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 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: [email protected]

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/

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, highlighting the importance of dedicating time to self-care and fitness. Intellectual Curiosity Rodny reveals a compelling drive for lifelong learning. While he's deeply involved in the finance industry, his interests are not confined to it. He also has a strong affinity for reading, particularly around various topics that pique his curiosity. The Power of Influence The episode concludes on a poignant note as Rodny contemplates his lasting impact on the world. While admitting it's a question he doesn't often consider, he hopes his influence will extend through his children and the lives he touches through mentorship. A Dash of Humor Adding a light-hearted touch to the conversation, both the host and the guest share laughs, making for an enjoyable listen that not only informs but entertains. Whether you're looking to glean insights into navigating a demanding career or simply seeking inspiration for personal growth and community involvement, this episode offers something valuable for everyone. Don't miss it! 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/

Randall Avery is a visionary leader who is making waves in the world of investment. In this episode, we delve into Randall's remarkable journey, uncovering the challenges he faced and the strategies he employed to empower Black investors. Randall takes us back to his early days when he encountered systemic barriers and limited access to financial opportunities. Undeterred by the odds, he embarked on a mission to break down those barriers and create a more inclusive and equitable investment landscape. Throughout the episode, Randall shares his personal experiences, the pivotal moments that shaped his career, and the valuable lessons he learned along the way. He highlights the importance of financial education, strategic planning, and cultivating a strong support network. Tune in to this compelling episode to gain insights from Randall's wealth of knowledge and expertise. Discover actionable strategies and inspirational stories that will inspire you to break through barriers, embrace your financial potential, and create a legacy of prosperity. Website: http://bbbinvestorscast.com Host LinkedIn: https://www.linkedin.com/in/dieunor-michel-cfa-4b093b100/ Guest LinkedIn: https://www.linkedin.com/in/randallavery/

Overview: 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/

In this thought-provoking episode, we had the privilege of delving into the captivating journey of Michael Andeberhan, a trailblazer who is redefining success on his own terms. From his humble beginnings as a refugee to his thriving career in finance and his active involvement in nonprofit organizations, Michael's story is a testament to resilience, determination, and the power of making a difference. The episode takes us through Michael's personal and professional experiences, shedding light on the challenges he faced and the lessons he learned along the way. From navigating a new culture as a refugee to forging a successful career in finance, he shares insights into his path to success and the strategies he employed to overcome obstacles. One of the key themes explored in the episode is the importance of finding passion and purpose in one's work. Michael emphasizes the significance of aligning personal values with professional endeavors, choosing boards and nonprofit organizations that truly resonate with his background and experiences. He highlights the transformative impact of giving back and the role of empathy in driving meaningful change. Throughout the conversation, Michael reflects on the qualities of a well-rounded leader, sharing anecdotes and observations from his own professional journey. He emphasizes the importance of empathy, active listening, and humility in effective leadership and dispels the notion that leaders are solely born, underscoring the role of experiences and personal growth. Moreover, the episode touches upon the topic of legacy, with Michael expressing his deep commitment to leaving a positive mark on the world. He discusses the significance of maintaining familial connections and preserving cultural heritage, ensuring that future generations can continue to benefit from the wisdom and values imparted by their predecessors. Overall, this episode offers a wealth of inspiration and practical insights for individuals seeking to redefine their own path to success. Michael Andeberhan's story serves as a powerful reminder that true fulfillment lies in embracing one's unique journey, making a positive impact, and leaving a lasting legacy. Tune in to this captivating episode to gain valuable insights from Michael's remarkable experiences and learn how you can redefine success on your own terms. Website: http://bbbinvestorscast.com Host LinkedIn: https://www.linkedin.com/in/dieunor-michel-cfa-4b093b100/ Guest LinkedIn: https://www.linkedin.com/in/mandeberhan/

Join us in this inspiring episode of the podcast as we delve into the remarkable journey of entrepreneur and artist, Degas Wright. From his early struggles with math to becoming a successful investment manager, Degas shares his story of overcoming barriers and pursuing his passion. We explore his path from studying mathematics at West Point to earning a graduate degree in economics, and how his analytical abilities led him to venture into the investment industry. Degas opens up about the challenges he faced as a person of color in the asset management sector and his efforts to foster greater diversity and inclusion within the industry. We learn about his internship program, which has provided numerous students with valuable opportunities to gain practical experience and build connections. Beyond his professional achievements, Degas also reveals his deep love for art and how it serves as a means of expression and storytelling. We explore his inspiration for creating artwork that reflects his interests in cycling, military experiences, family, and culture. Throughout the episode, Degas emphasizes the importance of support from loved ones and the power of perseverance. He shares valuable insights for aspiring entrepreneurs and offers advice on cultivating a successful career while staying true to one's passion. Don't miss this engaging conversation with Degas Wright as we explore his remarkable journey, from math to investments, and the intertwining of his entrepreneurial success and artistic passion. Website: http://bbbinvestorscast.com Host LinkedIn: https://www.linkedin.com/in/dieunor-michel-cfa-4b093b100/ Guest LinkedIn: https://www.linkedin.com/in/degas-wright-cfa-a801992/

In this captivating trailer for Breaking Barriers of Black Investors, we invite you to join us on a transformative journey towards financial greatness. Discover the inspiring stories of successful black investment professionals who have shattered limitations and achieved uncharted success in the asset management industry. Get ready to break barriers, empower yourself, and unleash your potential. Subscribe today and embark on a path towards financial success with Breaking Barriers of Black Investors. Website: http://bbbinvestorscast.com