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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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.
267. Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz
Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York,...
266. Cary Carbonaro – Wealth Planner and Advocate – Preparing for the Future of Women in Wealth Management
Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
262. Kevin Leonard of NEPC: Towards a Sustainable Future for Public Pensions and Solving Pension Envy
Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at
NEPC. He has had a long career in consulting and started his career as an accountant.
Kevin has had a career of over 30 years in investment consulting, and it had a somewhat
“accidental” start – being driven more by location and convenience than a calling. Things
quickly shifted however, and Kevin found that working with public funds where the possibility to
add value and have impact was high and the touchpoints with investment committees and
Boards frequent and satisfying.