Results for "Retrospective"

Julian Tregoning – From Top Hats to Market Bottoms – The Importance of Keeping it Simple

Julian Tregoning has worked in the asset management business for many years, having had senior roles in the Flemings Group (where he also covered Latin America) and at BNY Mellon. He has held multiple Director and Chair roles and is a member of the investment committee for SAUL, a multi-employer defined benefit scheme for the non-academic employees of the University of London.

A podcast that features in both our “Next Chapter” series and our main series, this trip back to the era of Top Hats in the City of London traces and extraordinary international career that first happened “by accident.”

Sandy Urie: Leader, Role Model, Visionary

Sandy Urie is Chairman Emeritus at Cambridge Associates, a role she has held since 2016, when she retired as Chairman and CEO, having held the CEO role since 2001, and capping an over 30 year career at the firm. Her current focuses include sustainability and impact investing and she has held multiple board and investment committee roles. Currently she sits on the boards of the Stanford Management Company, Social Finance US, Crane Institute for Sustainability (parent organization of The Intentional Endowment Network – IEN), and Plymouth Rock Insurance Company.

A profound discussion with one of my first sources of career inspiration – tracing a shift from academia to investment consulting, the roles of investment committees and the new challenges of sustainable investing.

Jim Maloney – Lessons Learned from a Lifetime of Service

Jim Maloney is a director at the Illinois Public Pension Fund Association and a director of Beachpoint Capital Management. He was a trustee of the Chicago Policemen’s Annuity and Benefit Fund for over 11 years, including 1.5 years as interim chief investment officer. He retired from the Chicago Police in 2017, after 35 years of service, which saw him rise to the rank of Lieutenant. Jim has been active as an advocate for public fund investors for over a decade and is an active participant in the institutional investor conference circuit.

A reflection of a lifetime dedicated to public service, the highs and lows that he recalls from that and a discussion of what he loves about Chicago.

Terry Mellish – From the Wrong Side of the Tracks to the Right Side of History

Terry Mellish just recently retired from a head of international public policy diversity and inclusion role at Natixis Investment Managers, capping a career in the city that spanned over 50 years. He is continuing in an active role in the industry as an ambassador of The Diversity Project where he heads up the ability work stream, and is a frequent participant in industry networking events and diversity and inclusion themed initiatives.

We discuss a legendary career that has spanned many decades of change in the city and how his own social-mobility sparked an interest in furthering this and other workstreams with The Diversity Project.