Tom Doyle is Partner and Head of NAV Financing at Pemberton Asset Management, a role he has held for over three years. He previously held a similar role at 17Capital.
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275. Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution
Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs.
In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of understanding client ecosystems, building trust, and adapting to evolving client needs. She stresses the significance of team-based approaches and mentorship in her success.
BONUS Episode – Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management – Looking to 2024 and beyond
The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management.
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.
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.
216. Paula Horn of Brookfield Asset Management: Credit and Problem Solving
Paula Horn is Chief Investment Officer of the public securities group of Brookfield Asset Management. She has had an extensive career in investing, which has spanned investment grade credit, credit derivatives and other public investing. She holds a number of investment committee and Trustee roles.
190. Sarah Whitley of Future Asset – Discovering the Future of Asset Management by Nurturing Talent
Sarah Whitley is Chair at Future Asset, an organization which connects girls, teachers and advisors to the diversity of opportunities in asset management. Based in Edinburgh, she was previously Head of Japanese Equities at Baillie Gifford and currently holds a number of director roles, including as External Director at Rakuten, and Chair at the Edinburgh Festival Endowment Fund.
167. Dr. David Kelly: Chief Global Strategist at JP Morgan Asset Management – Combatting Market Lows with a Runner’s High – Making the Complex Clear
Dr. David Kelly is Chief Global Strategist at JP Morgan Asset Management, a position he has held for over 14 years. He lives in Massachusetts. He was previously economic advisor at Putnam Investments, and prior to that held a range of roles in the financial services industry. Originally from Dublin, like myself, he’s a PhD in Economics from Michigan State University.
151. John Bowman of CAIA – A Storyteller’s Take on the Asset Management Industry at an Inflection Point
John Bowman is executive Vice President of the CAIA Association, and a prolific writer and commentator on the investment management industry. He has written about the subject of culture, restoring the virtuous reputation of the industry and ensuring that dialogue and education are maximized, particularly in the area of alternative investing.
146. Les Bond of Attucks Asset Management – at the intersection of change and empowerment
Les Bond is CEO at Attucks Asset Management, a firm he founded over 20 years ago. Attucks is an MBE-certified registered investment advisor which builds portfolios of emerging investment managers- in particular female and minority owned firms.