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

Matthew Rice is Chief Investment Officer of Vistamark Investments LLC where he leads the creation and execution of innovative, research-driven investment strategies anchored in disciplined portfolio management .He launched the firm in June of 2025 after a long career at Fiducient Advsor...
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Series 1 of 2026 Trailer: OCIOs, Corporate Responsibility and When Enough is Enough

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 we are going deep. ...
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349. Alison Taylor of NY Stern School of Business – Corporate Responsibility and Doing the Right thing in a Turbulent World

Alison Taylor  is Clinical Professor at the NY Stern School of Business – her Linkedin profile describes her as having “lots of other hats and even more opinions”. She is the author of “Higher Ground – How Business can do the right thing in a Turbulent World”, and has a successful Substack as well as being a member of multiple governan...
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348. Larissa Herczeg of 1 Seed Partners: Built to Last – Sowing the Seeds of Real Estate Strategies

Larissa Herczeg is Founder and Managing Partner of One Seed Partners. One Seed Partners backs rising stars across the real estate complex Prior to founding One Seed she was Head of Seeding at Blue Owl, and prior to that CIO at Oak Street Capital before which she had series of financial roles. She was a 2025 Honoree for the Influential Women in Inst...
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347. Corey Then of Circle: StableCoins and how the Velocity of Money can Unlock Prosperity

Corey Then is the Vice President and Deputy General Counsel - Global Policy at Circle, a global financial technology company. He previously held a series of legal roles, and spent a period in the White House as an economics and Department of Justice lead. He's also an adjunct professor at the Washington University School of Law. We got to know each...
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346. William McGrath of C Suite Pension Strategies: Rethinking and Reframing Corporate Pensions

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. He has an honorary doctorate from Birmingham City University for work to sustain the relevance of the Midlands industrial heritage. He returned to the financial sector after 25 years working in indust...
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345. Thomas Knowles of Gratitude Railroad: On Impact and Abundance

Thomas Knowles is Managing Partner of Gratitude Railroad. Gratitude Railroad is a community driven impact investing firm championing innovative businesses that generate compelling financial returns and enduring impact. ...
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344: Klaus Peterson of Apera: Unlocking the potential of the lower middle market in private credit

Klaus Peterson is a founding partner at Apera Asset Management, based in Munich. Apera is a lower mid-market private debt investor that provides financing solutions to European SMEs and asset management services to investors. Apera focuses on the DACH region, the United Kingdom, the Nordic countries, France and Benelux....
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343: Rich Nuzum of Franklin Templeton: Outsourced CIO relationships – playing the long game

Rich Nuzum is head of OCIO at Franklin Templeton. He joined Franklin Templeton from Mercer where he spent more than three decades providing investment consulting advice to institutional investors. Nuzum holds an MBA in analytic finance and accounting from the University of Chicago and a bachelor’s degree in mathematical sciences and mathematical ...
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342. Kirsty Gibson of Baillie Gifford: The complex (yet elegant) choreography of active equity management

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 US equities with a growth orientation....
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