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
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168. Julie Cane of Democracy Investments: Charting a Course from the Bottom Up
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.
Bridget Uku – Global Roots; Local Investments
Bridget Uku is Group Manager Treasury & Investments at a UK local authority, where she has spent over 14 years, and she previously worked as Investments and Insurance Finance Manager at the Greater London Authority. She is a frequent participant on the local government conference circuit, which is where we met.
A delightful account of a journey from Nigeria to London, the role of parental role models, balancing work and family and how family obligations drive career growth.
William Bourne – Bridging the Gap in Investments and in Life
William Bourne is a long-time adviser to the local government pension schemes in the UK, and has over 30 years experience on all sides of the asset allocation business. He is the founder of Linchpin, which provides advice on investments and governance to institutional investors, and has worked in sales as well as investment roles, and has spent a considerable amount of time in Japan. He is a frequent commentator and participant on the investment advice conference circuit and a co-host of an occasional webinar series with me in which we bring together a lively group of investors and their advisers.
An enjoyable reflection on a varied and full financial career which is now rounded out with a portfolio career and twin passions for Bridge and Sailing.
Tony Dalwood – How to Tackle Alternative Investments
Tony Dalwood is Chief Executive Officer of Gresham House, an alternatives asset management business based in London. Its product range includes forestry, renewables, infrastructure, housing, private equity and strategic public equity funds.
A fascinating discussion of the lessons learned from sport and how they an inform team-building, team-work, and success in the long game of finance and investing. service to private wealth and what he perceives to be the differences between the two.
247. Aditi Javeri Gokhale of Northwestern Mutual – Towards a goal of Protecting and Prospering with eyes on the sky and feet on the ground
Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310 bn in institutional investment portfolio and over $280 billion in retail client assets She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.
245. Randy Cohen, Senior Lecturer at Harvard Business School – Dangerous Vision in Stock Markets and Venture Capital
Randy Cohen, is a Senior Lecturer at Harvard Business school. His main research focus is the interface between the actions of institutional investors and price levels in the stock market and has helped to start and grow a number of investment management firms. He is a partner at Exsight Capital, a venture capital firm specializing in early-stage impact investments in innovative ophthalmic diagnostic and treatment solutions. This has particular resonance for Randy, who is blind from retinitis pigmentosa.
Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story
We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with insights around private wealth,
Maternal Mortality: A Modern Crisis: Part 3 – A Global Comparison
In this part three we look around the world to compare the nature of the problem – hearing from Yele Aluko about his experience in Africa, while Noa Hirsch, an experienced health care director, nurse and business based in Israel shares not only her insights from the ground and from other kinds of disparities on the ground in a much more densely populated country as well as from technology solutions that are in development to chip away at persistent problems in this domain.
Maternal Mortality: A Modern Crisis: Part 2 – Exploring Solutions
In part two we explore solutions to the problem, returning to our discussion with Yele Aluko to discuss some of the investments in alleviating inequity in the US medical landscape, and where disparities persist. Adonica Shaw then details the importance of community, shared experience, resources and education – all of which she is amplifying through My Wing Women.