Nkem Egekeze is chief innovation officer and Managing Director of Stealth Startup. He previously worked as an orthopedic surgery resident and as a research scholar at the University of Georgia, and a strategy advisor at Harvard Innovation Labs. He obtained his medical degree from University of Michigan medical school. He focuses on providing value-based health research and innovation insights for investment executives and medical professionals focusing in particular on cost savings and customized insights.
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Rachel Fabian-Edelman – Starting Strong and the Benefits of Positive Reinforcement
Rachel Fabian-Edelman is a community manager at Citi Accelerator & Venture Investments, which is responsible for investment in a range of start-ups. She started her career in MobilEye, a mobility company and one of Israel’s most successful start-ups, that is now a part of Intel. She has a passion for connecting and amplifying the voices of women in the profession, and has started a local women’s network, and is also committed to animal rights.
Our conversation traces Rachel’s career path through a successful start-up, how she grew through stretch assignments and with the help of management who spotted talent and nurtured it.
Bonus Episode: Veena Aiyer of QRKIEZ – Get your quirk on – Connection, Community and Empowerment for Neurodivergent Individuals
Veena Aiyer has launched a community app for neurodiverse audiences called QRKIEZ. The goal of QRKIEZ is to be an innovative platform designed to support neurodivergent individuals by fostering social connections, providing mentorship and offering tailored professional services. She previously worked in a series of startups and tech companies.
285. Lindsey Stewart of Morningstar Sustainanalytics: on Moon Shots – large and small
Lindsey Stewart is Director of Stewardship Research and Policy at Morningstar Sustainanalytics, where he is a sustainability and governance specialist. Based in London he writes regularly about how institutional investors engage with companies and policymakers on environmental, social and governance themes and is a regular speaker on these topics. He previously was head of Stakeholder Engagement at the Financial Reporting Council and spent 8 years at KPMG in various engagement roles.
283. Michael Tiedemann of AlTi: Building a Firm – The Role of Talent and Motivation
Mike Tiedemann was a Founding Partner, CEO and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Investment Group (TIG), before leading the merger that created AlTi. Early in his career, Mike lived and worked in Brazil as part of the equity research group at Banco Garantia and later ran the equity sales and trading operations for Latin America.
282. Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement
Sarah Fromson is Chair of the Cambridge University Endowment Fund Investment Advisory Board. She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.
279. Ilya Zaides of 14B Capital: Taking Things “Back to Formula” in Fund Management and in Life
Ilya Zaides is CIO and Founder of 14B. He started his career as a lawyer, eventually transitioning to an allocator role within two leading hedge fund allocators. He then made a switch into fund management, founding 14B 15 years ago.
278. Jeanie Coomber: A Chief Igniter encourages us to become Warriors at Work
Jeanie Coomber is the founder of the Warriors at Work platform, and an executive coach. Our discussion charts her journey from a corporate career at Alliance Bernstein to becoming a coach. We talk about the personality type necessary to be a coach, and Jeanie Coomber highlighted her unique approach to coaching, integrating her mother’s psychotherapy expertise. There is more information on the Warriors at Work platform here: https://jeaniecoomber.com/warriors-at-work-show/
276. Wendy Li of Ivy Invest: A Founder’s Journey, AI and the Human Touch
Wendy Li is the co-founder and CIO of Ivy Invest, a FinTech asset management firm. She previously worked in the investment office of the endowment of New York’s Metropolitan Museum of Art. In our discussion we start with her immigrant background in Pennsylvania, and her ascent through studying finance to a role in an allocator.
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.