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Episode 1: The Next Chapter – Success in Portfolio Careers: Sally Bridgeland, Debbie Clarke, Sharmila Kassam and Caroline Burton

In this inaugural “next chapter” podcast episode, we hear from four extraordinary leaders in investment management circles – each pathbreakers in their own right, and each of whom is dedicating this current chapter of their career to a portfolio of Board and other roles.

Many executives enter a portfolio or “plural” career once they finish up a traditional executive role, but there is a distinct lack of guidance as to what it is that makes a good director or investment committee member, and particular a good chair.

275. Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution

Jennifer Ryan is Head of North American Distribution at Lazard Asset Management.  She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs.

In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of understanding client ecosystems, building trust, and adapting to evolving client needs. She stresses the significance of team-based approaches and mentorship in her success. 

Dr Scholar Lee – Triumphant, Resilient and an Authentic Noble Success

Brison Scholar Lee Downing, also known as Dr. Scholar Lee, is an inspirational speaker, spiritual life coach, transformational leader and a leadership consultant based in the Atlanta, Georgia area. As a Black Man of Trans experience, he has unique insights into the challenges of transition and cloaks his guidance in a deep spirituality.

2022 Pride Special – Trailer

We are delighted to bring you our second Pride Special, in which we celebrate the career journeys of LGBTQ+ professionals around the world.   In this year’s series we speak with a surgeon in training committed to raising awareness of the LBGTQ+ community, a finance industry COO who was once a teenage rebel, a recent recipient of an OBE award for services to the diversity an inclusion, a fixed income fund manager, a data junkie, a social worker and many more. 

Henry Tapper – Giving Pensioners a (Poetic) Voice

Henry Tapper is the CEO at Agewage, a firm committed to helping people understand their pension pots, and the Founding Editor of the Pension Playpen, which provides guidance on pensions. He has been involved in financial services for his whole career, and is a high profile advocate for pensions education and transparency.

An enjoyable lookback at the early days of financial advice and the case for why better pension education is so crucial.

Arthur Olunwa – Persistence, Purpose, Progress

Arthur Olunwa is an investment professional based in Chicago, whom I got to know when he worked as a senior fixed income allocator at a large corporate pension plan there. Prior to this he spent time in fixed income risk management as well as a portfolio manager in a multi-asset team. He sits on the advisory committee of the CFA Society of Chicago and is the Chairperson of the Chicago Investment Group as well as a Partner and Mentor of Youth Guidance.