If you have heard the term abundance of riches, that is what we have been experiencing this year in terms of our guests. So we are very pleased to bring you this bonus series, sponsored by Sound Mark Partners, a women led real estate debt firm that exemplifies so much of what we endorse and promote in the investment industry. We learn about accidental career paths, innovative strategies such as funds focused on positive change, climate engagement, GP-led private equity secondaries and carbon credit trading.

We are delighted to bring you this lively bonus episode of a live conversation with the legendary Steven Eisman, who became famous for shorting Collateralized Debt Obligations in the run up to the 2008 financial crisis. He was featured in the film adaptation of The Big Short under the name of Mark Baum, and portrayed by Steve Carell. In September 2014, he joined Neuberger Berman in the Private Asset Management division. The group, run by partners including his parents, Elliott and Lillian Eisman, manages portfolios of stocks for wealthy clients

A quick bonus as we take a short break before Series 5 launches. Anthony Amunategui is founder of CDO Group, a women owned business that provides general Contracting and Construction Management.  He now spends most of his time as podcast host of The Future Factory Podcast, a podcast focused on diving into conversations about what the future holds for us personally and professionally and the adventures that shape that journey. 

Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist.

Bruno Kaiser is CFO at Smile CDR Incl, a digital health company based in Toronto. He previously spent over 20 years in a series of investment banking leadership roles with a particular focus on the Metals and Mining Sector. We were classmates at INSEAD from 1999-2000.   

Charlotte O’Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions – particularly those organized under the Hyrox Brand. 

In Christine’s own words: “Horses form a person from within and foster the development of courage, humility, quickness of judgement, self-discipline, self-control and focus”.

John Harney is a senior consultant with AON where he focuses on helping pension scheme sponsors to manage pension risks and maximize potential upside. He is based in the Oxford area. I came across John through mutual friends in the industry and when I was drawn in particular to his LinkedIn posts that mentioned his joy in cooking and baking.