Carol Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm’s worldwide client-facing teams as well as product and marketing strategy. Since joining MFS in 1984, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged with clients at all levels to ensure that the firm builds products and services aligned with their needs. Carol is a member of the Investment Company Institute’s Board of Governors, the City Year Seven Generations Board, the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc.
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2024 Wrap Up: Part 1 with John Harney of AON, from Total Return Portfolios (the Wood) to putting Members First (the Trees) and everything in between
In this podcast John Harney, associate partner at AON, actuary and expert on pensions - see https://www.linkedin.com/in/johnwilliamharney/ leads the discussion on what was learned over the course of 2024 - how we separated the wood from the trees and what trends we...
206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters
Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.
Diana Amoa – From Emerging Markets to Emerging Solutions for Professional Growth
Diana Kiluta Amoa, is Chief Investment Officer of Kirkoswald, a US based hedge fund, and she formerly spent over a decade in financial services in a range of roles including fixed income and rates trading, with a focus on Emerging Markets. She is a Board Member of the Global Nomads Group among other roles.
Our conversation starts with her upbringing in Kenya
Episode 3 – Success in Portfolio Careers – Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper
In Series 3 of this FiftyFaces Focus Series focusing on the Next Chapter – and specifically portfolio careers and what makes an effective Board Member and Chari we meet with Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper. We hear from a group of leaders committed to training the next generation of leaders, coaching through change and ensuring that all pensioners get to retire with dignity and informed choices.
The Next Chapter Episode 2 – Success in Portfolio Careers – Dr. Margaret Casely-Hayford, William Bourne, Sandra Urie and Julian Tregoning
In our second podcast of our Fiftyfaces Focus Next Chapter Series we hear from four more seasoned voices who are all pursuing a rich and diverse set of roles. First we meet with Margaret Casely Hayford, CBE, Chancellor of Coventry University, Special Trustee at Great Ormond Street Hospital Children’s Charity and Chair at Shakespeare’s Globe, among other board roles. She talks about the steep learning curve in gaining familiarity with the mission and purpose of each organization as well as the importance of learning to listen and for a Board to be a supportive Board. We speak also about the current levels of Board Diversity and the pace of change.
Carolyn Saunders – The Art of Playing Many Parts
Carolyn Saunders is a Partner and Head of Pensions at Pinsent Masons, one of the largest specialist pensions law teams in the UK. She focuses not just on traditional areas of pensions law, but also on issues at the cutting edge of current discourse, particularly around areas such as sustainable investing, climate risk governance and trustee fiduciary duties in this respect. She is an active participant in affinity groups such as the Fawcett Society and has a passionate interest in theatre and the arts.
Our discussion tracks Carolyn’s career, her love of London and her passion for theatre, the return of life to lockdown London and her thoughts on diversity in the profession.