SHIFT HAPPENS
SHIFT HAPPENS
Claudia Mahler
How To Become A Finance Wizard And Other Wisdoms with Ida Beerhalter
36 minutes Posted Mar 19, 2025 at 4:00 am.
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Show notes
Ida Beerhalter is a sought after international, financial advisor and investment powerhouse. Since 2012 she has been the Co-Head IOME, a private investment partnership of women in the Gulf region. Ida and Claudia are talking about the importance of saying "yes" to opportunities, even if you feel unqualified, as others see potential in you that you may not see yourself. We further discuss, how women investors tend to ask harder questions and focus on concrete metrics like cash-on-cash returns rather than getting carried away by projections. Ida advocates for women to exercise the power of their money and not delegate financial management without understanding. Sustainability is a key focus for Ida's future projects.
Ida feels relaxed approaching 60, with the mindset that she can do anything but doesn't need to do everything. She values small moments of happiness, like appreciating new trees in her garden. Ida shares her admiration for her parents for their resilience in overcoming war trauma and building their lives. About her experience in the Middle East Ida says, that the Saudi culture is particularly welcoming and gentle, allowing for cultural mistakes and learning. Here she truly learned the importance of timing and context when addressing sensitive topics, and she developed more patience and discretion in conversations, applying this globally.