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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. 

248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life

Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie

247. Aditi Javeri Gokhale of Northwestern Mutual – Towards a goal of Protecting and Prospering with eyes on the sky and feet on the ground

Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee.  In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310  bn in institutional investment portfolio and over $280 billion in retail client assets  She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.

BONUS – IWD Special – Celebrating Legends – Laura Langton – Ocean Rower on Completing the World’s Toughest Row

As we get ready to celebrate International Women’s Day, we are thrilled to have snatched some time with the legendary Laura Langton of J M Finn, who in January completed the World’s Toughest Row with her team The Ace of Blades.  The team rowed over 3000 miles across the Atlantic in 47 days and their journey was brilliantly captured by their social media team on Linked IN and their Ace of Blades profile page. https://www.linkedin.com/company/team-ace-of-blades/ The team raised over £80,000 for charity.

Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones

Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead’s rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents’ work ethic instilled in her.

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.