Wendy Li is the co-founder and CIO of Ivy Invest, a FinTech asset management firm. She previously worked in the investment office of the endowment of New York’s Metropolitan Museum of Art. In our discussion we start with her immigrant background in Pennsylvania, and her ascent through studying finance to a role in an allocator.
SEARCH RESULTS
275. Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution
Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs.
In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of understanding client ecosystems, building trust, and adapting to evolving client needs. She stresses the significance of team-based approaches and mentorship in her success.
Maternal Mortality in 2024, The Story Continues: Tiffany McKever, Digital Healthcare Strategist
And now it is time to hear from one of the advocates whose work goes on, even when it is no longer news. Tiffany McKever is a digital healthcare strategist, whose work has included researching and developing a Population Health Initiative with a focus on environmental factors related to social determinants of health (SDOH) resulting in significant impacts to healthcare cost access and quality in large urban cities. We turn to her to update us on the state of maternal mortality across the US, as part of our ongoing coverage of this issue (see https://www.fiftyfaceshub.com/category/medicine-and-science/ for other podcasts relating to the topic).
32. Dani D’Amico, Partner at McKinsey: Running, Risk Management and letting Authenticity Reign
Dani D’Amico is a partner at McKinsey in their financial services practice. She has previously worked in the Inclusion, Diversity and Belonging Engagement practice at Oliver Wyman in New York, where she was also a partner, and started her career in various consulting roles.
246. Grace Reyes of The Diversity Exchange: Turning the Tide, One Starfish at a Time
Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK. TIDE as a partner to the largest US public pension plans, their emerging and diverse manager efforts.
Vice Provost Orla Shiels of Trinity College Dublin – Micro Credentials with Macro Impact
Professor Orla Sheils is the Vice-Provost and Chief Academic Officer at Trinity College Dublin as well as holding the position of Professor of Molecular Diagnostics. Prior to her appointment as Vice-Provost in 2021, Orla served as the Director of Medical Ethics in the School of Medicine, was the founding Director of the Trinity Translational Medicine Institute, and was Dean of the Faculty of Health Sciences from 2019-2021. Most recently, Orla was elected as a member of Scientific Council of the International Agency for Research on Cancer for 2024-27. IARC is a cancer research agency of the World Health Organisation that supports cancer prevention research.
236. Jason Singer of Apollo – Building the Solution – Where Innovation and Client Service Unite
Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, he worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business.
Linda Doyle: 45th Provost of Trinity College Dublin: Building an AI Empowered University with Community at its Core
Linda Doyle was officially installed as the 45th Provost of Trinity College Dublin in August 2021. She is the first female province to the institution’s over 430 year history and we profiled her in the run up to that election (see podcast here: https://www.fiftyfaceshub.com/linda-doyle-leadership-as-service-and-engineering-change/)
Episode 227: Saira Malik of Nuveen: Investing in Markets and In Oneself – A Multi-Generational Proof Statement
Saira Malik is Chief Investment Officer at Nuveen, a TIAA company. She is an active voice on social media, regularly posting videos on LinkedIn containing market related and career related content. She recently celebrated her 20th anniversary at Nuveen.
Emma Olivier – Trail Blazer and Disability Advocate: Highlighting the Twenty Percent
Emma Olivier is the founder and CEO of Twenty Percent, a disability Advisory working with Corporate Australia. She was born with a limb difference – without a left hand – and understands from her own lived experience the challenges and opportunities of having a disability in the corporate world. She spent over 30 years in consulting, most recently at Accenture in Melbourne. She is a member of the Risk and Audit Committee of Scope, among other roles.