Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.
Meredith Jones is a published author, speaker and consultant with decades of experience in the investment industry. She is a Partner and Global Head of ESG at a large consulting firm, where she chairs the ESG Think Tank with oversight of global solution development and strategy relating to climate change and ESG. She runs her own research firm MJ Alternative Investment Research and is on the Board of Directors of Rock The Street, Wall Street. She is the Author of Women of The Street: Why Female Money Managers Generate Higher Returns and How you Can too. She released a Ted Talk on her life experiences called “Creating Luck for Yourself”
Julia Kwamya is an associate at Tikehau Capital, the global alternative asset manager, based in NYC. She has trained as an actor, musician and voiceover artist and has released her first album “Feel Good about Feeling Bad”. We are featuring songs from this album on this entire Series 5 of 2023. She has been Creator in Residence at Kickstarter, as well as a casting assistant among other roles in the entertainment industry. She studied economics at Pepperdine University.
David Hilton is currently council member at Sunninghill & Ascot Parish Council. He was previously an elected representative for the Royal Borough of Windsor and Maidenhead representing Ascot, where he was Lead Member. He was lead member for finance on the council and involved in the pension fund panel, which he sat on for 16 years. Prior to his role in local government he worked in industry.
Andy Ayim, MBE is an investor and founder based in the UK, and runs an Angel Investing School designed to “teach people how to invest small tickets in start-ups effortlessly.” He has run the School since January 2020, and is a venture partner and board member of numerous technology companies. Passionate about financial education and entrepreneurship, he has held been entrepreneur in residence at accelerators such as Entrepreneur First, and OneTech and spent time as Managing Director at the London Accelerator Backstage Capital, which focuses on supporting underrepresented founders. He was awarded an MBE in 2020 for services to diversity in technology.
209. Paul Guilliotti of Richmond and Wandsworth Council: From Pooling to a League 2 Football Team: The Life and Times of a Real Life Ted Lasso
Paul Guilliotti is Assistant Director – Financial Services – at Richmond and Wandsworth Councils. He has had a long career in local government and is a frequent participant in discussions around leveling up and LGPS pooling. Our conversation starts with Paul’s childhood where he spent some time in Zambia during his early school years. We speak about any take-aways from that time and then dig into the origins of his unusual name a little.
Gareth Miller of Artemis Investment and the Diversity Project: Flexibility and Agility as a Framework for the Future
Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project.
206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters
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.
Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group. He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School. He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we met. He is pursuing a Doctorate in Business Administration which is examining the effect of Covid 19 on different generations in the workplace.
Karen Killalea is a Partner and Head of Employment at Maples Group Ireland. She has over 20 years of experience in advising employers on employment law, disputes, change, compliance and HR best practice.