Cathy Ulozas is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.
SEARCH RESULTS
184. Jennifer Grancio of Engine No. 1 – Vision, Patience, Externalities and Increasing Economic Value
Jennifer Grancio is Chief Executive Officer at Engine No. 1, an investment firm that identifies value creation opportunities in once in a generation systems changes the economy is now going through. She is based in the San Francisco area. She previously founded and ran her own firm advising CEOs and accelerating revenue growth. Prior to that was a Managing Director at Blackrock where she led businesses and global distribution teams for close to 20 years. She is a Board Member of the MannKind Corporation and Ethic Investments.
180. Richard Okello of Sango Capital – from Chicken Arbitrage in Uganda to Radical Candor, Outsourced CIOs and investing in Africa
Richard Okello is CEO and Co-founder at Sango Capital, an investment firm he founded 10 years ago that has a particular focus on investing in Africa. He previously was a principal at Makena Capital, and prior to that in a series of roles at Bridgewater Associates. He sits on several fund advisory boards, portfolio company boards as well as the boards of the African Leadership Foundation and Human Horizons Foundation.
179. Sara Bonesteel, CIO at Prudential Insurance – The Power of Preparation and the Middle Voice
Sara Bonesteel is Chief Investment Officer- International Insurance at Prudential Financial, located in the NYC area. She was previously a managing director in Bear Stearns and JP Morgan. She is an Independent Director of Standard & Poor’s Financial Services LLC and holds a number of other Board and Investment Committee Roles.
Series 1 2023 – Investment Stories – from Chicken Arbitrage to Ageism, Socio-Economic Mobility and the Power of the Middle Voice
It is hard to believe that we are back for our fourth year of the Fiftyfaces Podcast – and in Series 1 of 2023 we hear about unorthodox beginnings such as the twelve year old who arbitraged the price of chickens when growing up in Uganda, and ended up in a senior role in Bridgewater before starting his own firm. We hear about traditional ones too, about investment instincts honed at the family dinner table, or through seeing the world through an artist’s eyes.
148. Matteo Dante Peruccio of Wave Financial – Digital Assets Take The Stage
Matteo Dante Puccio, is President International and a Partner at Wave Financial Group. He’s had an extensive career across the wealth management, VC tech investing and family office space. He’s currently focused on digital assets at Wave Financial Group.
Bonus: UK Public Fund Special – David Vickers CIO of Brunel Pensions Partnership – People, Process and Progress towards Sustainability
David Vickers is Chief Investment Officer at Brunel Pensions Partnership Limited, which manages assets on behalf of 10 partner funds within the local government pension scheme, representing about £30 billion He has extensive experience and investing in the multi asset arena, where he has spent time managing assets for a range of institutional investors.
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.
212. Caroline Lovelace of Preserver Partners: Learning to Take Risk and Preparing for Plan B
Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.
209. Paul Guilliotti of Richmond and Wandsworth Council: From Pooling to a League 2 Football Team: The Life and Times of a Real Life Ted Lasso
Paul Guilliotti is Assistant Director – Financial Services – at Richmond and Wandsworth Councils. He has had a long career in local government and is a frequent participant in discussions around leveling up and LGPS pooling. Our conversation starts with Paul’s childhood where he spent some time in Zambia during his early school years. We speak about any take-aways from that time and then dig into the origins of his unusual name a little.