Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fund. Her interest then expanded to analyzing managers themselves and a career in investment consulting. This came full circle then when she chose her next move, which was back into the investment management field.
Gareth Miller of Artemis Investment and the Diversity Project: Flexibility and Agility as a Framework for the Future
Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project.
198. Cathy Ulozas, CIO of Drexel University: Recruiting an Investment Office towards a University’s Mission
Cathy Ulozas is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.
Dede Eyesan is Founder and CEO of Jenga Investment Partners, a firm that invests globally across growth, turnaround and cyclical equity opportunities. Our conversation starts with his home life and a particularly early introduction to investing. This sowed the seeds for a passion for stocks, investing and research and what ultimately led him to launch his own investment firm – Jenga Investment Partners – at an unusually young age
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.
Series 1 2023 – Investment Stories – from Chicken Arbitrage to Ageism, Socio-Economic Mobility and the Power of the Middle Voice
It is hard to believe that we are back for our fourth year of the Fiftyfaces Podcast – and in Series 1 of 2023 we hear about unorthodox beginnings such as the twelve year old who arbitraged the price of chickens when growing up in Uganda, and ended up in a senior role in Bridgewater before starting his own firm. We hear about traditional ones too, about investment instincts honed at the family dinner table, or through seeing the world through an artist’s eyes.
Julie Cane is CEO of Democracy Investments. The firm uses a proprietary algorithm to drive capital flows toward the economic growth of democratic countries and away from authoritarian states.
Zia Uddin is President of Monroe Capital LLC, an asset management firm headquartered in Chicago, which invests in middle market companies in North America through a range of products. Prior to joining Monroe he focused on middle market private equity investing for...
Cynthia Steer has had a multi-decade career in investment management, spending time as an investment director, CIO, and Chief Retirement Strategist at a series of large consulting firms, and she now holds a broad range of investment committee and independent director roles.
149. James Penney of Darwin Alternative Investment Management – Towards Ensuring Dignity at every Stage and Walk of Life
James Penney is Chairman of Darwin Alternative Investment Management Ltd, a firm that offers innovative alpha driven investment solutions for long term investors. Our conversation covers his exceptionally diverse background, and his experience with studying theology, languages and living in Latin America doing mission-based work.