In this podcast we return to a former guest, Matt Sherwood, whom we featured in an earlier podcast in this series (see https://www.fiftyfaceshub.com/157-matthew-sherwood-ph-d-of-wevidit-media-determination-vision-and-the-power-of-reframing/) in order to catch up with his new venture, Pothos Partners. The name comes from the golden pothos plant which sequesters carbon particularly efficiently among plants. It is also a resilient plant that is difficult to eliminate.

Sam Kunz is Chief Investment Officer at Core Financial Partners, a firm that provides financial planning to small and medium sized businesses based in Venice, CA. He was previously a Senior Managing Director responsible for asset allocation and investment strategy at the University of California and prior to that he was my predecessor as CIO at the Chicago Policemen’s Annuity and Benefit Fund.

A fascinating discussion of a trader’s mentality, asset allocation and the importance of learning to love yourself.

Sonali Pier is a Managing Director at PIMCO in Newport Beach, with a particular focus on Multi-Sector Credit.  She previously worked as a credit trader and was named recently to the Marketwatch 50 most influential people in markets.  Our conversation starts with her education, and a stock picking competition at the tender stage of sixth grade, which launched an interest in finance and economics.

Mike Tiedemann was a Founding Partner, CEO and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Investment Group (TIG), before leading the merger that created AlTi. Early in his career, Mike lived and worked in Brazil as part of the equity research group at Banco Garantia and later ran the equity sales and trading operations for Latin America.

Uwe Schillhorn is Program Director at Emerging Markets Investors Alliance.  He previously was CIO at Principal International Americas, where he managed the investment teams and developed the business in Latin America.  Prior to that he was previously a global bond portfolio manager at UBS, and his most recent role was as CIO of a Chicago based public fund. 

Catherine Beard is SVP of Alternatives Consulting at Callan, the investment consultants. She has had a long career in investment consulting and allocation with a particular focus on private credit and is based in Chicago. 

If you have heard the term abundance of riches, that is what we have been experiencing this year in terms of our guests. So we are very pleased to bring you this bonus series, sponsored by Sound Mark Partners, a women led real estate debt firm that exemplifies so much of what we endorse and promote in the investment industry. We learn about accidental career paths, innovative strategies such as funds focused on positive change, climate engagement, GP-led private equity secondaries and carbon credit trading.

Christine Reed is an analyst on the Fixed Income team at Ninety One covering Latin American sovereign and currency markets. Based in New York, Christine is responsible for all Latin America coverage and supports the alpha decision-making process across investment capabilities. She previously worked at Goldman Sachs Asset and Citigroup.

Cathy Ulozas is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO.  She has had a long career in asset management, including stints as a bond trader and portfolio manager.