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The WIIIN Mentorship program launched in the beginning of 2023 with the goal of providing members best practices for establishing a successful mentor/mentee relationship. We kicked off 2023’s program with Lisa Lai of Lai Ventures who explored the possibilities of a mentor/mentee relationship, discussed the roles of the mentor/mentee, and helped establish a framework for a successful relationship, including discussion on checkpoints and how to measure success. Lisa graciously allowed WIIIN to share password-protected access to active members who may be interested in reviewing our discussion. Please honor the spirit of confidentiality in which this content is shared.

We have just launched our 2024 mentorship program and we thank all of our mentors and mentees who signed up. We are excited this year to feature a 3-part series hosted by Josh Diosomito from Capital Group to help us bring our best selves to these relationships. In part 1 of the series, Josh guided us through a conversation on "Building Trust" between a mentor and mentee and how to foster a meaningful relationship. Stay tuned for more information on Parts 2 and 3 of the series!

Additional Resources:

2023 Program:

2024 Program:

Top 10 Takeaways from Lisa Lai

  1. Mentorship is a reciprocal relationship between two people where one person is in a position to help unlock the highest potential of the other.
  2. The mentor’s role is to serve as a catalyst – connect with ease, ask questions, be generous with time, make the uncomfortable more comfortable and be accountable for results.
  3. The mentee’s role is to commit and evolve – be aspirational, hungry for knowledge, candid and open, receptive to input and accountable for results.
  4. The structure of these engagements matters – agree upfront on what works best for both people.
  5. Building trust and rapport takes time, the benefit of these relationships unfolds gradually as you go.  Be patient.
  6. For both mentors and mentees, it’s important to show up to these meetings prepared.
  7. Mentees take the lead by sharing aspirations, goals and focus areas – be thoughtful about what you want to accomplish.
  8. Mentors listen, inquire and provide guidance.  It’s important to find the right balance between inquiring vs sharing and between supporting vs challenging.
  9. It’s important to reflect on how it’s going, measure progress, hold yourselves accountable for the desired results.  Talk about this actively and tweak the engagement as you go.
  10. Don’t forget, mentors can learn from mentees too – it’s truly a two-way relationship.
If you have questions or are interested in the program, please do not hesitate to contact us:

Women in Institutional Investments Network - WIIN

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