Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.

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.

Kelly Chesney is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. The firm, founded in 2006, has two female founders, and we interviewed Connie Teska, the other founder, in this earlier episode of the Fiftyfaces Podcast.  She has a long history in investment management, particularly in the area of funds of hedge funds, investing and consulting and started her career as an attorney.

The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset 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 Investments. She is the author of the book “Maximize your Return on Live” and podcast host.

Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.

Welcome back to the Fiftyfaces Podcast where we are delighted to bring you Series 3 of 2022, which features critical thinkers from all walks of life. We hear about the value added of active management, the robustness of sustainable investing terminology, the role of politics in promoting inclusion and economic empowerment and the opportunity in Africa. 

Heather Brilliant is the President and CEO at Diamond Hill Capital Management, a $30 billion asset manager headquartered in Columbus, Ohio. She previously was Chief Executive Officer Americas at First State Investments and prior to that was CEO at Morningstar, Australasia, and formerly Global Head of Equity and Credit research. She’s had a career long involvement with the CFA Institute globally, and was formerly Chairman of the Board, as well as a Director and Board Member for over seven years. 

Margaux O’Brien is Investment Director at the University of California investment office, based in Oakland, CA. She previously spent over 14 years in the fund of hedge fund area, where she specialized in equity long/short and other equity hedge funds. Prior to that she was an investment consultant.

A joyful discussion with a renowned hedge fund allocator and a reminder of the importance of humility and how this can be a secret weapon in overcoming performance anxiety.