Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.
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209. Paul Guilliotti of Richmond and Wandsworth Council: From Pooling to a League 2 Football Team: The Life and Times of a Real Life Ted Lasso
Paul Guilliotti is Assistant Director – Financial Services – at Richmond and Wandsworth Councils. He has had a long career in local government and is a frequent participant in discussions around leveling up and LGPS pooling. Our conversation starts with Paul’s childhood where he spent some time in Zambia during his early school years. We speak about any take-aways from that time and then dig into the origins of his unusual name a little.
179. Sara Bonesteel, CIO at Prudential Insurance – The Power of Preparation and the Middle Voice
Sara Bonesteel is Chief Investment Officer- International Insurance at Prudential Financial, located in the NYC area. She was previously a managing director in Bear Stearns and JP Morgan. She is an Independent Director of Standard & Poor’s Financial Services LLC and holds a number of other Board and Investment Committee Roles.
176. Stuart Heatley of Capita Pensions – On Unlocking Unconventional Talent and Watching it Soar
Stuart Heatley is Managing Director at Capita Pensions where he is a Business Transformation and Growth Leader. He previously held a series of similar roles at AON and Scottish Life. Based in Edinburgh, Stuart is passionate about creating access to the financial services industry for people of all backgrounds, and is a Mentor with MCR Pathways.
174. Michael Halpern of Westmore Capital Advisors – Some of Life’s Lessons – Road Tested.
Michael Halpern is Founder and President of Westmore Capital Advisors, a multi-strategy investment firm that invests across asset classes focused on early stage/growth capital companies as well as investments in more established companies undergoing substantial transformation. He was previously Co-Managing Member and Co-Chief Investment Officer of Dorchester Capital Advisors, a fund management firm that invested in hedge funds, private equity funds and secondary hedge fund interests. Prior to that he ran a long/short hedge fund Dorchester Advisors that he founded in 1991. He previously held a series of roles in financial services in the Los Angeles area and currently holds a number of Board Roles.
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.
167. Dr. David Kelly: Chief Global Strategist at JP Morgan Asset Management – Combatting Market Lows with a Runner’s High – Making the Complex Clear
Dr. David Kelly is Chief Global Strategist at JP Morgan Asset Management, a position he has held for over 14 years. He lives in Massachusetts. He was previously economic advisor at Putnam Investments, and prior to that held a range of roles in the financial services industry. Originally from Dublin, like myself, he’s a PhD in Economics from Michigan State University.
157. Matthew Sherwood, Ph. D. of WeVidit Media – Determination, Vision and the Power of Reframing
Matt Sherwood, Ph.D. is Co-Founder and Chief Executive Officer of WeVidIt Media, a video streaming platform that leverages data and analytics for a more inclusive and profitable entertainment industry. We met while he worked as an asset allocator, where he headed up public market investments for MMBB Financial Services. He has spent time as a guest lecturer and an appointed professor at Columbia University and The King’s College in New York, and has authored a textbook on the topic of ESG Investing. He is a board member of the Guide Dog Foundation and American Vet Dogs and serves on the Lavelle Fund’s Investment Committee.
Robyn Grew of MAN Group – From Teenage Rebel to Corporate Executive
Robyn Grew is Group COO, general counsel and Head of ESG at Man Group as well as Head of Man Group US. Global Head of Legal and Compliance. She has been with the firm for over 12 years. Previously, she worked in a number of different compliance roles and at financial services firms. She lives with her wife in the New York City area and has a college-aged son.
BONUS EPISODE FOR INTERNATIONAL GUIDE DOG DAY – Matt Sherwood – Determination, Vision and the Power of Reframing
Matt Sherwood, Ph.D. is Co-Founder and Chief Executive Officer of WeVidIt Media, a video streaming platform that leverages data and analytics for a more inclusive and profitable entertainment industry. We met while he worked as an asset allocator, where he headed up public market investments for MMBB Financial Services. He has spent time as a guest lecturer and an appointed professor at Columbia University and The King’s College in New York, and has authored a textbook on the topic of ESG Investing. He is a board member of the Guide Dog Foundation and American Vet Dogs and serves on the Lavelle Fund’s Investment Committee.