Helen Gottstein, communications coach and founder of Israel-based Loud and Clear Training works with a range of companies from start-ups to established tech players, to hone their pitch, their value proposition and their communication strategy. The power of zoom and...
Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fund. Her interest then expanded to analyzing managers themselves and a career in investment consulting. This came full circle then when she chose her next move, which was back into the investment management field.
Preeti Singh was until recently an LP reporter in the private equity area at the Wall Street Journal. She graduated from the Graduate School of journalism at Columbia University, and has worked in a range of roles and financial journalism. She has spent time as a Content Manager for publishing company in executive search prior to entering journalism, and is known for her ability to cultivate deep relationships across the industry, and to get the first scoop and industry moves.
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.
Michal Eisikowitz is the founder of CopyTribe, a copywriting university that offers multiple courses in different areas of copy + business management to copywriters, designers, and all creative professionals She is also the founder of Michal Eisik Media, which is the micro-agency serving select B2B SaaS + service providers with website copywriting + strategy. She defines copywriting as about saying “I do!” to the perfect marriage of research + storytelling and Michal has a dynamic social media presence where she frequently shares her tips both as a founder and marketing strategist.
Sandy Urie is Chairman Emeritus at Cambridge Associates, a role she has held since 2016, when she retired as Chairman and CEO, having held the CEO role since 2001, and capping an over 30 year career at the firm. Her current focuses include sustainability and impact investing and she has held multiple board and investment committee roles. Currently she sits on the boards of the Stanford Management Company, Social Finance US, Crane Institute for Sustainability (parent organization of The Intentional Endowment Network – IEN), and Plymouth Rock Insurance Company.
A profound discussion with one of my first sources of career inspiration – tracing a shift from academia to investment consulting, the roles of investment committees and the new challenges of sustainable investing.