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Episode 224: Apurva Schwartz of Harding Loevner: Turning the Lens on Investment Company Culture

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.

Special Collaboration – The Mindshare Podcast and Fiftyfaces Productions: Women in Tech

Our global Women in Tech series is an exciting collaboration between Fiftyfaces Productions and Monumental Me, an organization committed to wellness including resilience, mental fitness and strength designed to help you thrive in life and your career. It also hosts The Mindshare Podcast. In this first series of the collaboration, host Liana Slater talks to four senior female tech executives about what drove their success, how the tech industry is changing and advice they wish they had learned sooner.  

Special Collaboration – The Mindshare Podcast and Fiftyfaces Productions: Women in Tech

Our global Women in Tech series is an exciting collaboration between Fiftyfaces Productions and Monumental Me, an organization committed to wellness including resilience, mental fitness and strength designed to help you thrive in life and your career. It also hosts The Mindshare Podcast. In this first series of the collaboration, host Liana Slater talks to four senior female tech executives about what drove their success, how the tech industry is changing and advice they wish they had learned sooner.  

173. Vivian Lin Thurston, Portfolio Manager at William Blair Investment Management – The Art and Science of Portfolio Management

Vivian Lin Thurston is a Partner and Portfolio Manager at William Blair Investment Management, where she is based in Chicago. She previously covered global consumer stocks in a research role both at William Blair and a series of other financial services firms. She is Chairman of the Board at the Chinese Finance Association of American and a Principal Dancer and Director at the Xilin Dance Company. 

Rachel Zalta – Behind the Scenes of Behavioral Analysis

Rachel Zalta is Global Lead at the Creative Shop @ Taboola in Tel Aviv. She originally studied psychology, and has a strong interest in online trends and persuasion and is an expert on online behavior. She was born in New York City and moved to Israel when she was 6 years old.

Rachel was one of the first guests that I approached for our Inspiring Israeli Women in Tech Series and is a perfect person to finish our third series. I was quickly fascinated by her blend of psychology and technology and how she was a fount of insights into how we behave online and what triggers certain behaviors.

Kourtney Gibson – A Rising Star, Grounded in Reality

Kourtney Gibson is President of Chicago-based Loop Capital Markets, one of the largest privately-held investment banks in the country. After joining the company as an intern more than 20 years ago, she has held various roles at the firm, including spearheading its global equity division for more than a decade.

An empowering discussion of rising to excellence and the importance of people of under-represented backgrounds seeing themselves succeeding in a diverse set of careers.