Resources

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Q&A

Supporting women isn’t enough: We must champion them

In this powerful reflection, Future IM/Pact Advisory Board Chair Brian Delaney shares what shifted his mindset from supporting women to actively championing them. He unpacks the double standards that have historically existed - and why now, more than ever, we must back women with intention.

Q&A

Student spotlight: Alec Lu

Meet Alec Lu, one of the impressive winning team members from our 2024 Investment Competition. As his prize, Alec chose an internship with QIC, and has since started another internship with Platinum Asset Management. Here he shares his experience and highlights from the competition and internships.

Q&A

Investor insights: Personality, self-belief and investing success

Armina ("Arms") Rosenberg, Co-Founder and Portfolio Manager at Minotaur Capital, is a panelist on our Keystone Analyst Program. Here she shares insights and lessons that have shaped her successful investing career.

Blog

Conviction with a side of humility: The real edge in investing

In this blog, Yolanda explores why conviction alone isn’t enough in investing—without humility, it can lead to overconfidence and costly mistakes. She unpacks how self-awareness, identity, and emotional intelligence shape conviction and offers a framework to fast-track these traits for better decision-making and long-term success.

Article

Careers in private wealth management

Looking for a career that blends analytical skills with the opportunity to connect meaningfully with people? A career in private wealth could be perfect for you. Read more on what private wealth is all about, the key roles you can grow into, and why it’s an especially great choice for women looking to make an impact.

Article

Empowering women in private wealth: LGT Crestone and beyond

On International Women’s Day, LGT Crestone invited Yolanda to share the key findings from our Women in wealth report, and facilitate a conversation between LGT Crestone Partner Matthew Camilleri and Associate Adviser Ester Chen, showcasing the rewards of a private wealth career.

Q&A

Star investors are made, not born

Amy Xie Patrick, Head of Income Strategies at Pendal Group and a panelist on our Keystone Analyst Program, shares her insights on developing a robust investment process, emphasising the importance of self-awareness, a systematic approach, and continuous learning in achieving consistent success.

Q&A

Student spotlight: Jeremy Huang

Meet Jeremy Huang, one of the winning team members from our 2024 Investment Competition. As his prize, Jeremy chose an internship with Schroders, and he shares his experience and highlights from the investment competition and internship.

Blog

The next evolution of DEI in a Trump 2.0 world

Trump’s sledgehammer to the US DEI agenda may feel like a setback, but I believe it’s also an opportunity for evolution. I’ve long argued that a DEI agenda fixated on identity over humanity lacks the nuance needed to create truly meritocratic workplaces where women and men have equal access to opportunities.

Article

What I wish I’d known: Lessons from a CIO

CIO Craig Dandurand is one of our incredible LevelUP mentors and in this article he shares what he wishes he’d known earlier in his career. Craig’s insights are gold for any investor looking to break through to the next level.

Q&A

Student spotlight: Shelina Fernando

Meet Shelina Fernando, a driven student in the final year of a Commerce degree, with a passion for investment management and finance. Shelina made a strong impression in our 2024 Mentoring Circle with TCorp and also participated in last year's Investment Competition. Shelina shares her experience with Future IM/Pact and her goals for the future.

Case study

LevelUP – Empowering women to take control of their investment careers

LevelUP is a transformative four-month development program designed for female investors aspiring to senior decision-making roles. Read this case study with insights from our 2024 program participants.

Most of us spend just under 2 hours a day worried. That's a fair chunk of our day below the line, mostly about work, family, money and relationships. Worrying about things we can't control saps our energy, which could be directed into things we can control. That's why we love sharing powerful resources for you to take control of your leadership, career and life, and profoundly alter your lived experience and impact on the world. Enjoy.
Yolanda Beattie, Founder, Future IM/Pact

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