Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting.
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165. Eugene O’Callaghan: Under the Hood at a State Fund and How it Charts the Economic Heartbeat of a Nation
Eugene O’Callaghan is a business and investment advisor based in Dublin, where he advises a range of asset managers and sovereign wealth funds on strategic initiatives. He was formerly director of the Irish Strategic Investment Fund and prior to that Director of the National Pensions Reserve Fund of Ireland. He started his career as an accountant.
Carolyn Saunders – The Art of Playing Many Parts
Carolyn Saunders is a Partner and Head of Pensions at Pinsent Masons, one of the largest specialist pensions law teams in the UK. She focuses not just on traditional areas of pensions law, but also on issues at the cutting edge of current discourse, particularly around areas such as sustainable investing, climate risk governance and trustee fiduciary duties in this respect. She is an active participant in affinity groups such as the Fawcett Society and has a passionate interest in theatre and the arts.
Our discussion tracks Carolyn’s career, her love of London and her passion for theatre, the return of life to lockdown London and her thoughts on diversity in the profession.
Machel Allen – Passion and Persistence (and a few Upset Apple Carts)
Machel Allen is President and Chief Investment Officer of Metis Global Partners, a firm she founded in November 2013. The firm, based in San Diego, is focused on global equity investment across the size spectrum from micro-cap to large cap. She previously spent time as an equity and research analyst at a range of asset management firms.
Machel Allen has never been afraid to upset a few apple carts. She tells us how the resilience gained over her career has contributed to her staying power as the founder of her own firm.
316. Jo Kempton, Head of Lincolnshire Pension Fund, Reflections on a career in Public Service and a Time of Transformational Change
Jo Kempton is Head of Lincolnshire Pension Fund, where she has spent most of her career in various roles, including as the manager of an internal UK equity portfolio. She is an active participant on the local government pension scheme circuit.
45. Claire Williams, CEO of Oasis Domestic Abuse Service: The Authentic Joy of being Vivaciously Visible
Claire Williams is CEO of Oasis Domestic Abuse Service, and has spent most of her career in the charity sector. We got to know eachother over LinkedIN when I responded to her popular LinkedIN post about Lesbian visibility week, in which she described her life with her partner and their six children and the changing climate and political backdrop.
43. Rob Smith of The Phluid Project – Why Pride is a March and not a Parade
Rob Smith is Founder and CEO of the Phluid Project, a brand that recognizes the shifting attitude of Gen Z and young Millennials, merging fashion with community and education. He has served on boards for over a decade, and currently serves on the Board of Directors for Steve Madden, following a career in marketing in which he held a series of executive roles. He chairs the development committee for the LGBTA+ Board Directors, is a TEDX speaker and is currently working on his first book.
41. Luigi Lewin of GLAAD: Talking to the Movable Middle
Luigi Lewin is Senior Vice President and Head of Partnerships at GLAAD. He formerly spent 25 years on Wall Street where he worked in a series of roles in sales, relationship management, operations and business development, until he left to move to the non-profit sector. GLAAD is the largest and most visible non-profit advancing LGBTQ+ acceptance.
311. Dan Gore of Orthogonal Partners: Approaching Investing from all of the Right Angles
Daniel Gore is a Founding Partner of Orthogonal Partners, a boutique asset manager investing in “next generation” alternative investment strategies. He has had an extensive career in investing, including time spent in angel investing, in a family office and in film finance. He is currently pursuing opportunities in small and mid market UK firms.
310. Fernando Vinzons of Chicago Teachers Pension Fund: From the Shoulders of Giants to Forging a New Path
Fernando Vinzons is Chief Investment Officer at the Chicago Teacher’s Pension Fund, a role he has held for almost 3 years. He previously spent over 13 years at the Cook County Pension Fund and started his career in investment research.