Dani D’Amico is a partner at McKinsey in their financial services practice. She has previously worked in the Inclusion, Diversity and Belonging Engagement practice at Oliver Wyman in New York, where she was also a partner, and started her career in various consulting roles.
SEARCH RESULTS
210. Colin Robertson – Independent Investment Advisor: From Game Theory to Risk Management and the Importance of Nuance
Colin Robertson is an independent advisor to two LGPS funds – London Borough of Tower Hamlets and London Borough of Harrow, within a portfolio career that he has had since 2013. He previously held the role of Global Head of Asset Allocation for Aon Hewitt and previously at Mercury Asset Management. He has extensive experience in working with a wide range of institutional clients.
282. Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement
Sarah Fromson is Chair of the Cambridge University Endowment Fund Investment Advisory Board. She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.
275. Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution
Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs.
In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of understanding client ecosystems, building trust, and adapting to evolving client needs. She stresses the significance of team-based approaches and mentorship in her success.
BONUS Episode – Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management – Looking to 2024 and beyond
The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management.
190. Sarah Whitley of Future Asset – Discovering the Future of Asset Management by Nurturing Talent
Sarah Whitley is Chair at Future Asset, an organization which connects girls, teachers and advisors to the diversity of opportunities in asset management. Based in Edinburgh, she was previously Head of Japanese Equities at Baillie Gifford and currently holds a number of director roles, including as External Director at Rakuten, and Chair at the Edinburgh Festival Endowment Fund.
187. Adam Saron – Founder of Clara-Pensions: Pensions, Investing, Risk Taking and Life as a Marathon and not a Sprint
Adam Saron is Founder of Clara-Pensions, a member-first consolidator of defined benefit pension schemes. He previously ran Black Ant Investment Management, a long-biased value investor, which invested in both public equities and corporate credits.
158. Steve Kim of Verdis Investment Management – Weaving Technology and Data to Discover What Lies in the Variance
Steve Kim is a partner in investment strategy and risk management at Verdis Investment Management in the Philadelphia area. He has focused over 30 years in his career in implementing and managing operating infrastructures. Prior to his role at Verdis held various Chief Technology Officer roles. He now focuses on integrating his insight from systems modeling and data analysis into an investment approach, particularly in the venture capital arena.
151. John Bowman of CAIA – A Storyteller’s Take on the Asset Management Industry at an Inflection Point
John Bowman is executive Vice President of the CAIA Association, and a prolific writer and commentator on the investment management industry. He has written about the subject of culture, restoring the virtuous reputation of the industry and ensuring that dialogue and education are maximized, particularly in the area of alternative investing.
149. James Penney of Darwin Alternative Investment Management – Towards Ensuring Dignity at every Stage and Walk of Life
James Penney is Chairman of Darwin Alternative Investment Management Ltd, a firm that offers innovative alpha driven investment solutions for long term investors. Our conversation covers his exceptionally diverse background, and his experience with studying theology, languages and living in Latin America doing mission-based work.