Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie

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. 

Margaux O’Brien is Investment Director at the University of California investment office, based in Oakland, CA. She previously spent over 14 years in the fund of hedge fund area, where she specialized in equity long/short and other equity hedge funds. Prior to that she was an investment consultant.

A joyful discussion with a renowned hedge fund allocator and a reminder of the importance of humility and how this can be a secret weapon in overcoming performance anxiety.

In this podcast – which was recorded with co-host Tom Raber of Alvine Capital, the co-hosts sit down with Björn Thelander, who is an experienced Family Office manager with broad international investment and industrial experience. His background is varied and involved many stints in emerging markets, punctuated by market crises which often necessitated a pivot – or two.

Sarah Fromson is Chair of the Cambridge University Endowment Fund Investment Advisory Board.  She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.  

Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware. 

Hallie Label, is the founder of Expect Equity, based in Baltimore.  She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles.

Colin Robertson is an independent advisor to two LGPS funds – London Borough of Tower Hamlets and London Borough of Harrow, within a portfolio career that he has had since 2013. He previously held the role of Global Head of Asset Allocation for Aon Hewitt and previously at Mercury Asset Management. He has extensive experience in working with a wide range of institutional clients. 

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. 

Steve Kim is a partner in investment strategy and risk management at Verdis Investment Management in the Philadelphia area. He has focused over 30 years in his career in implementing and managing operating infrastructures. Prior to his role at Verdis held various Chief Technology Officer roles. He now focuses on integrating his insight from systems modeling and data analysis into an investment approach, particularly in the venture capital arena.