The Fiftyfaces Podcast

Aoifinn Devitt

A series that showcases the diversity and richness of the investment world through showcasing inspiring investors and their stories.

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Episodes

Episode 289: Carol Geremia of MFS Investment Management - Why Fiduciary Responsibility is always in Fashion
2d ago
Episode 289: Carol Geremia of MFS Investment Management - Why Fiduciary Responsibility is always in Fashion
Carol Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. Since joining MFS in 1984, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged with clients at all levels to ensure that the firm builds products and services aligned with their needs. Carol is a member of the Investment Company Institute's Board of Governors, the City Year Seven Generations Board, the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc. Carol’s career journey had an unconventional start in that she initially pursued a career in fashion.  We probe this intriguing fact and consider the similarities between the two worlds of fashion and investing. One aspect that is similar is the existence of trends and fads – and the importance of developing an eye to detect one forming and then of discerning which ones are likely to endure.  When we translate this into the world of investment products it is clear that investing also has cycles, fads and fashions and that “reading the room” or client appetite in this respect is a critical skill.  Carol charts her rise through MFS by referring back to a common touchstone – the importance of putting clients first.  She describes her mentors, and how she learned to overcome anxiety around performance in front of clients and how critical it was that she had found a home in which it was possible for her to be her authentic self.  This is a searing portrait of leadership through compassion and self-awareness.   This podcast is brought to you with the kind support of Longview Productions. 🎉At Fiftyfaces Productions Ltd. we want to hear from you!🎉We are now at over 290 podcasts in the main  #fiftyfacespodcast and over 300 including our spin-off series and special themes.🎉We have championed hundreds of stories and amplified hundreds of role models. We have discussed difficult topics and empowering ones, and have moved the conversation on at every turn.🎉Now, as we look to 2025, we want to continue to improve and develop content that adds to the richness of our professional lives with no agenda other than to enable more people to achieve their potential.🎉Please #write to us, #comment here or #complete the google form here https://lnkd.in/gj54v3Zz to tell us what you like, dislike and how we can improve. And you can always support us on Patreon here https://lnkd.in/gQ7zmEuB. Every little helps.
Episode 288: Steve Foresti: Senior Advisor at Wilshire: From a Vision to Reality
Nov 13 2024
Episode 288: Steve Foresti: Senior Advisor at Wilshire: From a Vision to Reality
Steve Foresti is a Senior Advisor, Investments, at Wilshire, where he has spent almost 30 years.  He previously held a role as Chief Investment Officer, among other roles and is currently in a part-time role as he pursues other interests.  Steve was recommended to us as a guest because of his extraordinary career arc in which he overcame a substantial loss of vision as a child to pursue a fulfilling career. We begin by discussing Steve’s career journey and turn then to the nature of the condition that caused his loss of vision from the age of around 7 and his family’s coping strategy at that time.  We hear about his parents’ efforts to ensure he was in the right educational stream and challenged at every opportunity. It was at this stage that it became clear how much setting the bar high and having high expectations mattered.  Taking this theme forward into his career, we hear about the colleague whose small gestures such as giving him a ride to work and allowing him to avoid a long commute made a massive difference to his quality of life, and then discuss the technological advances that have made impaired vision less of a hindrance in the work place. This podcast is brought to you with the kind support of Longview Productions.  🎉At Fiftyfaces Productions Ltd. we want to hear from you! 🎉We are now at over 290 podcasts in the main  #fiftyfacespodcast and over 300 including our spin-off series and special themes. 🎉We have championed hundreds of stories and amplified hundreds of role models. We have discussed difficult topics and empowering ones, and have moved the conversation on at every turn. 🎉Now, as we look to 2025, we want to continue to improve and develop content that adds to the richness of our professional lives with no agenda other than to enable more people to achieve their potential. 🎉Please #write to us, #comment here or #complete the google form here https://lnkd.in/gj54v3Zz to tell us what you like, dislike and how we can improve. And you can always support us on Patreon here https://lnkd.in/gQ7zmEuB. Every little helps.
Episode 287: Matt Whineray: Former CEO of NZ Super Fund: Towards a Total Fund Portfolio Approach
Nov 6 2024
Episode 287: Matt Whineray: Former CEO of NZ Super Fund: Towards a Total Fund Portfolio Approach
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 series of roles, culminating in CEO but which included 4 years as CIO. He previously worked in a series of corporate finance roles, and currently holds a number of Chair and Board roles. Our conversation starts with his early career in finance, which saw him move from New Zealand to New York and Hong Kong.  We discuss the moment he knew that he wanted to take his family back to New Zealand and its natural bounty and how he acted upon that.  Moving then to his role at the NZ Super Fund we discuss the nature of the entity, its governance and overarching objective.   As one of the instigators of a total fund portfolio approach, we dig in in some detail as to what that means and how it evolved. There are various other unique characteristics of NZ Super too and Matt discusses its commitments around sustainable investing and what return and volatility it could tolerate. We end with Matt’s current chapter, a retirement that includes a portfolio of board roles including Netball New Zealand as well as a good deal of travel. This is a fascinating insight into a unique institution that punches well above its weight in investment innovation. At Fiftyfaces Productions Ltd. we want to hear from you!We are now at 284 podcasts in the main  #fiftyfacespodcast and over 300 including our spin-off series and special themes.We have championed hundreds of stories and amplified hundreds of role models. We have discussed difficult topics and empowering ones, and have moved the conversation on at every turn.Now, as we look to 2025, we want to continue to improve and develop content that adds to the richness of our professional lives with no agenda other than to enable more people to achieve their potential.Please #write to us, #comment here or #complete the google form here https://lnkd.in/gj54v3Zz to tell us what you like, dislike and how we can improve. And you can always support us on Patreon here https://lnkd.in/gQ7zmEuB. Every little helps.
Episode 286: Tiffany Wilding of PIMCO: Reflections from the Room where it Happened
Oct 30 2024
Episode 286: Tiffany Wilding of PIMCO: Reflections from the Room where it Happened
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’s outlook for the global economy, and analyzes key macro risks for the firm’s Investment Committee. Previously, she was a U.S. interest rate strategist in two firms and a Treasury market policy analyst for the Federal Reserve Bank of New York, where she helped structure and implement the central bank’s response to the 2008 financial crisis.Our discussion starts with Tiffany’s path through finance and spends quite a bit of time discussing her learnings from her time at the Federal Reserve Bank of New York during the financial crisis. We speak about the toolbox available to an institution like this during a crisis and how calm heads must prevail.  Moving then to her role at PIMCO we discuss client needs and how they are evolving as well as the work of the secular forum and what is on their mind against the current backdrop. At Fiftyfaces Productions Ltd. we want to hear from you!We are now at 284 podcasts in the main  #fiftyfacespodcast and over 300 including our spin-off series and special themes.We have championed hundreds of stories and amplified hundreds of role models. We have discussed difficult topics and empowering ones, and have moved the conversation on at every turn.Now, as we look to 2025, we want to continue to improve and develop content that adds to the richness of our professional lives with no agenda other than to enable more people to achieve their potential.Please #write to us, #comment here or #complete the google form here https://lnkd.in/gj54v3Zz to tell us what you like, dislike and how we can improve. And you can always support us on Patreon here https://lnkd.in/gQ7zmEuB. Every little helps.
Episode 1: Bonus Episode: Veena Aiyer of QRKIEZ - Get your quirk on  - Connection, Community and Empowerment for Neurodivergent Individuals
Oct 25 2024
Episode 1: Bonus Episode: Veena Aiyer of QRKIEZ - Get your quirk on - Connection, Community and Empowerment for Neurodivergent Individuals
Veena Aiyer has launched a community app for neurodiverse audiences called QRKIEZ.  The goal of QRKIEZ is to be an innovative platform designed to support neurodivergent individuals by fostering social connections, providing mentorship and offering tailored professional services. She previously worked in a series of startups  and tech companies. In our conversation Veena describes her upbringing in India and the path that took her to the US.  She describes her own discovery of neurodivergence and what prompted her to seek to create a means for other neurodivergent individuals to connect and exchange ideas.  We discuss what is missing in the job market and social media universe for this cohort and how simple features of an app can make such a difference. The app aims to connect neurodivergent individuals who share similar interests and passions and has a mission to facilitate the formation of friendships, mentorships, and support services for the neurodivergent, and gain access to service providers, job postings, and other information of interest, help, and fun. Parent and family support are offered as well, and all allies are welcome. There is more information about QRKIEZ on https://www.qrkiez.com/, where you can also sign up in advance for the soon-to-be launched App.🎉At Fiftyfaces Productions Ltd. we want to hear from you! 🎉We are now at 284 podcasts in the main  #fiftyfacespodcast and over 300 including our spin-off series and special themes.🎉We have championed hundreds of stories and amplified hundreds of role models. We have discussed difficult topics and empowering ones, and have moved the conversation on at every turn.🎉Now, as we look to 2025, we want to continue to improve and develop content that adds to the richness of our professional lives with no agenda other than to enable more people to achieve their potential. 🎉Please #write to us, #comment here or #complete the google form here https://lnkd.in/gj54v3Zz to tell us what you like, dislike and how we can improve. And you can always support us on Patreon here https://lnkd.in/gQ7zmEuB. Every little helps.
Episode 284: Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing
Oct 14 2024
Episode 284: Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing
Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she leads business development for Manulife Investment Management global agriculture strategy.  She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages.   Our conversation traces Julie’s career at the intersection of infrastructure and finance and the evolution of those industries in terms of product creation and understanding of the asset class. We examine some of the lateral moves that Julie made throughout her career and how they contributed to her growth as a professional.  We spend some time on the innovations in products centered around agriculture and look at how investors are treating agriculture within the context of their overall portfolio.  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.
Episode 283: Michael Tiedemann of AlTi: Building a Firm - The Role of Talent and Motivation
Oct 10 2024
Episode 283: Michael Tiedemann of AlTi: Building a Firm - The Role of Talent and Motivation
Mike Tiedemann was a Founding Partner, CEO and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Investment Group (TIG), before leading the merger that created AlTi. Early in his career, Mike lived and worked in Brazil as part of the equity research group at Banco Garantia and later ran the equity sales and trading operations for Latin America.Mike serves on the board of multiple organizations and has been recognized multiple times for his contributions to charitable causes. He founded and chairs The River Fund, a nonprofit that provides food, education and support services to help families in New York City break the cycle of poverty.Our conversation starts with Mike’s experience in emerging markets and how that set the tone for the rest of his career – leading to a comfort level with uncertainty and a tolerance for volatility. We move then to discuss his founder role in a financial firm, and how he experienced a merger of that firm and the dynamics that went with it. Finally we end our discussion with a deep dive into the issues that are close to Michaels’ heart and why.  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.
Episode 282: Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement
Oct 7 2024
Episode 282: Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement
Sarah Fromson, who is Chair of the Cambridge University Endowment Fund Investment Advisory Board.  She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.  Our conversation starts with Sarah’s ascent through the City in various investment and risk roles and discuss the evolution of the risk management function. We discuss how norms and corporate culture changed during this time, and how risk was handled at Wellcome Trust. We move then to discuss her portfolio career and what it takes to be an effective board member and chair.    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.
Episode 281: Rob Gardner on attaining Financial Freedom - The Secret of Earn It, Keep It, Grow It
Oct 3 2024
Episode 281: Rob Gardner on attaining Financial Freedom - The Secret of Earn It, Keep It, Grow It
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 on this podcast in 2021, and that show is available here.  He has recently written a book with the title FR££DOM, which advocates three money moves to transform your finances. EARN IT, KEEP IT, GROW IT. This is just one part of his career-long mission to further financial literacy, education and investing for a world worth living in.  This podcast is mainly focused on the book FR££DOM, which is designed as a toolkit for young people to enjoy financial freedom.  We talk about the different attitudes to money and different needs as well as the shifting priorities of generations – e.g. the current young generation seeking to own less and experience more.  On the topic of saving, we discuss how most people are not wired to save and the rise of credit – such as Buy Now Pay Later Schemes. We move then to discuss previous economic crises/property market crashes and what they teach us in terms of fiscal discipline and then discuss the two chapters in the book dedicated to digital assets and crypto currencies. 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.
Episode 280: Tony Miller of Excolere Equity Partners: Investing in Education and Why Benjamin Franklin was right
Oct 1 2024
Episode 280: Tony Miller of Excolere Equity Partners: Investing in Education and Why Benjamin Franklin was right
"An investment in education gives the best returns” Benjamin FranklinTony Miller is managing director of Excolere Equity Partners, a private equity firm focused on the education space.  He holds a number of board roles including Apollo Education group, ACT, Criteria Corp and Go Guardian.  He was co-founder of the Vistria Group, a Chicago based private equity firm and prior to that was Deputy Secretary and Chief Operating Officer in the US Department of Education.  Our conversation traces his extensive career in education, including roles at McKinsey, Silver Lake, Vistria and the US Department of Education. He emphasizes the importance of deploying private capital in education to achieve significant impact at scale and highlights the need for innovative solutions that can be scaled across various educational sectors.  We turn then to the potential role of AI in transforming education, and how to align financial returns with educational outcomes. Miller underscores the significance of diversity and inclusion in education and shares personal reflections on career highs and lows. 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.
Episode 279: Ilya Zaides of 14B Capital: Taking Things "Back to Formula" in Fund Management and in Life
Sep 26 2024
Episode 279: Ilya Zaides of 14B Capital: Taking Things "Back to Formula" in Fund Management and in Life
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 allocators. He then made a switch into fund management, founding 14B 15 years ago.Our conversation starts with Ilya’s childhood and the impact of his parent’s immigrant’s journey – in which they   traveled from the former Soviet Union. We examine the impact that this has on work ethic, subject choice, and some of the philosophical underpinnings that he inherited from his parents.We speak about his own journey from law, what it was that he didn’t enjoy about this area of study, and how he transitioned into the world of investment. We turn then to his current focus at 14B and the challenge of navigating the current turmoil in markets. 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 acrossalternative 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.
Episode 278: Jeanie Coomber: A Chief Igniter encourages us to become Warriors at Work
Sep 24 2024
Episode 278: Jeanie Coomber: A Chief Igniter encourages us to become Warriors at Work
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.
Episode 277: Shan Chen:  AI Pathbreaker: Tales from the Crucible of Public Fund Innovation
Sep 19 2024
Episode 277: Shan Chen: AI Pathbreaker: Tales from the Crucible of Public Fund Innovation
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.
Episode 276: Wendy Li of Ivy Invest: The Founder's Journey, AI and the Human Touch
Sep 17 2024
Episode 276: Wendy Li of Ivy Invest: The Founder's Journey, AI and the Human Touch
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.coThis 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.
Episode 275: Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution
Sep 12 2024
Episode 275: Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution
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.
Episode 5: Series 5 of 2024: Episode Trailer - Bridging the Learning Gap - from AI to Financial Literacy, Agriculture and Beyond
Sep 10 2024
Episode 5: Series 5 of 2024: Episode Trailer - Bridging the Learning Gap - from AI to Financial Literacy, Agriculture and Beyond
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 Igniter Tune in from next week..  You can find all of our podcasts on The Fiftyfaces Hub, Apple Podcasts, Spotify or wherever you get your podcasts.
Episode 274: Bonus Episode: Tammy Parlour, MBE co-founder of Women’s Sport Trust - on gender equality in sport and why it is critical to all of us
Aug 12 2024
Episode 274: Bonus Episode: Tammy Parlour, MBE co-founder of Women’s Sport Trust - on gender equality in sport and why it is critical to all of us
Tammy Parlour, is the co-founder of Women’s 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 women’s 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 Women’s National League Board since the end of 2023 and sums up her approach to life succinctly on her biography on LinkedIn as “I love learning”. Our conversation starts with how she discovered martial arts and hapkido in particular and the collateral impact of building extreme proficiency in the sport – in particular how moving to each belt level required “inhabiting” 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 women’s 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.
Episode 273: Jessica Karr of Coyote Ventures: The Opportunity in Investing in Women's Health
Aug 8 2024
Episode 273: Jessica Karr of Coyote Ventures: The Opportunity in Investing in Women's Health
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 women’s 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 women’s 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 – 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.
Episode 272: Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry
Aug 6 2024
Episode 272: Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry
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 Jennifer’s 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 – which Wiltshire seeks to create for its beneficiaries – as well as catalysts – and we think about the drivers behind the fund’s very intentional and well telegraphed sustainable investing policy.We dig in a little into the nuts and bolts of this strategy – examining the underlying funds – 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 – which is about creating connection with its beneficiaries – 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 clients’ 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 world’s 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.