Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting.
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268. Ghiané Jones of the Teachers’ Retirement System of the State of Illinois: Answering the Exam Question with Creative Solutions
Ghiané Jones, is Deputy CIO at the Teachers’ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sach
267. Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz
Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York,...
266. Cary Carbonaro – Wealth Planner and Advocate – Preparing for the Future of Women in Wealth Management
Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
265. Kristina Blaschek of William Blair: The fusion of Investments and Technology
Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre.
264. Keri Findley of Tacora Capital: On Private Credit and Triple Axels – where execution is key
Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point.
Fifty Faces World Map
Our Guests Come from All Around the World! The map below highlights all the countries represented by Fifty Faces Podcast guests.
Trailer – Series 4 of 2024 – The Rise of the Custom Portfolio
As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.
39. Soltan Bryce of Colorful Capital and Guidehouse: Making Finance and Public Health Flow with Pride
Soltan Bryce is a managing consultant at Guidehouse, which is a consulting firm focused on Public Health Strategy, Application Development and Management, and was recently acquired by Bain Capital Private Equity. He is a part time General Partner at Colorful Capital, which focuses on “finance flowing with Pride” and aims to bring capital support and scaffolding to enterprises founded and led by members of the broad LGBTQIA+ community, by filling financing gaps and overcoming detrimental heuristics.
38. Susan Berland – Coach and Advocate – working with parents of LGBTQ+ youth
Susan Berland is a coach for parents of LGBTQ children. She has been VP of PFLAG in the East Bay area, PFLAG is a national organization providing support and advocacy for parents, families and allies of the LGBTQ community.
Susan has been a coach for most of her life, and is the proud mother of a gay son. She has channeled her lived experience and her time at PFLAG to offer a comprehensive set of coaching tools for parents of LGBTQ+ youth.