Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets.

Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividend portfolio in 2018 and the Nia Racial Justice portfolio in 2022, both of which have set bold new standards for inclusivity and equity in finance.

In this episode, we’ll explore Kristin’s incredible journey—her dedication to empowering female leaders, advocating for racial equity audits, and the pivotal role of investors in shaping a more just and equitable economy. Kristin’s blend of financial expertise and passion for social justice has placed Nia Impact Capital at the forefront of intentional investing, driving meaningful change with purpose and impact.

Before dedicating her career to conscious investing, Kristin was an educator, co-founding the North Oakland Community Charter School and serving on the founding board of the George Mark Children’s House, the first children’s hospice and palliative care center in the U.S.

Kristin’s academic journey is equally impressive—she holds a Ph.D. in Urban Education from UC Berkeley, an MA from Stanford, and a BA from Tufts. She continues to influence impactful organizations like How Women Lead and GenderSmart, serving on multiple boards, including the Mosaic Project and American Rivers.

But that’s not all. We also dive into Kristin’s work advocating for a racial equity audit at MetLife, her groundbreaking work on Tesla, and her experiences navigating the male-dominated asset management industry. Plus, we’ll hear about Nia’s impactful internship program, which empowers the next generation of female leaders, and her personal wellness practices like river rafting and connecting with nature.

Kristin’s journey from educator to a pioneering force in finance is fueled by a deep commitment to reshaping capitalism and promoting diversity in leadership. She’s redefining what it means to invest with intention and purpose, right here In The Suite.

🔗 Links

Kristin Hull on LinkedIn
Nia Impact Capital Website
Gender Lens Investing - Crain Currency 8/15/24
Kristin Hull's Speech for MetLife AGM
Kristin Hull's Speech for Tesla AGM
Kristin's Book Recommendation "Leading with Joy: Practices for Uncertain Times" by Akaya Windwood, Rajasvini Bhansali

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📧 Want to get in touch? Email me at tina@growintentionally.com

Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.

In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university’s endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise.

Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments.

At just 30, Casey became the New York Public Library’s first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation.

But this isn’t just a career highlight reel. Casey opens up about the personal challenges she’s faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation.

Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite.

🔗 Links

Casey Whalen on LinkedIn

Lazard Famil Office Partners Website

Casey’s Book Recommendation No Rules Rules on Amazon

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com