SEARCH RESULTS

Results for "Hedge Funds"

243. Kelly Chesney of Pluscios Management: Solving for Absolute Return – From Abundance to Scarcity and Back Again

Kelly Chesney is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. The firm, founded in 2006, has two female founders, and we interviewed Connie Teska, the other founder, in this earlier episode of the Fiftyfaces Podcast.  She has a long history in investment management, particularly in the area of funds of hedge funds, investing and consulting and started her career as an attorney.

212. Caroline Lovelace of Preserver Partners: Learning to Take Risk and Preparing for Plan B

Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.

207. Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the “Who”

Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.

Bonus: Laura Sage: The Power to Chill Anywhere

Laura Sage is CEO at Chill Anywhere, and Co-Founder of the Lynn Sage Breast Cancer Foundation.  She has previously held a series of advisory and business development roles at different financial institutions including hedge funds. Our conversation starts with her financial career, and the grueling travel schedule that accompanied it.  She describes her pivot to wellness and what led her to think about a solution for employing a holistic approach to health and wellness in the workplace.

Bonus: Laura Sage – The Power to Chill Anywhere

Laura Sage is CEO at Chill Anywhere, and Co-Founder of the Lynn Sage Breast Cancer Foundation.  She has previously held a series of advisory and business development roles at different financial institutions including hedge funds. Our conversation starts with her financial career, and the grueling travel schedule that accompanied it.  She describes her pivot to wellness and what led her to think about a solution for employing a holistic approach to health and wellness in the workplace.

Bonus: Laura Sage – The Power to Chill Anywhere

Laura Sage is CEO at Chill Anywhere, and Co-Founder of the Lynn Sage Breast Cancer Foundation.  She has previously held a series of advisory and business development roles at different financial institutions including hedge funds. Our conversation starts with her financial career, and the grueling travel schedule that accompanied it.  She describes her pivot to wellness and what led her to think about a solution for employing a holistic approach to health and wellness in the workplace.

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.

David Mooney – Retaining the Element of Surprise – in Markets and in Life.

David Mooney is a former asset manager and commodities specialist, having spent close to 30 years in the financial services industry. He has managed derivatives and commodities desks at investment banks and hedge funds, and ran a fund of commodities funds for close to 10 years, which is when we met

An entertaining jaunt through a career in finance, a reminder of retaining the power of surprise and that not so long ago diversity and inclusion felt a lot different.

Connie Teska – A Founder with Experience in Abundance

Connie Teska is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. Pluscios is a Greek term meaning wealth, abundance, and riches, and the firm, founded in 2006, has two female founders. She has a long history in investment management, particularly in the area of alternative investments.

Our conversation returns to Connie’s Greek roots, and what growing in a family of entrepreneurs and small business owners taught her about work ethic, resilience, and respect for knowing what goes on “in the weeds.” We move to her banking career, and what inspired her to start a firm.