Ep 7 | The Woman Who Wouldn't Take No - Angela Matheny

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 Investment professionals in shaping a brighter financial future. Tune in for insights, laughter, and inspiration.

Website: http://bbbinvestorscast.com

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

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

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 you to join the conversation.

But that's not all! We have plans to expand our educational reach by providing valuable investment content on YouTube in the coming weeks. Stay tuned for in-depth insights and informative discussions.

Lastly, we're seeking your assistance in finding exceptional guests from the investment industry who have compelling stories to share. Your suggestions can help us continue to bring inspiring journeys to our podcast.

Tune in for this episode packed with updates and opportunities to engage with our growing Breaking Barriers of Black Investors community. Together, we're breaking down barriers and achieving new heights in the world of finance!

Website: http://bbbinvestorscast.com

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

Email: Dmichel@bbbinvestorscast.com

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: http://bbbinvestorscast.com

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

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

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 stories of early-morning workouts, music, and the legacy one hopes to leave behind.

Join us for this riveting episode that encapsulates the journey of a woman determined to make a mark in her field.

Website: http://bbbinvestorscast.com

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

Guest LinkedIn: https://www.linkedin.com/in/s-dawn-swift-279b854/

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/ 

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 is a testament to the power of perseverance, adaptability, and a bit of luck. He stressed the importance of seizing opportunities when they come, as well as the unique challenges and advantages of being an international student in the U.S. Tune in to this episode for an inspiring story that travels from the heart of Cameroon to the corridors of finance in the United States.

Website: http://bbbinvestorscast.com

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

Guest LinkedIn: https://www.linkedin.com/in/alain-monkam-cfa-2333a1a/

Website: http://bbbinvestorscast.com

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

Guest LinkedIn: https://www.linkedin.com/in/rodny-nacier-cfa-60762a1/

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 into Opportunity: Angela's Unique Skill Set

After completing a trade course at Taylor Business Institute, she entered corporate America equipped with typing skills so polished she could clock 100 words a minute. Her challenges were far from over, though; despite acing every test, the doors of Wall Street remained closed to her, emblematic of the systemic barriers that disproportionately affect people of color. Undeterred, Angela crafted a niche for herself in the competitive realm of law, hitting the six-figure mark at age 25, without even a college degree to her name.

Rooted in Culture: The Pulse Beneath the Numbers

While her financial prowess is noteworthy, Angela's multifaceted persona resonates on a much deeper level. A devout lover of hip-hop and dance, she takes us down memory lane to George Gershwin Junior High and teaches us the importance of never marginalizing our passions. Her voracious appetite for knowledge didn't stop at trade school; it eventually led her to Baruch College and even through the complexities of the global economic crisis of 2008, enhancing her already broad skill set.

Building a Lasting Legacy: More Than Just Financial Wealth

Angela's notion of legacy extends far beyond mere financial success. As she discusses the necessity of formal education for her son and navigates her role as a mentor, her guiding philosophy emerges: legacy is not just about wealth but also about the immeasurable value of kindness and goodwill. In her words, "You can't get into heaven holding a grudge."

Angela Outlaw-Matheny is not just a story of breaking barriers; she is a saga of resilience, a case study in ambition, and a testament to the unquantifiable merits of a generous spirit. Join us for an episode that is an extraordinary confluence of wisdom, grit, and sheer humanity, setting a new benchmark for what success can look like when defined on one's own terms. Prepare to be deeply moved, invigorated, and enlightened.

Website: http://bbbinvestorscast.com 

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

Guest LinkedIn: https://www.linkedin.com/in/angela-outlaw-matheny/

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 and reflecting on its strategic growth.

Institutional Clients & Asset Thresholds:

Keith and Dieunor explore strategies around attracting large institutional clients as the firm approaches significant asset thresholds, mentioning a current $50 million RFP.

Personal Passions & Balancing Life:

Beyond work, Keith is a devoted father and basketball enthusiast. He warmly recounts time spent caddying for his daughters at golf tournaments.

Leaving a Legacy & Activism:

In closing, Keith speaks about his admiration for historical activists and his aspiration to create a positive societal impact through his work and firm, envisioning a legacy.

In this candid episode, Keith Beverly offers a compelling glimpse into his professional and personal life, demonstrating his commitment to breaking barriers in the financial world and inspiring societal change through his work.

Website: http://bbbinvestorscast.com

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

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

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 that runs through the episode is the intersection of personal faith and professional life. Randy emphasizes the essence of being one's most "authentic self" and the profound influence of Christianity in shaping his worldview. He introduces a poignant perspective, viewing Christianity as not an adjective but a defining noun in his life. 

Legacy & Vision: The conversation shifts to the concept of legacy within the realms of family and professional life. Randy delves deep into his aspirations for Kerusso Capital, his vision for people of color in investing, and his hope to transform societal perceptions. With a candid reflection on his life, he speaks about the influences that drive him and the legacy he wishes to imprint on the world. 

Fun Interludes: Lighter moments include shared travel stories, a playful dive into the world of sports, and the challenges of aging in athleticism. 

This episode offers a profound look into a man's life who has seamlessly intertwined his faith, professional ambitions, and personal aspirations, embodying the spirit of breaking barriers in every sense. 

Website: http://bbbinvestorscast.com

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

Guest LinkedIn: https://www.linkedin.com/in/randell-cain-jr-cfa-b8ab44248/