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.
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...
206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters
Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.
205. Howard Fischer of Gratitude Railroad: Refocusing the Intention of Capitalism as a Force for the Greater Good
Howard Fischer was the original founder of Basso Capital hedge fund and the co-founder of the Gratitude Railroad initiative in 2013. He is now the Chairman Emeritus of Basso Capital and “Chief Evangelist” at The Gratitude Railroad. The Gratitude Railroad is an initiative that unites 9 “tracks” or different concepts using capitalism to solve a social or environmental problem.
Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group. He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School. He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we met. He is pursuing a Doctorate in Business Administration which is examining the effect of Covid 19 on different generations in the workplace.
Karen Killalea is a Partner and Head of Employment at Maples Group Ireland. She has over 20 years of experience in advising employers on employment law, disputes, change, compliance and HR best practice.
23. Maggie Lower of the Board of Grindr: Blending the Art and Science of Marketing with the Magic of Representation
Maggie Lower describes herself as a Pop Culture Enthusiast and Music Lover as well as a CMO and Board Member. She was formerly CMO for Hootsuite, a social media management platform where she fostereda collaborative marketing approach. She joined the Board of Directors of Grindr the largest LGBTQIA+ social networking App and has won multiple awards as an LGBTQIA+ advocate and been a keynote speaker. She also holds multiple roles as Senior Board Advisor.
June is here, and we are delighted to be back with our annual Pride Series, that this year will be a little bit different. It will be a bit different because although we are launching it in June, we intend to keep adding to the series all year long – because Pride is for life, not just every June. This year – to kick things off, we hear from the Founder of “Out in Finance” about the affinity group he is building, and the relief he felt on being able to be his authentic self as well as from a financial planner who specifically focuses on working with LBGTQ+ “folx” to enable them to live their lives authentically
The Next Chapter – Ageism – Tackling Diversity’s Last Frontier: Insights from psychology, marketing, work, activism and psychiatry
Last year we launched a podcast with Steve Butler of Puntall Southall Aspire which shone a light on ageism as one of the last acceptable forms of discrimination. This received such a groundswell of a response that we wanted to dig deeper into this area to develop a special next chapter series around the problems of ageism, the importance of having access to meaningful productive work as we age and some of the barriers – both invisible and visible – that exist in society to this. Tune in for insights from psychology, marketing, work, activism and psychiatry.
As Head of Diversity & Culture at Yahoo, Inc., Alicin leads Yahoo’s diversity, equity and inclusion (DEI) efforts globally, in addition to building upon Yahoo’s passionate and positive team culture. Alicin discusses how to enhance belonging within the corporate culture and shares her insights on the value of Feminine Leadership and the need for high EQ in corporate leaders, something already practiced by her CEO.