gripping story unfolds like an odyssey through America's most demanding landscapes. From her early life in East New York, Brooklyn, a setting far from the plush corridors of Wall Street, Angela nurtured her irrepressible spirit in the face of systemic challenges and personal setbacks. Despite the hurdles she encountered in her education, culminating in a high school diploma dated months after her peers had graduated, Angela's resilience led her to take matters into her own hands. Typing Her Way...
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Ep 6 | Breaking the Billion-Dollar Barrier - Keith Beverly
Breaking Barriers of Black Investors
In this engaging episode of Breaking Barriers of Black Investors, host Dieunor Michel sits down with Keith Beverly, Managing Partner and CIO at Re-Envision Wealth. Episode Highlights: Centralized Resources & Onboarding Challenges: Keith discusses the operational intricacies of integrating new advisors into a firm and emphasizes the role of centralized resources in financial planning and investment management. Scaling & Technology Investments: Beverly shares insights into the tech stack at Re-Envision Wealth, asserting it is equipped to support a billion-dollar firm...
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Ep 5 | Faith & Finance - Randell Cain
Breaking Barriers of Black Investors
In this riveting episode of “Breaking Barriers of Black Investors,” host Dieunor Michel sits down with the dynamic Randell A. Cain, Jr., CFA, an influential figure in the world of finance and a beacon at Kerusso Capital. Journey to Success: Randy unveils his voyage into the intricate labyrinth of finance, highlighting the challenges faced, milestones achieved, and the motivations that propelled him forward. His remarkable trajectory is a testament to his dedication, resilience, and pursuit of excellence in the investment world. Authenticity & Faith: A core thread...
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In this insightful and engaging conversation, Dieunor Michel interviews Yolanda Foreman, an accomplished leader in the asset management industry. Yolanda shares her inspiring journey, highlighting pivotal moments and key decisions that shaped her career. From her early experiences as a daycare owner to her role as President of Focus Financial, Yolanda's passion for community, health, and wealth management shines through.
Yolanda's career trajectory reflects her strategic mindset and determination to create opportunities. She emphasizes the importance of representation and diversity in the workplace, recalling her decision to leave a firm that didn't align with her values and finding her place at a new firm, where she felt supported and surrounded by like-minded individuals. Her experience in different roles and boutique firms allowed her to gain a comprehensive understanding of the industry, preparing her for the challenges of starting her own small-cap value firm, Morningside Asset Management.
During her entrepreneurial journey, Yolanda faced obstacles such as the pressure to reach a certain asset level, but her client-centered approach, organizational skills, and transparent communication proved instrumental in building lasting relationships and overcoming hurdles. Her commitment to client satisfaction and service excellence remains a driving force in her current role at Focus Financial, where she continues to make a positive impact in the industry.
Beyond her professional achievements, Yolanda is deeply passionate about health and prevention. Inspired by personal experiences and the desire to empower others, she pursued a master’s in public health and actively promoted health literacy and well-being. Yolanda's dedication to education and mentorship extends to financial literacy, particularly for young girls and women. She recently co-founded the Tubman Program, a nonprofit aimed at supporting and encouraging women to pursue careers in investment management and finance.
Yolanda's legacy is rooted in her commitment to lifting others and creating opportunities for underrepresented individuals. Her desire to be remembered as someone who helped pave the way for the next generation is a testament to her unwavering dedication to mentorship and support. Through her experiences, expertise, and genuine passion for making a difference, Yolanda Foreman continues to be a trailblazer in the asset management industry and an advocate for positive change in the lives of others.
Website: http://bbbinvestorscast.com
Host LinkedIn: https://www.linkedin.com/in/dieunor-michel-cfa-4b093b100/
Guest LinkedIn: https://www.linkedin.com/in/yolanda-foreman-mba-mph-b8819339/