David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that.
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Series 3 of 2024 – Trailer – A Tour through Public Service, Private Wealth and Culture
Summer is coming, and so is Series 3 of the 2024 Fiftyfaces Podcast, and this series is filled with themes that we have not touched in as much depth before. The notion of service, and in particular serving public funds – whether in an officer, trustee or consultant capacity is explored in depth – we look at the mindset required, the rewards that accrue, and how to attract new talent into this segment.
Episode 224: Apurva Schwartz of Harding Loevner: Turning the Lens on Investment Company Culture
Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fund. Her interest then expanded to analyzing managers themselves and a career in investment consulting. This came full circle then when she chose her next move, which was back into the investment management field.
Jenny Segal – The Power of Culture at Work
Why is flow at work like liquid motivation? How can you harness motivation to build a better culture from the ground up? How will this help you retain employees, get better results and all-around better wellbeing? In this short video by Jenny Segal of Speaking With...
36. Lindsey Young: Quiet Wealth – Loud Impact
Lindsey Young, is the founder of Quiet Wealth LLC, which she started to provide a comprehensive set of financial advisory services that successful LGBTQ+ professionals and their families need. She previously spent 15 years in Silicon Valley finance, primarily as a investment banker working on M&A, IPOs, leveraged finance and other transactions for technology companies. She also advises a series of non-profits, and is Board President of FreeState Justice, the leading statewide LGBTQ advocacy organization in Maryland.
34. Marci Bair, CFP® of Bair Financial Planning – Coaching Sports and Financial Outcomes aligned with Values
Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.
260. Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow
Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments.
255. Stephanie Drescher of Apollo: From legacy to laying the groundwork of a private wealth business
Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT.
Vice Provost Orla Shiels of Trinity College Dublin – Micro Credentials with Macro Impact
Professor Orla Sheils is the Vice-Provost and Chief Academic Officer at Trinity College Dublin as well as holding the position of Professor of Molecular Diagnostics. Prior to her appointment as Vice-Provost in 2021, Orla served as the Director of Medical Ethics in the School of Medicine, was the founding Director of the Trinity Translational Medicine Institute, and was Dean of the Faculty of Health Sciences from 2019-2021. Most recently, Orla was elected as a member of Scientific Council of the International Agency for Research on Cancer for 2024-27. IARC is a cancer research agency of the World Health Organisation that supports cancer prevention research.
238. Paul Richards of Better Decisions: The Nine Words Every Trustee Must Know
Paul Richards is a decision making expert with a particular focus on investment manager and trustee decision-making. He is the founder of Better Decisions, and was previously Head of Governance and Decision Research at the consulting firm Redington.