Bruno Kaiser is CFO at Smile CDR Incl, a digital health company based in Toronto. He previously spent over 20 years in a series of investment banking leadership roles with a particular focus on the Metals and Mining Sector. We were classmates at INSEAD from 1999-2000.   

Bruno Kaiser is CFO at Smile CDR Incl, a digital health company based in Toronto. He previously spent over 20 years in a series of investment banking leadership roles with a particular focus on the Metals and Mining Sector. We were classmates at INSEAD from 1999-2000.   

Geri McMahon is a partner at AON and Co-head of Responsible Investment at the firm. She started her career at Price Waterhouse Coopers in Sydney, and spent time as a fixed income trader before moving to a healthcare technology, business and ultimately moving to AON in 2018. She wrote a powerful LinkedIn post about returners, which led me to want to find out more about returnship programs and their value. 

Terri Duhon is an award winning educator, TEDx speaker, Board Director and speaker, who has over 25 years of experience in financial markets. She wrote the book “How the Trading Floor Really Works”, founded her own financial markets firm, and is an Associate Fellow at the SAID Business School in Oxford. She sits on the Board of Morgan Stanley International, which she is Chair of the Risk Committee, and also holds a number of additional independent director roles. She is now based in London but hails from the New Orleans area originally.

Joel Moreland is a Principal Consultant at Social and Environmental Finance.

He has worked in early stage investing, corporate finance, fund management and mainstream banking. In this discussion we start with how he was born into a culture of activism, thanks to the work his parents had done, and then delve into a broad and multi-faceted discussion about the issue of climate change and the various steps being taken to address it

Amanda Pullinger is Chief Executive of 100 Women in Finance, where she leads a staff team and provides direction to 500 volunteer practitioners globally. 100 Women in Finance is focused on empowering women in the finance industry and inspiring the next generation of pre-career young women and has over 20,000 registered members globally. She previously held a series of roles in asset management and is a member of BAFTA and a Fellow of the Royal Society of Arts.

A discussion of multiple careers and pivots, and the central mission of 100 Women in Finance today.

Erin Archer is Treasurer at Syracuse University, which she recently joined after a period as Treasurer and Director of Investments of DePaul University in Chicago, where she oversaw the endowment. She started her career in sell-side research and has had a global career including four years in London and two years in South Africa, where she focused on the consumer sector.

A varied career journey that has spanned three continents is shared along with the importance of the golden rule in life and in one’s career.

Kate Fox is an Investment Manager at Baillie Gifford based in Edinburgh, where she leads the impact strategy Positive Change and is a Partner at the Firm. Our conversation traces her career journey, explores the meaning of “positive change” within an investment context and examines the way to develop a successful career in portfolio management.

Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fund. Her interest then expanded to analyzing managers themselves and a career in investment consulting. This came full circle then when she chose her next move, which was back into the investment management field.