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31. Brad Baumoel: Brad Baumoel Head of LGBTQ+ Affairs at JPMorgan Chase: Gender Expansiveness for the Next Generation

Brad Baumoel is managing director and Global Head of LGBTQ+ affairs at JPMorgan Chase, a position he assumed in April 2021.  He previously was Portfolio Director for the Chase Digital Platform and prior to that led several large-scale transformative programs and teams across the institution. He was a founding member and prior leader of OPEN Finance NYC, a non-profit LGBT network for the Financial Services Industry.

260. Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments. 

Series 1 2024 – Trailer – The More things Change . .

2024 will be a year of tremendous change, and tremendous noise.  With elections in key regions, we are likely to be subjected to a volley of rhetoric and uncertainty will be the order of the day. In times like this, it seems even more important to reach out to our wise community for their insights on what should stay the same, and evolve, amid this uncertainty. 

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. 

134. Tremaine Wills – Mind over Money and Mind over Matter

Tremaine Wills is the founder and chief operating officer of Mind Over Money, which provides financial planning advice and manages investment portfolios to help clients meet their financial goals. She formerly spent time as an investment advisor representative, and from 2015 to 2019 worked as a maths teacher initially for Teach for America. Based in Virginia, she is passionate about increasing financial literacy for the black community in particular.

Obi Ozor – Disruption, Innovation and Building Resilience as a Founder

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.

Keren Fanan – Why Choosing an Extraordinary Path Should Be an Ordinary Decision

Keren Fanan was in her most recent role the Chief Commercial Officer at Gett, where she led the company’s international SaaS strategy and its B2B unit across over 1000 cities. Prior to that, Keren launched and scaled two “startups within a startup”. She previously held a series of business development and product manager roles. She has been a Board Member of Women in Tech Israel since November 2020.

Our conversation starts and ends with the reminder by Elon Musk that ordinary people can choose to become extraordinary, and it is that ambition and that self-belief that has led Keren not just to advance in her career but also to lift up other women in the tech community.

William Heard – Maintaining High Conviction in a Volatile World

William Heard is the founder and CIO of Heard Capital, a Chicago-based hedge fund firm that he founded when he was in his 20s, and where he is distinguished by a high conviction concentrated investment style. He was recently named one of Fortune’s 40 under 40 in the finance sector. Our conversation looks back to William’s entry into finance, what sparked his fascination with markets and his early training within a multi-strategy hedge fund firm.

A self-described introvert in his style, William discusses how his team relies on debates not screens and focuses on what company management says v. what they do in order to determine where the value lies. We turn then to the decision to launch his own firm, which he took at a particularly young age.