The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.
Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.

Investing In Women CEOs And Their Success With Patricia Lizarraga (Ep. 25)


About the Episode:

Investing In Women CEOs And Their Success With Patricia Lizarraga

Patricia Lizarraga understands the importance of investing in women and wants to make it easier for others to do so. With the WCEO ETF, Patricia aims to get advisors and investors on board the train to have more women in leadership positions, including CEO.


Patricia Discusses:
• Investing And Working With Companies With Women CEOs
• The Ongoing Wealth Transfer To Women Financial Advisors
• How Men And Women CEOs Differ In Hiring And Promotions For Leadership


About Our Guest(s):

Patricia Lizarraga is the managing partner of Hypatia Capital, an asset manager focused on investing in women in leadership since 2007. Hypatia Capital Management is the issuer of the Hypatia Women CEO ETF (WCEO), an ETF investing in American public companies with female CEOs, for performance, diversification and impact. The WCEO has been nominated for Best Thematic ETF of the Year for the Awards, 2023. Hypatia Capital also publishes both the Hypatia Women CEO Index, and the Hypatia Women Hedge Fund Index, both measure and promoting female performance in each asset class. Ms. Lizarraga has over 25 years of merchant banking experience, as well as is a founder of several successful companies. Ms. Lizarraga founded the Grupo del Ande in 1997 and is a founding and former Investment Committee member of Sigma SAFI, a leading asset manager in Peru. Prior to founding Hypatia Capital, she was a Managing Director at Credit Agricole Securities’ New York mergers & acquisitions group. She started her merchant banking career at Donaldson, Lufkin & Jenrette.


Ms. Lizarraga serves as an independent board member of Credicorp Ltd. (NYSE:BAP), the largest financial services conglomerate in Peru, where she is Chair of the Audit Committee, and former Chair of the Corporate Governance Committee. She also serves on the Board of Directors of Banco de Credito del Peru, the largest bank in Peru. She is a former trustee of the John Hancock Group of Funds. She has served as the President of the Privatization Committee of the Toll Roads of Peru. Ms. Lizarraga is a Trustee for the Museum of Art of Lima.


Ms. Lizarraga received her Bachelor of Arts degree, cum laude, from Yale University and her Master of Business Administration from the Harvard Business School.


About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.


As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

Other Episodes in the Series: