The Fiftyfaces Podcast

Episode 352: Jennifer Marques of Oaktree - Asset Backed Finance and the Power of the Team

24 Mar 2026

Contributed by Lukas

Jennifer Marques is Head of Strategy and Structuring for Structured Credit and Asset-Backed Finance at Oaktree, based in Los Angeles. She started her ...

Episode 351: Adam Blitz of Evanston Capital: Hedge Funds, the polish and the promise

17 Mar 2026

Contributed by Lukas

Adam Blitz is CEO and Co-CIO at Evanston Capital, where he has spent 24 years. He previously worked as a trader at AQR and in the prime brokerage divi...

Episode 350: Matt Rice of Vistamark: Quarterbacking institutional investment through the cycles

10 Mar 2026

Contributed by Lukas

Matthew Rice is Chief Investment Officer of Vistamark Investments LLC where he leads the creation and execution of innovative, research-driven investm...

Episode 1: Series 1 2026 Trailer: OCIOs, Corporate Responsibility and When Enough is Enough

09 Mar 2026

Contributed by Lukas

Welcome to Series 1 of 2026 – we are now approaching the age of 6 – if we were a person we would be entering school, so we have come of age, and w...

Episode 349: Alison Taylor of NY Stern School of Business - Corporate Responsibility and Doing the Right thing in a Turbulent World

03 Mar 2026

Contributed by Lukas

Alison Taylor  is Clinical Professor at the NY Stern School of Business – her Linkedin profile describes her as having “lots of other hats and ev...

Episode 348: Larissa Herczeg of 1 Seed Partners: Built to Last - Sowing the Seeds of Real Estate Strategies

25 Feb 2026

Contributed by Lukas

Larissa Herczeg is Founder and Managing Partner of 1 Seed Partners. One Seed Partners backs rising stars across the real estate complex Prior to found...

Episode 347: Corey Then of Circle: StableCoins and how the Velocity of Money can Unlock Prosperity

17 Feb 2026

Contributed by Lukas

Corey Then is the Vice President and Deputy General Counsel - Global Policy at Circle, a global financial technology company. He previously held a ser...

Episode 346: William McGrath of C-Suite Pension Strategies: Rethinking and Reframing Corporate Pension Funds

11 Feb 2026

Contributed by Lukas

William McGrath is CEO of C suite pension strategies. He has a financial and industrial sector background and was a longtime CEO of AGA range master. ...

Episode 345: Thomas Knowles of Gratitude Railroad: on Impact and Abundance

03 Feb 2026

Contributed by Lukas

Thomas Knowles is Managing Partner of Gratitude Railroad. Gratitude Railroad is a community driven impact investing firm championing innovative busine...

Episode 344: Klaus Peterson of Apera: Unlocking the potential of the lower middle market in private credit

27 Jan 2026

Contributed by Lukas

Klaus Peterson is a founding partner at Apera Asset Management, based in Munich. Apera is a lower mid-market private debt investor that provides finan...

Episode 343: Rich Nuzum of Franklin Templeton: Outsourced CIO relationships - playing the long game

20 Jan 2026

Contributed by Lukas

Rich Nuzum is head of OCIO at Franklin Templeton. He joined Franklin Templeton from Mercer where he spent more than three decades providing investment...

Episode 342: Kirsty Gibson of Baillie Gifford: The complex (yet elegant) choreography of active equity management.

14 Jan 2026

Contributed by Lukas

Kirsty Gibson is an investment manager at Baillie Gifford, where she has spent over 13 years.  She is currently focused in particular on investing in...

Episode 1: Bonus Special Episode - The Long and Short of It with Ian McKnight: 2026 Outlook and Musings

06 Jan 2026

Contributed by Lukas

This inaugural episode of The Long and Short of It with Ian McKnight kicks off with a reflection on a news-filled Christmas period where geopolitics s...

Episode 341: Everaldo Franca of PPS Portfolio Performance in Brazil: Keeping an eye on the Long Term Prize for Institutional Investors

23 Dec 2025

Contributed by Lukas

Everaldo Franca is CEO at PPS Portfolio Performance, a role he has held since 1996. He has deep experience with advising pensions and institutional in...

Episode 6: Bonus: Matias Guajardo Marchant of Toesca Asset Management: Investing in Agriculture; Investing in the Future

19 Dec 2025

Contributed by Lukas

Matias Guajardo Marchant who is a Portfolio Manager Farmland at Toesca Asset Management in Santiago. He is an Agronomist with a career fully dedicated...

Episode 340: James Clarke of Blue Owl: Partnerships and Perspectives for the Long Haul

16 Dec 2025

Contributed by Lukas

James Clark is senior managing director at Blue Owl and the Global Head of Institutional Capital. He has 26 years of asset management experience, and ...

Episode 339: Jamila Osman of Baillie Gifford: Priorities and Preferences of our Next Generation

10 Dec 2025

Contributed by Lukas

Jamila Osman is a trainee investment manager in the graduate training program at Baillie Gifford. She graduated from Edinburgh University with a First...

Episode 338: Rebecca Heun of Aksia: From Fraud Triangles to Reading Between the Lines - A Fresh Look at Operational Due Diligence

08 Dec 2025

Contributed by Lukas

Rebecca Heun is Managing Director of Aksia LLC where she heads their Operational Due Diligence function. She has spent 18 years at Aksia and prior to ...

Episode 337: Jo Natauri of Invidia Capital: On Efficiency and Executive Talent - Unlocking Value in Mid-Market Healthcare

02 Dec 2025

Contributed by Lukas

Jo Natauri is Founder and managing Partner of Invidia Capital Management, a healthcare focused private equity firm founded in 2024, with a focus on mi...

Episode 336: Lindsey Bass of ImpactA Global: Advocating for Emerging Managers - Now More than Ever

01 Dec 2025

Contributed by Lukas

Lindsey Bass is Head of Marketing and in charge of Fundraising at ImpactA Global, a position she has held since late 2023. She is a passionate advocat...

Episode 335: George Graham, Head of South Yorkshire Pensions Authority: From Local Impact to an Industry in Transformation - Reflections from a life of service

25 Nov 2025

Contributed by Lukas

George Graham is Director and Head of Fund at South Yorkshire Pensions Authority. He has spent a long career in public service, culminating in the las...

Episode 334: Pilar Gomez-Bravo - of MFS Investment Management finding balance in career and life

24 Nov 2025

Contributed by Lukas

Pilar Gomez-Bravo is Co-Chief Investment Officer fixed income and portfolio manager at MFS Investment Management. She was previously a managing direct...

Episode 333: Ian McKnight, CIO and Adviser: Out of the Box Thinking in Pensions and Institutional Investing

19 Nov 2025

Contributed by Lukas

Ian McKnight is a long-time asset management CIO who currently holds a portfolio of roles, including as Chief Investment Officer of Tontine Trust, Sen...

Episode 332: Deanne Stewart of Aware Super - A Superannuation Fund Braced for a Dynamic World

13 Nov 2025

Contributed by Lukas

Deanne Stewart is CEO at Aware Super, an Australian superannuation fund with over 200 billion AUD in assets under management and the third largest sup...

Episode 25: Series 5 2025 Trailer: From Fraud Triangles to Total Return

13 Nov 2025

Contributed by Lukas

Have you heard about the fraud triangle? Do you know what graduate trainees look for in an employer? We are delighted to launch Series 5 of the Fifty...

BONUS: Nate Kirk of Everside Capital Partners, a special Alvine Talks Podcast hosted by Aoifinn Devitt and Tom Raber

05 Nov 2025

Contributed by Lukas

As we prepare for Series 5 of the Fiftyfaces Podcast, we are delighted to bring you this preview from Series 5, a joint podcast between Fiftyfaces Pro...

Episode 6: Bonus: Latin American Voices - Uwe Schillhorn of Yupa Fund Services - Navigating the Chilean Investor Landscape

31 Oct 2025

Contributed by Lukas

In this latest episode of our Latin American Voices Series we are joined by Uwe Schillhorn who featured in our main series in early 2024, in which he ...

Episode 331: Sam Garetano of Brookfield Asset Management: The Promise of Data Centers, the Power of AI

28 Oct 2025

Contributed by Lukas

Sam Garetano is Senior Vice President at Brookfield Asset Management, where he works in the infrastructure area with a particular focus on data center...

Episode 330: Karl Scheer – CIO at the University of Cincinnati – Reflections on change and consistency

21 Oct 2025

Contributed by Lukas

Karl Scheer is Chief Investment Officer at the University of Cincinnati, a role he has held for over 13 years. He previously worked in a series of con...

Episode 5: Bonus: Cesar Collier of Siguler Guff Brazil: From the Trenches of Retail to Creative Finance

17 Oct 2025

Contributed by Lukas

Cesar Collier is Managing Partner and Head of Latin America at Siguler Guff & Company. Based in Sao Paolo he previously worked in a series of priv...

Episode 329: Candice Richards of Moxie Platforms: Why We all need to learn to buy our own baubles.

15 Oct 2025

Contributed by Lukas

Candice Richards is Founder and CEO of Moxie Platforms. Moxie builds custom women’s platforms, initiatives and events for firms in the financial ser...

Episode 328: James Fletcher of Ethos Investment Management - From Young Investors to Wise Old Truths - Finding and Preserving One's Ethos

07 Oct 2025

Contributed by Lukas

James Fletcher is the founder of Ethos Investment Management, based in Salt Lake City. He has over 19 years of investing in Emerging Market and was pr...

Episode 327: Karey Barker of Cross Creek: From Public Investing to Discovering Venture Capital's Promise

30 Sep 2025

Contributed by Lukas

Karey Barker  is Founder and Managing Director of Cross Creek, a late-stage venture capital firm headquartered in Salt Lake City, Utah.  She has ove...

Episode 326: REPLAY: Jose Manuel Silva of LarrainVial: Context and Opportunity in a Region Full of Surprises

23 Sep 2025

Contributed by Lukas

Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago.  He has worked in finance for most of ...

Episode 3: Bonus Episode: Fernando Bonardi - Family Office Advisor - Argentina as a Laboratory for Economic Policy

19 Sep 2025

Contributed by Lukas

Fernando Bonardi is currently working as a family office advisor from his base in Buenos Aires. He formerly was head of BNY Mellon Investment Manageme...

Episode 325: Joanne Donnelly CEO of LPFA – From International Law to Local Government – Macro concepts with micro implementation

16 Sep 2025

Contributed by Lukas

Joanne Donnelly is the CEO at the London Pensions Fund Authority, a role she has held since April of this year. She was previously Head of Pensions at...

Episode 324: Lauren Juliff of Storebrand: Sustaining science and joy in the world of investing

09 Sep 2025

Contributed by Lukas

Lauren Juliff is Climate and Sustainability Product Lead and Head of UK Institutional at Storebrand Asset Management UK. Her educational background is...

Episode 2: Bonus : Jose Manuel Silva of LarrainVial Asset Management - Opportunity and Promise in a Region Full of Surprises

05 Sep 2025

Contributed by Lukas

Jose Manuel Silva, who is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago.  He has worked in finance for mos...

Episode 323: Jon Salstrom of Cincinnati Retirement System – Mission and Purpose and Strength in Unity

02 Sep 2025

Contributed by Lukas

Jon Salstrom is Executive Director and Chief Investment Officer at the Cincinnati Retirement System, a role he has held for almost two years. He previ...

Episode 1: BONUS: Nicolás Dujovne, economist and former Minister of the Treasury of Argentina - a Panorama and a Snapshot

29 Aug 2025

Contributed by Lukas

I am delighted to launch this bonus series featuring leading financial thinkers in Latin America with this podcast with Nicolás Dujovne, recorded liv...

Episode 322: Nadia Cobalovic of Northern Trust and Omnium Services – Pivots and Persistence

26 Aug 2025

Contributed by Lukas

Nadia Cobalovic is Senior Vice President at Northern Trust and Global Head of Omnium Services, where she oversees teams encompassing Middle Office Ope...

Episode 4: Series 4 2025 - Trailer - From from Santiago to Salt Lake City - Tales that Endure

19 Aug 2025

Contributed by Lukas

It has been an exciting summer, but we have managed to squeeze in a set of global guests for Series 4 of our 2025 Fiftyfaces Podcast – which takes u...

Episode 321: Lisa Laird of Mercy Investments: On the importance of Kindness as a Path to Impact

06 Aug 2025

Contributed by Lukas

Lisa Laird is CIO at Mercy Investment Services in St. Louis. She has previously held senior strategist roles as well as other healthcare leadership ro...

Episode 320: Nick Spencer of Milliman: Risk as a Lens, Impact as a Mission

29 Jul 2025

Contributed by Lukas

Nick Spencer is a senior consultant and sustainability risk specialist in the Milliman Life and Financial Services practice based in London. He is a F...

Episode 2: Bonus Episode: Are We Losing Our Minds - Part II: Carolina Pacheco-Punceles Stopping the Slide

25 Jul 2025

Contributed by Lukas

In Part 1 of this special series focused on our brain power and whether we are losing our minds, we addressed the slide we are reported to be experien...

Episode 319: Kristen Van Gelder of Evanston Capital Management, Running her Own Race in Hedge Funds and Beyond

22 Jul 2025

Contributed by Lukas

Kristen Van Gelder is Partner and Co-CIO at Evanston Capital Mangement, where she has spent her entire career since college.  We begin our conversat...

Episode 1: Bonus episode: Are we losing our minds? A conversation about cognitive function with Carolina Pacheco-Punceles.

18 Jul 2025

Contributed by Lukas

Are we slipping in our intellectual abilities? Have we lost the ability to read, reason, analyze, and more importantly pay attention?  Over the past...

Episode 318: Artemiza Woodgate PhD of Integrated Quantitative Investments LLC: 3Ms Define a Trajectory

16 Jul 2025

Contributed by Lukas

Artemiza Woodgate is Founding Partner at Integrated Quantitative Investments LLC, based in Seattle.  She has spent most of her career in the quantita...

Episode 317: Henry Song: Fixed Income Portfolio Manager at Diamond Hill – Finance as a People Business

08 Jul 2025

Contributed by Lukas

Henry Song is a portfolio manager for Diamond Hill, a asset manager headquartered in Columbus Ohio with approximately $30 bn in AUM. He joined the fir...

Episode 316: Jo Kempton, Head of Lincolnshire Pension Fund, Reflections on a career in Public Service and a Time of Transformational Change

01 Jul 2025

Contributed by Lukas

Jo Kempton is Head of Lincolnshire Pension Fund, where she has spent most of her career in various roles, including as the manager of an internal UK e...

Episode 315: Stuart Dunbar of Baillie Gifford: On Transparency and Doing Worthwhile Wor

24 Jun 2025

Contributed by Lukas

Stuart Dunbar is a Partner at Baillie Gifford, based in Edinburgh, where he has worked since 2003. He previously held a range of institutional marketi...

Episode 314: Jen Choi of ILPA: Why Sunlight is the Best Disinfectant - Particularly When it Comes to LP Transparency

18 Jun 2025

Contributed by Lukas

Jen Choi is CEO of ILPA – the Institutional Limited Partners Association, where she has spent over a decade. She previously spent over 7 years at th...

Episode 1: Bonus Episode: Jennifer Strickland: An Industry Legend Discusses Life, Career and Legacy

18 Jun 2025

Contributed by Lukas

We are delighted to release as a bonus episode this conversation with long-time industry member, mentor and advocate Jennifer Strickland.  Over the c...

Episode 313: Krishna Mohanraj of Diamond Hill: Why the Power of Teams is Forever

10 Jun 2025

Contributed by Lukas

Krishna Mohanraj is International Portfolio Manager at Diamond Hill Capital Management, a $30bn asset manager headquartered in Columbus Ohio. Prior to...

Episode 312: Debby Blakey of Hesta: How a Gutsy Advocate Delivers Impact for its Members

04 Jun 2025

Contributed by Lukas

Debby Blakey is CEO of Hesta a $91 bn AUD Australian superannuation fund dedicated to the health and community services sector. She is also President ...

Episode 3: Series 3 of 2025 - Trailer - The Gutsy Advocates who Run their own Race

02 Jun 2025

Contributed by Lukas

We are delighted to bring you Series 3 of our 2025 series, which we again are launching amid significant volatility in markets. However, as you will h...

Episode 311: Dan Gore of Orthogonal Partners: Approaching Investing from all of the Right Angles

20 May 2025

Contributed by Lukas

Daniel Gore is a Founding Partner of Orthogonal Partners, a boutique asset manager investing in "next generation" alternative investment strategies. ...

Episode 310: Fernando Vinzons of Chicago Teachers Pension Fund: From the Shoulders of Giants to Forging a New Path

13 May 2025

Contributed by Lukas

Fernando Vinzons is Chief Investment Officer at the Chicago Teacher’s Pension Fund, a role he has held for almost 3 years. He previously spent over ...

Episode 309: Peter Wilson of HarbourVest Partners - The Growth that Lies at the Edge of the Comfort Zone

07 May 2025

Contributed by Lukas

Peter Wilson is Managing Director at HarbourVest Partners, a private markets specialist firm with over $140 billion in assets across 14 offices. Peter...

Episode 308: Tom Doyle of Pemberton Asset Management: On new frontiers, NAV financing and the power to "elevate"

29 Apr 2025

Contributed by Lukas

Tom Doyle is Partner and Head of NAV Financing at Pemberton Asset Management, a role he has held for over three years. He previously held a similar ro...

Episode 307: Cathy Bevan of Benefit Street Partners: Seeking structure and design in credit, careers and life

22 Apr 2025

Contributed by Lukas

Cathy Bevan is Head of Structured Credit at Benefit Street Partners.  She has spent most of her career in credit structuring with roles on the sell s...

Episode 2: Series 2 2025: Trailer - Signal Amid Noise

17 Apr 2025

Contributed by Lukas

Series 2 of the 2025 podcast was born into a time of tremendous market turbulence. In our ten conversations with a diverse range of guests – sourced...

Episode 306: Bonus: Victoria Barbary of the International Forum of Sovereign Wealth Funds - at the intersection of politics, macroeconomics and finance

15 Apr 2025

Contributed by Lukas

Victoria Barbary  is Director of Strategy & Communications for the International Forum of Sovereign Wealth Funds (IFSWF) in which her focus is to...

Episode 305: Rich Byrne of Benefit Street Partners: When your Opponent is your Teacher and Ego is the Enemy - lessons from Jiu Jitsu for finance and life

08 Apr 2025

Contributed by Lukas

Rich Byrne is President of Benefit Street Partners as well as a decorated Brazilian Jiu Jitsu champion. In this fascinating podcast we discuss his jou...

Episode 304: Sonali Pier of PIMCO: The intersection of Career, Credit and Culture

04 Apr 2025

Contributed by Lukas

Sonali Pier is a Managing Director at PIMCO in Newport Beach, with a particular focus on Multi-Sector Credit.  She previously worked as a credit trad...

Episode 303: Erik Hirsch of Hamilton Lane: Self-awareness at a firm and personal level as a key to driving meaningful change in private markets

28 Mar 2025

Contributed by Lukas

Erik Hirsch is Co-Chief Executive Officer of Hamilton Lane, where he is responsible for the firm’s strategic direction and operations. The firm curr...

Episode 302: Beverley Gower-Jones, OBE FEI of The Clean Growth Fund: Limiting Carbon for Cleaner Growth - The Investment Opportunity

18 Mar 2025

Contributed by Lukas

Beverley Gower-Jones, OBE FEI is Managing Partner at The Clean Growth Fund and Chief Executive Officer at Carbon Limiting Technologies. She is an inde...

Episode 301: Hunter Somerville of Stepstone Group: Venture Capital Investing - the Return of Big Swing Innovation

13 Mar 2025

Contributed by Lukas

Hunter Somerville, a partner at Stepstone Group, where he focuses on venture capital investing with a particular specialty of digital assets and micro...

Episode 1: Series 1 of 2025 - Trailer

12 Mar 2025

Contributed by Lukas

This summary is less a trailer than a highlight reel. The year started with a new administration in the US and an explosion of the culture wars and ba...

Episode 300: Chelsea Smith of Bernstein Private Wealth Management: Why Good Things Come in Threes

04 Mar 2025

Contributed by Lukas

Chelsea Smith is Senior National Director, Family Office Services at Bernstein Private Wealth Management, based in Chicago. She started her career as ...

Episode 299: Denise Le Gal - Independent Chair at Brightwell - Why the Future is Bright in the World of Pensions

26 Feb 2025

Contributed by Lukas

Denise Le Gal is Independent Chair at Brightwell as well as a Chair and Trustee Director of JP Morgan Chase Retirement Plan among other portfolio role...

Episode 3: Fiftyfaces Podcast/Dakota Live mash-up - Podcasting in Investment and Where Do We Go From Here?

20 Feb 2025

Contributed by Lukas

In this special episode we are thrilled to share the stage with Robert Morier, host of the Dakota Live Podcast and Professor of Entrepreneurship and V...

Episode 298: Abdiel Santiago - CIO of the Panama Sovereign Wealth Fund - Governance and Government in a changing world

19 Feb 2025

Contributed by Lukas

Abdiel Santiago is Secretary (CIO) of the Fondo de Ahorro de Panama, a role he has held for over 11 years. He holds a number of board roles in additio...

Episode 297: Stephen Oxley of OXC - What if it really IS a one-man-show? Learnings for the rest of us.

11 Feb 2025

Contributed by Lukas

Stephen Oxley is founder of Oxley Capital Connections (OXC) a firm he founded in the UAE in 2024 dedicated to helping global investment managers raise...

Episode 1: Bonus Episode: Kelly Richdale on the Future of Computing and Creating a Learning Organization

06 Feb 2025

Contributed by Lukas

Why does every organization have to be a "learning organization"? What is the future of computing? How can quantum computing be a force for good? Thi...

Episode 296: Stephanie Niven of Ninety One: Sustainable Investing with Substance

04 Feb 2025

Contributed by Lukas

Stephanie Niven is a Global Sustainable Equity Portfolio Manager at Ninety One. She started her career as an equity analyst and subsequently held a se...

Episode 295: Rob Gardner and Eoin Murray of Rebalance Earth: Turning Nature into an investible asset class

29 Jan 2025

Contributed by Lukas

Our guests on this episode, Rob Gardner and Eoin Murray, both previous guests on this podcast, join us again to discuss how they have come together at...

Episode 294: Anastasia Guha of Redington - Sustainable Investing's Future - Towards Relevance and Saliency

22 Jan 2025

Contributed by Lukas

Anastasia Guha is a sustainable investing expert at Redington with over 17 years of experience.  She advises on sustainable investing strategy and be...

Episode 293: Bjorn Thelander - formerly of Dyson Family Office - co-hosted with Alvine: From the Frontier to the Mainstream and Back Again

14 Jan 2025

Contributed by Lukas

In this podcast - which was recorded with co-host Tom Raber of Alvine Capital, the co-hosts sit down with Björn Thelander, who is an experienced Fami...

Episode 2: 2024 Wrap Up - Part 2 with Jeanie Coomber, executive coach and podcast host - reflections coaching and creating the personal brand

13 Jan 2025

Contributed by Lukas

In this second of our short series reflecting on the lessons and takeaways of the 2024 year in The Fiftyfaces Podcast, we chat with Jeanie Coomber, ex...

Episode 1: 2024 Wrap Up: Part 1 with John Harney of AON, from Total Return Portfolios (the Wood) to putting Members First (the Trees) and everything in between

10 Jan 2025

Contributed by Lukas

In this podcast John Harney, associate partner at AON, actuary and expert on pensions - see https://www.linkedin.com/in/johnwilliamharney/ leads the d...

Episode 292: Steve Neel of New Mexico Educational Retirement Board: Partnerships as a Pathway to the Future?

07 Jan 2025

Contributed by Lukas

Steve Neel is Deputy Chief Investment Officer at the New Mexico Educational Retirement Board.  He spearheads the substantial alternative investing pr...

Episode 6: Bonus Series 2024 - Trailer - Moon Shots and Deep Dives

19 Dec 2024

Contributed by Lukas

Do you ever over order? This year, as is the case every year we were bursting at the seams with guests and talent here at Fiftyfaces Productions and w...

Episode 291: Raudline Etienne of Daraja Capital: The Power of Being First When Scouring for Talent

10 Dec 2024

Contributed by Lukas

Raudline Etienne is the Founder and CEO of Daraja Capital, an investment and advisory firm providing seed capital to new, diversely owned, private fun...

Episode 290: Frank Dixon: Why System Change can be the Answer to Everything

26 Nov 2024

Contributed by Lukas

Frank Dixon is an expert on Systems Change.  He has been interested in sustainability since his MBA, joined one of the first ESG research firms, saw ...

Episode 289: Carol Geremia of MFS Investment Management - Why Fiduciary Responsibility is always in Fashion

19 Nov 2024

Contributed by Lukas

Carol Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm's worldwide client-facing teams ...

Episode 288: Steve Foresti: Senior Advisor at Wilshire: From a Vision to Reality

13 Nov 2024

Contributed by Lukas

Steve Foresti is a Senior Advisor, Investments, at Wilshire, where he has spent almost 30 years.  He previously held a role as Chief Investment Offic...

Episode 287: Matt Whineray: Former CEO of NZ Super Fund: Towards a Total Fund Portfolio Approach

06 Nov 2024

Contributed by Lukas

Matt Whineray recently retired from the role of Chief Executive Officer at the NZ$77 bn NZ Super Fund, where he had spent close to 16 years in a serie...

Episode 286: Tiffany Wilding of PIMCO: Reflections from the Room where it Happened

30 Oct 2024

Contributed by Lukas

Tiffany Wilding is a managing director and economist based in the Newport Beach office of PIMCO.  She leads PIMCO’s Cyclical Forum, crafts the firm...

Episode 1: Bonus Episode: Veena Aiyer of QRKIEZ - Get your quirk on - Connection, Community and Empowerment for Neurodivergent Individuals

25 Oct 2024

Contributed by Lukas

Veena Aiyer has launched a community app for neurodiverse audiences called QRKIEZ.  The goal of QRKIEZ is to be an innovative platform designed to su...

Episode 285: Lindsey Stewart of Morningstar Sustainanalytics: on Moon Shots - large and small

23 Oct 2024

Contributed by Lukas

Lindsey Stewart is Director of Stewardship Research and Policy at Morningstar Sustainanalytics, where he is a sustainability and governance specialist...

Episode 284: Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing

14 Oct 2024

Contributed by Lukas

Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she leads business developme...

Episode 283: Michael Tiedemann of AlTi: Building a Firm - The Role of Talent and Motivation

10 Oct 2024

Contributed by Lukas

Mike Tiedemann was a Founding Partner, CEO and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Invest...

Episode 282: Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement

07 Oct 2024

Contributed by Lukas

Sarah Fromson, who is Chair of the Cambridge University Endowment Fund Investment Advisory Board.  She also holds a number of other Non Executive Boa...

Episode 281: Rob Gardner on attaining Financial Freedom - The Secret of Earn It, Keep It, Grow It

03 Oct 2024

Contributed by Lukas

Rob Gardner is the CEO and Co-Founder of Rebalance Earth, which redirects the flow of capital to protect and restore nature at scale, He was a guest o...

Episode 280: Tony Miller of Excolere Equity Partners: Investing in Education and Why Benjamin Franklin was right

01 Oct 2024

Contributed by Lukas

"An investment in education gives the best returns” Benjamin FranklinTony Miller is managing director of Excolere Equity Partners, a private equity ...

Episode 279: Ilya Zaides of 14B Capital: Taking Things "Back to Formula" in Fund Management and in Life

26 Sep 2024

Contributed by Lukas

Ilya Zaides is CIO and Founder of 14B. He started his career as a lawyer, eventually transitioning to an allocator role within two leading hedge fund ...

Episode 278: Jeanie Coomber: A Chief Igniter encourages us to become Warriors at Work

24 Sep 2024

Contributed by Lukas

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...

Episode 277: Shan Chen: AI Pathbreaker: Tales from the Crucible of Public Fund Innovation

19 Sep 2024

Contributed by Lukas

Shan Chen was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where...

Episode 276: Wendy Li of Ivy Invest: The Founder's Journey, AI and the Human Touch

17 Sep 2024

Contributed by Lukas

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 o...