Greg Williams is a business development manager at Wellington Management Company, a Boston-based asset management firm. Greg is based in their Chicago office. Before pivoting to a career in finance he worked as a professional actor, and after business school spent time as an equity research analyst and has long experience in consultative selling and business development.

A successful business development executive tells the story of how he started out as an actor and continues to draw upon that skillset today.

Karen Shackleton is the founder and head of Pensions for Purpose, a collaborative initiative to promote understanding of impact investment for institutional investors. This is in addition to a portfolio career which includes roles as investment adviser to four local authority pension funds, as well as Chair and Non-Executive Director roles. She has spent most of her career in investment, including time as a fund manager, client relationship manager and chief executive of an Investment Advisory Firm. She is a frequent speaker on the institutional investor circuit and a passionate advocate for knowledge and action in impact investment.

A fast-paced discussion of a career driven by ambition and dedication, which is now evident in the Pensions for Purpose created by Karen which is creating tremendous impact among the pension fund community.

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.

Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware. 

Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK.  TIDE as a partner to the largest US public pension plans, their emerging and diverse manager efforts.

Randy Cohen, is a Senior Lecturer at Harvard Business school.  His main research focus is the interface between the actions of institutional investors and price levels in the stock market and has helped to start and grow a number of investment management firms.  He is a partner at Exsight Capital, a venture capital firm specializing in early-stage impact investments in innovative ophthalmic diagnostic and treatment solutions. This has particular resonance for Randy, who is blind from retinitis pigmentosa.

Angela Miller May is CIO at Illinois Municipal Retirement Fund a public defined benefit fund based in Oak Brook IL which has over $40 bn in assets under management.Angela is a regular figure on the asset management conference circuit and has become a leading voice in promoting diversity and inclusion in the industry. She appeared as the third guest on the podcast in 2020 during her tenure as CIO of Chicago Teachers.

Julie Castro Abrams is the Managing Partner of How Women Invest and CEO of How Women Lead. How Women Lead was established in 2011 and is driving for a world where women have a seat at every table where decisions are made and is currently a network of over 100,000 professional women. 

Asha Mehta is Managing Partner and Chief Investment Officer at Global Delta Capital, where she has a thematic focus on Emerging and Frontier Markets as well as Sustainability Investing. She was previously Lead Portfolio Manager and Director of Responsible Investing at Acadian Asset Management and prior to that an investment banker.  She has traveled to over 80 countries and lived in six, and recently released a book, The Power of Capital: An Adventure Capitalist’s Journey to a Sustainable Future.