Jake Bleicher, CFA: Carson's Women's CEO Fund

Framework with Ana Trujillo Limón

Women-led companies aren’t just a moral choice, they can be a smart financial investment.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women's CEO Fund. Jake shares his unique journey from pre-med to the financial industry, offering listeners a fascinating story about how his personal and professional experiences have shaped his approach to investing. Driven by his desire to create a better world for his daughter and backed by compelling data, Jake reveals how investing in women-led companies can outperform the market. You’ll gain insights into the importance of female leadership in companies and the measurable impact it can have on performance, as well as an understanding of current investing trends including AI, and Jake's vision for a more inclusive future in leadership roles.

Jake discusses:

• His career journey and transition into finance
• The Women's CEO Fund’s concept, performance, and Jake’s personal motivation behind it
• The shining statistics of women-led companies in the S&P500’s top 20 companies
• The impact of female leadership on company performance and gender representation statistics
• The top stories of the women featured in the Women’s CEO fund
• How advisors can access the Women’s CEO fund
• Current investing trends, with a focus on the rise of AI and its future implications
• And more

Resources:

• Excell 2024: The Advisor Growth Conference

Connect with Ana Trujillo Limón:

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jake Bleicher:

• LinkedIn: Jake Bleicher
• [e-mail]

About Our Guest:

As a Portfolio Manager, Jake helps manage Carson’s proprietary in-house strategies and supports partners with any questions about equity markets. Jake has been at Carson Wealth for over nine years. Prior to Carson, he worked as a Financial Analyst at SilverStone Group, Inc. He holds a bachelor’s degree in Chemistry and an MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charter holder. He enjoys spending time with his family, fishing, reading, and painting. He likes to exercise, and he grows lots of plants.

Send us your questions, we’d love to hear from you! Email us at [e-mail].