SEARCH RESULTS

Results for "Background"

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.

207. Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the “Who”

Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.

Ronnie Woo: Chef and TV Personality – A Four Star Journey of Authenticity

Ronnie Woo is the chef and owner of The Delicious Cook, an LA-based private chef company that specializes in four-star dining experiences. He is an accomplished chef, television personality, and cookbook author (Did You Eat Yet?, March 14, 2023) celebrated by his fans and peers alike for his infectious personality, background in dating & relationships, and creative Asian-American cuisine, which combines Asian dishes with All-American influences.

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

193. Robert Eccles – Sustainability Author and Activist – Managing the Barbell – in Business and in Life

Robert Eccles describes himself – in a nutshell – as a dedicated weightlifter, capital markets activist and professional committed to improving corporate reporting and enhancing ESG integration by companies and investors. He is the Founding Chairman of the Sustainability Accounting Standards Board, one of the founding members of the International Integrated Reporting Council and a Visiting Professor of Management Practice at the SAID Business School of Oxford University. 

Maneesha Ghiya of FemHealth Ventures: Amplifying Women in Healthcare and Beyond

Maneesha Ghiya is Managing Partner and Founder of FemHealth Ventures, a firm focused on providing investment capital to entrepreneurs focused on women’s health. Investing in healthcare since 2000, Maneesha has invested via public equities, private equities and as a hedge fund specialist.  She is a Senior Advisor to ExSight Ventures, an ophthalmology-focused venture capital fund and serves on multiple boards.

186. Maneesha Ghiya of FemHealth Ventures: Amplifying Women in Healthcare and Beyond

Maneesha Ghiya is Managing Partner and Founder of FemHealth Ventures, a firm focused on providing investment capital to entrepreneurs focused on women’s health. Investing in healthcare since 2000, Maneesha has invested via public equities, private equities and as a hedge fund specialist.  She is a Senior Advisor to ExSight Ventures, an ophthalmology-focused venture capital fund and serves on multiple boards