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Results for "Pivot"

Sally Bridgeland – Pivoting to a Portfolio Career

Sally Bridgeland needs no introduction in London institutional investing circles. Following a long career as an actuary, investment consultant and investor, culminating in a role of CEO at BP Pension Trustees for the 19 BN GBP BP pension fund, she has pivoted to an extensive portfolio career. Since 2014 she has held roles at Nest, USS, Lloyds Banking Group, Avida International, RAF Central Fund, Nesta, the Nuclear Liabilities Fund, the Local Pensions Partnership, Impax Asset Management and Royal London.

Her portfolio is a very full one, but she still finds the time to commit to her passion for education in mathematics through the Royal Society and Loughborough University and is Honorary Group Captain in the Royal Air Force, No 601 Squadron.

Our conversation discusses Sally’s journey into investment, the role that learning maths had in her story, and her lifelong passion for ensuring that maths is taught effectively and in a way that conveys its beauty. We also discuss her investment beliefs and lessons learned through a career in consulting and then as an asset owner.

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.

332: Deanne Stewart of Aware Super – A Superannuation Fund Braced for a Dynamic World

Deanne Stewart is CEO at Aware Super, an Australian superannuation fund with over 200 billion AUD in assets under management and the third largest superannuation fund in the country. She has held this role for close to seven years, and was previously Chief Executive Officer at MetLife in Sydney, and prior to that, held a series of financial services roles.

293. Bjorn Thelander – formerly of Dyson Family Office – co-hosted with Alvine: From the Frontier to the Mainstream and Back Again

In this podcast – which was recorded with co-host Tom Raber of Alvine Capital, the co-hosts sit down with Björn Thelander, who is an experienced Family Office manager with broad international investment and industrial experience. His background is varied and involved many stints in emerging markets, punctuated by market crises which often necessitated a pivot – or two.