Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee.  In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310  bn in institutional investment portfolio and over $280 billion in retail client assets  She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.

Our conversation starts with her journey from India to the US, and her career path through marketing and strategy that led to her current role at Northwestern Mutual. We spend some time on that role – and on the integration of insurance, investment and annuities that lie behind the unique approach to financial planning there.  We then cycle through a range of topics including AI and its impact on financial planning, the importance of values and how leadership styles evolve. We end with a reflection on the role of directors and how alignment with the purpose of an organization is key.

This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.

Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is  a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing.