Varun Laijawalla is a Portfolio Manager at Ninety One, where he manages long only EM and EM ex-China portfolios. He started his career as a consultant and moved into stockpicking via Asia focused sales.
SEARCH RESULTS
249. Hallie Label of Expect Equity: What to Expect when you’re Nurturing Investment Managers
Hallie Label, is the founder of Expect Equity, based in Baltimore. She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles.
234. Uwe Schillhorn or Emerging Markets Investor Alliance: Uncertainty and Navigating it in the World of Investing
Uwe Schillhorn is Program Director at Emerging Markets Investors Alliance. He previously was CIO at Principal International Americas, where he managed the investment teams and developed the business in Latin America. Prior to that he was previously a global bond portfolio manager at UBS, and his most recent role was as CIO of a Chicago based public fund.
173. Vivian Lin Thurston, Portfolio Manager at William Blair Investment Management – The Art and Science of Portfolio Management
Vivian Lin Thurston is a Partner and Portfolio Manager at William Blair Investment Management, where she is based in Chicago. She previously covered global consumer stocks in a research role both at William Blair and a series of other financial services firms. She is Chairman of the Board at the Chinese Finance Association of American and a Principal Dancer and Director at the Xilin Dance Company.
Diana Amoa – From Emerging Markets to Emerging Solutions for Professional Growth
Diana Kiluta Amoa, is Chief Investment Officer of Kirkoswald, a US based hedge fund, and she formerly spent over a decade in financial services in a range of roles including fixed income and rates trading, with a focus on Emerging Markets. She is a Board Member of the Global Nomads Group among other roles.
Our conversation starts with her upbringing in Kenya
Courtney Russell McCrea of Recast Capital: Moving Down the Capital Stack and Finding Gold
Courtney Russell McCrea is co-founder and Managing Partner at Recast Capital, a platform supporting and investing in emerging managers in venture. She was most recently a Managing Director of Weathergage Capital a boutique fund of funds that provides its clients with access to premier venture capital growth equity and micro VC partnerships, where she also led the co-investing partnership. She is a Kauffman Fellow, class 3, and a member of the NVCA Forward Board of Directors the Alzheimer’s Association Board of Directors in Northern California and Nevada and Chair of the Episcopal Impact Fund Investment Committee.
131. Ryan Bailey of Carbonado Partners – Finding Solutions Through Shrewd Thinking
Ryan Bailey is a Partner and Chief Investment Officer at Carbonado Partners LLC, a leading placement agent with a differentiated approach to fundraising for emerging managers. He was previously Head of Investments at Children’s Health in the Dallas Area, and prior to that held various roles in investment boutiques including placement firms
Kirk Sims – Diverse Portfolios, and a side of Jazz
Kirk Sims is a Senior Investment Manager and Head of the Emerging Manager Program at the Teachers Retirement System of Texas, a public pension plan with over $150 bn in assets under management. He previously worked at the Teachers Retirement System of Illinois, where he spent close to 7 years, and where he had oversight of the $7 bn minority investment program and the $750 m emerging manager program. Prior to that he held a variety of financial services roles.
A delightful canter through an inspiring HBCU education, a lifelong passion for jazz and a role at the helm of an emerging manager program that is one of the most prominent in the USA.
2024 Wrap Up: Part 1 with John Harney of AON, from Total Return Portfolios (the Wood) to putting Members First (the Trees) and everything in between
In this podcast John Harney, associate partner at AON, actuary and expert on pensions - see https://www.linkedin.com/in/johnwilliamharney/ leads the discussion on what was learned over the course of 2024 - how we separated the wood from the trees and what trends we...
284. Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing
Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy. She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages.