Julie Castro Abrams is the Managing Partner of How Women Invest and CEO of How Women Lead. How Women Lead was established in 2011 and is driving for a world where women have a seat at every table where decisions are made and is currently a network of over 100,000 professional women.
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161. James Brooke Turner of the Nuffield Foundation – A Charitable Outlook – from the Ancient Greeks to A Plinth on Trafalgar Square
James Brooke Turner is Director of Yoke and Co and Investment Director of the Nuffield Foundation. He was voted one of the inaugural four Inspiring Leaders in the Voluntary Sector and writes about financial governance for charities. Our conversation starts with his study of art history, how he found that discipline and the perspective and insight it gave him for his ultimate career in finance.
250. Rick Weissinger, Chief Marketing Officer at Moneta – A Hero’s Story that is a Wee Bit Different
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.
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.
BONUS Episode – Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management – Looking to 2024 and beyond
The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management.
238. Paul Richards of Better Decisions: The Nine Words Every Trustee Must Know
Paul Richards is a decision making expert with a particular focus on investment manager and trustee decision-making. He is the founder of Better Decisions, and was previously Head of Governance and Decision Research at the consulting firm Redington.
Series 1 2024 – Trailer – The More things Change . .
2024 will be a year of tremendous change, and tremendous noise. With elections in key regions, we are likely to be subjected to a volley of rhetoric and uncertainty will be the order of the day. In times like this, it seems even more important to reach out to our wise community for their insights on what should stay the same, and evolve, amid this uncertainty.
Episode 231: Jane Buchan Co-Founder of PAAMCO, Founder of Martlet: Notes from the Room Where it Happened
Jane Buchan is CEO of Martlet Asset Management, based in Newport Beach CA. She was one of the co-founders of Pacific Alternative Asset Management in 2000, which grew to $32 bn n AUM under her leadership. She was been a chair of the Board of CAIA as well as an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth and has a number of Board roles.
Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones
Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead’s rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents’ work ethic instilled in her.
Catherine Foot of Phoenix Insights: On Preparing for a Longer Script and Aging Better
Catherine Foot is Director at Phoenix Insights, a new longevity think tank launched in 2021, which reimagines how we work, learn, save and live in an age of longer lives. She previously was Director of Evidence at the Centre for Aging Better and prior to that was Assistant Director, Policy, at the King’s Fund