Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist.
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212. Caroline Lovelace of Preserver Partners: Learning to Take Risk and Preparing for Plan B
Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.
198. Cathy Ulozas, CIO of Drexel University: Recruiting an Investment Office towards a University’s Mission
Cathy Ulozas is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.
188. Kate Nevin of TSWII Capital Advisors: On The Power of Showing Up and Delivering
Kate Nevin is President and Portfolio Manager at TSWII Capital Advisors, a role she has held for over 20 years. She is active with many industry groups (such as The Academy of Institutional Investors and Nexus) and community organizations focused on conservation and gender equality. She was a Riley Diversity Fellow.
Elizabeth Kleinerman of Wellington Management – Networks and Progress in Financial Services
Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.
139. Debbie Cunningham of Federated Hermes – a Roadmap of Liquidity for the Ages
Debbie Cunningham is Chief Investment Officer of Global Liquidity Markets at Federated Hermes and has been a portfolio manager for all government and prime liquidity products since 1990. She previously was Director and President of the CFA Society of Pittsburgh and sits on the board of Robert Morris University, Treasury Market Practices Group and Depository Trust & Clearing Corporation
BONUS – Nawar Alsaadi – Regret, Hope and Vision in the Field of Sustainable Investing
Nawar Alsaadi is a Senior Portfolio Manager in ESG investing at Canada Post and previously worked as a long-only portfolio manager. He has led product development for ESG product research and spent time as a private ESG investor.
129. Stephanie Braming of William Blair – On Critical Thinking and Transforming Recruitment
Stephanie Braming is Global Head of Investment Management at William Blair & Co. based in Chicago. She was previously a portfolio manager and specialist at William Blair. And prior to that investment consultant, she started her career as an examiner in the Federal Reserve Bank of Chicago.
Bonus Episode – Deb Clarke – An Icon discusses her Craft and her Next Move
Deb Clarke was Global Research Chair and Global Head of Investment Research at Mercer for close to 16 years, following an extensive career in asset management and consulting which included 20 years as a portfolio manager. She retired from her position at Mercer in June 2021 and is building a portfolio career, including a NED role on the EMEA board of Blackrock and a member of the UK CFA Institute Advisory Board. She is an active speaker on the conference circuit and has been voted in the FN 100 Most Influential Women in Asset Management in 6 of the last 9 years.
As Deb moves to the next chapter of an impressive career we learn about what has driven her through her career as well as in other facets of her life including handicrafts.
Justin Onuekwusi – Showing Where We Go From Here
Justin Onuekwusi is a Fund Manager and Head of Retail Multi-Asset Funds at Legal & General Investment Management (LGIM) based in London. He started his career as an investment consultant in an actuarial consulting firm, and moved to a research and portfolio manager role, where he has specialized in multi-asset fund management.
A look back to a background that build resilience and strong relationships and now furthers a desire to mentor and lift up the next generation within the City.