Rich Nuzum is head of OCIO at Franklin Templeton. He joined Franklin Templeton from Mercer where he spent more than three decades providing investment consulting advice to institutional investors. Nuzum holds an MBA in analytic finance and accounting from the University of Chicago and a bachelor’s degree in mathematical sciences and mathematical economic analysis from Rice University. Rich also did graduate work in international economics at Tokyo University.

Ian McKnight is a long-time asset management CIO who currently holds a portfolio of roles, including as Chief Investment Officer of Tontine Trust, Senior Adviser of Cartwright, Hineni Capital and Giants Shoulders Capital as well as a series of other roles. He previously was Chief Investment Officer at Royal Mail for over 13 years.   

Karl Scheer is Chief Investment Officer at the University of Cincinnati, a role he has held for over 13 years. He previously worked in a series of consulting and other financial roles. Karl gave a wonderful overview of his career in this Capital Allocators Podcast with Ted Seides, so we wanted to take up where that left off, and hear about his evolution in the CIO role since that interview.

Abdiel Santiago is Secretary (CIO) of the Fondo de Ahorro de Panama, a role he has held for over 11 years. He holds a number of board roles in addition – including Advisory Committee Member of the Export-Import Bank of the US, a Board Advisory Committee Member of the International Forum of Sovereign Wealth Funds and a Committee Member of the Milken Institute. He is also a Board Leadership Fellow at the National Association of Corporate Directors.

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.

Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles.

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. 

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.

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.

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.