James Clark is senior managing director at Blue Owl and the Global Head of Institutional Capital. He has 26 years of asset management experience, and prior to Blue Owl, worked for Pimco, Golden Tree Asset Management and Landmark Partners. We had met on the circuit during my time as an allocator with Chicago Policemen’s Annuity and Benefit Fund, and I recently enjoyed listening to him on this podcast with Ted Seides of Capital Allocators. https://youtu.be/laLuf6XrrDw?si=uixmWOvMGnPNeydf
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254. Ciara Hurley – Reflecting on a Career in Private Wealth and “Perspective” for the Next Stage
Ciara Hurley is an investment committee member at the Trinity College Dublin Endowment. Ciara recently retired from Quilter Cheviot, where she was a financial advisor for over 20 years. She has worked as a portfolio manager, as well as serving in various director and Board roles.
Series 4 2022 – Trailer – Summer Days, Fresh Perspectives
In our summer Series 4 of the 2022 Fiftyfaces Podcast we invite you to see our industry through fresh eyes through hearing the stories of 10 extraordinary professionals. We hear of the training and perspective obtained through playing tennis at a professional level, challenging ice-skating routines and practicing the ancient Japanese martial art of Kendo. We hear about formative life experiences, such as mission-work in a violence-rocked Latin America as well as the challenges of becoming legally blind early in one’s career.
Classroom to Boardroom Part 2: Student Perspective; Opening Minds and Career Pathways
In early December we published the first Breakout Room podcast describing the Classroom to Boardroom program held this summer under the steerage of Derek Browne and Mitesh Sheth. To recall, the program was devised as a way to tackle under-representation of black talent in the investment industry. It was designed as a way for executives to “get out of their echo chamber” and hear directly from black youth about their perspectives, challenges they might face and maybe even identify talent.
346. William McGrath of C Suite Pension Strategies: Rethinking and Reframing Corporate Pensions
William McGrath is CEO of C Suite pension strategies. He has a financial and industrial sector background and was a longtime CEO of AGA range master. He has an honorary doctorate from Birmingham City University for work to sustain the relevance of the Midlands industrial heritage. He returned to the financial sector after 25 years working in industry.
341. Everaldo Franca of PPS Portfolio Performance in Brazil: Keeping an eye on the Long Term Prize for Institutional Investors
Everaldo Franca is CEO at PPS Portfolio Performance, a role he has held since 1996. He has deep experience with advising pensions and institutional investors in Brazil.
339: Jamila Osman of Baillie Gifford: Priorities and Preferences of our Next Generation
Jamila Osman is a trainee investment manager in the graduate training program at Baillie Gifford. She graduated from Edinburgh University with a First in Chemical Engineering. Our conversation starts with her upbringing in Ghana and the pioneering training high school training program that prepared her for a demanding academic load in science that paved her way to Edinburgh University.
338. Rebecca Heun of Aksia: From Fraud Triangles to Reading Between the Lines – A Fresh Look at Operational Due Diligence
Rebecca Heun is Managing Director of Aksia LLC where she heads their Operational Due Diligence function. She has spent 18 years at Aksia and prior to that held a series of other financial roles. We met during a recent trip to Omaha, and what followed was a fascinating fresh look at the process of operational due diligence as well as a deep dive into financial sector start up life.
337. Jo Natauri of Invidia Capital : On Efficiency and Executive Talent – Unlocking Value in Mid-Market Healthcare
Jo Natauri is Founder and managing Partner of Invidia Capital Management, a healthcare focused private equity firm founded in 2024, with a focus on middle-market buyouts in North America. She was formerly Global Head of Healthcare Investing in the Merchant Banking Division of Goldman Sachs.
336. Lindsey Bass of ImpactA Global: Advocating for Emerging Managers – Now More than Ever
Lindsey Bass is Head of Marketing and in charge of Fundraising at ImpactA Global, a position she has held since late 2023. She is a passionate advocate for more diversity in the investment industry as well as emerging managers. She has been active on the Asset Owner Diversity Charter as an Advisory Board Member, and in the Diversity Project – investment industry, where she has co-led the Mental Health Workstream as well as other responsibilities. She has also been an early and consistent supporter of Fiftyfaces – for which we are hugely grateful.