Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy. She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages.
SEARCH RESULTS
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.
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
277. Shan Chen: AI Pathbreaker: Tales from the Crucible of Public Fund Innovation
Shan Chen was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where he spent over 17 years. He previously worked primarily within information technology and did research work in biochemistry. He has recently retired from the PSPRS and is focusing full time on developing AI solutions for investment management.
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.
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.
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.
269. Tony Dote: Business Builder Extraordinaire – a Career Retrospective that charts an Industry’s Evolution
Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting.
266. Cary Carbonaro – Wealth Planner and Advocate – Preparing for the Future of Women in Wealth Management
Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.