Tony Dalwood is Chief Executive Officer of Gresham House, an alternatives asset management business based in London. Its product range includes forestry, renewables, infrastructure, housing, private equity and strategic public equity funds.
A fascinating discussion of the lessons learned from sport and how they an inform team-building, team-work, and success in the long game of finance and investing. service to private wealth and what he perceives to be the differences between the two.
Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie
James Penney is Chairman of Darwin Alternative Investment Management Ltd, a firm that offers innovative alpha driven investment solutions for long term investors. Our conversation covers his exceptionally diverse background, and his experience with studying theology, languages and living in Latin America doing mission-based work.
Connie Teska is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. Pluscios is a Greek term meaning wealth, abundance, and riches, and the firm, founded in 2006, has two female founders. She has a long history in investment management, particularly in the area of alternative investments.
Our conversation returns to Connie’s Greek roots, and what growing in a family of entrepreneurs and small business owners taught her about work ethic, resilience, and respect for knowing what goes on “in the weeds.” We move to her banking career, and what inspired her to start a firm.
Daniel Booth is Chief Investment Officer at the Borders to Coast Pensions Partnership, which manages assets on behalf of 11 partner funds within the UK Local Government Pension Scheme. He has extensive experience as a chief investment officer, and he has had a particular emphasis on alternative investments throughout his career, where he has spent time in Saudi Arabia, Frankfurt as well as the UK.
A reminder of the gifts of a global career, a deep discussion of investment beliefs and of the supreme importance of trusting people.
Bev Durston is Managing Director of Edgehaven, an alternatives partner which works with mostly institutional clients to select alternative investments. She splits her time between her native Sydney and London and has over 30 years of experience in financial services.
A discussion of decades of change in financial services and what has changed, but similarly, what has changed the same.
Luke Ellis is the Chief Executive Officer of Man Group, and has had a long career in asset management, with a particular focus originally on fixed income and derivatives and later hedge funds. He is vice chair of the Standards Board for Alternative Investments, and Chair of the Board of Trustees of Greenhouse Sports, which focuses on developing young people through sport.
A prominent city leader shares his passion for sport, how his interest in numbers originated and his vision for a more diverse asset management industry.
Steve Kim is a partner in investment strategy and risk management at Verdis Investment Management in the Philadelphia area. He has focused over 30 years in his career in implementing and managing operating infrastructures. Prior to his role at Verdis held various Chief Technology Officer roles. He now focuses on integrating his insight from systems modeling and data analysis into an investment approach, particularly in the venture capital arena.
Matt Sherwood, Ph.D. is Co-Founder and Chief Executive Officer of WeVidIt Media, a video streaming platform that leverages data and analytics for a more inclusive and profitable entertainment industry. We met while he worked as an asset allocator, where he headed up public market investments for MMBB Financial Services. He has spent time as a guest lecturer and an appointed professor at Columbia University and The King’s College in New York, and has authored a textbook on the topic of ESG Investing. He is a board member of the Guide Dog Foundation and American Vet Dogs and serves on the Lavelle Fund’s Investment Committee.
Jason Mitchell is co-head of responsible investments at MAN Group, and the host of a Sustainable Future Podcast at the MAN Institute, a podcast that he has hosted since 2018, which has now passed its 55th episode. He writes and speaks widely on sustainability issues, as well as serving on a number of committees such as the Esmee Fairbairn Foundation, and World Bank Carbon Pricing Leadership Coalition.