Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWOB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles.
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15. CONSTANCE FREEDMAN OF MODERNE VENTURES – A MODERN MASTERCLASS IN INNOVATION THROUGH NETWORKING
Constance Freedman is Founder and Managing Partner at Moderne Ventures as well as Moderne Passport – an early stage investment fund and industry immersion program which is focused on investing in technology companies in and around the multi-trillion dollar industries of real estate, finance, insurance, hospitality and home services. It has just closed its (over-subscribed) second fund at over $200 m. She sits on numerous boards and has received several awards including Crain’s Business 40 under 40 and Chicago Top Tech 50 (on three occasions).
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’.
12. Nancy Stern – CEO and Board Member of Allston Holdings – Networking and Empathy
Nancy Stern is CEO and board member at Allston Holdings LLC. She has had a 27 year career starting as a lawyer and transitioning to a financial and business oversight role. In her latest role, which saw her assume the CEO position in 2020, she led a successful sale of that company that closed in 2021. Nancy holds a number of board roles. She was the recipient of the Woman of Achievement Award granted by the anti Defamation League in 2019.
Elizabeth Kleinerman of Wellington Management – Networks and Progress in Financial Services
Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.
Helena Baker – Networking to Maximum Effect
Helena Baker grew up in London and has a background in journalism and copywriting. Since moving to Israel in 2019 she has founded English Speaking Network, one of Israel’s premier networking group. She describes herself as a Pro Schmoozer and LinkedIn Queen.
In our discussion we talk about the early days of her career, why she was motivated to strike out on her own and what drove her move to Israel. We discuss her experience as a business owner, and whether being a female business owner has presented particular challenges.
Constance Freedman of Moderne Ventures – A Modern Masterclass in Innovation through Networking
Constance Freedman is Founder and Managing Partner at Moderne Ventures as well as Moderne Passport – an early-stage investment fund and industry immersion program which is focused on investing in technology companies in and around the multi-trillion dollar industries of real estate, finance, insurance, hospitality and home services. It has just closed its (over-subscribed) second fund at over $200 m. She sits on numerous boards and has received several awards including Crain’s Business 40 under 40 and Chicago Top Tech 50 (on three occasions).
A fascinating discussion of PropTech and how creating a networking and mentorship ecosystem has been the secret to a successful venture capital fund.
251. Carina Diamond of Stella Secunda Partners: Towards the Next Star in Wealth Management and Beyond
Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as well as the founder of Diversitas, a national education program at The University of Akron designed to expand diversity in wealth management.
246. Grace Reyes of The Diversity Exchange: Turning the Tide, One Starfish at a Time
Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK. TIDE as a partner to the largest US public pension plans, their emerging and diverse manager efforts.
240. Catch up with Angela Miller-May – CIO of IMRF – What Keeps a CIO Up At Night?
Angela Miller May is CIO at Illinois Municipal Retirement Fund a public defined benefit fund based in Oak Brook IL which has over $40 bn in assets under management.Angela is a regular figure on the asset management conference circuit and has become a leading voice in promoting diversity and inclusion in the industry. She appeared as the third guest on the podcast in 2020 during her tenure as CIO of Chicago Teachers.