Sarah Whitley is Chair at Future Asset, an organization which connects girls, teachers and advisors to the diversity of opportunities in asset management. Based in Edinburgh, she was previously Head of Japanese Equities at Baillie Gifford and currently holds a number of director roles, including as External Director at Rakuten, and Chair at the Edinburgh Festival Endowment Fund.
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14. Adesuwa Okunbo Rhodes of Aruwa Capital Management – Investing through a Gender Lens
Adesuwa Okunbo Rhodes is the founder of Aruwa Capital Management, a growth equity impact fund investing in untapped opportunities across Nigeria and West Africa.
165. Eugene O’Callaghan: Under the Hood at a State Fund and How it Charts the Economic Heartbeat of a Nation
Eugene O’Callaghan is a business and investment advisor based in Dublin, where he advises a range of asset managers and sovereign wealth funds on strategic initiatives. He was formerly director of the Irish Strategic Investment Fund and prior to that Director of the National Pensions Reserve Fund of Ireland. He started his career as an accountant.
Bonus: UK Public Fund Special – Doug Heron CEO of CERN (formerly CEO at Lothian) – Cycling Through Pensions the World Over
Doug Heron is Chief Executive Officer at CERN pension fund based in Geneva, a role he assumed in August 2021. He was formerly Chief Executive Officer of Lothian Pension Fund, and prior to that held a number of finance industry roles throughout banking and asset management. He’s a trustee director of the NatWest group pension funds and was a Member of the Business Council of the Royal Zoological Society of Scotland for five years.
Bonus: UK Public Fund Special – David Vickers CIO of Brunel Pensions Partnership – People, Process and Progress towards Sustainability
David Vickers is Chief Investment Officer at Brunel Pensions Partnership Limited, which manages assets on behalf of 10 partner funds within the local government pension scheme, representing about £30 billion He has extensive experience and investing in the multi asset arena, where he has spent time managing assets for a range of institutional investors.
Oli Shakir-Khalil: A Classics Scholar shapes the Modern World of Asset Management
Oli Shakir-Khalil is an investment director in EM Debt at Fidelity International, based in London. He is passionate about the need to reinforce listening within organizations and debunk the myth that this area should be taboo. His initiatives both within his own firm and within the industry are innovative and powerful to spread inclusion and promote dialogue about this issue.
A lively conversation that traces Oli’s move from classics to finance, finding his edge there, and his advocacy for mental health and LGBT causes.
260. Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow
Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments.
174. Michael Halpern of Westmore Capital Advisors – Some of Life’s Lessons – Road Tested.
Michael Halpern is Founder and President of Westmore Capital Advisors, a multi-strategy investment firm that invests across asset classes focused on early stage/growth capital companies as well as investments in more established companies undergoing substantial transformation. He was previously Co-Managing Member and Co-Chief Investment Officer of Dorchester Capital Advisors, a fund management firm that invested in hedge funds, private equity funds and secondary hedge fund interests. Prior to that he ran a long/short hedge fund Dorchester Advisors that he founded in 1991. He previously held a series of roles in financial services in the Los Angeles area and currently holds a number of Board Roles.
Joel Moreland – Social and Environmental Finance Consultant – When Prudence Meets Urgency
Joel Moreland is a Principal Consultant at Social and Environmental Finance.
He has worked in early stage investing, corporate finance, fund management and mainstream banking. In this discussion we start with how he was born into a culture of activism, thanks to the work his parents had done, and then delve into a broad and multi-faceted discussion about the issue of climate change and the various steps being taken to address it
Pat Lynch – A Chicago Legend Shares a Few “Golden Rules” of Sales and Business Building
Pat Lynch, who was Founder, President and CEO of Chicago Equity Partners, a Chicago based asset manager for over 20 years. He now holds investment and strategic advisory roles within the investment industry and is on the board of directors of Loyola Business School, as well as the Ballmer Center for Social Justice.
One of the legends of the Chicago-based fund management scene shares his instincts for determining how people like to buy and how to develop a sales pitch accordingly.