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

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 consulting and other financial roles. Karl gave a wonderful overview of his career in this Capital Allocators Podcast with Ted Seides, so we wanted to take up where that left off, and hear about his evol...
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Bonus: Cesar Collier of Siguler Guff Brazil: From the Trenches of Retail to Creative Finance

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 private equity roles, as well as in retail at Wal-mart and Carrefour Brasil. Our conversation starts by tracing Cesar’s early inspirations, the long history of army service in his […]...
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329. Candice Richards of Moxie Platforms: Why we all need to learn to buy our own baubles.

Candice Richards is Founder and CEO of Moxie Platforms. Moxie builds custom women’s platforms, initiatives and events for firms in the financial services industry. She previously worked as Managing Director, Head of ESG and Compliance Officer at MidOcean Partners....
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328. James Fletcher of Ethos Investment Management – from Young Investors to Old Truths . . Investing with Ethos

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 previously Director and Senior Portfolio Manager of the $1billion EM Small and Mid-cap fund at APG Asset Management. ...
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327. Karey Barker of Cross Creek: From Public Investing to Discovering Venture Capital’s Promise

Karey Barker  is Founder and Managing Director of Cross Creek, a late-stage venture capital firm headquartered in Salt Lake City, Utah.  She has over 25 years of broad public and private investment experience and holds a number of Board roles, including ARUP Laboratories. ...
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326. Jose Manuel Silva of LarrainVial Asset Management: Context and Opportunity in a Region Full of Surprises

Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago. He has worked in finance for most of his career. Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on ...
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Bonus Episode: Fernando Bonardi – Family Office Advisor – Argentina as a Laboratory for Economic Policy

Fernando Bonardi is currently working as a family office advisor from his base in Buenos Aires. He formerly was head of BNY Mellon Investment Management in Santiago, Chile for 17 years, and prior to that held a series of financial roles. With a career that has spanned decades, Fernando has worked through many different cycles […]...
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325. Joanne Donnelly CEO of LPFA – From International Law to Local Government – Macro concepts with micro implementation

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 the Local Government Association and prior to that worked in HM Treasury, the NHS and the UK Home Office. Our conversation takes us from the big picture, […]...
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324. Lauren Juliff of Storebrand: Sustaining science and joy in the world of investing

Lauren Juliff is Climate and Sustainability Product Lead and Head of UK Institutional at Storebrand Asset Management UK. Her educational background is in science and she has a MSc in Climate Change: Environment, Science and Policy. We start our conversation with Lauren’s background and a passion for dance that she has carried throughout her life....
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Bonus : Jose Manuel Silva of LarrainVial Asset Management – Opportunity and Promise in a Region Full of Surprises

Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago. He has worked in finance for most of his career. Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on ...
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