Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.
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David Carthy of DLA Piper Ireland: Business Building with a Focus on Values
David Carthy is Managing Partner Ireland of DLA Piper. He was previously a partner at William Fry in Dublin as well as President of the Irish Exporters Association.. He previously spent over 7 years with the Ireland India Business Association where he spent 5 years as Chairman.
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.
305: Rich Byrne of Benefit Street Partners: When your Opponent is your Teacher and Ego is the Enemy – lessons from Jiu Jitsu for finance and life
Rich Byrne is President and CEO of Benefit Street Partners as well as a decorated Brailian Jiu Jitsu champion. In this fascinating podcast we discus his journey from a fine arts major to a leading figure in finance and the many twists and turns in between.
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.
300. Chelsea Smith of Bernstein Private Wealth Management: Why Good Things Come in Threes
Chelsea Smith is Senior National Director, Family Office Services at Bernstein Private Wealth Management, based in Chicago. She started her career as an equity trader, and in recent years has been heavily involved in diversity initiatives designed to attract a more diverse pipeline into the finance industry.
299. Denise Le Gal – Independent Chair at Brightwell – Why the Future is Bright in the World of Pensions
Denise Le Gal is Independent Chair at Brightwell as well as a Chair and Trustee Director of JP Morgan Chase Retirement Plan among other portfolio roles She was Chair of the Brunel Pension Partnership Limited for close to 8 years