Given the developing trend toward firm-sponsored executive coaching, we were excited to meet with Cathy Boeckmann, a highly-regarded executive coach who works with rising leaders at all levels in a variety of industries. During an interactive workshop on interpersonal communications, we learned how to identify and practice effective communication skills AND understand why we might struggle to use our skills successfully in high stakes situations. It was such a hit with our NY Chapter that we’re working with Cathy to setup a similar workshop with our SF Chapter!
The session was extremely practical because the learning was based on role-play for several hypothetical scenarios. In each scenario, we were given a prompt and asked to write or act out our responses. The exercise was interesting because we realized how varied our responses were from person to person. None of us had any formal communication training, so the responses were merely reflections of people’s personalities and emotions. In most cases, the responses were deficient in specificity and were reflexive as opposed to reflective (not that we had thought about the difference between reflexive and reflective at the time), which made them weak and unlikely to induce the kind of response-in-turn that we hoped for. After talking through Cathy’s frameworks and guiding principles, we reframed the issues raised in the prompts and redesigned responses that were definitively stronger and more likely to accomplish what we wanted.
We’d like to share a BIG thank you to Nichole Wagner and East Rock Capital for sponsoring and hosting the career-changing event!
If you’d like to get in touch with Cathy, please contact us.
Synergist SF hosted a breakfast with Justina Lai, Director of Impact Investing at Wetherby Asset Management. Over a few cups of coffee and scrambled eggs, Justina and the Synergist Board chatted about the evolution of impact investing and navigating the challenges of working as a woman in a male-dominated industry. Justina’s passion for driving meaningful change through her work was palpable and truly inspiring. Having made the transition from more traditional private equity to now leading investments across multiple asset classes with an impact investing thesis, Justina’s perspective was invaluable to all of us aiming to combine our professional ambition and desire to make a real difference in the world into a meaningful career.
On April 25th, the boards of Exponent and Synergist came together over dinner and drinks to discuss how we could tap into our networks and experiences to create exciting opportunities for our members. A network of women deal-makers whose mission is to “raise women to a new power,” Exponent shares many of Synergist’s values and ambitions. We look forward to working together in the future, starting with attending the Marquee Exponent Exchange in JulyA special thanks goes to Nanette Heide for hosting us at the offices of Duane Morris (and supplying the wine!)
Our NY Chapter was thrilled to meet Aly Lovett, Partner at Radian Capital, over breakfast this morning. We’d been looking forward to meeting Aly since she was featured in our January 2018 newsletter and became our most popular profile! Typically, our breakfast discussions are closed to the Synergist Board, but given pent-up demand from the newsletter, we opened up spots to a few lucky members of the Synergist Network.
In between sips of coffee and bites of a breakfast BLT, Aly spoke about her experience transitioning from investment banking, to TA Associates, to FTV Capital, to Radian Capital, all the while starting a family with her husband, Mark, a Principal at American Securities. Her energy and passion were inspiring, as were her words of advice related to pitching a deal at investment committee (“the art of storytelling”), considering an investment opportunity with an awareness about your disposition toward risk, and joining the “right” firm where you can be open about your personal life and are aligned on key priorities. Aly’s experiences while building her career resonate deeply with all of us – to see someone who has been so successful in overcoming many of the challenges we face today is not only reassuring but also uniting. Having navigated numerous transitions and now running a leading growth equity firm while raising two cute kids, Aly is a true role model for all of us. We look forward to working with her to organize a future event to support….yes, you probably guessed it…WOMEN looking to build careers in investing (and learn more about Radian Capital)!
On March 24th, Synergist hosted a SoulCycle fundraiser and post-workout meet & greet with snacks donated by Hu Kitchen. Although the Saturday evening timing wasn’t ideal, we were thrilled that over sixty guys and girls joined us for the ride and helped us raise money to support our organization and fund future events for our community! We’re so thankful for everyone that attended.
This week, the San Francisco chapter held its kick-off event, celebrating the launch of the Synergist Network in the Bay Area. The event was co -hosted by Karen Derr Gilbert of FTV Capital and Jennifer James of Thoma Bravo. Guest speaker Kate Mitchell, Co -Founder & Partner of Scale Venture Partners, addressed a group of more than 75 attendees – both senior and junior women in finance and investing – sharing her views on what’s next in the industry, providing career advice to the next generation, and imparting her belief in the opportunities for young women in this market.
Synergist members were extremely excited to host a breakfast with Tiffany Clay, Vice President at L Catterton, on December 12th. Previously Tiffany was a Principal at TPG Capital where she was a founding member of the TPG Alternative and Renewable Technologies investment team. She gave advice on the transition between different private equity firms and more specifically, coverage of different industries. Tiffany also shared insight on how to find the best fit for yourself within investing. Having attended Harvard Business school she was able to answer several questions Synergist members had on the opportunities that business school offers. Overall, Tiffany’s advice was highly valued and all Synergist members were grateful for her time!
On November 16, Synergist hosted a panel discussion on buy-side recruiting and careers in investing. The panel featured female representatives from firms across the investing spectrum - Advent International, BDMI Ventures, General Atlantic, and Stonepeak Infrastructure - as well as a representative from Bellcast Partners, a top private equity recruiting firm.
On November 3, members of the Synergist board had lunch with Erika Karp, Founder and CEO of Cornerstone Capital, a firm dedicated to bringing the discipline of sustainable finance to mainstream capital markets. With analysis of ESG factors in the investment process, Cornerstone Capital advises both investors and corporations on how to optimize their financial and business decision-making processes. Erika talked to us about her experience transitioning from a traditional Wall Street management role at UBS to launching her own startup with Cornerstone (“It’s like jumping out of an airplane and building the parachute on the way down!”) and some of the valuable lessons she learned along the way. We also had a chance to ask her some more practical questions about sustainable investing, and came away with some great ideas about how to integrate concepts of sustainability into our day to day investing mindset.
When board member Sarika Ramakrishnan relocated to San Francisco to work at Genstar Capital, she was disappointed to leave the Synergist community in New York behind. On October 22nd, Sarika hosted an introductory brunch with women from a handful of investment banks and private equity firms, as the first step in creating a San Francisco chapter. We are very excited for the events they have in the pipeline including – a Sur La Table cooking class, an introduction to PE recruiting, and an overview of the business school application process with current students and recent graduates! Please use the contact us page to indicate your interest in joining our new SF chapter!