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251. Carina Diamond of Stella Secunda Partners: Towards the Next Star in Wealth Management and Beyond

Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as well as the founder of Diversitas, a national education program at The University of Akron designed to expand diversity in wealth management.

Rahul Moodgal – Relationships, resilience and the dangers of “ESL”.

Rahul Moodgal has been described as a “Master Fundraiser” and currently works in a business development for various asset managers, including hedge funds as well as having a rich portfolio career which includes various charities and a role as an angel investor. He describes himself as a Contrarian and a Humanitarian.

Our conversation discusses how to build a business in asset management, the central importance of relationships, resilience and learning to cope with rejection. He mentions the dangers of ESL – ego, speed and leverage, and lessons he has learned from a quarter century of building businesses in asset management.

Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story

We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with insights around private wealth, 

208. Betsy Cohen of Cohen Circle: Creating Impact through Fintech and Beyond – a Life of Seizing Opportunities

Betsy Cohen has built financial businesses for her whole career. She is the Co-Founder and Chairman of Cohen Circle, a growth stage investment firm focused on the fintech and impact spaces.  She was previously CEO at The Bancorp Bank, which she founded in 2000 and previously worked at Jefferson Bank for 26 years. She sits on numerous boards and has received several awards being named a Forbes 2022 Most Powerful Self-Made Woman, 25 outstanding women bankers and many more.

Inspiring People in Law: Series 1 of 2023

In our first legal series of 2023 we are delighted to bring together three voices from the Irish legal scene and one from the UK bar.  We discuss the challenge of employment law and its evolution, how to build a branch office of a law firm from scratch through focusing on values, the benefits of professional sport and legal practice and the burgeoning and fast-paced development of the field of Sports law.
 

18. Betsy Cohen of Cohen Circle: Creating Impact through Fintech and Beyond – a Life of Seizing Opportunities

Betsy Cohen has built financial businesses for her whole career. She is the Co-Founder and Chairman of Cohen Circle, a growth stage investment firm focused on the fintech and impact spaces.  She was previously CEO at The Bancorp Bank, which she founded in 2000 and previously worked at Jefferson Bank for 26 years. She sits on numerous boards and has received several awards being named a Forbes 2022 Most Powerful Self-Made Woman, 25 outstanding women bankers and many more.

145. Kerry Duffain of Fidante Partners – Seizing the Day, Doing the Work

Kerry Duffain is head of institutional client solutions at Fidante Partners.  She has had a long career, that has involved over two decades of working with institutional investors and consultants, but also a number of other intriguing positions, such as her first position – as a newsreader of English news in Bahrain. 

240. Catch up with Angela Miller-May – CIO of IMRF – What Keeps a CIO Up At Night?

Angela Miller May is CIO at Illinois Municipal Retirement Fund a public defined benefit fund based in Oak Brook IL which has over $40 bn in assets under management.Angela is a regular figure on the asset management conference circuit and has become a leading voice in promoting diversity and inclusion in the industry. She appeared as the third guest on the podcast in 2020 during her tenure as CIO of Chicago Teachers.