Episode 231: Jane Buchan Co-Founder of PAAMCO, Founder of Martlet: Notes from the Room Where it Happened

Jane Buchan is CEO of Martlet Asset Management, based in Newport Beach CA. She was one of the co-founders of Pacific Alternative Asset Management in 2000, which grew to $32 bn n AUM under her leadership. She was been a chair of the Board of CAIA as well as an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth and has ...
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Episode 230: John Teahan of Redwheel: Climate Engagement Investing without Reinventing the Wheel

John Teahan is a portfolio manager at Redwheel, which is focused on value oriented UK and global equity funds where he leads on engagement and responsible investing. The firm was formerly known as RWC Partners. ...
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Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones

Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead's rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses he...
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228. Shari Greco Reiches: Empowering “Women in Charge” in Wealth Management

Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investmen...
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Episode 227: Saira Malik of Nuveen: Investing in Markets and In Oneself – A Multi-Generational Proof Statement

Saira Malik is Chief Investment Officer at Nuveen, a TIAA company. She is an active voice on social media, regularly posting videos on LinkedIn containing market related and career related content. She recently celebrated her 20th anniversary at Nuveen....
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Episode 226: Katie Stitch: Primary Thoughts on Secondary Markets

Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking....
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Episode 225: Kate Fox of Baillie Gifford: A Recipe for Positive Change

Kate Fox is an Investment Manager at Baillie Gifford based in Edinburgh, where she leads the impact strategy Positive Change and is a Partner at the Firm. Our conversation traces her career journey, explores the meaning of "positive change" within an investment context and examines the way to develop a successful career in portfolio management....
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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 acciden...
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Episode 224: Apurva Schwartz of Harding Loevner: Turning the Lens on Investment Company Culture

Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of p...
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