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...

In this podcast – which was recorded with co-host Tom Raber of Alvine Capital, the co-hosts sit down with Björn Thelander, who is an experienced Family Office manager with broad international investment and industrial experience. His background is varied and involved many stints in emerging markets, punctuated by market crises which often necessitated a pivot – or two.

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

Daniel Gore is a Founding Partner of Orthogonal Partners, a boutique asset manager investing in “next generation” alternative investment strategies. He has had an extensive career in investing, including time spent in angel investing, in a family office and in film finance. He is currently pursuing opportunities in small and mid market UK firms.

Chelsea Smith is Senior National Director, Family Office Services at Bernstein Private Wealth Management, based in Chicago. She started her career as an equity trader, and in recent years has been heavily involved in diversity initiatives designed to attract a more diverse pipeline into the finance industry. 

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. 

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.

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 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 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.