Steve Kim is a partner in investment strategy and risk management at Verdis Investment Management in the Philadelphia area. He has focused over 30 years in his career in implementing and managing operating infrastructures. Prior to his role at Verdis held various Chief Technology Officer roles. He now focuses on integrating his insight from systems modeling and data analysis into an investment approach, particularly in the venture capital arena. 

Matt Sherwood, Ph.D. is Co-Founder and Chief Executive Officer of WeVidIt Media, a video streaming platform that leverages data and analytics for a more inclusive and profitable entertainment industry. We met while he worked as an asset allocator, where he headed up public market investments for MMBB Financial Services.  He has spent time as a guest lecturer and an appointed professor at Columbia University and The King’s College in New York, and has authored a textbook on the topic of ESG Investing. He is a board member of the Guide Dog Foundation and American Vet Dogs and serves on the Lavelle Fund’s Investment Committee.

Jason Mitchell is co-head of responsible investments at MAN Group, and the host of a Sustainable Future Podcast at the MAN Institute, a podcast that he has hosted since 2018, which has now passed its 55th episode. He writes and speaks widely on sustainability issues, as well as serving on a number of committees such as the Esmee Fairbairn Foundation, and World Bank Carbon Pricing Leadership Coalition.

Zia Uddin is President of Monroe Capital LLC, an asset management firm headquartered in Chicago, which invests in middle market companies in North America through a range of products. Prior to joining Monroe he focused on middle market private equity investing for...

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.

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 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.

John Bowman is executive Vice President of the CAIA Association, and a prolific writer and commentator on the investment management industry. He has written about the subject of culture, restoring the virtuous reputation of the industry and ensuring that dialogue and education are maximized, particularly in the area of alternative investing.

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. 

James Penney is Chairman of Darwin Alternative Investment Management Ltd, a firm that offers innovative alpha driven investment solutions for long term investors. Our conversation covers his exceptionally diverse background, and his experience with studying theology, languages and living in Latin America doing mission-based work.