Vivian Lin Thurston is a Partner and Portfolio Manager at William Blair Investment Management, where she is based in Chicago. She previously covered global consumer stocks in a research role both at William Blair and a series of other financial services firms. She is Chairman of the Board at the Chinese Finance Association of American and a Principal Dancer and Director at the Xilin Dance Company.
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249. Hallie Label of Expect Equity: What to Expect when you’re Nurturing Investment Managers
Hallie Label, is the founder of Expect Equity, based in Baltimore. She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles.
196. Duncan MacInnes of Ruffer: The art of MiniMax Regret and Portfolio Construction in Today’s Markets
Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of play in finance circles as we wrestle with failing banks and what this means for investors.
159. David Holmgren of Hartford Healthcare: a Portfolio Story with Performance at the Heart
David Holmgren is Chief Investment Officer at Hartford Healthcare, based in Connecticut, and has had over 30 years of experience in running both internal and external investment portfolios in a range of settings. Aside from being a nonprofit CIO, David also serves on the investment board for the Hartford Community Foundation.
Kirk Sims – Diverse Portfolios, and a side of Jazz
Kirk Sims is a Senior Investment Manager and Head of the Emerging Manager Program at the Teachers Retirement System of Texas, a public pension plan with over $150 bn in assets under management. He previously worked at the Teachers Retirement System of Illinois, where he spent close to 7 years, and where he had oversight of the $7 bn minority investment program and the $750 m emerging manager program. Prior to that he held a variety of financial services roles.
A delightful canter through an inspiring HBCU education, a lifelong passion for jazz and a role at the helm of an emerging manager program that is one of the most prominent in the USA.
241. Shane Lanigan of Beach Point Capital : The Upside of Looking at the Downside
Shane Lanigan is Portfolio Manager at Beach Point Capital Ireland, a role he has held since September 2018. He was previously a director at BSM Finance, a senior debt provider to entrepreneur owned, VC or PE backed businesses.
237. Asha Mehta of Global Delta Capital: Revealing the Power of Capital
Asha Mehta is Managing Partner and Chief Investment Officer at Global Delta Capital, where she has a thematic focus on Emerging and Frontier Markets as well as Sustainability Investing. She was previously Lead Portfolio Manager and Director of Responsible Investing at Acadian Asset Management and prior to that an investment banker. She has traveled to over 80 countries and lived in six, and recently released a book, The Power of Capital: An Adventure Capitalist’s Journey to a Sustainable Future.
234. Uwe Schillhorn or Emerging Markets Investor Alliance: Uncertainty and Navigating it in the World of Investing
Uwe Schillhorn is Program Director at Emerging Markets Investors Alliance. He previously was CIO at Principal International Americas, where he managed the investment teams and developed the business in Latin America. Prior to that he was previously a global bond portfolio manager at UBS, and his most recent role was as CIO of a Chicago based public fund.
Episode 230: John Teahan of Redwheel: Climate Engagement Investing without Reinventing the Wheel
John Teahan is a portfolio manager at Redwheel, which is focused on value oriented UK and global equity funds where he leads on engagement and responsible investing. The firm was formerly known as RWC Partners.
213. BONUS Cathie Wood of ARK: Going Back to the Future with AI
Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist.