Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, he worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business.
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219. Ben Phillips of Broadridge Financial Solutions: Looking into the Crystal Ball for the Asset Management Industry of the Future
Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.
Kimberly Smith – On the Transformative Power of Listening and the Transformative Impact of Education
Kimberly Smith is Head of Capital Formation at Techstars. She was previously Director of Marketing and Investor Relations at Owl Creek Asset Management and before that worked at Davidson Kempner and ABN AMRO. She holds a number of Board Roles and is an active advocate for education.
324. Lauren Juliff of Storebrand: Sustaining science and joy in the world of investing
Lauren Juliff is Climate and Sustainability Product Lead and Head of UK Institutional at Storebrand Asset Management UK. Her educational background is in science and she has a MSc in Climate Change: Environment, Science and Policy. We start our conversation with Lauren’s background and a passion for dance that she has carried throughout her life. We mention this as a reminder to take time to nurture health, and joy, even in the small moments.
Bonus Episode: Jennifer Strickland: An Industry Legend Discusses Life, Career and Legacy
We are delighted to release as a bonus episode this conversation with long-time industry member, mentor and advocate Jennifer Strickland. Over the course of Jennifer’s career she has held a series of roles starting out in the annuity space, moving into private wealth, hedge fund business development, alternative asset business development and most recently was Head of Business Development for Pretium, a $50 bn specialized asset manager focused on real estate, structured credit and legal opportunities. She is a Board Member of Women in Private Credit and an active advocate for mentorship and diversity within the financial services industry.
308. Tom Doyle of Pemberton Asset Management: On new frontiers, NAV financing and the power to “elevate”
Tom Doyle is Partner and Head of NAV Financing at Pemberton Asset Management, a role he has held for over three years. He previously held a similar role at 17Capital.
297. Stephen Oxley of OXC – What if it really IS a one-man-show? Learnings for the rest of us.
Stephen Oxley is founder of Oxley Capital Connections – OXC a firm he founded in the UAE in 2024 dedicated to helping global investment managers raise capital in the Middle East. He was formerly held a serious of business development functions in the Middle East and Europe and worked as an investment consultant.
269. Tony Dote: Business Builder Extraordinaire – a Career Retrospective that charts an Industry’s Evolution
Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting.
39. Soltan Bryce of Colorful Capital and Guidehouse: Making Finance and Public Health Flow with Pride
Soltan Bryce is a managing consultant at Guidehouse, which is a consulting firm focused on Public Health Strategy, Application Development and Management, and was recently acquired by Bain Capital Private Equity. He is a part time General Partner at Colorful Capital, which focuses on “finance flowing with Pride” and aims to bring capital support and scaffolding to enterprises founded and led by members of the broad LGBTQIA+ community, by filling financing gaps and overcoming detrimental heuristics.
37. Fabrice Houdart of the Association of LGBTQ+ Corporate Directors: Measuring the Cost of Homophobia
Fabrice Houdart is Executive Director of the Association of LGBTQ+ Corporate Directors as well as an Advisor to Fortune 50 companies and a former staffer at the World Bank and UN. He is an adjunct professor at Columbia University and Georgetown University, where he lectures on LGBT inclusion within international development. He is a consultant to the Asian Development Bank and a Board Member of the Canadian Association of LGBTQ+ Corporate Directors, as well as numerous other board roles.