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Kourtney Gibson – A Rising Star, Grounded in Reality

Kourtney Gibson is President of Chicago-based Loop Capital Markets, one of the largest privately-held investment banks in the country. After joining the company as an intern more than 20 years ago, she has held various roles at the firm, including spearheading its global equity division for more than a decade.

An empowering discussion of rising to excellence and the importance of people of under-represented backgrounds seeing themselves succeeding in a diverse set of careers.

Carrie Pickett – Reality on the New-Business Runway

Carrie Pickett has had a long career in asset management, and was recently a founder and principal of Blueprint Capital Advisors, having held a series of roles as Controller, director of operations, and marketing and investor relations in other asset management firms. She is a frequent contributor to the dialogue around the need for more diversity in the asset management industry.

An open discussion of the kind of capital that it takes to make it as a start up and why it is not more forthcoming in certain sectors.

Elizabeth Burton – Making it happen on and off the field

Elizabeth Burton is CIO at the Hawaii Employee’s Retirement System, a US public pensions plan with over $17 bn in AUM. Before moving to Hawaii in 2018 she was managing director of the quantitative strategies group at Maryland State Retirement and Pension System. Prior to that she ran her own strategy consulting business, and worked as an economist, in portfolio management at a fund of hedge funds and a as fixed income securities trader. Elizabeth is a recipient of the CIO Magazine’s 2019 Innovation Award, and was named as one of CIO’s Forty Under Forty in 2017, and was recently appointed to the Board of CAIA.

An inspiring discussion of a life characterized by sport, competing, a striving for excellence and how this is translated into building a CIO’s team.

Gary Greenberg – A Spiritual Journey; A Sustainability Goal

Gary Greenberg leads the Emerging Markets Equity team at the international business of Federated Hermes. He has had the role of portfolio manager in the flagship fund for over 9 years, and recently passed the baton on this to his co-portfolio manager Kunjal Gala on September 1 of this year. He has had a long career in investment, but what has fascinated me most about Gary is his parallel focus on spirituality.

A portfolio managers shares his journey into the arena and how he integrates his spirituality and inner self with the stresses of a financial services role.

Emanuel Arbib – From Italian Motorbikes to Green Energy

Emanuel Arbib is the Chief Executive Officer of IAM Capital Group in London, an asset manager whose product range includes real estate, hedge fund of funds and green opportunity products. Prior to founding IAM he was a director at a NASDAQ listed company that controlled an Italian motorcycle manufacturer, and prior to that a director of a family office based in Jersey and Monte Carlo. He works extensively across Israel, Italy, the US and the UK.

A serial founder describes his global background and his love of doing deals and building partnerships.

Theresa Boyd – Adventures in Venture Capital

Theresa Boyd is a Principal in the Private Markets division of Invesco Ltd., where she constructs portfolios of venture capital funds for mainly institutional clients. Originally from Canada, she went to business school in the UK and now lives and works in the US.

A venture capital investor walks us through how she entered the area, what she looks for in a start-up and where she perceives the most exciting areas of innovation today.

Jenna Gerstenlauer – Beyond Check-the-Box Diversity

Jenna Gerstenlauer is founder and managing partner of Sound Mark Partners, a commercial real estate investment firm based in Connecticut, which focuses on investing in real estate debt for an institutional client base. The firm is notable for its all female executive team.

A discussion of a career in real estate, the entrepreneurial journey of a start-up asset manager with an all-female executive team and why at times change is coming too slowly in the industry.

Angela Miller-May – Walking the Talk of Diversity

Angela Miller May is CIO at the Chicago Teachers’ Pension Fund, a public defined benefit fund based in Chicago, which has $11 bn in assets under management. The fund is a leader in promoting the G in ESG – i.e. in ensuring that the managers it does business with walk the talk in improving the diversity of their investment teams.

As a true trailblazer, Angela Miller-Mays rise to the helm of a public pension plan is a story of humility, hard work, motivating a team through inclusion and achieving diversity both inside and outside an organization.

Jesus Amadeo – Integration with Humility

Jesus Amadeo is CFO and Senior VP at MDRC, a non-partisan research organization based in NYC and Oakland CA, and is a partner at an emerging venture capital fund focused on the defense and security industry.

An inspiring discussion of a career spent on the global stage – in international organizations and now a non-profit, which involves a discussion of cultural shifts and how to win respect.

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.