Breaking Barriers + Building Wealth

Her Success Story

This week Ivy Slater, host of Her Success Story, chats with her guest, Kelly Ann Winget. The two talk about who’s who and what’s what in the financial investment space, investor education, and why you should do something about it now that you know. Ivy encourages all women to “be open to learning, most importantly learn about our money.” In this episode, we discuss:

• How she made her way into private equity finance, from car wash to healthcare to oil and gas

• Why she says the pandemic gave her “the swift kick in the butt” she needed to start her firm

• How she opposite launched, and made sure she had the preferential access to nice deals before she went out to raise capital

• How Alternative Wealth Partners raised $17m in their first eighteen months of business, and doubled their portfolio in only two years

• Why the investor education piece is so crucial to Kelly Ann’s business

• What drove her to write ‘Pitch the Bitch,’ and the wealth of knowledge that can be found within its pages

• Who’s who and what’s what in the financial investment space

• Where things are going, how the venture and private equity spaces are evolving, and who will survive it

• Advice from Winget on building your company and navigating where you want to go

Kelly Ann Winget is an innovative, emerging manager in the private equity space, and the founder of Alternative Wealth Partners, a Dallas-based private equity firm focused on blended portfolios of alternative assets. Hailing from a fifth-generation oil and gas family, Kelly's upbringing exposed her to diverse groups early on. From working at a car wash at 15 to managing valet teams, radiology offices, demolition crews, tanning salons, and bounce houses, Kelly consistently sought out challenges that expanded her horizons. Her experience in blue-collar roles and male-dominated sectors uniquely equips her to empathize with others' experiences. As a savvy business consultant, Kelly effectively secured capital for startups, oil and gas firms, manufacturing ventures, and real estate. With nearly $1 billion raised for family offices through modest investments, she witnessed exclusive access to wealth-generating opportunities and resolved to democratize such access. Founded in 2020, Alternative Wealth Partners aims to democratize investments and financial education. Kelly's sharp intellect and dedication drive her to redirect funds from financial frivolity to impactful ventures. Her approachability and open-mindedness set her apart, fostering meaningful conversations and informed decision-making. As the force behind AWP, Kelly is committed to enhancing financial understanding. AWP offers diverse funds, from fully varied private equity to tax-advantaged energy and real estate investments. With two successful funds managed and a third launching soon, Kelly challenges norms, showing success through genuine connections and diverse portfolios. Beyond profits, Kelly empowers investors to influence their communities. Her revolutionary investment approach has garnered a dedicated following from all walks of life. She's an inspiration to aspiring investors, an advocate for diversity and inclusion, and a beacon of authenticity in a complex financial world.

Website: https://www.alternativewealthpartners.com/