Daniel Gore is a Founding Partner of Orthogonal Partners, a boutique asset manager investing in “next generation” alternative investment strategies. He has had an extensive career in investing, including time spent in angel investing, in a family office and in film finance. He is currently pursuing opportunities in small and mid market UK firms.
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272. Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry
Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highlight concrete examples of impact investments.
34. Marci Bair, CFP® of Bair Financial Planning – Coaching Sports and Financial Outcomes aligned with Values
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.
Episode 230: John Teahan of Redwheel: Climate Engagement Investing without Reinventing the Wheel
John Teahan is a portfolio manager at Redwheel, which is focused on value oriented UK and global equity funds where he leads on engagement and responsible investing. The firm was formerly known as RWC Partners.
187. Adam Saron – Founder of Clara-Pensions: Pensions, Investing, Risk Taking and Life as a Marathon and not a Sprint
Adam Saron is Founder of Clara-Pensions, a member-first consolidator of defined benefit pension schemes. He previously ran Black Ant Investment Management, a long-biased value investor, which invested in both public equities and corporate credits.
180. Richard Okello of Sango Capital – from Chicken Arbitrage in Uganda to Radical Candor, Outsourced CIOs and investing in Africa
Richard Okello is CEO and Co-founder at Sango Capital, an investment firm he founded 10 years ago that has a particular focus on investing in Africa. He previously was a principal at Makena Capital, and prior to that in a series of roles at Bridgewater Associates. He sits on several fund advisory boards, portfolio company boards as well as the boards of the African Leadership Foundation and Human Horizons Foundation.
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.
Episode 232: Matt Sherwood of Pothos Partners: Carbon Emission Allowance Trading and Embracing the Green Economy
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.
Series 3 of 2025 – Trailer – The Gutsy Advocates who Run their own Race
We are delighted to bring you Series 3 of our 2025 series, which we again are launching amid significant volatility in markets. However, as you will hear, the more things change, the more they stay the same. We start this series down under, hearing from Debby Blakey, CEO of Hesta, who describes what it means to be a “Super with Impact”, and a gutsy advocate for a fair and healthy community.