Ghiané Jones, is Deputy CIO at the Teachers’ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sach
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267. Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz
Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York,...
266. Cary Carbonaro – Wealth Planner and Advocate – Preparing for the Future of Women in Wealth Management
Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
265. Kristina Blaschek of William Blair: The fusion of Investments and Technology
Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre.
264. Keri Findley of Tacora Capital: On Private Credit and Triple Axels – where execution is key
Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point.
36. Lindsey Young: Quiet Wealth – Loud Impact
Lindsey Young, is the founder of Quiet Wealth LLC, which she started to provide a comprehensive set of financial advisory services that successful LGBTQ+ professionals and their families need. She previously spent 15 years in Silicon Valley finance, primarily as a investment banker working on M&A, IPOs, leveraged finance and other transactions for technology companies. She also advises a series of non-profits, and is Board President of FreeState Justice, the leading statewide LGBTQ advocacy organization in Maryland.
1. Dr. Tara Bishop of Black Opal Ventures – Transforming Healthcare Through Technology
Dr. Tara Bishop is passionate about improving health and healthcare. In her twenty-year career
as a physician executive, Tara has on-the-ground experience in delivery system improvement,
health policy, payer operations, product development, value-based care, and start-ups. She is
the founder and managing director of Black Opal Ventures, a venture capital firm that invests in
companies that are transforming healthcare through technology.
262. Kevin Leonard of NEPC: Towards a Sustainable Future for Public Pensions and Solving Pension Envy
Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at
NEPC. He has had a long career in consulting and started his career as an accountant.
Kevin has had a career of over 30 years in investment consulting, and it had a somewhat
“accidental” start – being driven more by location and convenience than a calling. Things
quickly shifted however, and Kevin found that working with public funds where the possibility to
add value and have impact was high and the touchpoints with investment committees and
Boards frequent and satisfying.
2024 Pride Series Trailer: Activism, Mental Health, Financial Health and Gender Expansiveness
Welcome to our fourth Pride series of all time, which is full of personal narratives that will make you smile, may make you cry and will definitely make you think. Join us as we discuss what allyship really means, share personal experiences across diverging global backgrops for LGBTQ+ rights, and take you into the realms of personal finance, international development and coaching.
251. Carina Diamond of Stella Secunda Partners: Towards the Next Star in Wealth Management and Beyond
Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as well as the founder of Diversitas, a national education program at The University of Akron designed to expand diversity in wealth management.