SEARCH RESULTS

Results for "Private Wealth"

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.

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.

154. Eve Ellis of William Blair – Why it is not yet “Game, Set & Match” when it comes to Gender Parity

Eve Ellis is a wealth advisor with William Blair, and is based in the New York City Area. She has a particular interest in socially responsible and impact investments and manages two proprietary portfolios, the gender parity strategy, and the Matterhorn Affinity, Diversity and Inclusion strategy. She’s also a member of the Forum for Sustainable and Responsible Investment. She has received multiple awards, including featuring on the Crain’s New York Women and Financial Advice naugural list in 2020 as well as the Forbes America’s Top Women Wealth Advisors best in state.

Arun Kelshiker – A Global Look at Industry Innovation

Arun Kelshiker has held a series of roles in asset managers including head of Asset Allocation and Portfolio Strategy, across Europe and Asia. He is heavily involved in the CFA Society and committed to promoting diversity and inclusion within the investment profession. He has interests in behavioural finance and sustainable and impact investing.

An investor of tremendous depth and breadth, Arun shares his insights on the key differences between institutional and retail investing, how to shape a strategy and why ESG investing is an imperative.

Series 5 2022: Trailer – Celebrating Our Diversity

As we bring our third series and second full year of podcasting to a close we have assembled a library of over 170 diverse role models in this series.  As the macro backdrop churns these dynamic personalities are our touchstones, our human constants, through the market noise.  

In Series 5 of 2022 we hear from leaders from large institutions, a charity, a sovereign wealth fund, as well as a strategist at a global asset manager, a purveyor of inclusive capital, a partner at a consulting firm who successfully came back as a “returner”, a financial journalist and an ex navy aviator.

Series 4 2022 – Trailer – Summer Days, Fresh Perspectives

In our summer Series 4 of the 2022 Fiftyfaces Podcast we invite you to see our industry through fresh eyes through hearing the stories of 10 extraordinary professionals.  We hear of the training and perspective obtained through playing tennis at a professional level, challenging ice-skating routines and practicing the ancient Japanese martial art of Kendo.  We hear about formative life experiences, such as mission-work in a violence-rocked Latin America as well as the challenges of becoming legally blind early in one’s career.