Jessica Portis is Head of Member Portfolio Management and Services at TIFF Investment Management. She previously had a long career in investment consulting, first at Summit and then Mercer.

An empowering discussion about the impact that certain programs that create opportunity can have and of the importance of balance between work and family once a career is in full swing.

Henry Tapper is the CEO at Agewage, a firm committed to helping people understand their pension pots, and the Founding Editor of the Pension Playpen, which provides guidance on pensions. He has been involved in financial services for his whole career, and is a high profile advocate for pensions education and transparency.

An enjoyable lookback at the early days of financial advice and the case for why better pension education is so crucial.

Daniele Beasley is a Board Member at Mission Bank, a role she has held since February 2021, and is also a Chief Client Officer in charge of distribution at Apex Financial Advisors. She is a Certified Financial Planner currently focused on using her 30 years experience in the sector to educate and mentor clients in what she terms “her mid-life reset”.

A reminder of the importance of financial literacy at every stage of life, and the courage required to make a mid-career reset.

Darren Johnson is Chief Operating Officer in Listed Equities and Executive Director at Impax Asset Management, where he is responsible for Global Operations, including Portfolio Services, Technology, Change/Project Management and Client Onboarding. He previously worked in a series of accounting and operations roles. Our conversation starts with his upbringing in South London and why he was born with a “silver spoon in his mouth”. We talk about the unlikely role model that emerged for him even at a very young age and how that character sowed the seeds for a career in the corporate world.

An inspiring discussion of how humble beginnings were the silver spoon needed to build a career and inspire change and impact.

Anji (Anjuman) Kaur Kang-Stewart is Global Head of Marketing at Man Group, based in their London office. She previously held a series of senior marketing and business development roles throughout the investment industry and is a Member of the Board of Trustees of Nova New Opportunities and the steering committee of Talk About Black.

An extremely moving account of a challenging coming of age and the opportunities and breakthroughs that came with it.

Gerald Chen-Young is Principal and Chief Investment Officer at GCY Associates, which provides consulting and advisory services based in Washington DC. He has over 25 years of experience as a Chief Investment Officer, 14 years of which were spent as VP and Chief Investment of the United Negro College Fund. He previously held a range of financial services roles at firms including UBS, Paine Webber & Riggs National Bank, in different capacities. Gerald holds post-graduate degrees in Economics from York University and LSE and Law from Univ of Miami Law & AU’s Washington College of Law. He has a particular interest in ESG issues across the investment landscape.

An amazing journey from Jamaica to Canada to the echelons of institutional investing, and a sophisticated take on the current adoption of ESG.

Jennifer Ockwell is a Partner at Triple Point Investment Management, based in London, and previously held a series of senior institutional business development roles at large asset management firms. She is an ambassador for the Diversity Project with a specific focus on the neurodiversity work stream and is a passionate advocate for neurodivergent individuals and their improved integration into the workforce. She was named “Investment Woman of the Year” and has been recognized for the impact that she has created in the workplace.

An exploration of the importance of better acceptance of neurodiversity in the workplace, which comes from a personal place for this guest.

Toyin Alalade’s last role was as a Senior Strategy Manager with Royal London. She previously worked in a range of financial and marketing roles at Standard Life and Moody Monday. She recently left Scotland and returned to her home country of Nigeria, and it was a moving Linked In post that she wrote that led me to her.

A story of what drove a return home to Nigeria after over a decade in the UK, most recently Scotland. A bonus episode that also appears on our Nigerian Voices series.

Mark Steed is Chief Investment Officer at Arizona PSPRS Trust, a US public defined benefit fund with over $13 bn AUM, where he has spent over 14 years. He previously worked as a banker and prior to that as a financial analyst, and has a Masters in Predictive Analytics. He describes himself as an “investment ideas” guy and an out of the box thinker at that.

An out of the box thinker and public fund CIO takes us out of the box to discuss his current investment ideas and what it takes to motivate a retain a team.

Bevon Joseph is co-founder of the Greenwood project, which is an organization that connects Black and LatinX students with career opportunities in financial services and fin-tech. He previously held a series of roles in investment banks and other financial service firms, mainly in trading management functions. He is an advisory board member at the DePaul Career Center and is a graduate of the GS 10,000 small business program.

From a childhood in Trinidad, to a career in finance to founding a non-profit that creates opportunity for the next generation – this podcast is quite a journey.