Karl Scheer is Chief Investment Officer at the University of Cincinnati, a role he has held for over 13 years. He previously worked in a series of consulting and other financial roles. Karl gave a wonderful overview of his career in this Capital Allocators Podcast with Ted Seides, so we wanted to take up where that left off, and hear about his evolution in the CIO role since that interview.
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282. Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement
Sarah Fromson is Chair of the Cambridge University Endowment Fund Investment Advisory Board. She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.
Linda Doyle: 45th Provost of Trinity College Dublin: Building an AI Empowered University with Community at its Core
Linda Doyle was officially installed as the 45th Provost of Trinity College Dublin in August 2021. She is the first female province to the institution’s over 430 year history and we profiled her in the run up to that election (see podcast here: https://www.fiftyfaceshub.com/linda-doyle-leadership-as-service-and-engineering-change/)
Episode 223: Geeta Kapadia, CIO at Fordham University: Channeling Student ideas in a University Endowment
Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles.
198. Cathy Ulozas, CIO of Drexel University: Recruiting an Investment Office towards a University’s Mission
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.
The Covid Series Part 2 – University Students
The Covid-19 Crisis has had a stark impact on university campuses, as the once crowded lecture theaters, dining halls and sports arenas sit empty and millions of students learn from remote locations. Student bodies are often the target of enhanced enforcement too, and they have been under focus for sometimes dodging restrictions, partying in college halls and close contacts been forced into sometimes repeated quarantines.
In this breakout room I wanted to hear from a group of university students themselves about their experience.
Margaux O’Brien of the University of California Investment Office – Solving the Allocator’s Challenge
Margaux O’Brien is Investment Director at the University of California investment office, based in Oakland, CA. She previously spent over 14 years in the fund of hedge fund area, where she specialized in equity long/short and other equity hedge funds. Prior to that she was an investment consultant.
A joyful discussion with a renowned hedge fund allocator and a reminder of the importance of humility and how this can be a secret weapon in overcoming performance anxiety.
346. William McGrath of C Suite Pension Strategies: Rethinking and Reframing Corporate Pensions
William McGrath is CEO of C Suite pension strategies. He has a financial and industrial sector background and was a longtime CEO of AGA range master. He has an honorary doctorate from Birmingham City University for work to sustain the relevance of the Midlands industrial heritage. He returned to the financial sector after 25 years working in industry.
343: Rich Nuzum of Franklin Templeton: Outsourced CIO relationships – playing the long game
Rich Nuzum is head of OCIO at Franklin Templeton. He joined Franklin Templeton from Mercer where he spent more than three decades providing investment consulting advice to institutional investors. Nuzum holds an MBA in analytic finance and accounting from the University of Chicago and a bachelor’s degree in mathematical sciences and mathematical economic analysis from Rice University. Rich also did graduate work in international economics at Tokyo University.
339: Jamila Osman of Baillie Gifford: Priorities and Preferences of our Next Generation
Jamila Osman is a trainee investment manager in the graduate training program at Baillie Gifford. She graduated from Edinburgh University with a First in Chemical Engineering. Our conversation starts with her upbringing in Ghana and the pioneering training high school training program that prepared her for a demanding academic load in science that paved her way to Edinburgh University.