James Clark is senior managing director at Blue Owl and the Global Head of Institutional Capital. He has 26 years of asset management experience, and prior to Blue Owl, worked for Pimco, Golden Tree Asset Management and Landmark Partners.   We had met on the circuit during my time as an allocator with Chicago Policemen’s Annuity and Benefit Fund, and I recently enjoyed listening to him on this podcast with Ted Seides of Capital Allocators. https://youtu.be/laLuf6XrrDw?si=uixmWOvMGnPNeydf

Lisa Laird is CIO at Mercy Investment Services in St. Louis. She has previously held senior strategist roles as well as other healthcare leadership roles, and currently holds a number of additional board roles.

Nick Spencer is a senior consultant and sustainability risk specialist in the Milliman Life and Financial Services practice based in London. He is a Fellow of the Institute and Faculty of Actuaries and past Chair of its Sustainability Board and a past Council Member. He has written extensively on the integration of climate risks into actuarial work as well as on natural capital, biodiversity and broadly on aspects of the climate transition.

Erik Hirsch is Co-Chief Executive Officer of Hamilton Lane, where he is responsible for the firm’s strategic direction and operations. The firm currently has over $900 billion in assets under management and supervision and is committed to driving meaningful change in private markets for the institutions and other clients that it serves. 

Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy.  She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages. 

Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highlight concrete examples of impact investments.

Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. 

Penny Green finally retired from the investment industry in June following an over 30-year career.  She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retiring from the Chief Executive role in 2014, she became an Independent Trustee with BESTrustees, and her portfolio included a Trustee role at SAUL and Chair of an organization focused on raising standards of pension administration. She was President of the Pensions Management Institute for two years.