Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting. 

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.

Rich Nuzum is head of OCIO at Franklin Templeton. He joined Franklin Templeton from Mercer where he spent more than three decades providing investment consulting advice to institutional investors. Nuzum holds an MBA in analytic finance and accounting from the University of Chicago and a bachelor’s degree in mathematical sciences and mathematical economic analysis from Rice University. Rich also did graduate work in international economics at Tokyo University.

Sam Garetano is Senior Vice President at Brookfield Asset Management, where he works in the infrastructure area with a particular focus on data centers. He has spent his entire career in various roles in finance including at Blackrock and Adams Street Partners.

Karl Scheer is Chief Investment Officer at the University of Cincinnati, a role he has held for over 13 years. He previously worked in a series of consulting and other financial roles. Karl gave a wonderful overview of his career in this Capital Allocators Podcast with Ted Seides, so we wanted to take up where that left off, and hear about his evolution in the CIO role since that interview.

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.

Fernando Bonardi is currently working as a family office advisor from his base in Buenos Aires. He formerly was head of BNY Mellon Investment Management in Santiago, Chile for 17 years, and prior to that held a series of financial roles. With a career that has spanned...

Lauren Juliff is Climate and Sustainability Product Lead and Head of UK Institutional at Storebrand Asset Management UK. Her educational background is in science and she has a MSc in Climate Change: Environment, Science and Policy. We start our conversation with Lauren’s background and a passion for dance that she has carried throughout her life. We mention this as a reminder to take time to nurture health, and joy, even in the small moments.

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.

I am delighted to launch this bonus series featuring leading financial thinkers in Latin America with this podcast with Nicolás Dujovne, recorded live in Buenos Aires in late August. Nicolás is an Argentine economist and former Minister of the Treasury between 2017 and 2019 under the administration of Mauricio Macri. He has had a long career in financial markets, primarily as an economist, and since 2020 has been a partner of Tenac Asset Management, which recently won best Emerging Markets Macro Fund over two years as awarded by the Hedge Fund Journal.