Sorina Zahan is managing partner and Chief Investment Officer at Core Capital in Chicago, an asset manager focused on building specialty portfolios in the alternatives area, as well as Founder and CEO of Aiperion, a research development and fintech firm which aims to change the way we think about investment risk.
A passionate academic turned investment manager sets out her vision for how AI will transform the industry and describes her own journey and influences along the way.
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.
Roxanne Martino is Managing Partner at OceanM19 family office in Chicago, and has had a long career in asset management. She founded Aurora Investment Management in 1988, a firm which provided hedge fund portfolio solutions to institutional investors for over 28 years. She is Co-Chairperson of the University of Chicago Booth School of Business Council, Chairperson of the Boards of the Ann & Robert H Lurie Children’s Hospital of Chicago and Chair of its Executive and Governance Committees and holds a number of investment committee and board roles in educational institutions and charities. She is a published author and a frequent commentator on investment matters in the media and on the conference circuit.
A legend on the Chicago investment management scene tells her story, how she bucked convention to establish an asset manager with a mostly female executive team and her new focus on Boards and Charities.
Tom Majewski is managing partner of Eagle Point Credit Management, which focuses on investments in CLOs – or Collateralized Loan Obligations – and CLO equity. Prior to founding Eagle Point he held a variety of roles on Wall Street, mainly in the fixed income area.
A motivating discussion of fiver year plans, starting a fund and the type of client driven approach that is essential to long term success.
Ayo Ayodele and I got to know each other when he was working as an Assistant Treasurer and Deputy Chief Investment Officer at the City of Chicago. He now works in Global Wealth Management at a large firm in Chicago, and prior to his role at the City of Chicago worked in a series of investment banking roles, including 3 years at Afrinvest West Africa, based in both London and Lagos. He was educated in Nigeria, Harrogate in the UK and the University of Arizona.
A broad discussion of Ayo’s move to the US, his shift from institutional asset management and public service to private wealth and what he perceives to be the differences between the two.
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.
Dawid Konotey-Ahulu is an entrepreneur in financial services, technology and elderly care and the co-founder of Redington, the London-based independent pensions and insurance advisory group with $500 bn in assets under advisement, as well as mallowstreet.com, a social media platform connecting the pensions and insurance industry. He has had a long career in financial services and is a high-profile advocate for diversity within the financial services community and one of the leaders behind the recent initiative #10,000blackinterns.
Impact has always been, and continues to be front and center of Dawid Konotey-Ahulu’s life and career, and we hear about the “kinks in the hosepipe” of his own life and how is committed to aiding the path of the next generation.
Grainne Dooley was most recently Deputy CIO at ClearMacro Ltd, and previously ran fixed income portfolios at a large asset manager. She has extensive experience in the areas of fixed income, derivatives and a strong interest in innovation within financial services.
An unvarnished story of a career in fixed income portfolio management, life on the trading floor, life in a start-up and how to ensure that careers are nurtured.
Mel Lindsey is Managing Partner of Nile Capital Group based in the Los Angeles Area. He is already a veteran of the asset management industry having established the US asset management arm of a Swiss Asset Manager in 2004 and grown it to a peak of $78 bn in AUM in 2008 before successfully launching an IPO in 2009.
In 2014 he set up Nile Capital Management, which is a company that takes strategic stakes in asset managers specifically at their growth phase. Our conversation discusses sales alpha, what it is, and how you learn to create it, some of the challenges facing emerging independent firms, and what the key features are to sustainable growth – such as the halo effect, ownership incentives and speed.
Sally Bridgeland needs no introduction in London institutional investing circles. Following a long career as an actuary, investment consultant and investor, culminating in a role of CEO at BP Pension Trustees for the 19 BN GBP BP pension fund, she has pivoted to an extensive portfolio career. Since 2014 she has held roles at Nest, USS, Lloyds Banking Group, Avida International, RAF Central Fund, Nesta, the Nuclear Liabilities Fund, the Local Pensions Partnership, Impax Asset Management and Royal London.
Her portfolio is a very full one, but she still finds the time to commit to her passion for education in mathematics through the Royal Society and Loughborough University and is Honorary Group Captain in the Royal Air Force, No 601 Squadron.
Our conversation discusses Sally’s journey into investment, the role that learning maths had in her story, and her lifelong passion for ensuring that maths is taught effectively and in a way that conveys its beauty. We also discuss her investment beliefs and lessons learned through a career in consulting and then as an asset owner.