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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,...
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Keywords :
Debt Free
Podcast
Financial Therapy
Financial Planning
Wellness
Allyship

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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 cal...
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Keywords :
Public Pensions
Consulting
Pension Envy
Emerging Managers

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31. Brad Baumoel: Brad Baumoel Head of LGBTQ+ Affairs at JPMorgan Chase: Gender Expansiveness for the Next Generation

Brad Baumoel is managing director and Global Head of LGBTQ+ affairs at JPMorgan Chase, a position he assumed in April 2021.  He previously was Portfolio Director for the Chase Digital Platform and prior to that led several large-scale transformative programs and teams across the institution. He was a founding member and prior leader of OPEN Financ...
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Keywords :
LGBTQ+
Gender Expansiveness
Inclusion
Diversity
Leadership
Allyship

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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, inte...
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Keywords :
Pride
Financial Wellness
Coaching
International Development
Inclusion

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260. Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investment...
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Keywords :
Total Portfolio Approach
Multi-Asset
Allocator

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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 B...
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Keywords :
Athletes
Education
Private Wealth
Journalist
ESPN

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BONUS Episode: Nicci Take – Deal Coach on Sealing the Deal, Following Up and Remembering Forgetting

Nicci Take featured in our first Pride series in 2021 and shared her story as a prominent transgender advocate, inspirational speaker and coach.  We have watched Nicci’s presence grow and thrive over the past 3 years, she posts frequent inspirational content on Linked IN and we we wanted to ask her back onto the podcast to share some of that wis...
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Keywords :
Deal Coach
Remembering
Follow Ups
Presentation Skills

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