Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of play in finance circles as we wrestle with failing banks and what this means for investors.
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248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life
Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie
Bonus: Anthony Amunategui of CDO Group: On Leadership and Capturing the Factory of the Future
A quick bonus as we take a short break before Series 5 launches. Anthony Amunategui is founder of CDO Group, a women owned business that provides general Contracting and Construction Management. He now spends most of his time as podcast host of The Future Factory Podcast, a podcast focused on diving into conversations about what the future holds for us personally and professionally and the adventures that shape that journey.
Bonus: Anthony Amunategui of CDO Group: On Leadership and Capturing the Factory of the Future
Anthony Amunategui is founder of CDO Group, a women owned business that provides general Contracting and Construction Management. He now spends most of his time as podcast host of The Future Factory Podcast, a podcast focused on diving into conversations about what the future holds for us personally and professionally and the adventures that shape that journey.
204. Christine Reed of Ninety One: Emerging Market Debt Investing – Learning to take Risk on the Frontier
Christine Reed is an analyst on the Fixed Income team at Ninety One covering Latin American sovereign and currency markets. Based in New York, Christine is responsible for all Latin America coverage and supports the alpha decision-making process across investment capabilities. She previously worked at Goldman Sachs Asset and Citigroup.
Margaux O’Brien of the University of California Investment Office – Solving the Allocator’s Challenge
Margaux O’Brien is Investment Director at the University of California investment office, based in Oakland, CA. She previously spent over 14 years in the fund of hedge fund area, where she specialized in equity long/short and other equity hedge funds. Prior to that she was an investment consultant.
A joyful discussion with a renowned hedge fund allocator and a reminder of the importance of humility and how this can be a secret weapon in overcoming performance anxiety.
Sorina Zahan – The Challenges and Brilliance of AI
Sorina Zahan is managing partner and Chief Investment Officer at Core Capital in Chicago, an asset manager focused on building specialty portfolios in the alternatives area, as well as Founder and CEO of Aiperion, a research development and fintech firm which aims to change the way we think about investment risk.
A passionate academic turned investment manager sets out her vision for how AI will transform the industry and describes her own journey and influences along the way.