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 industry.
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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.
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.
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 economic analysis from Rice University. Rich also did graduate work in international economics at Tokyo University.
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.
Bonus Special Episode – The Long and Short of It with Ian McKnight: 2026 Outlook and Musings
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 started the year in explosive fashion and markets started to digest the aftermath.
341. Everaldo Franca of PPS Portfolio Performance in Brazil: Keeping an eye on the Long Term Prize for Institutional Investors
Everaldo Franca is CEO at PPS Portfolio Performance, a role he has held since 1996. He has deep experience with advising pensions and institutional investors in Brazil.
Bonus: Matias Guajardo Marchant of Toesca Asset Management: Investing in Agriculture; Investing in the Future
Matias Guajardo Marchant is a Portfolio Manager Farmland at Toesca Asset Management in Santiago. He is an Agronomist with a career fully dedicated to agriculture, firmly believing that this sector is one of the fundamental pillars of both the Chilean and global economy. He is a mentor with Startup Chile and has held a series of financial roles throughout his career.
340. James Clarke of Blue Owl: Partnerships and Perspectives for the Long Haul
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 prior to Blue Owl, worked for Pimco, Golden Tree Asset Management and Landmark Partners. We had met on the circuit during my time as an allocator with Chicago Policemen’s Annuity and Benefit Fund, and I recently enjoyed listening to him on this podcast with Ted Seides of Capital Allocators. https://youtu.be/laLuf6XrrDw?si=uixmWOvMGnPNeydf
339: Jamila Osman of Baillie Gifford: Priorities and Preferences of our Next Generation
Jamila Osman is a trainee investment manager in the graduate training program at Baillie Gifford. She graduated from Edinburgh University with a First in Chemical Engineering. Our conversation starts with her upbringing in Ghana and the pioneering training high school training program that prepared her for a demanding academic load in science that paved her way to Edinburgh University.