Michael Halpern is Founder and President of Westmore Capital Advisors, a multi-strategy investment firm that invests across asset classes focused on early stage/growth capital companies as well as investments in more established companies undergoing substantial transformation. He was previously Co-Managing Member and Co-Chief Investment Officer of Dorchester Capital Advisors, a fund management firm that invested in hedge funds, private equity funds and secondary hedge fund interests. Prior to that he ran a long/short hedge fund Dorchester Advisors that he founded in 1991. He previously held a series of roles in financial services in the Los Angeles area and currently holds a number of Board Roles.
Rachel Green – Lessons from the Skills Workshop of Life
Rachel Green is Director of Institutional Sales at Nuveen. She started her career in risk management and moved into a sales role in 2014. She has been a prominent voice in the City of London on issues of diversity and inclusion and is the founder of The Skills Workshop, to help women and young people understand their career options, share stories and to identify with others as well to create a sense of belonging.
Faisal Rafi – Lessons in Resilience and Risk-Taking
Faisal Rafi is head of research at Riscura, based in London – Riscura is a South Africa-based financial services firm that focuses on providing purpose driven investment solutions for investors as well as investment managers. He previously worked as an investment manager at a UK corporate hedge fund, and prior to that in various asset management and consulting roles. He trained as an actuary.
A personal lookback to a career in investment consulting, the drivers of Emerging Markets, and how a personal health setback led to a reset and lessons learned.
Jim Maloney – Lessons Learned from a Lifetime of Service
Jim Maloney is a director at the Illinois Public Pension Fund Association and a director of Beachpoint Capital Management. He was a trustee of the Chicago Policemen’s Annuity and Benefit Fund for over 11 years, including 1.5 years as interim chief investment officer. He retired from the Chicago Police in 2017, after 35 years of service, which saw him rise to the rank of Lieutenant. Jim has been active as an advocate for public fund investors for over a decade and is an active participant in the institutional investor conference circuit.
A reflection of a lifetime dedicated to public service, the highs and lows that he recalls from that and a discussion of what he loves about Chicago.
Doug Shaw – Lessons Learned on a Round Trip from Oxford
Doug Shaw is Bursar at St. Peter’s College, Oxford, a position he has held for over two years. I got to know him when he was in a COO role within one of Europe’s most successful hedge funds, The Children’s Investment Fund, and in his investment career he has held a series of fascinating roles, both at start up firms and in large firms such as Gartmore and Blackrock. He has spent time in derivatives sales, building a business for charity clients, and in managing hyper-fast growth, and now holds various NED and Investment Committee positions in addition to his Bursar role.
A straight-talking look at the business of building a hedge fund business and the ongoing problem of low representation in the industry.
Jan Nicholson – Lessons learned in Emerging Markets
Jan Nicholson is President of two private family foundations, The Nicholson Foundation in NJ and The Grable Foundation in Pittsburgh PA. She recently retired from a Board Role at MDRC, a non-partisan research organization based in NYC, and has held Board Positions at Rubbermaid, Ball Corporation, and Radian Group, Inc. from 1990 to 2015.
Jan Nicholson has been both a banker and an investor and we learn how she shifted her mindset between the two. Her decades of experience have seen many cycles in markets and in the business and it was a privilege to hear her insights.
Pride Series 2023: Intersectionality, Authenticity and Progress
June is here, and we are delighted to be back with our annual Pride Series, that this year will be a little bit different. It will be a bit different because although we are launching it in June, we intend to keep adding to the series all year long – because Pride is for life, not just every June. This year – to kick things off, we hear from the Founder of “Out in Finance” about the affinity group he is building, and the relief he felt on being able to be his authentic self as well as from a financial planner who specifically focuses on working with LBGTQ+ “folx” to enable them to live their lives authentically
6. Special Collaboration – The Mindshare Podcast and Fiftyfaces Productions: Madeleine Dassule – Tech, Teams and the Power of Feedback
Madeleine Dassule is Partner & Co-Head, Technology at Wellington Management. She previously was a Vice President at Goldman Sachs in the area of equity trading technology. She holds a number of Board roles including being a member of the Board of Finos and Boston City Singers.
187. Adam Saron – Founder of Clara-Pensions: Pensions, Investing, Risk Taking and Life as a Marathon and not a Sprint
Adam Saron is Founder of Clara-Pensions, a member-first consolidator of defined benefit pension schemes. He previously ran Black Ant Investment Management, a long-biased value investor, which invested in both public equities and corporate credits.
183. Eddie Welch of Nuveen: Why it is so Important to Enjoy the Struggle
Eddie Welch is an alternative asset specialist at Nuveen, a role he has held since April 2021. He previously worked as an Associate at CIM Group, focused on real estate investing, and prior to that and his degree at Ohio State University worked in a wide variety of roles and played college football.