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The Rising Leaders were fortunate to have Tracy Welch, Vice President and Investment Counselor and Laura Godine, Vice President and Director of Wealth Management from Eaton Vance educate our group on personal finance. Tracy spoke on topics of active vs. passive investing, compound interest, asset allocation, as well as retirement planning. For the second part of the evening, Laura stressed the importance of wealth planning through health care proxies, powers of attorneys, wills, trust, §529 plans and charitable planning. Tracy and Laura provided clear guidelines and examples that left attendees with the knowledge and inspiration to better prepare themselves financially. This was the second annual collaboration with WWIRE (Wellness for Women in Real Estate) and keeping with the theme of health and wellness, nutritious refreshments were graciously provided by Eastdil Secured and Commonwealth Land Title Insurance Company – National Commercial Services.
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The Rising Leaders Group, with the help of Goodwin Procter LLP and Commonwealth Land Title National Commercial Services, hosted a night of well-being for CREW and WWIRE members. Keith Foley, a physical therapist from Joint Ventures, demonstrated exercises to help loosen muscles that can stiffen during the work day. Attendees joined Keith in stretching and positioning to reduce the effects of neck and back pain as well as carpel tunnel. Andy Kelley, the renowned Boston Buddha, spoke to the group about the importance of understanding the effects of stress, deterring distractions to focus on the task at hand, and the basics of meditation. Andy then taught a technique of using breath, silent sound, and mantra to use during meditation. From the nutritious smoothies and snacks, to the simple workplace exercises, to the calming meditation, the night left guests rejuvenated.
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What does it take to start your own company? A group of CREW Boston’s Rising Leaders found out when we convened at Blue Moon Capital Partners’ office to hear from Kathy Sweeney and Susan Barlow, Blue Moon’s Co-Founders. Attendees learned about Kathy’s and Susan’s career paths, including an early stint on a cattle ranch, and what led them to form Blue Moon in 2013. The discussion hit on important topics like knowing when to take risks and how to persevere through tough times. Given Blue Moon’s focus on senior housing, we discussed the opportunities in that space and what inspired Kathy and Susan to start a fund focused solely on that asset type.
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The Rising Leaders Group kicked of the 2017-18 CREW year with a great discussion with this year’s CREW Boston President, Lisa Serafin. Lisa shared key points of her career, including graduating into a recession and the path that led to founding Redgate. The discussion spanned topics from knowing when to take risks to the difference between role models, mentors, and sponsors (and why they are all important in different ways). We also talked about Lisa’s vision for CREW and shared ideas on events and programs that are particularly appealing to the Rising Leaders group.
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CREW Boston presented the Anatomy of the Deal & Tour of The Pierce Boston, a landmark project by Samuels and Associates currently under construction. As the latest addition to the explosive growth in Fenway, The Pierce is one of the more complex projects Samuels has under taken, both due to the significant height and the financing structure they pursued.
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In January, the Rising Leaders group was appreciative to be hosted by Kim Sherman Stamler and Related Beal for the first Executive Reception of 2017. Over 25 young women from various positions in the industry, including construction, development, finance and asset management joined for the evening. As president of Related Beal, Kim lead conversation about the company’s history and recent Boston merger, as well as her career path, beginning as an intern and growing with the company. She captivated the group with discussions about employee culture and women in real estate.
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The Rising Leaders Group was thrilled to have CREW Boston Presdient Cara Nelson and special guest Haley Ayraud from Next Level Consulting at their October Reception. Cara spoke about her career while Hayley discussed her insight into networking and meaningful connections.
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