Vitali Kalesnik is a partner and senior member of the investment team at Research Affiliates, a Newport Beach headquartered investment firm.  Vitali is based in London.  He has focused his career in equity based research and has a Phd in economics.  He has written extensively in academic journals and has received various industry rewards for his content.  He is originally from Belarus.  

Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.

Sara Bonesteel is Chief Investment Officer- International Insurance at Prudential Financial, located in the NYC area.  She was previously a managing director in Bear Stearns and JP Morgan. She is an Independent Director of Standard & Poor’s Financial Services LLC and holds a number of other Board and Investment Committee Roles.

Zia Uddin is President of Monroe Capital LLC, an asset management firm headquartered in Chicago, which invests in middle market companies in North America through a range of products. Prior to joining Monroe he focused on middle market private equity investing for...

Stephanie Braming is Global Head of Investment Management at William Blair & Co.  based in Chicago. She was previously a portfolio manager and specialist at William Blair. And prior to that investment consultant, she started her career as an examiner in the Federal Reserve Bank of Chicago.

David Hutchings recently retired from Albourne Americas where he was most recently Partner Emeritus having spent over 14 years at the firm where he founded the private equity research practice when he joined. He previously held a range of senior private equity roles in a career that spanned over 50 years.

Kimberly Smith is Head of Capital Formation at Techstars.  She was previously Director of Marketing and Investor Relations at Owl Creek Asset Management and before that worked at Davidson Kempner and ABN AMRO.  She holds a number of Board Roles and is an active advocate for education.

Tim Hodgson is co-head of the Thinking Ahead Institute at Willis Towers Watson. He previously worked as an investment consultant. Our wide-ranging conversation covers the genesis of the Thinking Ahead institute and what prompted the desire to gather industry thought leaders together to work on the most pressing issues facing not only the industry but the planet.

A reminder of the benefits of non-linear thinking, the kind of research that is on the cutting edge of investment today and why, despite all of our risk factors, there is cause for optimism.

Anji (Anjuman) Kaur Kang-Stewart is Global Head of Marketing at Man Group, based in their London office. She previously held a series of senior marketing and business development roles throughout the investment industry and is a Member of the Board of Trustees of Nova New Opportunities and the steering committee of Talk About Black.

An extremely moving account of a challenging coming of age and the opportunities and breakthroughs that came with it.