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Alexandra Noble – Strategy, Purpose and Mentoring the Next Generation of Leaders

Alexandra Noble is an independent strategic advisor to financial institutions and charities, and has a particular interest in mentoring the next generation of investment leaders. Her portfolio career includes a consulting role for Pensions for Purpose, coaching and strategic advice to firms, a Chair role at Future-Fit Ltd and roles as a charity trustee and director.

A look-back at an extraordinary career forged in the days before diversity was a theme, and continued now by giving back wisdom to the next generation of leaders, particularly needed in todays complex world.

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.

Bola Tobun – Using Science to Drive ESG Leadership

Bola Tobun is Investments and Treasury Manager at the London Borough of Enfield. She is a frequent participant on the local government conference circuit, which is where we met, and she has a long history of experience in pension fund roles across local government and pensions administration businesses.

A discussion of a journey from chemical engineering to finance and how this led to finance and a particular passion for and knowledge of ESG.

139. Debbie Cunningham of Federated Hermes – a Roadmap of Liquidity for the Ages

Debbie Cunningham is Chief Investment Officer of Global Liquidity Markets at Federated Hermes and has been a portfolio manager for all government and prime liquidity products since 1990.  She previously was Director and President of the CFA Society of Pittsburgh and sits on the board of Robert Morris University, Treasury Market Practices Group and Depository Trust & Clearing Corporation

BONUS – Meredith Jones – Rocking the Street as an Industry Pioneer

Meredith Jones is a published author, speaker and consultant with decades of experience in the investment industry.  She is a Partner and Global Head of ESG at a large consulting firm, where she chairs the ESG Think Tank with oversight of global solution development and strategy relating to climate change and ESG.  She runs her own research firm MJ Alternative Investment Research and is on the Board of Directors of Rock The Street, Wall Street.  She is the Author of Women of The Street: Why Female Money Managers Generate Higher Returns and How you Can too. She released a Ted Talk on her life experiences called “Creating Luck for Yourself”

Adam Demuyakor of Wilshire Lane Capital – On Ghost Kitchens, Self Storage and other Prop Tech Opportunities

Adam Demuyakor is the founder and managing partner at Wilshire Lane Capital, a venture capital and private equity firm that focuses on PropTech solutions based in Los Angeles California.  Born in the US to a family originally from Ghana, Adam started out on Wall Street in investment banking and held a number of private equity and venture capital roles before found in Wilshire Lane.  He also holds a number of Board roles and is a Board of Trustee of the education nonprofit 9 Dots.

130. Cynthia Tusan: On Taking a Stand and Being a Voice for Change

Cynthia Tusan is CEO and Chairman of Strategic Global Advisors, a fundamentally inspired and quantitatively driven investment manager focused on global equities, a role she has held for over 16 years.  She previously was a portfolio manager at Wells Capital Management...

Building Confidence in a Changing World

Recently, I presented to a group of university students who were members of a Women in Asset Management club. And it seemed to me, in a somewhat troubling way, that the popular narrative that women are less confident than men has become accepted as a truth, one that...