Alexandra Noble is an independent strategic advisor to financial institutions and charities, and has a particular interest in mentoring the next generation of investment leaders. Her portfolio career includes a consulting role for Pensions for Purpose, coaching and strategic advice to firms, a Chair role at Future-Fit Ltd and roles as a charity trustee and director.

A look-back at an extraordinary career forged in the days before diversity was a theme, and continued now by giving back wisdom to the next generation of leaders, particularly needed in todays complex world.

Mark Steed is Chief Investment Officer at Arizona PSPRS Trust, a US public defined benefit fund with over $13 bn AUM, where he has spent over 14 years. He previously worked as a banker and prior to that as a financial analyst, and has a Masters in Predictive Analytics. He describes himself as an “investment ideas” guy and an out of the box thinker at that.

An out of the box thinker and public fund CIO takes us out of the box to discuss his current investment ideas and what it takes to motivate a retain a team.

Bevon Joseph is co-founder of the Greenwood project, which is an organization that connects Black and LatinX students with career opportunities in financial services and fin-tech. He previously held a series of roles in investment banks and other financial service firms, mainly in trading management functions. He is an advisory board member at the DePaul Career Center and is a graduate of the GS 10,000 small business program.

From a childhood in Trinidad, to a career in finance to founding a non-profit that creates opportunity for the next generation – this podcast is quite a journey.

Annabel Gillard is an International Advisory Council Member at the Institute of Business Ethics. She previously had a long career in asset management where she ran institutional business development businesses for large asset managers and held various board and committee roles in the CFA UK organization. She is currently pursuing a post-graduate degree in the twin disciplines of Philosophy and AI.

A wide-ranging discussion that touches on ethics, artificial intelligence and institutional business development.

Julian Tregoning has worked in the asset management business for many years, having had senior roles in the Flemings Group (where he also covered Latin America) and at BNY Mellon. He has held multiple Director and Chair roles and is a member of the investment committee for SAUL, a multi-employer defined benefit scheme for the non-academic employees of the University of London.

A podcast that features in both our “Next Chapter” series and our main series, this trip back to the era of Top Hats in the City of London traces and extraordinary international career that first happened “by accident.”

Esther Peiner is Co-Head of the Infrastructure Group Europe in Partners Group, based In Zug. She previously spent close to 11 years at Macquarie Group, where she was a managing director focused initially on the TMT sector and then infrastructure and real assets.

A deeply personal discussion of the challenges and opportunity of blending work and family in the world of finance, the fascinating world of infrastructure investment and the benefits of a diverse workplace.

Sam Kunz is Chief Investment Officer at Core Financial Partners, a firm that provides financial planning to small and medium sized businesses based in Venice, CA. He was previously a Senior Managing Director responsible for asset allocation and investment strategy at the University of California and prior to that he was my predecessor as CIO at the Chicago Policemen’s Annuity and Benefit Fund.

A fascinating discussion of a trader’s mentality, asset allocation and the importance of learning to love yourself.