Jennifer Coffey is Chief Executive Officer at Bright Capital Advisors, a firm she founded a decade ago that focus on capital introductions and placement for a range of alternative asset managers.  She started her career in foreign exchange research at Lehman Brothers and worked in hedge funds for many years. 

Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting. 

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. 

Monika Mantilla is the President and CEO of Altura Capital, which provides institutional investors and strategic partners a mechanism of investing in underserved markets including high-performing small and diverse businesses. She is also a Co-Founder and Managing Member of Small Business Community Capital. She is a Member of the Board of Directors of Los Cidrines, based in Puerto Rico and Florida as well as holding a number of other board roles.

Pat Lynch, who was Founder, President and CEO of Chicago Equity Partners, a Chicago based asset manager for over 20 years. He now holds investment and strategic advisory roles within the investment industry and is on the board of directors of Loyola Business School, as well as the Ballmer Center for Social Justice.

One of the legends of the Chicago-based fund management scene shares his instincts for determining how people like to buy and how to develop a sales pitch accordingly.

Annabel Gillard is an International Advisory Council Member at the Institute of Business Ethics. She previously had a long career in asset management where she ran institutional business development businesses for large asset managers and held various board and committee roles in the CFA UK organization. She is currently pursuing a post-graduate degree in the twin disciplines of Philosophy and AI.

A wide-ranging discussion that touches on ethics, artificial intelligence and institutional business development.

Genia Diamond was most recently a co-founder and Chief Executive Officer of Merlyn Advisors, a special situations advisory and investment firm. She was previously a partner of Cantab Capital, where she headed up the business development area for over 8 years.

One of the most successful business builders I know traces her roots in linguistics and how building a business is so much about process and “building a machine.”

Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy.  She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages. 

Laura Sage is CEO at Chill Anywhere, and Co-Founder of the Lynn Sage Breast Cancer Foundation.  She has previously held a series of advisory and business development roles at different financial institutions including hedge funds. Our conversation starts with her financial career, and the grueling travel schedule that accompanied it.  She describes her pivot to wellness and what led her to think about a solution for employing a holistic approach to health and wellness in the workplace.