Catherine Beard is SVP of Alternatives Consulting at Callan, the investment consultants. She has had a long career in investment consulting and allocation with a particular focus on private credit and is based in Chicago.
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Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story
We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with insights around private wealth,
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.
Series 1 2024 – Trailer – The More things Change . .
2024 will be a year of tremendous change, and tremendous noise. With elections in key regions, we are likely to be subjected to a volley of rhetoric and uncertainty will be the order of the day. In times like this, it seems even more important to reach out to our wise community for their insights on what should stay the same, and evolve, amid this uncertainty.
219. Ben Phillips of Broadridge Financial Solutions: Looking into the Crystal Ball for the Asset Management Industry of the Future
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.
Catherine Foot of Phoenix Insights: On Preparing for a Longer Script and Aging Better
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
212. Caroline Lovelace of Preserver Partners: Learning to Take Risk and Preparing for Plan B
Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.
9. Veronica O’Keane: On the Making of Memories and the Wisdom of Age
Veronica O’Keane has recently retired from her position which was as a professor of psychiatry and consultant psychiatrist at Trinity College Dublin. She has over 30 years of experience in the field and has published numerous research papers, especially on mood disorders and on perinatal depression. She is the author of the book A Sense of Self: Memory, the Brain, and Who We Are and The Rag & Bone Shop, How We Make Memories and Memories Make Us. She lives by the sea in north Dublin and is a passionate open sea swimmer.
8. Charlotte Gibson of The Rewirement: Redefining Retirement Through Coaching
Charlotte Gibson is a coach, actuary and pensions consultant. She is a senior manager at ISIO and the founder of The Rewirement, which is focused on redefining retirement through coaching . She previously worked in management at KPMG and prior to that was an Actuarial Analyst at AON Consulting.
Gareth Miller of Artemis Investment and the Diversity Project: Flexibility and Agility as a Framework for the Future
Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project.