Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM. She has a particular focus on family office clients and started her career at Wells Fargo.
SEARCH RESULTS
235. Elizabeth Browne of Elevate at GCM Grosvenor: A Non-linear Path to Empowerment and Change
Elizabeth Browne is Managing Director and Co-Head, Elevate at GCM Grosvenor, where she works in the Sponsor Solutions division. She was previously Head of Entrepreneurship and Family Office Partners at RedBird Capital Partners and was a senior member of the investment team at DNS capital, a family office. She has held numerous board roles.
148. Matteo Dante Peruccio of Wave Financial – Digital Assets Take The Stage
Matteo Dante Puccio, is President International and a Partner at Wave Financial Group. He’s had an extensive career across the wealth management, VC tech investing and family office space. He’s currently focused on digital assets at Wave Financial Group.
Emanuel Arbib – From Italian Motorbikes to Green Energy
Emanuel Arbib is the Chief Executive Officer of IAM Capital Group in London, an asset manager whose product range includes real estate, hedge fund of funds and green opportunity products. Prior to founding IAM he was a director at a NASDAQ listed company that controlled an Italian motorcycle manufacturer, and prior to that a director of a family office based in Jersey and Monte Carlo. He works extensively across Israel, Italy, the US and the UK.
A serial founder describes his global background and his love of doing deals and building partnerships.
Roxanne Martino – Founder at the Forefront
Roxanne Martino is Managing Partner at OceanM19 family office in Chicago, and has had a long career in asset management. She founded Aurora Investment Management in 1988, a firm which provided hedge fund portfolio solutions to institutional investors for over 28 years. She is Co-Chairperson of the University of Chicago Booth School of Business Council, Chairperson of the Boards of the Ann & Robert H Lurie Children’s Hospital of Chicago and Chair of its Executive and Governance Committees and holds a number of investment committee and board roles in educational institutions and charities. She is a published author and a frequent commentator on investment matters in the media and on the conference circuit.
A legend on the Chicago investment management scene tells her story, how she bucked convention to establish an asset manager with a mostly female executive team and her new focus on Boards and Charities.
Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story
We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with insights around private wealth,
Sandy Urie: Leader, Role Model, Visionary
Sandy Urie is Chairman Emeritus at Cambridge Associates, a role she has held since 2016, when she retired as Chairman and CEO, having held the CEO role since 2001, and capping an over 30 year career at the firm. Her current focuses include sustainability and impact investing and she has held multiple board and investment committee roles. Currently she sits on the boards of the Stanford Management Company, Social Finance US, Crane Institute for Sustainability (parent organization of The Intentional Endowment Network – IEN), and Plymouth Rock Insurance Company.
A profound discussion with one of my first sources of career inspiration – tracing a shift from academia to investment consulting, the roles of investment committees and the new challenges of sustainable investing.
216. Paula Horn of Brookfield Asset Management: Credit and Problem Solving
Paula Horn is Chief Investment Officer of the public securities group of Brookfield Asset Management. She has had an extensive career in investing, which has spanned investment grade credit, credit derivatives and other public investing. She holds a number of investment committee and Trustee roles.
211. Andy Ayim, MBE – Setting the Standard at Angel Investing School
Andy Ayim, MBE is an investor and founder based in the UK, and runs an Angel Investing School designed to “teach people how to invest small tickets in start-ups effortlessly.” He has run the School since January 2020, and is a venture partner and board member of numerous technology companies. Passionate about financial education and entrepreneurship, he has held been entrepreneur in residence at accelerators such as Entrepreneur First, and OneTech and spent time as Managing Director at the London Accelerator Backstage Capital, which focuses on supporting underrepresented founders. He was awarded an MBE in 2020 for services to diversity in technology.
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.