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.
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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...
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.
233: Catherine Beard – Alternatives Consulting at Callan – Private Debt Through the Cycles
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.
Series 1 2024 – Trailer – The More things Change . .
2024 will be a year of tremendous change, and tremendous noise. With elections in key regions, we are likely to be subjected to a volley of rhetoric and uncertainty will be the order of the day. In times like this, it seems even more important to reach out to our wise community for their insights on what should stay the same, and evolve, amid this uncertainty.
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.
5. Steve Butler of Punter Southall Aspire – The Future of Work When Age is Just A Number
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 of Maples Group Ireland – Trends in Employment Law and other White Knuckle Rides
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.