Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.
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David Carthy of DLA Piper Ireland: Business Building with a Focus on Values
David Carthy is Managing Partner Ireland of DLA Piper. He was previously a partner at William Fry in Dublin as well as President of the Irish Exporters Association.. He previously spent over 7 years with the Ireland India Business Association where he spent 5 years as Chairman.
184. Jennifer Grancio of Engine No. 1 – Vision, Patience, Externalities and Increasing Economic Value
Jennifer Grancio is Chief Executive Officer at Engine No. 1, an investment firm that identifies value creation opportunities in once in a generation systems changes the economy is now going through. She is based in the San Francisco area. She previously founded and ran her own firm advising CEOs and accelerating revenue growth. Prior to that was a Managing Director at Blackrock where she led businesses and global distribution teams for close to 20 years. She is a Board Member of the MannKind Corporation and Ethic Investments.
140. Robin Powell – Evidence Based and Value-Driven – Myth Busting across the Investment Landscape
Robin Powell is a journalist, investor advocate, financial educator and content consultant. He is Head of Client Education at RockWealth, as well as Editor of The Evidence Based Investor, and executive director of Regis Media and Ember. He is a frequent commentator on investment management and behavioural finance, often probing the purported value added by active managers and advocating for better transparency and investor education.
Katie Wyatt – Mission-driven and Values Based
Katie Wyatt is CIO of the endowment of Loyola University in Chicago, a role she has held for close to two years. She was previously director of investments at the pharmaceutical company Abbott, where she spent over 11 years, and prior to that held a range of roles in equity research. She recently became a member of the Board of Directors of the CFA Society of Chicago.
A CIO role at a Catholic university means that all investment occurs against a backdrop of a central mission, and we talk about how this is translated into the asset allocation role.
Bonus Episode – Margaret Casely-Hayford CBE – A Champion of Change and Progress pursues her next Challenge
Margaret Casely-Hayford, CBE, until recently was Chancellor of Coventry University, a role she held for close to 7 years. She has had an extensive career having been a partner at Dentons in legal practice for close to 20 years, and has held roles as NED of the NHS, as a Special Trustee at Great Ormond Street Hospital Childrens’ Charity, Chair at Shakespeares’ Globe, and as a Board Member of Co-op, to name just a few. We featured her on our podcast in February 2021, where we discussed her role as a champion for diversity in the law and are delighted to now welcome her back to discuss her candidacy for the Chancellorship at Oxford University, an institution of which she is herself an alumna
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.
272. Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry
Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highlight concrete examples of impact investments.
271. Marguerita (Rita) Cheng of Blue Ocean Global Wealth: Happy Hours and Quiet Power
Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian.
270. Penny Green – Pensions and Trustee Veteran – Putting Members at the Heart of Everything
Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retiring from the Chief Executive role in 2014, she became an Independent Trustee with BESTrustees, and her portfolio included a Trustee role at SAUL and Chair of an organization focused on raising standards of pension administration. She was President of the Pensions Management Institute for two years.