Learned about the history, language, and strategies behind gender lens investing from some of the leaders of the Gender Smart Investing movement
Ready to use your investments to uplift women and girls? In this Gender Smart Investing course, you’ll learn how to align your financial power with gender equity.
Explore the history, strategies, and opportunities of gender lens investing while gaining confidence in shaping a portfolio that drives change. You’ll connect with a community of women, define your goals, and discover actionable steps to make a real impact.
We’ll provide the tools and resources you need to invest in ways that help women and girls reach their full potential. Together, we can shape a future where every woman thrives.
Course Structure
The Gender Smart Investing course is a 3-part series that will be supported by self-study, live facilitation, and discussions in both large and small groups.
Outcomes
By the end of this course, you will have:
Prerequisites & Level of Effort
Completion of IFB’s Core Curriculum or prior experience in values-aligned investing is recommended.
Time Commitment: About 2 hours per week for 6 weeks
Approximately 0.5 – 1.5 hours of self-study is required prior to each live bi-weekly Zoom meeting, which are expected to last about 1.5 hours. The amount of time you spend on the pre-work will depend on the depth of your research. The more effort you put in, the more you will gain.
Course Content
Course Leader
The Fall 2024 course will be led by Patricia Lizarraga. She 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 ETF.com Awards, 2023. 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.
Course Creator
Alison Pyott
Partner & Senior Wealth Manager, Veris Wealth Partners\
Alison Pyott is a Partner and Senior Wealth Manager at Veris Wealth Partners. She is both a Certified Financial Planner™ and a Certified Private Wealth Advisor®, which is an advanced professional education and certification program for advisors who serve high-net-worth clients. Alison leads Veris’ client service strategy, manages client portfolios, and oversees the firm’s New Hampshire office. Prior to these roles, she led the Veris’ Women, Wealth and Impact strategy, co-authoring several papers on gender smart investing, including “Gender Lens Investing: Bending the Arc of Finance for Women & Girls,” which you will read in the first session of the course. Alison is an Invest for Better Pathfinder. She also serves as an advisor to the Northern New England Women Investor Network.
