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The Exploring Investment Peer Group is designed for high-level executives exploring the world of investing and seeking to deepen their understanding of how to transition as an investor. Whether you're looking into angel investing, venture capital, or private equity—or simply gain more confidence in managing personal investments—this group brings together like-minded leaders to share strategies, insights, and lessons learned. The diverse backgrounds and experiences of the members create a rich environment for meaningful discussions, problem-solving, and skill-building.
Content Recording: The initial portion of the session will be recorded to provide on-demand access for those who RSVP or wish to revisit the content in our library. Chatham House Rule: While the presentation segment is recorded, the open discussion remains private and confidential. What is shared during the discussion stays within the group, ensuring a space for candid and honest conversations.
What to Expect: A topical theme for each meeting, curated based on member interests and needs. 10-15 minutes of introductory remarks followed by 50 minutes of group discussion or smaller breakout sessions, depending on the topic and number of attendees. Occasionally, guest speakers with specialized expertise may join to share their perspectives. Insightful conversations for topics such as: -Transitioning from operator to investor: key steps and mindset shifts. -Evaluating investment opportunities and assessing risks like a seasoned investor. -Building a personal investment thesis: where and why to focus your resources. -Understanding venture capital and private equity structures. -Leveraging your professional expertise as a value-add investor.
Date and Time: One-hour meeting on the third Monday at 10:30am PT of every other month.
Julie Lyle is CEO of Zytara Inc., a fintech company that connects the world’s largest brands to Millennials and GenZ consumers through esports. She founded Zytara after 25 years of leading digital transformations, M&A, integrations, brand-building, CSR/ESG and government relations in C-level roles at Fortune 100 companies worldwide.
Ms. Lyle is a member of the Board of Directors of TCC Global NV (~ €800M). TCC is a loyalty services company with operations in 60 markets throughout EMEA, NAM, APAC. She currently serves as Chair of the RemCom (Remuneration and Compensation) Committee and is a member of the Audit Committee. Since joining the TCC board in 2016, Ms. Lyle instituted the firm’s first EPP/LTIP (long term incentive plan), she was a lead Director in 3 strategic technology acquisitions, and she led searches for the new Group CEO and for the MD of North America.
Additionally, Ms. Lyle serves on the Digital Advisory Board of Evolus (NYSE: EOLS), where she played an integral part in developing the go-to-market strategy preceding the FDA approval and market launch of their premier product Jeuveau (March 2019). Ms. Lyle also serves as an Advisor for YEXT, Inc. (NYSE: YEXT), having participated in the positioning and market development strategy of YEXT in the lead-up to their IPO in May 2017. She also serves as an Advisory Board member for DigitalBits, Inc, a private blockchain company which completed its ICO/IEO in July 2019.
From 2017 to 2018, Ms. Lyle served as Advisor and Interim Chief Marketing Officer for Barnes and Noble, Inc., (NYSE: BKS). There, she built and led the Strategic Planning and Analytics Departments, implemented GDPR compliance, and drove the digital transformation and integration of bn.com, Nook and Sterling Publishing business units across 631 retail stores.
Prior to Barnes & Noble, Ms. Lyle was an early investor, Chief Revenue Officer and Chief Marketing Officer for DemandJump, Inc., a startup artificial intelligence SaaS technology company. At DemandJump, she led go-to-market planning, built the internal/external sales organization, forged strategic alliances with Salesforce and Accenture globally, and partnered with co-founders to close two funding rounds ($12M).
From 2008 to 2012, Ms. Lyle was Chief Marketing Officer and Head of Government Relations for Prudential plc (LSE: PUK). She was based in Hong Kong and was responsible for digital transformation, product innovation, M&A integration and new market entry for 23 business units in 11 markets across the APAC and MEA regions. While in this role, Ms. Lyle led the launch of Prudential’s Asian Investment Management Firm (Eastspring Investments, Ltd.), the launch of new insurance businesses in Laos and Cambodia, and she conceived and architected the launch of The Prudence Foundation, a nonprofit organization that provides over $20M annually in disaster relief to communities across Asia.
Prior to Prudential, Ms. Lyle served as Chief Merchant and Marketing Officer for Pamida Stores Operating Company, immediately after Pamida and its parent Shopko (NYSE: SKO) were taken private by Sun Capital Partners, Inc. At Pamida, Ms. Lyle led strategic planning for repositioning the Pamida brand, redefined the merchandising assortment, and initiated direct import and private label lines, while restructuring the organization to be a profitable, stand-alone entity independent of the Shopko organization.
From 2001 to 2006 Ms. Lyle was the CMO and a corporate officer of Walmart Stores, Inc. (NYSE: WMT), having also served as VP International Marketing and SVP Marketing, Advertising and Administration, respectively. As the global head of marketing for the world’s largest retailer, Ms. Lyle was responsible for driving the re-platform, relaunch and integration of Walmart.com with Walmart stores, implementing marketing performance metrics in 11 countries, launching financial services worldwide, establishing a global textile IP library, streamlining the private label brand portfolio ($18B), returning Walmart Radio and Walmart TV to profitability, and developing succession plans for Walmart marketing and private brand teams. She also was a key member of the Walmart International Acquisition and Real Estate Teams and a founding member of the Walmart Sustainability Initiative.
Before joining Walmart, Ms. Lyle was Chief Revenue Officer and Executive Director for Raytheon (NYSE: RTN), where she led new product development and sales for the Commercial Services Division of the world’s 3rd largest defense contractor. She also oversaw PR and Investor Relations following the acquisitions of Texas Instruments, eSystems, Halliburton and Hughes Electronics.
From 1986 to 1996 Ms. Lyle founded and served as CEO of Ripley Marketing Group, a marketing and business development agency that served national and multinational B2B/B2C clients including American Express, JCPenney, American Airlines, and others. Ms. Lyle sold the company in 1996.
Julie Lyle was born in Rio de Janeiro, Brazil and holds dual citizenship in the United States and Brazil. She graduated from Tulane University in New Orleans with a Bachelors of Arts in Political Science and English, and a minor in International Relations. She currently resides in Indianapolis, Indiana.
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Cata is the Manager of Community Learning at Athena Alliance. From her philanthropic work with female communities in Central America to the work she does at Athena, creating community is what she does best. Cata leads Athena Peer Groups and Learning Circles pulling together her experience developing events, supporting Athena members as a Member Success Manager and her passion for learning and community to deliver an exceptional member experience.
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Learn about the most pressing topics facing executives today in an intimate, yet casual, virtual setting. Hosted by board directors and leaders from the world's top brands.
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We have an incredible community of female leaders at Athena and we want to bring you closer together! Join a Peer Group and build a network of peers you can engage with for guidance, lessons learned and insights around a shared interest. Choose a topic that most interests you or drop in and out of multiple peer groups as it suits you best. You’ll find at least one peer group available to join every week. Each live session goes for one hour, no preparation is needed, just show up as you are. We look forward to seeing you there!
A Learning Circle is an opportunity to connect with a small group of other Athena members in a focused yet casual setting, creating accountability around targeted learning to assist you in achieving your goals. Over the course of 6 sessions, club members will meet every 2 weeks to participate in an organic, peer-led discussion of the session's "chapters" consisting of 1-2 Athena salons which are to be reviewed on your own prior to the group session. When joining, members are committing to completing all 6 sessions.
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Athena Alliance is the premier executive development platform for senior-level women, offering a powerful networking community, resources, executive education, and coaching to help women advance and excel in their careers.
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