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.
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Series 1 of 2025 – Trailer: Why the Devil is in the Detail.
This summary is less a trailer than a highlight reel. The year started with a new administration in the US and an explosion of the culture wars and backlash against DEI and ESG labelling. Even engagement has become more cumbersome and some may feel the hard won policies of years ago are going into reverse. Because we had lined up a list of industry experts with a focus on sustainable investing for this series, we had an excellent opportunity to ask them about the headwinds and the view of them.
2024 Pride Series Trailer: Activism, Mental Health, Financial Health and Gender Expansiveness
Welcome to our fourth Pride series of all time, which is full of personal narratives that will make you smile, may make you cry and will definitely make you think. Join us as we discuss what allyship really means, share personal experiences across diverging global backgrops for LGBTQ+ rights, and take you into the realms of personal finance, international development and coaching.
241. Shane Lanigan of Beach Point Capital : The Upside of Looking at the Downside
Shane Lanigan is Portfolio Manager at Beach Point Capital Ireland, a role he has held since September 2018. He was previously a director at BSM Finance, a senior debt provider to entrepreneur owned, VC or PE backed businesses.
Amy Lehman of Lake Tanganyika Floating Health Clinic: Power Dynamics in Medicine and a Development Journey
Amy Lehman is Founder and CEO at Lake Tanganyika Floating Health Clinic, an international organization, whose mission is to address the problem of healthcare access for millions of people who live in the isolated, but strategically critical lake, Tanganyika, great lakes region of central Africa. She received both an MD and MBA from the University of Chicago, and trained in general surgery at the University of Chicago Medical Center. Additionally, she was a senior fellow with McLean center for Clinical Medical Ethics. She received the 2014 distinguished young alumni award from the University of Chicago Booth School of Business. She has been mentioned by Newsweek as one of “150 Women who Shake the World” and by a number of other publications.
148. Matteo Dante Peruccio of Wave Financial – Digital Assets Take The Stage
Matteo Dante Puccio, is President International and a Partner at Wave Financial Group. He’s had an extensive career across the wealth management, VC tech investing and family office space. He’s currently focused on digital assets at Wave Financial Group.
Eric Idiahi – Honesty, Humility and Hard Work as a Recipe for Success
Eric Idiahi is co-founder and a partner of Verod Capital, a private equity firm based in Lagos, which he founded in 2008. He is Chairman of the Board of Tangerine Africa as well as Eleva Group and holds a number of Non Executive Director positions. He was previously a Managing Parter of FountainHead Media Group as well as a Financial Derivatives Company.
Our conversation traces Eric’s move to the US where he completed his high school and university education and what drove his decision to move back to Nigeria. This was an exciting time, and we look at some of the surprising aspects of re-integration – and how the fact that he wasn’t married initially was relevant.
Andrien Meyers – Councilman, Allocator, NED – blending it all in honour of God, family and career.
Andrien Meyers is a Councilman in the City of London Corporation as well as a Head of Pensions Investments at the London Borough of Sutton and Royal Borough of Kingston upon Thames. He is a Non Executive Director of Resonance Limited as well as a strategic business advisor to bfinance.
A renaissance man with multiple interests and passions, shares his Indian heritage and his work on the anti-racism taskforce of the City of London, how he honours God and Family as he pursues a fulfilling career.
Kristin Staffeldt – Real Assets in the Real World
Kristin Staffeldt is a Senior Portfolio Analyst in the Real Assets area at the University of Chicago endowment, which has around $8.5 bn in assets under management. She has spent most of her career in a range of roles in real estate, having focused on land economics in her university degree.
A deep dive into the characteristics of the real estate asset class, how to approach it as an institutional investor and perspectives of the profession for a mid-level vantage point.
Roxanne Martino – Founder at the Forefront
Roxanne Martino is Managing Partner at OceanM19 family office in Chicago, and has had a long career in asset management. She founded Aurora Investment Management in 1988, a firm which provided hedge fund portfolio solutions to institutional investors for over 28 years. She is Co-Chairperson of the University of Chicago Booth School of Business Council, Chairperson of the Boards of the Ann & Robert H Lurie Children’s Hospital of Chicago and Chair of its Executive and Governance Committees and holds a number of investment committee and board roles in educational institutions and charities. She is a published author and a frequent commentator on investment matters in the media and on the conference circuit.
A legend on the Chicago investment management scene tells her story, how she bucked convention to establish an asset manager with a mostly female executive team and her new focus on Boards and Charities.