Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group.  He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School.  He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we met.  He is pursuing a Doctorate in Business Administration which is examining the effect of Covid 19 on different generations in the workplace.

David Vafai is Chief Executive Officer at bfinance International Limited, an investment consulting and advisory firm that he founded over 20 years ago. The firm is known for its innovative service model, which has shifted some of the traditional structures in investment consulting, manager selection and asset management.

A fascinating tale of hustle, innovation and thinking outside the box that ultimately launched a disruptive investment consulting business model.

Jessica Portis is Head of Member Portfolio Management and Services at TIFF Investment Management. She previously had a long career in investment consulting, first at Summit and then Mercer.

An empowering discussion about the impact that certain programs that create opportunity can have and of the importance of balance between work and family once a career is in full swing.

Sandy Urie is Chairman Emeritus at Cambridge Associates, a role she has held since 2016, when she retired as Chairman and CEO, having held the CEO role since 2001, and capping an over 30 year career at the firm. Her current focuses include sustainability and impact investing and she has held multiple board and investment committee roles. Currently she sits on the boards of the Stanford Management Company, Social Finance US, Crane Institute for Sustainability (parent organization of The Intentional Endowment Network – IEN), and Plymouth Rock Insurance Company.

A profound discussion with one of my first sources of career inspiration – tracing a shift from academia to investment consulting, the roles of investment committees and the new challenges of sustainable investing.

Faisal Rafi is head of research at Riscura, based in London – Riscura is a South Africa-based financial services firm that focuses on providing purpose driven investment solutions for investors as well as investment managers. He previously worked as an investment manager at a UK corporate hedge fund, and prior to that in various asset management and consulting roles. He trained as an actuary.

A personal lookback to a career in investment consulting, the drivers of Emerging Markets, and how a personal health setback led to a reset and lessons learned.

Mitesh Sheth is CEO of Redington, an investment consulting firm based in London, where he has spent almost 8 years. He started his career as an investment analyst and held various roles in asset management firms and in his own strategy and innovation consulting business.

A story about fitting in and carving a unique path into running a business that marries team building spirituality and acceptance.

Kelli Schrade is an institutional consultant and director at Graystone Consulting, a Morgan Stanley company, and is based in Chicago. She has had a long career in manager selection and investment consulting who is committed to making change through her work with clients and diverse investment managers, among other causes. She is a Board Member at the Lincoln Park Zoo, Deborah’s Place and involved in numerous industry bodies.

An analysis of the changing face of finance and investment consulting and why things may not have changed for the better.

Ivory Day is Managing Partner at Ivory Day Clear Investment Consulting based in the Chicago area. He started his career close to 50 years ago and has held a long succession of investment consulting roles, during which he advised public, Taft-Hartley, corporate, endowment and foundation plans. He is a frequent participant on the industry conference circuit where he discusses his views on asset allocation and the active v. passive divide.

An inspiring story of resilience, courage and tenacity and a reminder of the importance of learning to speak truth to power.

Judy Chambers is Managing Principal of Meketa Investment Group, an investment consulting firm. She has had a long career in investment consulting and prior to that investment banking. Based in NYC, she is Chairman of the Advisory Board of the Toigo Foundation, and sits on the Board of the Community Service Society of New York.

A remarkable tale of opportunities seized and created, and disrupting the framework of corporate America.