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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.

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. 

311. Dan Gore of Orthogonal Partners: Approaching Investing from all of the Right Angles

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.

36. Lindsey Young: Quiet Wealth – Loud Impact

Lindsey Young, is the founder of Quiet Wealth LLC, which she started to provide a comprehensive set of financial advisory services that successful LGBTQ+ professionals and their families need.  She previously spent 15 years in Silicon Valley finance, primarily as a investment banker working on M&A, IPOs, leveraged finance and other transactions for technology companies. She also advises a series of non-profits, and is Board President of FreeState Justice, the leading statewide LGBTQ advocacy organization in Maryland. 

2024 Pride Series Trailer: Activism, Mental Health, Financial Health and Gender Expansiveness

Welcome to our fourth Pride series of all time, which is full of personal narratives that will make you smile, may make you cry and will definitely make you think.  Join us as we discuss what allyship really means, share personal experiences across diverging global backgrops for LGBTQ+ rights, and take you into the realms of personal finance, international development and coaching. 

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.