SEARCH RESULTS

Results for "Alternative Investments"

154. Eve Ellis of William Blair – Why it is not yet “Game, Set & Match” when it comes to Gender Parity

Eve Ellis is a wealth advisor with William Blair, and is based in the New York City Area. She has a particular interest in socially responsible and impact investments and manages two proprietary portfolios, the gender parity strategy, and the Matterhorn Affinity, Diversity and Inclusion strategy. She’s also a member of the Forum for Sustainable and Responsible Investment. She has received multiple awards, including featuring on the Crain’s New York Women and Financial Advice naugural list in 2020 as well as the Forbes America’s Top Women Wealth Advisors best in state.

153. Aaron Joseph of Blue Vista – Seizing the Day to Create Impact in Real Estate and Urban Centers

Aaron Joseph is Senior Vice President of Investor Solutions at Blue Vista Capital Management, a Chicago-based real estate investment manager focused in particular on middle market equity, student housing and real estate credit. He previously worked as Deputy Sustainability Officer in the Office of the Mayor in the city of Chicago, and as a Strategy Manager at Urban Partnership Bank focused on providing banking services for impact capital and urban real estate investors.

Cynthia Steer – An Investment Legend Reflects

Cynthia Steer has had a multi-decade career in investment management, spending time as an investment director, CIO, and Chief Retirement Strategist at a series of large consulting firms, and she now holds a broad range of investment committee and independent director roles.

150. Heather Brilliant of Diamond Hill – Crafting a Diamond from the Cutting Room Floor

Heather Brilliant is the President and CEO at Diamond Hill Capital Management, a $30 billion asset manager headquartered in Columbus, Ohio. She previously was Chief Executive Officer Americas at First State Investments and prior to that was CEO at Morningstar, Australasia, and formerly Global Head of Equity and Credit research. She’s had a career long involvement with the CFA Institute globally, and was formerly Chairman of the Board, as well as a Director and Board Member for over seven years. 

Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story

We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with insights around private wealth, 

Sponsors

SponsorsFiftyFaces would like to thank the organizations that support our podcasts. All sponsorship and partnerships are handled by our branding and sponsorship partner Reg & Co. Please contact karen@regandco.com or tom@regandco.com with any questions or queries...

201. Sonali Wilson of Wellington Management: A Legendary Industry Networker Encourages Women across All Borders

Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWOB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles.

Trailer: Series 3 of 2023 A Deep Dive

In Series 3 of the Fiftyfaces Podcast we start to dig deep – into sustainability standards, fintech, what impact actually means, and bust myths around hybrid working, the great resignation and entrepreneurship.