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.
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2024 Wrap Up: Part 1 with John Harney of AON, from Total Return Portfolios (the Wood) to putting Members First (the Trees) and everything in between
In this podcast John Harney, associate partner at AON, actuary and expert on pensions - see https://www.linkedin.com/in/johnwilliamharney/ leads the discussion on what was learned over the course of 2024 - how we separated the wood from the trees and what trends we...
284. Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing
Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy. She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages.
267. Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz
Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York,...
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.
210. Colin Robertson – Independent Investment Advisor: From Game Theory to Risk Management and the Importance of Nuance
Colin Robertson is an independent advisor to two LGPS funds – London Borough of Tower Hamlets and London Borough of Harrow, within a portfolio career that he has had since 2013. He previously held the role of Global Head of Asset Allocation for Aon Hewitt and previously at Mercury Asset Management. He has extensive experience in working with a wide range of institutional clients.
201. Sonali Wilson of Wellington Management: A Legendary Industry Networker Encourages Women across All Borders
Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWOB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles.
196. Duncan MacInnes of Ruffer: The art of MiniMax Regret and Portfolio Construction in Today’s Markets
Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of play in finance circles as we wrestle with failing banks and what this means for investors.
Elizabeth Kleinerman of Wellington Management – Networks and Progress in Financial Services
Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.