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184. Jennifer Grancio of Engine No. 1 – Vision, Patience, Externalities and Increasing Economic Value

Jennifer Grancio is Chief Executive Officer at Engine No. 1,  an investment firm that identifies value creation opportunities in once in a generation systems changes the economy is now going through. She is based in the San Francisco area. She previously founded and ran her own firm advising CEOs and accelerating revenue growth. Prior to that was a Managing Director at Blackrock where she led businesses and global distribution teams for close to 20 years. She is a Board Member   of the MannKind Corporation and Ethic Investments.

140. Robin Powell – Evidence Based and Value-Driven – Myth Busting across the Investment Landscape

Robin Powell is a journalist, investor advocate, financial educator and content consultant.  He is Head of Client Education at RockWealth, as well as Editor of The Evidence Based Investor, and executive director of Regis Media and Ember. He is a frequent commentator on investment management and behavioural finance,  often probing the purported value added by active managers and advocating for better transparency and investor education.

Katie Wyatt – Mission-driven and Values Based

Katie Wyatt is CIO of the endowment of Loyola University in Chicago, a role she has held for close to two years. She was previously director of investments at the pharmaceutical company Abbott, where she spent over 11 years, and prior to that held a range of roles in equity research. She recently became a member of the Board of Directors of the CFA Society of Chicago.

A CIO role at a Catholic university means that all investment occurs against a backdrop of a central mission, and we talk about how this is translated into the asset allocation role.

306. Bonus: Victoria Barbary of the International Forum of Sovereign Wealth Funds – at the intersection of politics, macroeconomics and finance

Victoria Barbary  is Director of Strategy & Communications for the International Forum of Sovereign Wealth Funds (IFSWF) in which her focus is to help sovereign wealth funds become better investors for the benefit of their citizens.  She formerly worked in research roles relating to Sovereign Wealth Funds and prior to that was a PhD student in the field of Victorian History.

Series 1 of 2025 – Trailer: Why the Devil is in the Detail.

This summary is less a trailer than a highlight reel. The year started with a new administration in the US and an explosion of the culture wars and backlash against DEI and ESG labelling. Even engagement has become more cumbersome and some may feel the hard won policies of years ago are going into reverse.  Because we had lined up a list of industry experts with a focus on sustainable investing for this series, we had an excellent opportunity to ask them about the headwinds and the view of them.