Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, he worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business.  

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”

Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as well as the founder of Diversitas, a national education program at The University of Akron designed to expand diversity in wealth management.

Hallie Label, is the founder of Expect Equity, based in Baltimore.  She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles.

Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK.  TIDE as a partner to the largest US public pension plans, their emerging and diverse manager efforts.

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice.  Fast forward to early 2024, and Daniele’s contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy. 

Angela Miller May is CIO at Illinois Municipal Retirement Fund a public defined benefit fund based in Oak Brook IL which has over $40 bn in assets under management.Angela is a regular figure on the asset management conference circuit and has become a leading voice in promoting diversity and inclusion in the industry. She appeared as the third guest on the podcast in 2020 during her tenure as CIO of Chicago Teachers.

Elizabeth Browne is Managing Director and Co-Head, Elevate at GCM Grosvenor, where she works in the Sponsor Solutions division. She was previously Head of Entrepreneurship and Family Office Partners at RedBird Capital Partners and was a senior member of the investment team at DNS capital, a family office. She has held numerous board roles.

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.