Catherine Beard is SVP of Alternatives Consulting at Callan, the investment consultants. She has had a long career in investment consulting and allocation with a particular focus on private credit and is based in Chicago.
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Susan Martin – Greenstone Consulting – Navigating the Challenge of Change
Susan Martin is MD of Greenstone Consulting, a change and transition management firm. After a long career in the public sector, culminating in a CEO role at a financial services business, she now holds a number of director roles and works as an executive coach.
A committed change agent shares her secrets as to how to successfully execute change at a corporate level and her insights now as a coach and a director.
343: Rich Nuzum of Franklin Templeton: Outsourced CIO relationships – playing the long game
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.
332: Deanne Stewart of Aware Super – A Superannuation Fund Braced for a Dynamic World
Deanne Stewart is CEO at Aware Super, an Australian superannuation fund with over 200 billion AUD in assets under management and the third largest superannuation fund in the country. She has held this role for close to seven years, and was previously Chief Executive Officer at MetLife in Sydney, and prior to that, held a series of financial services roles.
330. Karl Scheer – CIO at the University of Cincinnati – Reflections on change and consistency
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.
323. Jon Salstrom of Cincinnati Retirement System – Mission and Purpose and Strength in Unity
Jon Salstrom is Executive Director and Chief Investment Officer at the Cincinnati Retirement System, a role he has held for almost two years. He previously worked in a series of consulting and financial analyst roles. Our conversation starts by tracing his earlier career path, and particularly his roles in consulting which set him up well for the current role with the City of Cincinnati.
313. Krishna Mohanraj of Diamond Hill: Why the Power of Teams is Forever
Krishna Mohanraj is International Portfolio Manager at Diamond Hill Capital Management, a $30bn asset manager headquartered in Columbus Ohio. Prior to joining Diamond Hill, Krishna spent time at Sanford C. Bernstein and Exelon corporation and prior to that was a product manager and solution architect.
312. Debby Blakey of Hesta: How a Gutsy Advocate Delivers Impact for its Members
Debby Blakey is CEO of Hesta a $91 bn AUD Australian superannuation fund dedicated to the health and community services sector. She is also President of the Australian Council of Superannuation Investors and a director of the International Corporate Governance Network (ICGN).
303. Erik Hirsch of Hamilton Lane: Self-awareness at a firm and personal level as a key to driving meaningful change in private markets
Erik Hirsch is Co-Chief Executive Officer of Hamilton Lane, where he is responsible for the firm’s strategic direction and operations. The firm currently has over $900 billion in assets under management and supervision and is committed to driving meaningful change in private markets for the institutions and other clients that it serves.
302. Beverley Gower-Jones, OBE FEI of The Clean Growth Fund: Limiting Carbon for Cleaner Growth – The Investment Opportunity
Beverley Gower-Jones, OBE FEI is Managing Partner at The Clean Growth Fund and Chief Executive Officer at Carbon Limiting Technologies. She is an independent member on Governments Net Zero Innovation Board (NZIB). The Board provides strategic oversight of government funding of net zero innovation programs.