Meredith Jones is a published author, speaker and consultant with decades of experience in the investment industry.  She is a Partner and Global Head of ESG at a large consulting firm, where she chairs the ESG Think Tank with oversight of global solution development and strategy relating to climate change and ESG.  She runs her own research firm MJ Alternative Investment Research and is on the Board of Directors of Rock The Street, Wall Street.  She is the Author of Women of The Street: Why Female Money Managers Generate Higher Returns and How you Can too. She released a Ted Talk on her life experiences called “Creating Luck for Yourself”

Tom Raber is the founder and Managing Director of London-based Alvine Capital, a reverse enquiry solutions firm that Tom founded in 2005, with a particular focus on finding solutions for institutional investors in alternative assets.  Originally from Sweden, he previously held leadership roles at Key Asset Management  and a series of investment banks. 

Sarah Whitley is Chair at Future Asset, an organization which connects girls, teachers and advisors to the diversity of opportunities in asset management.  Based in Edinburgh, she was previously Head of Japanese Equities at Baillie Gifford and currently holds a number of director roles, including as External Director at Rakuten, and Chair at the Edinburgh Festival Endowment Fund.

Barry Massarsky is a partner and co-practice leader – music economics andvaluation services at Citrin Cooperman,  and was the founder of Massarksy Consulting, which he sold to Citrin Cooperman early in 2022. He is credited with pioneering the economics of royalty cash flows in the early 1990s. And together with his business partner Nari Matsuura developed a model to guide banks lending to music investors. Last year Massarksy Consulting valued over 400 catalogs totaling more than $9 billion.

Between Series 1 and series 2 of 2023, we kicked off a brand new focus series – the Love Series – in celebration of love in February 2023.  This had a great response – reminding us of what made people human.  It sent one listener back to his old photo album to remind himself of his showjumping days, and others felt motivated to take up hobbies again.  

Now we are back to our main series focused on investment professionals but love runs through it like a golden thread.  Love, discipline, lessons from parents.  Our guests include a former college football player, who spent time working as a prison guard before returning to university and ultimately entering the investment industry, an expert on music valuation, multiple ESG and pensions specialists and founders of fund companies – large and small.  

Heather Brilliant is the President and CEO at Diamond Hill Capital Management, a $30 billion asset manager headquartered in Columbus, Ohio. She previously was Chief Executive Officer Americas at First State Investments and prior to that was CEO at Morningstar, Australasia, and formerly Global Head of Equity and Credit research. She’s had a career long involvement with the CFA Institute globally, and was formerly Chairman of the Board, as well as a Director and Board Member for over seven years.