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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.

Elina Kovaleva of Velox Capital Partners – The Power of Being Optimistic About Your Ability, while Guarding against Hubris

Elina Kovaleva, who is head of research at Velox Capital Partners, an equity long/short market neutral hedge fund firm based in London, a position she has held for 3 years. She previously held a number of research and analyst roles, at investment banks and hedge funds.

A packed podcast detailing a childhood in Russia and an entry into an investment where hedge fund investing has provided a rich and fertile ground for deep industry dives and a true meritocracy where the sky is the limit in terms of career advancement.

David Miller of Quilter Cheviot – On Going to the Mental Gym, Conviction and Certainty

David Miller is an Executive Director at Quilter Cheviot, where he manages over £1.1 bn pounds in client funds. He has been in the investing business for over 40 years and is the author of the 7 year old “Diary of a Fund Manager” weekly diary, which has a readership of over 15,000 across 57 countries.

A legendary sage in the London investment scene shares how writing is daily diary is like going to the mental gym, and how we all should resist too much certainty and predictive force in our economic outlooks.

Alexandra Noble – Strategy, Purpose and Mentoring the Next Generation of Leaders

Alexandra Noble is an independent strategic advisor to financial institutions and charities, and has a particular interest in mentoring the next generation of investment leaders. Her portfolio career includes a consulting role for Pensions for Purpose, coaching and strategic advice to firms, a Chair role at Future-Fit Ltd and roles as a charity trustee and director.

A look-back at an extraordinary career forged in the days before diversity was a theme, and continued now by giving back wisdom to the next generation of leaders, particularly needed in todays complex world.

Tim Hodgson of the Thinking Ahead Institute – Exponential Thinking for a Complex World

Tim Hodgson is co-head of the Thinking Ahead Institute at Willis Towers Watson. He previously worked as an investment consultant. Our wide-ranging conversation covers the genesis of the Thinking Ahead institute and what prompted the desire to gather industry thought leaders together to work on the most pressing issues facing not only the industry but the planet.

A reminder of the benefits of non-linear thinking, the kind of research that is on the cutting edge of investment today and why, despite all of our risk factors, there is cause for optimism.

Andrien Meyers – Councilman, Allocator, NED – blending it all in honour of God, family and career.

Andrien Meyers is a Councilman in the City of London Corporation as well as a Head of Pensions Investments at the London Borough of Sutton and Royal Borough of Kingston upon Thames. He is a Non Executive Director of Resonance Limited as well as a strategic business advisor to bfinance.

A renaissance man with multiple interests and passions, shares his Indian heritage and his work on the anti-racism taskforce of the City of London, how he honours God and Family as he pursues a fulfilling career.

Pippa Gawley of Zero Carbon Capital – Deep Science, Hard Tech, Big Impact

Pippa Gawley invests in what she describes as deep science hard tech innovations to accelerate the zero-carbon transition. She is the founder and director of Zero Carbon Capital, a fund she founded in April 2019, and holds various non-executive director and mentor roles. She has extensive experience in tech, and, latterly, in climate-tech in particular.

An angel investor opens the kimono as to some of the huge potential of climate tech and how starting her own venture capital fund has come with its own adventures.

Bob Snigaroff of Denali Advisors – Highs and Lows from the Land of the “High One”

Bob Snigaroff, who is President and CIO at Denali Advisors, based in San Diego. The firm is named after Mount Denali, the highest peak in the USA located in Bob’s native Alaska (and the name for the mountain means “High One or Great One”). The firm is classified as a minority run firm due to Bob’s native American heritage and we discuss his upbringing in a fishing village in Kenai Alaska and how this influenced him in both striking out from the area and remembering his roots.

A unique insight into Native American heritage, a childhood in Alaska, and how it informed a career in finance.

Mark Steed – Out of the Box and Data-Driven – A Vision for Pension Funds of the Future

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: Unleashing the Power of Social Capital

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.