Matteo Dante Puccio, is President International and a Partner at Wave Financial Group. He’s had an extensive career across the wealth management, VC tech investing and family office space. He’s currently focused on digital assets at Wave Financial Group.
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248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life
Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie
203. Tom Raber of Alvine Capital: Making the Sale and Reading the Room
Tom Raber is the founder and Managing Director of London-based Alvine Capital, a reverse enquiry solutions firm that Tom founded in 2005, with a particular focus on finding solutions for institutional investors in alternative assets. Originally from Sweden, he previously held leadership roles at Key Asset Management and a series of investment banks.
BONUS – Maureen Downey of The Beneficient Group – First Class Experiences and Second(ary) Thoughts
Maureen Downey is a Managing Director in Alternative Assets at The Beneficient Company Group as well as a Venture Partner at DigitalDx Ventures, and has specialized in alternatives investing with a particular focus on secondary investments and ESG integration for over 15 years.
Roy Kuo – How to think like an owner
Roy Kuo is team head of alternative strategies at the Church Commissioners for England, which has £8.5bn in assets under management, with £1.4bn in hedge fund strategies and £1.7bn in alternative private market strategies. He previously held a series of roles in consulting and asset management, and is an active participant on the conference circuit for alternative assets, as well as a thought leader for institutional investors.
A broad-ranging discussion of what it means to “think like an owner” in the stewardship of institutional assets.
255. Stephanie Drescher of Apollo: From legacy to laying the groundwork of a private wealth business
Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT.
Series 4 2023:Excellence in Action
In Series 4 of the Fiftyfaces Podcast of 2023 we gather 10 guests who share a passion for excellence – in very different fields. We hear from a legendary business builder about how he closes the deal while a hedge fund manager shares the humbling effect of market downturns. A CIO reveals her ups and downs and the importance of learning to take risk and having a backup plan, while a serial builder of banks and financial institutions who started her career decades ago tells us what has changed, and what has not and sharpens the focus on what kind of mentors really matter
151. John Bowman of CAIA – A Storyteller’s Take on the Asset Management Industry at an Inflection Point
John Bowman is executive Vice President of the CAIA Association, and a prolific writer and commentator on the investment management industry. He has written about the subject of culture, restoring the virtuous reputation of the industry and ensuring that dialogue and education are maximized, particularly in the area of alternative investing.
281. Rob Gardner on attaining Financial Freedom – The Secret of Earn It, Keep It, Grow It
Rob Gardner is the CEO and Co-Founder of Rebalance Earth, which redirects the flow of capital to protect and restore nature at scale, He was a guest on this podcast in 2021, and that show is available here. He has recently written a book with the title FR££DOM, which advocates three money moves to transform your finances. EARN IT, KEEP IT, GROW IT. This is just one part of his career-long mission to further financial literacy, education and investing for a world worth living in.
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 Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL. In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.