Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point. Our conversation starts with her childhood and in particular her high...
Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly...
Charlotte Gibson is a coach, actuary and pensions consultant. She is a senior manager at ISIO and the founder of The Rewirement, which is focused on redefining retirement through coaching . She previously worked in management at KPMG and prior to that was an...
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He...
Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity...
Courtney Russell McCrea is co-founder and Managing Partner at Recast Capital, a platform supporting and investing in emerging managers in venture. She was most recently a Managing Director of Weathergage Capital a boutique fund of funds that provides its clients with...