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Index/Finance/Moments that Made Her
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S4E6: Kate Mitchell, Katie Stokel & Kelly Williams on Career Evolutions

Moments that Made Her · 2025-08-13 · 1h 14m

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Episode notes

In this episode of 'Moments That Made Her,' hosted by Kelly Williams, founding chair of PEWIN and CEO of the Williams Legacy Foundation, the focus is on career transitions within the private markets. The episode features a roundtable discussion with industry veterans Katie Stokel and Kate Mitchell. They share their career journeys, experiences in private markets, and the significant transitions they've navigated. Key topics include the complexities of retirement, practical steps for smooth transitions, ensuring continuity and maintaining relationships, and the emotional aspects of leaving long-term roles. The discussion also highlights the importance of creating robust succession plans, staying financially prepared, and engaging in meaningful post-career activities. All participants emphasize the empowerment of women in private markets and the continued impact they strive for in their post-transition lives.

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