Risky Conversations with Jamie Lee

Investing in Women Leaders: Patricia Lizarraga, CEO and Portfolio Manager of W CEO ETF

Jamie Lee, Patricia Lizarraga Episode 79

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0:00 | 46:07

In this episode of Risky Conversations, we talk about betting on and investing in women leaders. 

I'm joined by Patricia Lizarraga, CEO and portfolio manager of the W CEO ETF, who discusses her journey from growing up in a military dictatorship in Lima, Peru, to her career in finance. 

She highlights the challenges and opportunities she faced, including starting a sorority at Yale and bringing financial products to Peru. 

Patricia explains the investment thesis of the W CEO ETF, which focuses on women CEOs outperforming, because as women, they've had to consistently outperform and overcome many internal and external barriers. 

W CEO ETF, which invests in 140 U.S. companies with female CEOs, has shown an average outperformance of 170 basis points per annum and has outperformed its comparables by 70-90 basis points since its inception in January 2023. 

We talked about the importance of diversification and impact investing, aiming to increase female representation in leadership roles.

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