Everaldo Franca is CEO at PPS Portfolio Performance, a role he has held since 1996. He has deep experience with advising pensions and institutional investors in Brazil.
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337. Jo Natauri of Invidia Capital : On Efficiency and Executive Talent – Unlocking Value in Mid-Market Healthcare
Jo Natauri is Founder and managing Partner of Invidia Capital Management, a healthcare focused private equity firm founded in 2024, with a focus on middle-market buyouts in North America. She was formerly Global Head of Healthcare Investing in the Merchant Banking Division of Goldman Sachs.
326. Jose Manuel Silva of LarrainVial Asset Management: Context and Opportunity in a Region Full of Surprises
Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago. He has worked in finance for most of his career. Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management.
Bonus : Jose Manuel Silva of LarrainVial Asset Management – Opportunity and Promise in a Region Full of Surprises
Jose Manuel Silva is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago. He has worked in finance for most of his career. Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management.
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.
215. Debbie Fielder of Clwyd Pension Fund at Flintshire County Council: Local Vision/National Impact
Debbie Fielder is deputy head of Clwyd Pension Fund at Flintshire County Council, where she has spent over 27 years. She is a leading voice on the LGPS investment circuit having been an early adopter of broad diversification and a founding member of the Welsh Pensions Partnership.
138. Nazmeera Moola of Ninety One – from Farming to Emerging Markets to Sustainable Investing
Nazmeera Moola is Chief Sustainability Officer of Ninety One, based in Capetown, where she previously headed up South African investing. Our podcasts starts with a discussion of her farming background as a child and the lessons that that taught her in terms of planning, market volatility, the importance of diversification and risk management. It was an interesting preparation for a career in investing, and we talk through the challenges and opportunities of emerging market investing, particularly in Africa.
Uche Orji – A Journey Home – Answering the Call
Uche Orji is CEO of the Nigerian Sovereign Investment Authority, based in Abuja, Nigeria. A native of Nigeria, he has had over 20 years experience in various financial roles including semiconductor analyst in Europe and the US, before returning to Nigeria just over 8 years ago. He also holds a number of Board roles.
A rich discussion that covers Uche’s early career, his success in equity research on the global stage, and his thought process in returning to Nigeria to take up the role at the helm of the Nigerian Sovereign Investment Authority. We discuss the investment opportunity in Africa as well as why ESG is a critical component. This podcast also features in our Nigerian Voices series.