Charlotte O’Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions – particularly those organized under the Hyrox Brand.
SEARCH RESULTS
The Love Series Bonus: Charlotte O’Leary – CEO of Pensions for Purpose – Where Passion and Purpose Collide
Charlotte O’Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions – particularly those organized under the Hyrox Brand.
The Love Series Bonus: Charlotte O’Leary – CEO of Pensions for Purpose – Where Passion and Purpose Collide
Charlotte O’Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions – particularly those organized under the Hyrox Brand.
Alexandra Noble – Strategy, Purpose and Mentoring the Next Generation of Leaders
Alexandra Noble is an independent strategic advisor to financial institutions and charities, and has a particular interest in mentoring the next generation of investment leaders. Her portfolio career includes a consulting role for Pensions for Purpose, coaching and strategic advice to firms, a Chair role at Future-Fit Ltd and roles as a charity trustee and director.
A look-back at an extraordinary career forged in the days before diversity was a theme, and continued now by giving back wisdom to the next generation of leaders, particularly needed in todays complex world.
Karen Shackleton – Investing for Impact; Pensions for Purpose
Karen Shackleton is the founder and head of Pensions for Purpose, a collaborative initiative to promote understanding of impact investment for institutional investors. This is in addition to a portfolio career which includes roles as investment adviser to four local authority pension funds, as well as Chair and Non-Executive Director roles. She has spent most of her career in investment, including time as a fund manager, client relationship manager and chief executive of an Investment Advisory Firm. She is a frequent speaker on the institutional investor circuit and a passionate advocate for knowledge and action in impact investment.
A fast-paced discussion of a career driven by ambition and dedication, which is now evident in the Pensions for Purpose created by Karen which is creating tremendous impact among the pension fund community.
Arthur Olunwa – Persistence, Purpose, Progress
Arthur Olunwa is an investment professional based in Chicago, whom I got to know when he worked as a senior fixed income allocator at a large corporate pension plan there. Prior to this he spent time in fixed income risk management as well as a portfolio manager in a multi-asset team. He sits on the advisory committee of the CFA Society of Chicago and is the Chairperson of the Chicago Investment Group as well as a Partner and Mentor of Youth Guidance.
256 Jim McNamee of the NPPFA – Pensions, Promises, Persistence
Jim McNamee, is President of the National Public Pension Fund Association. He is director of Stonegate Insurance, Unique Insurance Company and Resolute Global Partners as well as the Illinois Public Pension Fund Association which he founded in 1985. He was formerly a police officer.
250. Rick Weissinger, Chief Marketing Officer at Moneta – A Hero’s Story that is a Wee Bit Different
Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware.
247. Aditi Javeri Gokhale of Northwestern Mutual – Towards a goal of Protecting and Prospering with eyes on the sky and feet on the ground
Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310 bn in institutional investment portfolio and over $280 billion in retail client assets She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.
219. Ben Phillips of Broadridge Financial Solutions: Looking into the Crystal Ball for the Asset Management Industry of the Future
Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.