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Sandy Urie: Leader, Role Model, Visionary

Sandy Urie is Chairman Emeritus at Cambridge Associates, a role she has held since 2016, when she retired as Chairman and CEO, having held the CEO role since 2001, and capping an over 30 year career at the firm. Her current focuses include sustainability and impact investing and she has held multiple board and investment committee roles. Currently she sits on the boards of the Stanford Management Company, Social Finance US, Crane Institute for Sustainability (parent organization of The Intentional Endowment Network – IEN), and Plymouth Rock Insurance Company.

A profound discussion with one of my first sources of career inspiration – tracing a shift from academia to investment consulting, the roles of investment committees and the new challenges of sustainable investing.

Faisal Rafi – Lessons in Resilience and Risk-Taking

Faisal Rafi is head of research at Riscura, based in London – Riscura is a South Africa-based financial services firm that focuses on providing purpose driven investment solutions for investors as well as investment managers. He previously worked as an investment manager at a UK corporate hedge fund, and prior to that in various asset management and consulting roles. He trained as an actuary.

A personal lookback to a career in investment consulting, the drivers of Emerging Markets, and how a personal health setback led to a reset and lessons learned.

Susana Coutinho – Pathways to Impact for the Long Term

Susana Coutinho is a Research Director at MainStreet Partners, a firm that provides investment Advisory and Portfolio Analytics on Sustainable, ESG and Impact investments. She is Portuguese, and has studied and worked in Italy as well as London, and has previously worked as an ESG analyst and in accounting.

An enjoyable journey through a varied career that has arrived at ESG analysis and impact investing.

Uche Orji – A Journey Home – Answering the Call

Uche Orji is CEO of the Nigerian Sovereign Investment Authority, based in Abuja, Nigeria. A native of Nigeria, he has had over 20 years experience in various financial roles including semiconductor analyst in Europe and the US, before returning to Nigeria just over 8 years ago. He also holds a number of Board roles.

A rich discussion that covers Uche’s early career, his success in equity research on the global stage, and his thought process in returning to Nigeria to take up the role at the helm of the Nigerian Sovereign Investment Authority. We discuss the investment opportunity in Africa as well as why ESG is a critical component. This podcast also features in our Nigerian Voices series.

Yele Aluko – A Journey in Medicine; An Examination of Diversity

Yele Aluko is Chief Medical Officer at EY, a role he has held for close to 4 years. He is Co-Chair, Health Equity Advisory, at the international Well Building Institute, an Advisory Board Member at the Children’s National Hospital and a Board Member at the Wake Forest University School of Business. He has worked as a Cardiologist in hospital settings for over 30 years.

A profoundly personal discussion of the immigrant experience, overcoming isolation to build a thriving cardiology practice, leaving to pursue a role in medical policy and the ongoing challenge of inequity within the medical profession and how to address it. This podcast also features in our Nigerian Voices series.

Jim Maloney – Lessons Learned from a Lifetime of Service

Jim Maloney is a director at the Illinois Public Pension Fund Association and a director of Beachpoint Capital Management. He was a trustee of the Chicago Policemen’s Annuity and Benefit Fund for over 11 years, including 1.5 years as interim chief investment officer. He retired from the Chicago Police in 2017, after 35 years of service, which saw him rise to the rank of Lieutenant. Jim has been active as an advocate for public fund investors for over a decade and is an active participant in the institutional investor conference circuit.

A reflection of a lifetime dedicated to public service, the highs and lows that he recalls from that and a discussion of what he loves about Chicago.

Terry Mellish – From the Wrong Side of the Tracks to the Right Side of History

Terry Mellish just recently retired from a head of international public policy diversity and inclusion role at Natixis Investment Managers, capping a career in the city that spanned over 50 years. He is continuing in an active role in the industry as an ambassador of The Diversity Project where he heads up the ability work stream, and is a frequent participant in industry networking events and diversity and inclusion themed initiatives.

We discuss a legendary career that has spanned many decades of change in the city and how his own social-mobility sparked an interest in furthering this and other workstreams with The Diversity Project.

Robert Gardner – How to Make Money a Force for Good

Robert (Rob) Gardner is Director of Investments at St. James’s Place Wealth Management, a position he has held since early 2019. He was a co-founder of Redington, a consulting firm, where he spent 14 years and remains a non-executive Director.

A packed journey through a life in finance, experience founding a firm and how a passion for financial literacy has become a life’s mission.

Luba Nikulina – Stewardship through Orthogonal Thinking

Luba Nikulina is Global Head of Research at Willis Towers Watson, based in London, where she oversees the quality of research and investment decisions, new investment solutions as well as technology and strategy in research. She is a Non-Executive director at the Investor Forum, which focus on positioning stewardship at the heart of investment decision making.

A fascinating discussion of Luba’s journey from Russia, and the intellectual curiosity that has encouraged her to push limits in research and orthogonal thinking.

Cary Krosinsky – Solving the Sustainability Challenge

Cary Krosinsky is a lecturer at Yale University where he teaches and advises on sustainable finance, energy studies and climate and investing. He also holds posts at Brown University, Columbia University, and Xian Jiaotong University.

One of the most forward-looking thinkers in sustainable finance shares his varied career journey, his insights into the Chinese position on ESG and wisdom learned along the way.