Ciara Hurley is an investment committee member at the Trinity College Dublin Endowment. Ciara recently retired from Quilter Cheviot, where she was a financial advisor for over 20 years. She has worked as a portfolio manager, as well as serving in various director and Board roles.
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Series 3 of 2024 – Trailer – A Tour through Public Service, Private Wealth and Culture
Summer is coming, and so is Series 3 of the 2024 Fiftyfaces Podcast, and this series is filled with themes that we have not touched in as much depth before. The notion of service, and in particular serving public funds – whether in an officer, trustee or consultant capacity is explored in depth – we look at the mindset required, the rewards that accrue, and how to attract new talent into this segment.
Ayo Ayodele – Public Service to Private Wealth
Ayo Ayodele and I got to know each other when he was working as an Assistant Treasurer and Deputy Chief Investment Officer at the City of Chicago. He now works in Global Wealth Management at a large firm in Chicago, and prior to his role at the City of Chicago worked in a series of investment banking roles, including 3 years at Afrinvest West Africa, based in both London and Lagos. He was educated in Nigeria, Harrogate in the UK and the University of Arizona.
A broad discussion of Ayo’s move to the US, his shift from institutional asset management and public service to private wealth and what he perceives to be the differences between the two.
Elissa Bayer – Private Wealth Pathbreaker
Elissa Bayer is a Senior Investment Director at a large wealth manager based in London, and has held a range of private wealth and investment roles throughout her career. Elissa was one of the first women to take a seat in the London Stock Exchange and blazed a trail through private wealth in London, where she is still active today.
A private wealth trailblazer walks us through an extraordinary career, that has spanned decades and enormous and transformative change in the financial world.
Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story
We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with insights around private wealth,
Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones
Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead’s rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents’ work ethic instilled in her.
228. Shari Greco Reiches: Empowering “Women in Charge” in Wealth Management
Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investments. She is the author of the book “Maximize your Return on Live” and podcast host.
1. Dr. Brian Dooreck – Time for the Ultimate Gut Check: Gut Health, How Patients Should Advocate For Themselves, and Navigating the Healthcare System
Dr Brian Dooreck is a Board Certified Gastroenterologist with a particular focus on private healthcare advocacy, life balance, and gut health. We met on Linked In when I became aware of his frequent health tips and his work within the private wealth community to promote ways to optimally navigate healthcare. He lives in Florida.
Tony Dalwood – How to Tackle Alternative Investments
Tony Dalwood is Chief Executive Officer of Gresham House, an alternatives asset management business based in London. Its product range includes forestry, renewables, infrastructure, housing, private equity and strategic public equity funds.
A fascinating discussion of the lessons learned from sport and how they an inform team-building, team-work, and success in the long game of finance and investing. service to private wealth and what he perceives to be the differences between the two.
236. Jason Singer of Apollo – Building the Solution – Where Innovation and Client Service Unite
Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, he worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business.