Catherine Foot is Director at Phoenix Insights, a new longevity think tank launched in 2021, which reimagines how we work, learn, save and live in an age of longer lives. She previously was Director of Evidence at the Centre for Aging Better and prior to that was Assistant Director, Policy, at the King’s Fund
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193. Robert Eccles – Sustainability Author and Activist – Managing the Barbell – in Business and in Life
Robert Eccles describes himself – in a nutshell – as a dedicated weightlifter, capital markets activist and professional committed to improving corporate reporting and enhancing ESG integration by companies and investors. He is the Founding Chairman of the Sustainability Accounting Standards Board, one of the founding members of the International Integrated Reporting Council and a Visiting Professor of Management Practice at the SAID Business School of Oxford University.
Charna Ambers of CB Design NY – Building Brands, Leveraging Contacts, Navigating Change
Charna Ambers is founder of CB Design NY, which specializes in corporate brand and marketing design for clients across a range of industries, including in particular healthcare, lifestyle, and real estate.
Our conversation starts with her upbringing in upstate New York, her first roles and how she came to the decision to launch her own firm. We talk about her vision for branding and design, and how she builds her network. We delve in particular into her LinkedIN strategy, and how she was an early adopter on the platform and has ultimately garnered more than 30,000 followers.
Patricia Halper – Engaging with Authenticity
Patricia (Trish) Halper is a member of the Board of Advisors of Ativo Capital, a Chicago-based asset manager. Trish was previously CIO and Partner at Chicago Equity Partners, where she spent 21 years and most recently headed up the quantitative equity investment process.
She is a trustee of the La Rabida Children’s Hospital in Chicago, among other board and volunteer roles. Our conversation covers the experience of women in investing and in financial education, the importance of engagement and authenticity and how to communicate with clients during good and bad times.
244. Maggie Rapplean, Partner at Moneta – Human Centered Financial Advice in an era of Commoditization
Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM. She has a particular focus on family office clients and started her career at Wells Fargo.
Episode 239: Julie Castro Abrams of How Women Lead – Creating not just a Seat at the Table – but a New Table
Julie Castro Abrams is the Managing Partner of How Women Invest and CEO of How Women Lead. How Women Lead was established in 2011 and is driving for a world where women have a seat at every table where decisions are made and is currently a network of over 100,000 professional women.
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.
236. Jason Singer of Apollo – Building the Solution – Where Innovation and Client Service Unite
Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, he worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business.
235. Elizabeth Browne of Elevate at GCM Grosvenor: A Non-linear Path to Empowerment and Change
Elizabeth Browne is Managing Director and Co-Head, Elevate at GCM Grosvenor, where she works in the Sponsor Solutions division. She was previously Head of Entrepreneurship and Family Office Partners at RedBird Capital Partners and was a senior member of the investment team at DNS capital, a family office. She has held numerous board roles.
218: Melanie Pickett of Northern Trust: Leadership Constants in a Changing Asset Management World
Melanie Pickett is Executive VP and Head of Asset Owners, Americas at Northern Trust, based in the Chicago area. She oversees the Alternative Asset Servicing Group and directs the firm’s strategy , growth and delivery of all firmwide products for asset owners and allocators in the America’s region. She was named 2021 Top 40 Women in Fintech and the 2021 Global Banking & Finance US Business Woman of the Year. She previously was Chief Operating Officer and Managing Director of Emory Investment Management at Emory University and prior to that spent over 10 years at Morgan Stanley.