Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York,...
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Trailer – Series 4 of 2024 – The Rise of the Custom Portfolio
As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.
260. Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow
Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments.
196. Duncan MacInnes of Ruffer: The art of MiniMax Regret and Portfolio Construction in Today’s Markets
Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of play in finance circles as we wrestle with failing banks and what this means for investors.
173. Vivian Lin Thurston, Portfolio Manager at William Blair Investment Management – The Art and Science of Portfolio Management
Vivian Lin Thurston is a Partner and Portfolio Manager at William Blair Investment Management, where she is based in Chicago. She previously covered global consumer stocks in a research role both at William Blair and a series of other financial services firms. She is Chairman of the Board at the Chinese Finance Association of American and a Principal Dancer and Director at the Xilin Dance Company.
159. David Holmgren of Hartford Healthcare: a Portfolio Story with Performance at the Heart
David Holmgren is Chief Investment Officer at Hartford Healthcare, based in Connecticut, and has had over 30 years of experience in running both internal and external investment portfolios in a range of settings. Aside from being a nonprofit CIO, David also serves on the investment board for the Hartford Community Foundation.
Episode 3 – Success in Portfolio Careers – Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper
In Series 3 of this FiftyFaces Focus Series focusing on the Next Chapter – and specifically portfolio careers and what makes an effective Board Member and Chari we meet with Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper. We hear from a group of leaders committed to training the next generation of leaders, coaching through change and ensuring that all pensioners get to retire with dignity and informed choices.
The Next Chapter Episode 2 – Success in Portfolio Careers – Dr. Margaret Casely-Hayford, William Bourne, Sandra Urie and Julian Tregoning
In our second podcast of our Fiftyfaces Focus Next Chapter Series we hear from four more seasoned voices who are all pursuing a rich and diverse set of roles. First we meet with Margaret Casely Hayford, CBE, Chancellor of Coventry University, Special Trustee at Great Ormond Street Hospital Children’s Charity and Chair at Shakespeare’s Globe, among other board roles. She talks about the steep learning curve in gaining familiarity with the mission and purpose of each organization as well as the importance of learning to listen and for a Board to be a supportive Board. We speak also about the current levels of Board Diversity and the pace of change.
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.
Kirk Sims – Diverse Portfolios, and a side of Jazz
Kirk Sims is a Senior Investment Manager and Head of the Emerging Manager Program at the Teachers Retirement System of Texas, a public pension plan with over $150 bn in assets under management. He previously worked at the Teachers Retirement System of Illinois, where he spent close to 7 years, and where he had oversight of the $7 bn minority investment program and the $750 m emerging manager program. Prior to that he held a variety of financial services roles.
A delightful canter through an inspiring HBCU education, a lifelong passion for jazz and a role at the helm of an emerging manager program that is one of the most prominent in the USA.