Speaker, Author & Seasoned Investor
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Speaker, Author & Seasoned Investor *
Lupe Rodriguez

Guadalupe “Lupe” Rodriguez is a visionary investor and global strategist at the intersection of capital, governance, and generational leadership. As Chief Investment Officer of a single-family office with operations in the United States and Mexico—Lupe leads the deployment of capital across frontier markets, venture, real assets, and mission-aligned opportunities.
Lupe is a seasoned professional investoWith a career that bridges public service, international regulatory strategy, and alternative investing, Lupe has advised heads of state, Fortune 100 companies, and leading families on complex matters of capital allocation and long-term stewardship. She co-founded and exited a successful Washington, D.C.-based consulting firm whose clients included Berkshire Hathaway, Bain Capital, and sovereign investors. Throughout her journey, she has drawn insight from direct engagement with global leaders—from Henry Kissinger to John Kerry, from the Clintons to the Bushes—shaping her philosophy as a disciplined strategist and builder of enduring institutions.
Her hallmark is designing avant-garde investment vehicles that align the interests of shareholders, customers, employees, and communities. Lupe’s leadership catalyzes innovation, expands access to capital, empowers the rising generation, and inspires women to activate their power and influence.
Areas of Expertise
Shaping the New Private Markets
Lupe influences the evolution of non-public investment spaces, advocating for balanced regulations and encouraging sustainable and socially responsible investment practices. By actively participating in these changes, she aims to create more accessible and equitable opportunities for founders and investors, and more dependable returns for investors while the evolving the landscape of private markets.
Next-Gen Financial Leadership & Mentoring
Lupe is deeply committed to mentoring the next generation—cultivating their financial fluency, strategic judgment, and personal clarity. With a passion for teaching, she blends dialogue, structured planning, and immersive learning to prepare rising leaders for meaningful lives. Her approach is as rigorous as it is relational, unlocking confidence, curiosity, and a sense of purpose in those who will shape the future of capital and society
Activating Women in Wealth & Power
Mobilizing capital, community, and influence to elevate women’s participation in private markets. Lupe builds platforms that connect board-ready women, catalyze peer leadership, and facilitate direct investment opportunities—ensuring women are not only at the table but shaping the agenda.
“If I am not for myself, who will be for me? If I am not for others, what am I? And if not now, when?”
- Rabbi Hillel
(In other words… “Get off your keister and do something that matters.”)
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