Breakfast with Ratio Advisors (NY)
Oct
4
7:30 AM07:30

Breakfast with Ratio Advisors (NY)

For many first and second year associates in private equity, the question of whether or not to attend business school is top of mind during the fall quarter. The managing partners of Ratio Advisors, Vedica Qalbani (HBS 2007), Jessica Wu (HBS 2007), and Lindsey Mead (HBS 2000), hosted a breakfast for the Synergist Network to discuss the topic in detail! They shared perspectives on the decision to pursue an MBA and talked about what they see in terms of clients hiring candidates with private equity backgrounds, both with and without MBAs. Ratio works with a number of clients in both the public markets and private equity, and they provided valuable information about searches they've done recently and the searches they're already working on for 2019.

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Executive Coaching Workshop with Cathy Boeckmann (SF)
Sep
19
7:00 AM07:00

Executive Coaching Workshop with Cathy Boeckmann (SF)

After a successful event in NYC, Executive Coach Cathy Boeckmann has generously agreed to host a similar session for the SF group. Cathy’s workshop is focused on developing 1) skills to share your point of view clearly and confidently, and 2) skills to effectively listen to the other point of view, both of which are core building blocks to effectively resolve difficult situations and move negotiations forward in mutually beneficial ways. The goal of the session is to help you identify and learn important skills, figure out what may be going on when you struggle to use your skills successfully in high stakes situations and understand how working with an executive coach can support your career growth.  

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Creating Alpha Through Talent - Executive Hiring Panel (SF)
May
10
5:30 PM17:30

Creating Alpha Through Talent - Executive Hiring Panel (SF)

Please join the Synergist Network for a panel discussion focused on executive hiring, and the characteristics of successful management teams. Whether you're an investor, aspiring CEO or general business enthusiast, you will walk away with tremendous insight!

Please register here: https://www.eventbrite.com/e/creating-alpha-through-talent-executive-hiring-panel-tickets-44499090979

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Kenning Associates Executive Coaching (NY)
May
10
7:30 AM07:30

Kenning Associates Executive Coaching (NY)

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.

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Dinner with Exponent (NY)
Apr
25
7:00 PM19:00

Dinner with Exponent (NY)

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!)

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Breakfast with Justina Lai (SF)
Apr
25
7:00 AM07:00

Breakfast with Justina Lai (SF)

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.

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Blockchain Event with Brunchwork (SF)
Apr
18
6:30 PM18:30

Blockchain Event with Brunchwork (SF)

Join us at @brunchwork in SF to learn about blockchain and crypto over dinner and drinks with “The Joan of Arc of Blockchain”, CoinTelegraph cofounder Toni Lane Casserly & Ripple Director of Business Development Welly Sculley on Wednesday, April 18th (after work). RSVP here - use code SYNERGIST for 20% off! http://bit.ly/418bwSF

Brunchwork started as bi-weekly brunch and pitch session to help entrepreneurs learn the ins and outs of the start-up world, and it has since grown to a multi-city network connecting entrepreneurs with technology, creative and business leaders. It's gotten a lot of traction - they were featured in Forbes and their national newsletter reaches over 20,000!

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Brunchwork with SoulCycle (NY)
Apr
15
11:30 AM11:30

Brunchwork with SoulCycle (NY)

Make new connections over brunch and get expert advice on healthy living, fitness and your career at @brunchwork in NYC on Sunday, April 15th with SoulCycle’s SVP of Growth Abby Levy & sweetgreen’s William Woodson. RSVP here - use code SYNERGIST for 20% off! http://bit.ly/415bwNYC

 

Brunchwork started as bi-weekly brunch and pitch session to help entrepreneurs learn the ins and outs of the start-up world, and it has since grown to a multi-city network connecting entrepreneurs with technology, creative and business leaders. It's gotten a lot of traction - they were featured in Forbes and their national newsletter reaches over 20,000!

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Breakfast with Aly Lovett (NY)
Apr
12
7:30 AM07:30

Breakfast with Aly Lovett (NY)

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)!

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SoulCycle with Synergist! (NY)
Mar
24
5:00 PM17:00

SoulCycle with Synergist! (NY)

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.

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Creativity x Business (NY)
Mar
18
2:00 PM14:00

Creativity x Business (NY)

Synergist Network and Wildflower Collective are bringing together three women at the forefront of the media, healthcare, and wellness industries to share how they lead with both business acumen and a creative spirit. Our panel discussion will focus on what keeps them inspired as they build their businesses and influence future trends. Whether you're a writer, a businesswoman, a painter, an investment banker, a techie, or a foodie, you're bound to walk away feeling inspired.

Drinks and small bites will be served! RSVP soon as space is limited!

NOTE: Address will be sent to confirmed attendees three days prior to the date of the event.

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Synergist San Francisco Kickoff Event (SF)
Jan
10
5:30 PM17:30

Synergist San Francisco Kickoff Event (SF)

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.

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Buyside Recruiting Workshop (NY)
Nov
16
7:30 AM07:30

Buyside Recruiting Workshop (NY)

  • 12 E. 49th Street, 45th Floor New York, NY USA (map)
  • Google Calendar ICS

Please join us for a panel discussion on buy-side recruiting and a career in investing followed by open networking.  Panel will feature female representatives from firms that span the investing spectrum (e.g., Advent International, BDMI Ventures, General Atlantic, and Stonepeak Infrastructure) as well as a representative from Bellcast Partners, a top private equity recruiting firm. 

RSVP now, space is limited. 

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Lunch with Erika Karp (NY)
Nov
3
12:00 PM12:00

Lunch with Erika Karp (NY)

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.

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Synergist in San Francisco Intro Brunch
Oct
22
10:00 AM10:00

Synergist in San Francisco Intro Brunch

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!

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Junior Women in Private Equity Breakfast (NY)
Nov
9
7:30 AM07:30

Junior Women in Private Equity Breakfast (NY)

On November 9, Synergist will be hosting a Women in Private Equity breakfast in midtown. The event will be geared toward female analysts in investment banking who are interested in learning more about the private equity recruiting process and role of an associate from current members of Synergist who are willing to share their insights and experiences. If you are interested in attending, please reach out to us via the Synergist website. Space is limited.

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Empowering Women in Business: Breaking the Glass Ceiling (NY)
Oct
6
7:30 AM07:30

Empowering Women in Business: Breaking the Glass Ceiling (NY)

Synergist Network in partnership with GCM Grosvenor WINGs is hosting a panel moderated by Kelly Williams, Senior Advisor to GCM Grosvenor at the Yale Club on Thursday October 6th.

The panel will feature three accomplished female professionals:

Katie Stitch, Managing Director at W Capital Partners
Narie Foster, COO & Co-Founder of MM.LaFleur
Candice Richards, CCO at ATL Partners, Compliance Officer at MidOcean Partners & Founder of Lulibox

Due to space constraints this event is invite only, please reach out to Luisa Sucre (wings_ny_events@gcmlp.com) for additional details.

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