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Charna Ambers of CB Design NY – Building Brands, Leveraging Contacts, Navigating Change

Charna Ambers is founder of CB Design NY, which specializes in corporate brand and marketing design for clients across a range of industries, including in particular healthcare, lifestyle, and real estate. 

Our conversation starts with her upbringing in upstate New York, her first roles and how she came to the decision to launch her own firm. We talk about her vision for branding and design, and how she builds her network. We delve in particular into her LinkedIN strategy, and how she was an early adopter on the platform and has ultimately garnered more than 30,000 followers.

Shawn Evans – Building a Sustainable Personal Brand

Shawn Evans is an investment officer at a large corporate pension plan in Chicago and prior to that held a series of similar roles in Chicago-based public pension funds. He started his career as an accountant, and is a CPA as well as a CFA. He works as a volunteer leader with Chicago Cares, and has participated in college and high school mentor programs.

A remarkable story of a career ascent largely on Shawn’s own steam and initiative, and his thoughts on how the industry can be made more inclusive for all.

214. Claudia Buffini of Schroders: Defying Expectations to Deliver Impact

Claudia Buffini is Corporate Responsibility Advisor to the Chief of Staff at Schroders. In this role she supports Schroders on delivering its purpose –whilst being a sustainable business, addressing The Sustainable Development Goal 10, ‘Promoting Equalities’. She previously worked as a communications consultant in the branding industry to help companies articulate their values and purpose to both internal and external stakeholders. Her prior roles include a royal charity, a global workforce operating in an Iraqi oil field and a branding agency.

23. Maggie Lower of the Board of Grindr: Blending the Art and Science of Marketing with the Magic of Representation

Maggie Lower describes herself as a Pop Culture Enthusiast and Music Lover as well as a CMO and Board Member. She was formerly CMO for Hootsuite, a social media management platform where she fostereda collaborative marketing approach. She joined the Board of Directors of Grindr the largest LGBTQIA+ social networking App and has won multiple awards as an LGBTQIA+ advocate and been a keynote speaker. She also holds multiple roles as Senior Board Advisor.

192. Charlotte O’Leary of Pensions for Purpose: Where Passion and Purpose Meet

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. 

Trailer: Series 2 of 2023: The Golden Thread

Between Series 1 and series 2 of 2023, we kicked off a brand new focus series – the Love Series – in celebration of love in February 2023.  This had a great response – reminding us of what made people human.  It sent one listener back to his old photo album to remind himself of his showjumping days, and others felt motivated to take up hobbies again.  

Now we are back to our main series focused on investment professionals but love runs through it like a golden thread.  Love, discipline, lessons from parents.  Our guests include a former college football player, who spent time working as a prison guard before returning to university and ultimately entering the investment industry, an expert on music valuation, multiple ESG and pensions specialists and founders of fund companies – large and small.  

The Love Series Bonus: Charlotte O’Leary – CEO of Pensions for Purpose – Where Passion and Purpose Collide

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. 

The Love Series Bonus: Charlotte O’Leary – CEO of Pensions for Purpose – Where Passion and Purpose Collide

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. 

160. Terri Duhon: How to Dream Big, Fail Fast and Write Many Chapters of a Finance Career

Terri Duhon is an award winning educator, TEDx speaker, Board Director and speaker, who has over 25 years of experience in financial markets. She wrote the book “How the Trading Floor Really Works”, founded her own financial markets firm, and is an Associate Fellow at the SAID Business School in Oxford. She sits on the Board of Morgan Stanley International, which she is Chair of the Risk Committee, and also holds a number of additional independent director roles. She is now based in London but hails from the New Orleans area originally.