Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.

In Series 4 of the Fiftyfaces Podcast of 2023 we gather 10 guests who share a passion for excellence – in very different fields. We hear from a legendary business builder about how he closes the deal while a hedge fund manager shares the humbling effect of market downturns. A CIO reveals her ups and downs and the importance of learning to take risk and having a backup plan, while a serial builder of banks and financial institutions who started her career decades ago tells us what has changed, and what has not and sharpens the focus on what kind of mentors really matter

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.

Sinead Colton Grant is Global Head of Investor Solutions at BNY Mellon, based in NYC.  She has over 25 years of global multi-asset experience across investment and wealth management in both Europe and the US, and started out in derivatives sales and later currency management. She was included in the 2022 Worth.comgroundbreakers list https://www.worth.com/groundbreakers2022/

Rachel Green is Director of Institutional Sales at Nuveen. She started her career in risk management and moved into a sales role in 2014.  She has been a prominent voice in the City of London on issues of diversity and inclusion and is the founder of The Skills Workshop, to help women and young people understand their career options, share stories and to identify with others as well to create a sense of belonging.

Welcome back to The Fiftyfaces Podcast in 2022. In this first series we meet with ten more inspiring guests and draw out in particular themes relating to impact and the importance of education.  For some of our guests their commitment to educating the next generation – whether through personal sponsorship, Board Roles, teaching decision making or the founding of The Skills Workshop – there is universal belief in its importance.

Impact takes many forms, and includes investment in education, but for some of our guests it also includes solutions to alleviate homelessness, house vulnerable women and adults with learning differences, or address the problem of climate change. 

Heidi Ridley is Co-Founder and CEO at Radiant ESG, based in the Bay Area of California. She has had a long career in asset management, including roles as CEO of Rosenberg Equities, a division of AXA Investment Managers, global head of client service and head of North America institutional sales. She is a member of the Advisory Council at the Center for Equity, Gender and Leadership.

A discussion of an empowered career journey and an investment firm start up journey and why it is not always a bad thing to be a “bull in a china shop.”

Doug Shaw is Bursar at St. Peter’s College, Oxford, a position he has held for over two years. I got to know him when he was in a COO role within one of Europe’s most successful hedge funds, The Children’s Investment Fund, and in his investment career he has held a series of fascinating roles, both at start up firms and in large firms such as Gartmore and Blackrock. He has spent time in derivatives sales, building a business for charity clients, and in managing hyper-fast growth, and now holds various NED and Investment Committee positions in addition to his Bursar role.

A straight-talking look at the business of building a hedge fund business and the ongoing problem of low representation in the industry.

William Bourne is a long-time adviser to the local government pension schemes in the UK, and has over 30 years experience on all sides of the asset allocation business. He is the founder of Linchpin, which provides advice on investments and governance to institutional investors, and has worked in sales as well as investment roles, and has spent a considerable amount of time in Japan. He is a frequent commentator and participant on the investment advice conference circuit and a co-host of an occasional webinar series with me in which we bring together a lively group of investors and their advisers.

An enjoyable reflection on a varied and full financial career which is now rounded out with a portfolio career and twin passions for Bridge and Sailing.