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Courtney Russell McCrea of Recast Capital: Moving Down the Capital Stack and Finding Gold

Courtney Russell McCrea is co-founder and Managing Partner at Recast Capital, a platform supporting and investing in emerging managers in venture.  She was most recently a Managing Director of Weathergage Capital a boutique fund of funds that provides its clients with access to premier venture capital growth equity and micro VC partnerships, where she also led the co-investing partnership. She is a Kauffman Fellow, class 3, and a member of the NVCA Forward Board of Directors the Alzheimer’s Association Board of Directors in Northern California and Nevada and Chair of the Episcopal Impact Fund Investment Committee.

131. Ryan Bailey of Carbonado Partners – Finding Solutions Through Shrewd Thinking

Ryan Bailey is a Partner and Chief Investment Officer at Carbonado Partners LLC, a leading placement agent with a differentiated approach to fundraising for emerging managers.   He was previously Head of Investments at Children’s Health in the Dallas Area, and prior to that held various roles in investment boutiques including placement firms

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 serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and 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. 

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.

282. Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement

Sarah Fromson 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.  

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.

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 Franklin

Tony 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

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/