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Ep 10 | Seizing the Opportunity - Joe Smith

Breaking Barriers of Black Investors

Release Date: 09/24/2023

Ep 13 | Closing the Divide of Wealth - Jason Ray show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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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More Episodes

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 how he navigated the challenges and opportunities that came his way. He emphasizes the importance of health, fitness, and regular check-ups, inspired by personal experiences and the untimely passing of Chadwick Boseman.

 

Beyond his professional endeavors, Joe is passionate about mentoring the next generation. He believes in giving back and guiding others, particularly those aspiring to succeed in finance. His legacy, he hopes, will be measured by the number of lives he's positively impacted along the way.

 

Join us as we delve into the life, values, and passions of Joe Smith, a prominent figure in finance who is dedicated to making a difference in both his professional and personal spheres.

 

Website: http://bbbinvestorscast.com

 

Host LinkedIn: https://www.linkedin.com/in/dieunor-michel-cfa-4b093b100/

 

Guest LinkedIn: https://www.linkedin.com/in/josephdsmith/