Afsaneh Beschloss is the Founder and CEO at RockCreek, an investment firm which invests across diverse sectors with a special focus on climate, affordable housing and education investments in developed, emerging and frontier markets. She is on the Board of Directors of the World Resources Institute, the Council on Foreign Relations, and the Rockefeller Foundation and holds numerous other Board and Trustee roles.
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Results for "Mission Work"
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.
9. Kike Oniwinde Agoro: Taking Flight – From Javelin Throwing to Network Building
Kike Oniwinde Agoro is the Founder and CEO of BYP Network, a platform that connects Black professionals to each other and corporations. She is a BSc Economics graduate of The University of Nottingham, a University of Florida MSc scholar, and an ex-Great Britain javelin thrower. She previously worked in investment banking, and then in Business Development at a fast-growing financial technology company for two years because she realised ‘tech is the future’.
Katie Wyatt – Mission-driven and Values Based
Katie Wyatt is CIO of the endowment of Loyola University in Chicago, a role she has held for close to two years. She was previously director of investments at the pharmaceutical company Abbott, where she spent over 11 years, and prior to that held a range of roles in equity research. She recently became a member of the Board of Directors of the CFA Society of Chicago.
A CIO role at a Catholic university means that all investment occurs against a backdrop of a central mission, and we talk about how this is translated into the asset allocation role.
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.
Maternal Mortality: A Modern Crisis: Part 1 – The Problem
In this part 1 of the series we will explore the problem, through storytelling, on the ground insights and lived experience. We hear from Maneesha Ghiya, the founder of FemHealth Ventures about her own birth experience that prompted a career-long devotion to women’s health issues, as well as Yele Aluko, EY Americas Chief Medical Officer, director of the EY Center for Health Equity, Adonica Shaw, CEO and Founder of My Wing Women, an online community and resource center for women relating to reproductive and other health issues. Maura Rosenfeld, founder of digital health innovator – MindUp, provides her insights on the innovations and technology that can move the needle in alleviating this problem.
Bonus Series 2023 – Trailer
If you have heard the term abundance of riches, that is what we have been experiencing this year in terms of our guests. So we are very pleased to bring you this bonus series, sponsored by Sound Mark Partners, a women led real estate debt firm that exemplifies so much of what we endorse and promote in the investment industry. We learn about accidental career paths, innovative strategies such as funds focused on positive change, climate engagement, GP-led private equity secondaries and carbon credit trading.
Episode 223: Geeta Kapadia, CIO at Fordham University: Channeling Student ideas in a University Endowment
Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles.
213. BONUS Cathie Wood of ARK: Going Back to the Future with AI
Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist.
206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters
Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.