265: Investing At Your Own Pace: A Beginners Guide To Alternative Investments That Fit Your Comfort Zone w/ Stephanie A. Dorsey

When people think of investing their mind usually goes to stocks, bonds and crypto. But what if we told you there’s more to it. That you don’t have to invest in any of those three to create long lasting wealth at your own pace without having to submit to peer pressure or needing a large sum to start. 

In this episode we’re joined by Stephanie Dorsey, Co- founder and CEO of Margins Capital, an alternative investment firm that helps people invest alternatively. Stephanie’s journey spans from working in Afro Ecuadorian communities teaching them about managing money and investments. This ultimately led Stephanie to leading consumer banking innovation at Capital One and ultimately founding her own investment firm.  

In this episode Stephanie breaks down what alternative investments really are, how to get started and why the wealth gap exists and how we can begin to close it. Whether you’re a beginner or have felt shut out of traditional investing circles, this conversation will help you understand how to invest with confidence and complete clarity so that you feel confident in your investments.

DURING THIS EPISODE YOU’LL LEARN:

• What alternative investments and why they matter 
• Common myths that keep people from making alternative investments 
• How Stephanie’s company Margins Capital is actively trying to lower the barrier for new investors 
• Why it’s important and critical to invest within your comfort zone and with your goals in mind
• Why it’s important to be patient and filter out peer pressure when investing 
• Stephanie’s simple and effective framework for determining whether or not an investment is right for you 
• How wealthy people build generational wealth utilizing strategies we can all learn 

RESOURCES MENTIONED:

• Margins capital 
• [PODCAST] What The Wealthy Do

ABOUT STEPHANIE DORSEY:

Stephanie Dorsey is Co-founder and CEO of Margins Capital, an alternative investment firm that is leveling the investment playing field for women and BIPOC investors. Stephanie started her career as a medical malpractice defense attorney. Disenchanted, she left the law and joined the Peace Corps to work in micro-finance with Afro Latinx communities.  Stephanie pursued her MBA from the Kellogg School of Management and later found a passion for technology and product management. She spent 10 years building consumer banking products at Capital One before becoming the Chief Product Officer at Metric Collective. She founded Margins in 2022. When deciding what to do next, Stephanie focused on solving a problem that hit close to home. She founded Margins Capital so that people like her, who have historically been excluded from the alternative investment ecosystem, could have approachable access to private markets. 

Thank you so much for listening! If you liked this episode, please subscribe to “The Black to Business Podcast” and rate and review on Apple Podcasts:

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