Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles.
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213. BONUS Cathie Wood of ARK: Going Back to the Future with AI
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.
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.
9. Veronica O’Keane: On the Making of Memories and the Wisdom of Age
Veronica O’Keane has recently retired from her position which was as a professor of psychiatry and consultant psychiatrist at Trinity College Dublin. She has over 30 years of experience in the field and has published numerous research papers, especially on mood disorders and on perinatal depression. She is the author of the book A Sense of Self: Memory, the Brain, and Who We Are and The Rag & Bone Shop, How We Make Memories and Memories Make Us. She lives by the sea in north Dublin and is a passionate open sea swimmer.
208. Betsy Cohen of Cohen Circle: Creating Impact through Fintech and Beyond – a Life of Seizing Opportunities
Betsy Cohen has built financial businesses for her whole career. She is the Co-Founder and Chairman of Cohen Circle, a growth stage investment firm focused on the fintech and impact spaces. She was previously CEO at The Bancorp Bank, which she founded in 2000 and previously worked at Jefferson Bank for 26 years. She sits on numerous boards and has received several awards being named a Forbes 2022 Most Powerful Self-Made Woman, 25 outstanding women bankers and many more.
Gareth Miller of Artemis Investment and the Diversity Project: Flexibility and Agility as a Framework for the Future
Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project.
5. Steve Butler of Punter Southall Aspire – The Future of Work When Age is Just A Number
Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group. He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School. He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we met. He is pursuing a Doctorate in Business Administration which is examining the effect of Covid 19 on different generations in the workplace.
3. Tony Watts, OBE: Putting the Action into Action on Age – A Study of a Life’s Work
Tony Watts, OBE, is MD at Hartley Watts Communications, a director of EngAgeNet.org.uk, Director of RetireEasy.co.Uk, co-founder of the Age Action Alliance and co-author of The Midlife Review. He built his career as a writer, communicator, campaigner and strategist in the areas of PR, journalism and marketing and is now focusing increasingly on later life issues.
1. Alistair McQueen of Aviva: Maintaining a Diverse and Rich Workforce and the Mid-Life Review
Alistair McQueen is Head of Savings & Retirement at Aviva UK plc, where he has spent over 23 years. He has been instrumental in raising awareness of the importance of older workers, and initiated the >45 mid-life review for Aviva’s staff and is an advocate for the importance of diversity within financial firms.
199. Tory Hyndman of Charta Partners: Putting Human Capital at the Forefront
Tory Hyndman is a Partner at Charta Partners. She has had a career of 25 years in executive search focused on investment management, having spent time at Heidrick & Struggles as well as David Barrett Partners, where she established the London office and wider EMEA business. She is passionate about educating women about careers in the City and is a volunteer for Founders4Schools as well as Maths4Girls as well as an Ambassador for The Diversity Project.