Cathy Ulozas is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.
The Next Chapter – Ageism – Tackling Diversity’s Last Frontier: Insights from psychology, marketing, work, activism and psychiatry
Last year we launched a podcast with Steve Butler of Puntall Southall Aspire which shone a light on ageism as one of the last acceptable forms of discrimination. This received such a groundswell of a response that we wanted to dig deeper into this area to develop a special next chapter series around the problems of ageism, the importance of having access to meaningful productive work as we age and some of the barriers – both invisible and visible – that exist in society to this. Tune in for insights from psychology, marketing, work, activism and psychiatry.
Katie is the Founder and General Partner of Moxxie Ventures. Katie brings us insights from her rich background of experience in and board seats at large media and tech firms, finance and government. She shares her insights and offers tools to thrive from her breadth of experience and current interactions with founders, investors and entrepreneurs.
Stephanie Braming is Global Head of Investment Management at William Blair & Co. based in Chicago. She was previously a portfolio manager and specialist at William Blair. And prior to that investment consultant, she started her career as an examiner in the Federal Reserve Bank of Chicago.
In Series 2 of the 2022 podcast we discussing taking a stand – a stand against climate change, against bias, against recruitment processes that aren’t generating the results and against stereotypical thinking. We hear from another 10 inspiring guests from around the world. From the academic who realized he could make a better impact with his sustainable finance agenda in the world through publishing papers and writing books, to the fund manager with a passion for improving after school education to a head of asset management who is changing the recruitment process from the ground up.
Obi Ozor is Founder of Kobo360, a privately owned, pan-African technology company disrupting the African third-party logistics industry. Kobo360 was named one of the Top 100 SMEs in Africa in 2018 by Business Day and Disruptor of the Year at the Africa CEO Forum on 2019. The company uses big data and agile technology to reduce friction and scale efficiency in the African logistics ecosystem. He previously held positions at Uber, JP Morgan and Bezmo Global, an international, socially-minded investment firm focused on the African continent.
Ozzie Gromada Meza is Director of Membership and Talent Intelligence at the Latino Corporate Directors Association and has spent 11 + years in the executive recruiting space. He is an advocate for LGBT and Latino causes, and is currently based in Reno, Nevada, and holds a number of committee and volunteer roles.
A poignant reminder of the intersectionality we all live with, how sometimes inclusion at work can be less complicated than inclusion at home as well as a thoughtful discussion on Latino and also LGBT representation at the highest levels.
Elizabeth Burton is CIO at the Hawaii Employee’s Retirement System, a US public pensions plan with over $17 bn in AUM. Before moving to Hawaii in 2018 she was managing director of the quantitative strategies group at Maryland State Retirement and Pension System. Prior to that she ran her own strategy consulting business, and worked as an economist, in portfolio management at a fund of hedge funds and a as fixed income securities trader. Elizabeth is a recipient of the CIO Magazine’s 2019 Innovation Award, and was named as one of CIO’s Forty Under Forty in 2017, and was recently appointed to the Board of CAIA.
An inspiring discussion of a life characterized by sport, competing, a striving for excellence and how this is translated into building a CIO’s team.