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264. Keri Findley of Tacora Capital: On Private Credit and Triple Axels – where execution is key

Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point....
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Keywords :
Private Credit
Fund Manager
Founder
Ice Skating
Ski Racing

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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 c...
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Keywords :
Institutional Assets
Retail Client Assets
Strategy
Digital Disruption
AI

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8. Charlotte Gibson of The Rewirement: Redefining Retirement Through Coaching

Charlotte Gibson is a coach, actuary and pensions consultant. She is a senior manager at ISIO and the founder of The Rewirement, which is focused on redefining retirement through coaching . She previously worked in management at KPMG and prior to that was an Actuarial Analyst at AON Consulting. ...
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Keywords :
Rewirement
Retirement
Coaching
Goals

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207. Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the “Who”

Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that w...
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Keywords :
OCBO
Shaping Wealth
Who
Purpose
Goals
Behavioral Science
Financial Advisor

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Gareth Miller of Artemis Investment and the Diversity Project: Flexibility and Agility as a Framework for the Future

Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project. ...
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Keywords :
Agility
Flexibility
Diversity Project

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Courtney Russell McCrea of Recast Capital: Moving Down the Capital Stack and Finding Gold

Courtney Russell McCrea is co-founder and Managing Partner at Recast Capital, a platform supporting and investing in emerging managers in venture. She was most recently a Managing Director of Weathergage Capital a boutique fund of funds that provides its clients with access to premier venture capital growth equity and micro VC partnerships, where...
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Keywords :
Venture Capital
Tech
Inclusion
Career Advice

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196. Duncan MacInnes of Ruffer: The art of MiniMax Regret and Portfolio Construction in Today’s Markets

Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of ...
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Keywords :
Multi-asset
Banks
Investing
Resources

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BONUS: Joe Adkins: Once Upon a Time it Grew Into The Big One: A Modern Fairytale

Joe Adkins is a massage therapist based in Wheaton Illinois. For the past 15 years or so Joe has been growing large vegetables – very large vegetables – in his garden in Wheaton, and in 2016 grew a pumpkin which weighed over 1860 lbs, winning the coveted title of “heaviest in Illinois” in that year. ...
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Keywords :
Fall
Pumpkins
FairyTale
Ambition

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BONUS EPISODE FOR INTERNATIONAL GUIDE DOG DAY – Matt Sherwood – Determination, Vision and the Power of Reframing

Matt Sherwood, Ph.D. is Co-Founder and Chief Executive Officer of WeVidIt Media, a video streaming platform that leverages data and analytics for a more inclusive and profitable entertainment industry. We met while he worked as an asset allocator, where he headed up public market investments for MMBB Financial Services. He has spent time as a gue...
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Keywords :
Determination
Inclusion
Disability
Video Production

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