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.
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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.
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.
334. Pilar Gomez-Bravo of MFS Investment Management – finding balance in career and life
Pilar Gomez-Bravo is Co-Chief Investment Officer fixed income and portfolio manager at MFS Investment Management. She was previously a managing director at Neuberger Berman, and prior to that, spent a significant amount of her career at Lehman Brothers.
317. Henry Song: Fixed Income Portfolio Manager at Diamond Hill – Finance as a People Business
Henry Song is a portfolio manager for Diamond Hill, a asset manager headquartered in Columbus Ohio with approximately $30 bn in AUM. He joined the firm in 2016. Prior to joining Diamond Hill, Henry was a portfolio manager at J.P. Morgan Asset Management from 2005 to 2016. He specializes in securitized credit.
316. Jo Kempton, Head of Lincolnshire Pension Fund, Reflections on a career in Public Service and a Time of Transformational Change
Jo Kempton is Head of Lincolnshire Pension Fund, where she has spent most of her career in various roles, including as the manager of an internal UK equity portfolio. She is an active participant on the local government pension scheme circuit.
307. Cathy Bevan of Benefit Street Partners: Seeking structure and design in credit, careers and life
Cathy Bevan is Head of Structured Credit at Benefit Street – Alcentra. She has spent most of her career in credit structuring with roles on the sell side and buy side.
304. Sonali Pier of PIMCO: The intersection of Career, Credit and Culture
Sonali Pier is a Managing Director at PIMCO in Newport Beach, with a particular focus on Multi-Sector Credit. She previously worked as a credit trader and was named recently to the Marketwatch 50 most influential people in markets. Our conversation starts with her education, and a stock picking competition at the tender stage of sixth grade, which launched an interest in finance and economics.