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.
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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.
247. Aditi Javeri Gokhale of Northwestern Mutual – Towards a goal of Protecting and Prospering with eyes on the sky and feet on the ground
Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310 bn in institutional investment portfolio and over $280 billion in retail client assets She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.
244. Maggie Rapplean, Partner at Moneta – Human Centered Financial Advice in an era of Commoditization
Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM. She has a particular focus on family office clients and started her career at Wells Fargo.
Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones
Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead’s rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents’ work ethic instilled in her.
228. Shari Greco Reiches: Empowering “Women in Charge” in Wealth Management
Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investments. She is the author of the book “Maximize your Return on Live” and podcast host.
214. Claudia Buffini of Schroders: Defying Expectations to Deliver Impact
Claudia Buffini is Corporate Responsibility Advisor to the Chief of Staff at Schroders. In this role she supports Schroders on delivering its purpose –whilst being a sustainable business, addressing The Sustainable Development Goal 10, ‘Promoting Equalities’. She previously worked as a communications consultant in the branding industry to help companies articulate their values and purpose to both internal and external stakeholders. Her prior roles include a royal charity, a global workforce operating in an Iraqi oil field and a branding agency.
Inspiring People in Law: Series 1 of 2023
In our first legal series of 2023 we are delighted to bring together three voices from the Irish legal scene and one from the UK bar. We discuss the challenge of employment law and its evolution, how to build a branch office of a law firm from scratch through focusing on values, the benefits of professional sport and legal practice and the burgeoning and fast-paced development of the field of Sports law.
23. Maggie Lower of the Board of Grindr: Blending the Art and Science of Marketing with the Magic of Representation
Maggie Lower describes herself as a Pop Culture Enthusiast and Music Lover as well as a CMO and Board Member. She was formerly CMO for Hootsuite, a social media management platform where she fostereda collaborative marketing approach. She joined the Board of Directors of Grindr the largest LGBTQIA+ social networking App and has won multiple awards as an LGBTQIA+ advocate and been a keynote speaker. She also holds multiple roles as Senior Board Advisor.
173. Vivian Lin Thurston, Portfolio Manager at William Blair Investment Management – The Art and Science of Portfolio Management
Vivian Lin Thurston is a Partner and Portfolio Manager at William Blair Investment Management, where she is based in Chicago. She previously covered global consumer stocks in a research role both at William Blair and a series of other financial services firms. She is Chairman of the Board at the Chinese Finance Association of American and a Principal Dancer and Director at the Xilin Dance Company.