Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investments. She is the author of the book “Maximize your Return on Live” and podcast host.
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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.
Episode 226: Katie Stitch: Primary Thoughts on Secondary Markets
Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking.
Episode 225: Kate Fox of Baillie Gifford: A Recipe for Positive Change
Kate Fox is an Investment Manager at Baillie Gifford based in Edinburgh, where she leads the impact strategy Positive Change and is a Partner at the Firm. Our conversation traces her career journey, explores the meaning of “positive change” within an investment context and examines the way to develop a successful career in portfolio management.
Bonus Series 2023 – Trailer
If you have heard the term abundance of riches, that is what we have been experiencing this year in terms of our guests. So we are very pleased to bring you this bonus series, sponsored by Sound Mark Partners, a women led real estate debt firm that exemplifies so much of what we endorse and promote in the investment industry. We learn about accidental career paths, innovative strategies such as funds focused on positive change, climate engagement, GP-led private equity secondaries and carbon credit trading.
Episode 224: Apurva Schwartz of Harding Loevner: Turning the Lens on Investment Company Culture
Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fund. Her interest then expanded to analyzing managers themselves and a career in investment consulting. This came full circle then when she chose her next move, which was back into the investment management field.
Episode 223: Geeta Kapadia, CIO at Fordham University: Channeling Student ideas in a University Endowment
Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles.
Series 5 2023 Trailer: Going Back to the Future with Attitude, Belief and Determination
It is our last official series of The Fiftyfaces Podcast for 2023 but we have a ton of actionable content for you for the rest of the year. In Series 5 we are looking around the corner at the future of AI, and how it will enable us to go back to the future. We will look at what lies ahead for digital health and how better inclusion, particularly of people with disabilities, empowers all employees.
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 was head of manager selection at a Chicago-based fund of hedge funds.
202. David Semmens of Cadro – Riding the Fintech Wave of More Interactivity and Personalization
David Semmens is Chief Investment Officer at Cadro and an External Investment Committee Member at Wealthify where he was previously CIO. He holds additional Investment Committee and advisory roles and is an adjunct lecturer at Heriot-Watt University.