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Ayo Ayodele – Public Service to Private Wealth

Ayo Ayodele and I got to know each other when he was working as an Assistant Treasurer and Deputy Chief Investment Officer at the City of Chicago. He now works in Global Wealth Management at a large firm in Chicago, and prior to his role at the City of Chicago worked in a series of investment banking roles, including 3 years at Afrinvest West Africa, based in both London and Lagos. He was educated in Nigeria, Harrogate in the UK and the University of Arizona.

A broad discussion of Ayo’s move to the US, his shift from institutional asset management and public service to private wealth and what he perceives to be the differences between the two.

Elissa Bayer – Private Wealth Pathbreaker

Elissa Bayer is a Senior Investment Director at a large wealth manager based in London, and has held a range of private wealth and investment roles throughout her career. Elissa was one of the first women to take a seat in the London Stock Exchange and blazed a trail through private wealth in London, where she is still active today.

A private wealth trailblazer walks us through an extraordinary career, that has spanned decades and enormous and transformative change in the financial world.

33. The Debt Free Guys: David and John Auten-Schneider: Living Fabulously and Authentically

David and John Auten-Schneider are a married couple who have branded themselves the Debt Free Guys, and host a popular podcast and website full of tools to help listeners and clients to “live fabulously, not fabulously broke”. They have a proprietary Wealth Builder’s Pyramid tool that they use as a multi-pronged approach to financial freedom, a solid credit score and debt-free living.  Their mission is to help their clients particularly, but not exclusively, members of the LGBTQ+ community to live happy, healthy and wealthy.

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. 

259. Anna McDonald of Moneta: Going for Gold – Coaching Athletes on their Financial Game

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL.  In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.

242. Daniele Beasley on Financial Therapy – What is it, Why is it Important?

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice.  Fast forward to early 2024, and Daniele’s contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy. 

Bonus Series 2023 – Trailer

If you have heard the term abundance of riches, that is what we have been experiencing this year in terms of our guests. So we are very pleased to bring you this bonus series, sponsored by Sound Mark Partners, a women led real estate debt firm that exemplifies so much of what we endorse and promote in the investment industry. We learn about accidental career paths, innovative strategies such as funds focused on positive change, climate engagement, GP-led private equity secondaries and carbon credit trading.

Bonus Episode : Steven Eisman: After The Big Short – On Lessons for the Next Crisis, Emotion in Investing, Peacocks and Feather Dusters

We are delighted to bring you this lively bonus episode of a live conversation with the legendary Steven Eisman, who became famous for shorting Collateralized Debt Obligations in the run up to the 2008 financial crisis. He was featured in the film adaptation of The Big Short under the name of Mark Baum, and portrayed by Steve Carell. In September 2014, he joined Neuberger Berman in the Private Asset Management division. The group, run by partners including his parents, Elliott and Lillian Eisman, manages portfolios of stocks for wealthy clients

Series 4 2023:Excellence in Action

In Series 4 of the Fiftyfaces Podcast of 2023 we gather 10 guests who share a passion for excellence – in very different fields. We hear from a legendary business builder about how he closes the deal while a hedge fund manager shares the humbling effect of market downturns. A CIO reveals her ups and downs and the importance of learning to take risk and having a backup plan, while a serial builder of banks and financial institutions who started her career decades ago tells us what has changed, and what has not and sharpens the focus on what kind of mentors really matter