Level UP mentors
Making it easy and fun for you to support high potential women to chart the path to senior portfolio management by becoming a role model and mentor.
Love your industry and want to give back?
We know you love what you do and want to help more women thrive as senior professional investors.
You can see (and probably relate to) all the ways mid-career women get in their own way, and the barriers they need to navigate to move into more senior, decision-making roles.
You’d love to share your experience, insights and wisdom mentoring someone who’s open to feedback, excited about their future, and ambitious about their career.
Become a LevelUP mentor
LevelUP is a 4-month leadership program, supporting high potential mid-career women develop the essential mindset and non-technical skills to chart the path to senior portfolio management.
An essential part of the program is connection with senior female role models and mentors who have successfully navigated their own investing career and are keen to share their learnings with the next generation of female leaders.
What's involved as a role model and mentor?
- You’ll attend 1-2 post-workshop dinners (see program schedule below)
- You’re happy to share your unvarnished personal stories and experience
- You’re open to establishing an informal mentor relationship with at least 1 participant (Future IM/Pact can manage requests)
I need your help to build a critical mass of senior female role models and mentors across the industry so these women can see who they want to be.
How Level UP works and your participation
Over four months, 12 high potential mid-career female investors will be taken through three full day in-person workshops and 1 on 1 coaching exploring the inner game of investing, leadership and careers in pursuit of:
Greater career confidence and commitment
Mental clarity, intellectual humility and decision-making conviction
Communicating with impact and influencing stakeholders
Each workshop is followed by a dinner which is attended by inspiring female role models such as yourself, where you’ll share your experiences and be open to forming organic relationships and mentoring opportunities.
You can find more details about the LevelUP program here.
Why become a Level UP mentor
We’ve spoken to dozens of women across the industry in Senior Associate, Senior Analyst and Assistant PM roles to better understand their career aspirations and the support they crave. Access to senior female roles models and mentors is on the top of their list. They want to hear real stories of women like them, who were once in their shoes, so they can understand how to successfully navigate a career and life in this industry they love.
Key dates for your participation (2024)
You’ll be attending 1-2 of the following post-workshop dinners:
- 11 September 2024, 5:30 – 9:00pm, Sydney venue TBC
- 16 October, 5:30 – 9:00pm, Sydney venue TBC
- 13 November, 5:30 – 9:00pm, Sydney venue TBC
2025 dates for post-workshop dinners
- 30 April 2025, 5:30 – 9:00pm, Sydney venue TBC
- 11 June, 5:30 – 9:00pm, Sydney venue TBC
- 23 July, 5:30 – 9:00pm, Sydney venue TBC
Facilitated by leadership expert with extensive industry knowledge
In the eight years I’ve been helping the investment management industry build more gender diverse teams, I’ve met with dozens of senior female investors who are keen to give back and support the women who are following their footsteps.
These women know they carved the path that was previously the exclusive domain of men. And they see the challenges women continue to face.
That’s why I’m thrilled to launch this program that makes it fun and easy for you to have a super-charged impact on the careers of future PMs.
I’ll be creating the forum and sharing the tools that help these women reflect deeply on where they want to take the next decade of their career and life, and structure their thoughts into a coherent plan, informed by clear and actionable feedback, supported by the people who matter.
These tools will help them cultivate the deep self-awareness that’s essential for their growth, and the self-belief they need to finally tame their inner-critic.
I need your help to build a critical mass of female role models and mentors so these women can see who they want to be. Please reach out if you’d like to hear more or are keen to participate.
Ready to give back but still have a few questions? Reach out for a chat
If you’re keen to become a mentor but still have a few questions, reach out to Yolanda.
