Afleveringen
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Jeanie Coomber is the founder of the Warriors at Work platform, and an executive coach. Our discussion charts her journey from a corporate career at Alliance Bernstein to becoming a coach. We talk about the personality type necessary to be a coach, and Jeanie Coomber highlighted her unique approach to coaching, integrating her mother's psychotherapy expertise. There is more information on the Warriors at Work platform here: https://jeaniecoomber.com/warriors-at-work-show/
In discussing what she is tackling in her coaching conversations today, we also discussed the evolving needs of executives, such as navigating politics and fostering human-oriented conversations. Jeanie emphasized the importance of courageous conversations and self-reflection. She shared challenges that have been faced, including starting her business post-maternity leave and managing her family medical issues.
This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.
With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.
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Shan Chen was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where he spent over 17 years. He previously worked primarily within information technology and did research work in biochemistry. He has recently retired from the PSPRS and is focusing full time on developing AI solutions for investment management.
Our conversation traces his route into the investment world from his science background and his years of learning under the leadership of Mark Steed, CIO at the PSPRS, whose podcast we captured in July 2021.
We move then to the innovation in place at the PSPRS investment process including the development of more refined and reliable predictions and the embrace of machine learning. We examine the potential for this in the asset allocation function as well as how AI can assist allocators with getting through the sheer mass of information and documents that they face.
This is a self-aware retrospective by a member of the most forward thinking investment offices in the US public fund arena.
This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.
With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.
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Zijn er afleveringen die ontbreken?
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Wendy Li is the co-founder and CIO of Ivy Invest, a FinTech asset management firm. She previously worked in the investment office of the endowment of New York's Metropolitan Museum of Art. In our discussion we start with her immigrant background in Pennsylvania, and her ascent through studying finance to a role in an allocator.
Our discussion then turns to the founder's journey - the challenge and opportunity that FinTech and WealthTech present, and why the human element is unlikely to be replaced fully. Wendy emphasized the value of mentorship and the significance of giving back to the community through nonprofits like EWAAB and Flight Path Dance Project.
Wendy has a newsletter, which can be accessed here: askacio.ivyinvest.co
This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.
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Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs.
In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of understanding client ecosystems, building trust, and adapting to evolving client needs. She stresses the significance of team-based approaches and mentorship in her success.
Moving to the changing shape of the institutional landscape Jennifer notes the impact of market changes, such as the shift to private markets and the generational shift in CIOs, on client needs. We talk about the importance of honesty and transparency in client relationships and return to the oft-repeated themes of risk-taking and investing in networks.
GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments. With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenorleverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com. -
It has been a highly charged summer. Between the big year of elections, a series of political and geopolitical surprises and a few market shocks, it has been anything but the silly season. We have launched a few episodes of Fiftyfaces TV focused on investor identity and responsible investing and we have continued covering the issue of maternal mortality, women in sports and other matters close to our hearts.
Now we are back to our main series and we are delighted to bring you another 10 inspiring guests who share their insights on careers, markets, overlooked opportunities and advice for fulfillment.
Tune in as we cycle through investment opportunities in Fintech considering the implication of AI as an advisor as well as how it can help allocators to wade through and organize the vast document load that comprises due diligence these days.
We turn to the challenge of front-line client interactions and the changing shape of client need as markets and investment products evolve, get "in deep" when it comes to what really happens after a Merger, and expose the shocking gaps in financial literacy that are jeopardizing retirements and pension pots everywhere.
We dig some more - into soil science and regenerative agriculture, and where such products fit within a portfolio, then chat with an executive coach about her trending topics and how "breakdowns lead to breakthroughs". A veteran of risk management and non-executive roles shares her journey from "the age of the dinosaurs" in the City of London today's different challenges, a fund manager recalls his father's refrain to "take things back to formula" and an education investor stresses the importance of scale.The guests on Series 5 are:
Jennifer Ryan, an institutional distribution expertWendy Li, fintech founder and former institutional allocatorShan Chen, an expert on AI and investingRob Gardner, a sustainable investor, founder and leading financial literacy advocateMike Tiedemann, investor and founderTony Miller, venture capitalist, fund manager and former public servant with expertise in investing in educationJulie Koeninger, fund manager and expert in the field of agricultureSarah Fromson, investment committee member, NED and former risk managerIlya Zaides, fund managerJeanie Coombes, executive coach, podcast host and Chief IgniterTune in from next week.. You can find all of our podcasts on The Fiftyfaces Hub, Apple Podcasts, Spotify or wherever you get your podcasts.
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Tammy Parlour, is the co-founder of Womenâs Sport Trust. She works with leaders from across sport, media and business to understand how to practically raise visibility, increase impact and create a stronger womenâs sport ecosystem and was awarded an MBE in 2019 for services to gender equality in sport. She is a Master in the Korean martial art of Hapkido, having practiced for over 40 years, and currently runs a club in central London. She is a club rep on The FA Womenâs National League Board since the end of 2023 and sums up her approach to life succinctly on her biography on LinkedIn as âI love learningâ.
Our conversation starts with how she discovered martial arts and hapkido in particular and the collateral impact of building extreme proficiency in the sport â in particular how moving to each belt level required âinhabitingâ the roles and responsibilities that came with each level (e.g. to teach other classes). We trace then her move back to the UK from the US and setting up a studio in the discipline.
This discussion is a particularly personal one, as we explore the benefits that sport and discipline can bring to an impressionable teenage mind, particularly one that might have struggled with other issues such as an eating disorder, and we discuss how this informed a life-long mission for Tammy to further equality in sport and the creation of a stronger womenâs sport ecosystem.
The themes of voice, empowerment, inner strength, discipline, loyalty and passion are all intertwined in this conversation, which we bring to you as a special bonus in the aftermath of the Olympics 2024, which were a triumph for diversity and inclusion.
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Jessica Karr is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in womenâs health. She is also a limited partner of Portfolia FemTech II Fund, designed for women who want to back entrepreneurial companies for returns and impact, among other advisory roles.
Our discussion starts with her early career and what led her into venture and an interest in healthcare in particular. We speak about the mentors that inspired her at this stage of her career and what led to her decision to launch Coyote Ventures. We turn then to the the fundraising experience and the level of attention given to womenâs health and the innovations in same. Unfortunately these areas are often overlooked and underfunded. She then describes the support that has come from across the industry and how innovative methods of drawing support â such as allocating a percentage of real estate deals to Coyote Ventures has been such an unique way to raise visibility for these issues and the Fund in particular.
There is more information about Coyote Ventures on https://www.coyote.ventures/
This episode was first launched as part of a collaboration between The Fiftyfaces Podcast at fiftyfaceshub.comand The Mindshare Podcast at www.monumentalme.com/podcast. It is being re-released here as our final episode in Series 4 of 2024.
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Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highlight concrete examples of impact investments.
This podcast starts with chemistry - which was Jenniferâs initial focus at university, then followed by a pivot into accounting and ultimately public pensions. Although her use of her science background has been limited since graduation we do draw a little on the themes of connections â which Wiltshire seeks to create for its beneficiaries â as well as catalysts â and we think about the drivers behind the fundâs very intentional and well telegraphed sustainable investing policy.
We dig in a little into the nuts and bolts of this strategy â examining the underlying funds â including sustainable equities, climate tech and venture and impact investing including renewable infrastructure and affordable housing. We speak about the powerful communications policy that is employed and why Wiltshire prioritizes this â which is about creating connection with its beneficiaries â encouraging them to relate to their pension and engage with it in the most meaningful way possible. The preponderance of women among the beneficiaries underscores the importance of seeing the value of diversity and inclusion expressed as much as possible and this is another objective of the sustainable policy that the fund pursues.
This podcast is a lively snapshot of a fund and a leader that has met their moment.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian.
A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls on the Run, where she is a Soulmate. She is a podcast host â of Margaritas with Marguerita, where she shares financial literacy and financial planning advice.
This is the second of two dynamic podcasts in this series featuring leading female voices in financial planning today â the other is Cary Carbonaro https://www.fiftyfaceshub.com/266-cary-carbonaro-wealth-planner-and-advocate-preparing-for-the-future-of-women-in-wealth-management/
In this rich conversation we start with discussing Margueritaâs calling as a financial planner â the fact that she didnât seem to be a natural fit to some, but how her quiet energy, warmth and commitment to connecting people proved to be the secret sauce in building a successful practice. We move then to cover some shifts in the world of financial planning â how women are making their mark and how certain transformations are taking place â such as around tailoring, life coaching and generally adapting the practice to reflect lifeâs needs.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. -
Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retiring from the Chief Executive role in 2014, she became an Independent Trustee with BESTrustees, and her portfolio included a Trustee role at SAUL and Chair of an organization focused on raising standards of pension administration. She was President of the Pensions Management Institute for two years.
Like many guests, Pennyâs entry into the pensions arena was not planned â but it was serendipitous in that she found she was fascinated by the area. We discuss her ascent into leadership roles and some of the twists and turns that her career path took. There were some highs and lows in there, which Penny discusses with her trademark âmatter of factnessâ and transparency.
We spend some time on her âmembers firstâ philosophy and examine how this is enough to guide a professional to do the right thing always, stay focused and centered on what is right. We also discuss leadership style and how different styles can fit different phases of a firmâs growth and shift then to the growing web of regulation that is now governing trustee roles and responsibilities. We end with a discussion of the plans that Penny has for her next chapter in what promises to be a well-earned rest from a career of service in pensions.This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting.
Our conversation starts with Tonyâs upbringing in a large and close Italian family in his native Chicago. We learned about the bonds of family and community that were laid down there and how this later influenced the premium that he places on these features.
Tonyâs career evolution charts the evolution of the industry â the development of the investment consultant value proposition and the evolution of institutional portfolios beyond stocks and bonds. Over 40 years a tremendous amount has changed, and this is what Tony considers the only constant in the industry â change. He describes some high points and low points, and the relationships that have been central to his profound success in this area.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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GhianĂ© Jones, is Deputy CIO at the Teachersâ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sachs.
We start our discussion with Ghiané, describing her path into finance and her determination and drive that led her to early internships and a career path with blue chip firms. We move then to what is on her mind as Deputy CIO at a large public pension fund and describe some of the key attributes of that fund and its asset allocation. We discuss the challenges of underfunding and what that means in terms of cash flow focus and asset allocation, and also examine the interplay between the officer and consultant relationships and how they are evolving.
We conclude with a discussion of diversity within the profession and the challenges that diverse and emerging managers face and examine the role that public pensions can have in amplifying and assisting these managers grow to their full potential.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York, and plays the electric guitar.
We hear about his upbringing in Montreal, how he changed his major in college and ended up somewhat accidentally in finance and the serendipitous twists and turns that saw him develop a multi-asset competence. Some of this came from his original back office experience, and we tie together the skillsets that both front and back office roles require.
Pivoting then to discussing the multi-asset approach today, we discuss the individualization of investing â and how imprinting the personality of an institution (or an individual) on their investment portfolio is just a broader societal trend of customizing everything. We discuss the implications of this for portfolio construction, risk and how investment products are delivered.
We move then to discuss some of Jaiâs many other interests â in particular Jazz, and his musical passion. We talk about the evolution of this art form, where it sits in society today, and what we can learn from the perfection of a jazz solo. You can read more about the National Jazz Museum in Harlem on their website here: https://jmih.org/
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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Cary Carbonaro, is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
In this first of two dynamic podcasts featuring leading female voices in financial planning today â the other is Marguerita Cheng - to be released later in the series - we discuss the various stages of Caryâs career, which had some setbacks in that for a period she was forced to be less visible and less forward with her own identity and voice. She is now rebuilding this as she moves again into her own practice, and we discuss the book she is writing and publishing soon designed around women and investing and motivated to plug the gap in this area.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre.
Kristina starts our conversation describing her education and what drew her to the world of finance. We hear about her early career pivots and how she was handpicked to lead the Business and Technology function and how she grew in to this new role. We share a vignette about the leadership at William Blair â in particular Stephanie Braming â who featured in an earlier podcast in this series in March 2022 - see https://www.fiftyfaceshub.com/129-stephanie-braming-of-william-blair-on-critical-thinking-and-transforming-recruitment/ and the power of engaged and generous leadership and what a gift this can be.
We turn then to discussing the challenges of technology today â touching on AI and how this will transform our industry as well as the priorities on her mind in this role. We end with a reflection on D&I, as well as on the values that have driven Kristina to always be learning and growing throughout her career.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point
Our conversation starts with her childhood and in particular her high school years, when Keri spent up to 40 hours per week practicing figure skating alongside academic commitments. With a strong aptitude for math but not some of the other subjects she was not an obvious candidate for attending Columbia, but thrived once she arrived there and found herself drawn to finance. While her figure skating was replaced by ski racing, she pivoted to finding a career on the shop floor of an investment house.
Having started in a sales role that probably was not the best fit, we hear about her retooling and pivot into more investment centric roles and hear about some of the role models who led and inspired her during this time. She ultimately grew numerous private credit businesses within other hedge funds before developing her own fund, and we discuss this trajectory and some of its ups and downs.
Keri is firmly at the coal face in private credit and I ask her about some of the dynamics going on behind the scenes there such as actual defaults and workouts, and we learn a lot that may not make the headlines.
Finally we hear about the utmost importance of networking, particularly for women in the profession and we hear about how Keri has personally helped many women to find positions.
This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clientsâ capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the worldâs largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. -
As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either â and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.
We start with asking about the arc of the investment world, then look to the evolution of private wealth and what matters, we talk about the development of institutional portfolios and how our work is changing, even though certain areas remain overlooked.
Guest descriptions:Keri Findley, who is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point.
Tony Dote, who just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years. He started his career in insurance and then investment consulting.
Jai Jacob, who recently ended a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM.
Penny Green who is finally retiring from the investment industry at the end of the month following an over 30-year career.
Jennifer Devine, who is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing.
Kristina Blaschek, who is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre.
Jessica Karr, who is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women's health.GhianĂ© Jones, who is Deputy CIO at the Teachersâ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managping Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sachs.
Marguerita Cheng, is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls on the Run, where she is a Soulmate. She is a podcast host â of Margaritas with Rita, where she shares financial literacy and financial planning advice.
Cary Carbonaro, who is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
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Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships in
Blackstoneâs Infrastructure Group. In this capacity, Mr. Summers is responsible for
investment strategies in partnership with governments, public entities, civic and labor
organizations, and broader stakeholders to help advance local infrastructure priorities
and he also advances Blackstone Infrastructureâs ESG efforts. Mr. Summers was
elected and served as Chicagoâs 70th City Treasurer until 2019. Mr. Summers also
served as both Chairman of the Chicago Infrastructure Trust, where he led the largest
lighting retrofit project in North America, and Chairman of the Chicago Community
Catalyst Fund, a first-of-its-kind $100 million local investment fund focused on private
investments in Chicago neighborhoods..
Kurtâs chapters of public service are numerous and varied, and we chart these from start to
finish. We hear about the extraordinary responsibility that came with some of the roles, the
numbers of employees within the coverage areas and the budget at stake. This sparks a
discussion of the difference between public and private sector careers, and the kind of
experience that the former can provide, mainly due to the fact that some responsibility can come
early in oneâs career.
We move then to discuss infrastructure and the public/private partnership opportunity and
discuss some of the particular transactions that make sense as well as the impact that these
projects can have.
Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager -
founded in 1994 - managing over $25 billion for institutions, pension funds, charities and
individuals. They have a single investment approach that aims to deliver positive returns across
the full range of market conditions. Nuveen has provided investment excellence for 125
years. With expertise across income and alternatives, Nuveen continues to expand its
capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com
to learn more. Investing involves risk; loss of principal is possible. -
Kevin Leonard is Partner and Practice Group Director â Public Funds and Taft Hartley at NEPC. He has had a long career in consulting and started his career as an accountant.
Kevin has had a career of over 30 years in investment consulting, and it had a somewhat âaccidentalâ start â being driven more by location and convenience than a calling. Things quickly shifted however, and Kevin found that working with public funds where the possibility to add value and have impact was high and the touchpoints with investment committees and Boards frequent and satisfying.
We move then to discuss some of the challenges facing public funds more broadly and the mélange of policy issues, economic challenges and resource constraints that create a unique workload for the investment consultants serving this segment. Staying with policy we discuss the relevance of ESG and D&I issues for this client segment and how investment consultants are staying ahead of the curve to ensure that this mission can be fulfilled.
Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.
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David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that.
As we chart the course of Davidâs career we chart the arc of Golub Capitalâs at the same time â discussing the origins of the concept of a private lending firm and how it had its roots in private equity. Designed to solve a problem, offer certainty of execution and built on a network of relationships we hear how a lot of hard work â and a little bit of luck â lead to the positioning that they enjoy today.
We move then to discuss the nature of the private credit market and how it has evolved over the course of Golubâs history. We examine its significantly enhanced breadth and sophistication today.
One of Davidâs key personal interests is in culture and we speak in particular about the role that culture plays at Golub. The firm dedicates significant resources to training, coaching and creating a sense of belonging for its team members. We speak about the role of feedback and accountability as well as the way that junior professionals are mentored and learn how to take risk. Finally we discuss the role of worrying and how for a credit investor it seems to go with the territory.
Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions. Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.
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