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164. Geri McMahon of AON – How Returning to a Finance Career can be Triumphant

Geri McMahon is a partner at AON and Co-head of Responsible Investment at the firm. She started her career at Price Waterhouse Coopers in Sydney, and spent time as a fixed income trader before moving to a healthcare technology, business and ultimately moving to AON in 2018. She wrote a powerful LinkedIn post about returners, which led me to want to find out more about returnship programs and their value. 

160. Terri Duhon: How to Dream Big, Fail Fast and Write Many Chapters of a Finance Career

Terri Duhon is an award winning educator, TEDx speaker, Board Director and speaker, who has over 25 years of experience in financial markets. She wrote the book “How the Trading Floor Really Works”, founded her own financial markets firm, and is an Associate Fellow at the SAID Business School in Oxford. She sits on the Board of Morgan Stanley International, which she is Chair of the Risk Committee, and also holds a number of additional independent director roles. She is now based in London but hails from the New Orleans area originally.

Joel Moreland – Social and Environmental Finance Consultant – When Prudence Meets Urgency

Joel Moreland is a Principal Consultant at Social and Environmental Finance.

He has worked in early stage investing, corporate finance, fund management and mainstream banking. In this discussion we start with how he was born into a culture of activism, thanks to the work his parents had done, and then delve into a broad and multi-faceted discussion about the issue of climate change and the various steps being taken to address it

Amanda Pullinger- 100 Women in Finance – Elevating and Empowering for the Next Generation

Amanda Pullinger is Chief Executive of 100 Women in Finance, where she leads a staff team and provides direction to 500 volunteer practitioners globally. 100 Women in Finance is focused on empowering women in the finance industry and inspiring the next generation of pre-career young women and has over 20,000 registered members globally. She previously held a series of roles in asset management and is a member of BAFTA and a Fellow of the Royal Society of Arts.

A discussion of multiple careers and pivots, and the central mission of 100 Women in Finance today.

Erin Archer – Treasuring the Golden Rule in Finance and Life

Erin Archer is Treasurer at Syracuse University, which she recently joined after a period as Treasurer and Director of Investments of DePaul University in Chicago, where she oversaw the endowment. She started her career in sell-side research and has had a global career including four years in London and two years in South Africa, where she focused on the consumer sector.

A varied career journey that has spanned three continents is shared along with the importance of the golden rule in life and in one’s career.

248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life

Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie