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Episode 3 – Success in Portfolio Careers – Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper

In Series 3 of this FiftyFaces Focus Series focusing on the Next Chapter – and specifically portfolio careers and what makes an effective Board Member and Chari we meet with Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper.  We hear from a group of leaders committed to training the next generation of leaders, coaching through change and ensuring that all pensioners get to retire with dignity and informed choices. 

The Next Chapter Episode 2 – Success in Portfolio Careers – Dr. Margaret Casely-Hayford, William Bourne, Sandra Urie and Julian Tregoning

In our second podcast of our Fiftyfaces Focus Next Chapter Series we hear from four more seasoned voices who are all pursuing a rich and diverse set of roles. First we meet with Margaret Casely Hayford, CBE, Chancellor of Coventry University, Special Trustee at Great Ormond Street Hospital Children’s Charity and Chair at Shakespeare’s Globe, among other board roles. She talks about the steep learning curve in gaining familiarity with the mission and purpose of each organization as well as the importance of learning to listen and for a Board to be a supportive Board. We speak also about the current levels of Board Diversity and the pace of change.

Episode 1: The Next Chapter – Success in Portfolio Careers: Sally Bridgeland, Debbie Clarke, Sharmila Kassam and Caroline Burton

In this inaugural “next chapter” podcast episode, we hear from four extraordinary leaders in investment management circles – each pathbreakers in their own right, and each of whom is dedicating this current chapter of their career to a portfolio of Board and other roles.

Many executives enter a portfolio or “plural” career once they finish up a traditional executive role, but there is a distinct lack of guidance as to what it is that makes a good director or investment committee member, and particular a good chair.

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.

Trailer – Series 4 of 2024 – The Rise of the Custom Portfolio

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.

260. Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments. 

173. Vivian Lin Thurston, Portfolio Manager at William Blair Investment Management – The Art and Science of Portfolio Management

Vivian Lin Thurston is a Partner and Portfolio Manager at William Blair Investment Management, where she is based in Chicago. She previously covered global consumer stocks in a research role both at William Blair and a series of other financial services firms. She is Chairman of the Board at the Chinese Finance Association of American and a Principal Dancer and Director at the Xilin Dance Company. 

160. Terri Duhon: How to Dream Big, Fail Fast and Write Many Chapters of a Finance Career

Terri Duhon is an award winning educator, TEDx speaker, Board Director and speaker, who has over 25 years of experience in financial markets. She wrote the book “How the Trading Floor Really Works”, founded her own financial markets firm, and is an Associate Fellow at the SAID Business School in Oxford. She sits on the Board of Morgan Stanley International, which she is Chair of the Risk Committee, and also holds a number of additional independent director roles. She is now based in London but hails from the New Orleans area originally.