The Fiftyfaces Podcast

The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management.  In this live discussion we cycle through a host of topics including: The 2024 inflation outlook Why the US consumer has proven so resilient, and why have bad vibes sometimes dominated despite this. The likely future direc...

Julie Castro Abrams is the Managing Partner of How Women Invest and CEO of How Women Lead. How Women Lead was established in 2011 and is driving for a world where women have a seat at every table where decisions are made and is currently a network of over 100,000 professional women.  How Women Invest is an early stage venture firm seeking to realize untapped economic potential by focusing on the i...

Paul Richards is a decision making expert with a particular focus on investment manager and trustee decision-making.  He is the founder of Better Decisions, and was previously Head of Governance and Decision Research at the consulting firm Redington.  He is also the host of the Decision Nerds podcast. Our conversation is an ambitious one, seeking to dive into the science of better decision making,...

Asha Mehta is Managing Partner and Chief Investment Officer at Global Delta Capital, where she has a thematic focus on Emerging and Frontier Markets as well as Sustainability Investing. She was previously Lead Portfolio Manager and Director of Responsible Investing at Acadian Asset Management and prior to that an investment banker.  She has traveled to over 80 countries and lived in six, and recen...

Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, he worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business.     Our conversation starts with Ja...

Elizabeth Browne is Managing Director and Co-Head, Elevate at GCM Grosvenor, where she works in the Sponsor Solutions division. She was previously Head of Entrepreneurship and Family Office Partners at RedBird Capital Partners and was a senior member of the investment team at DNS capital, a family office. She has held numerous board roles. Our far reaching conversation starts with Elizabeth's upbr...

Uwe Schillhorn is Program Director at Emerging Markets Investors Alliance.  He previously was CIO at Principal International Americas, where he managed the investment teams and developed the business in Latin America.  Prior to that he was previously a global bond portfolio manager at UBS, and his most recent role was as CIO of a Chicago based public fund.  Our conversation starts with his high sc...

Catherine Beard is SVP of Alternatives Consulting at Callan, the investment consultants. She has had a long career in investment consulting and allocation with a particular focus on private credit and is based in Chicago.  Catherine is a veteran of the private credit arena, having cycled through time on a bond trading desk at a hedge fund, and having the irreplaceable experience of being "in the r...

2024 will be a year of tremendous change, and tremendous noise.  With elections in key regions, we are likely to be subjected to a volley of rhetoric and uncertainty will be the order of the day. In times like this, it seems even more important to reach out to our wise community for their insights on what should stay the same, and evolve, amid this uncertainty.  Tune in to hear about the power of...

In this podcast we return to a former guest, Matt Sherwood, whom we featured in an earlier podcast in this series (see https://www.fiftyfaceshub.com/157-matthew-sherwood-ph-d-of-wevidit-media-determination-vision-and-the-power-of-reframing/) in order to catch up with his new venture, Pothos Partners. The name comes from the golden pothos plant which sequesters carbon particularly efficiently among...

Jane Buchan is CEO of Martlet Asset Management, based in Newport Beach CA. She was one of the co-founders of Pacific Alternative Asset Management in 2000, which grew to $32 bn n AUM under her leadership. She was been a chair of the Board of CAIA as well as an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth and has a number of Board roles. Jane's career straddles aca...

John Teahan is a portfolio manager at Redwheel, which is focused on value oriented UK and global equity funds where he leads on engagement and responsible investing. The firm was formerly known as RWC Our conversation starts with John’s early life on a farm, and the resolute work ethic that that instilled in him. His college education took him into Bank of Ireland asset management and eventually L...

Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead's rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her pare...

Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investments. She is the author of the book “Maximize your Return...

Saira Malik is Chief Investment Officer at Nuveen, a TIAA company. She is an active voice on social media, regularly posting videos on LinkedIn containing market related and career related content. She recently celebrated her 20th anniversary at Nuveen. We start by exploring Saira's own background, which starts with her grandmother’s determination to study medicine, even though that was not a typi...

Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking. Our conversation tracks her education at U Penn and her discovery of the world of secondary investments...

Kate Fox is an Investment Manager at Baillie Gifford based in Edinburgh, where she leads the impact strategy Positive Change and is a Partner at the Firm. Our conversation traces her career journey, explores the meaning of "positive change" within an investment context and examines the way to develop a successful career in portfolio management. We start with Kate's upbringing in a small village ne...

If you have heard the term abundance of riches, that is what we have been experiencing this year in terms of our guests. So we are very pleased to bring you this bonus series, sponsored by Sound Mark Partners, a women led real estate debt firm that exemplifies so much of what we endorse and promote in the investment industry. We learn about accidental career paths, innovative strategies such as fu...

Apurva Schwartz is a portfolio specialist at Harding Loevner LP. She was previously a principal at Rocaton Investment Advisors, where she was a senior member of the investment team. Prior to that she held a series of roles in equity analysis and investing. Our conversation starts with her serendipitous start in finance and how that experience of picking stocks drove her to launch her own hedge fun...

Geeta Kapadia is Chief Investment Officer at Fordham University, a role she has held since August 2022. She was previously Associate Treasurer and Director of Investments at Yale New Haven Health where she headed a 5 person investment team, and prior to that had a range of roles in investment consulting and other financial roles. Our conversation traces her early college years, which saw her consi...

Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure a...

Bruno Kaiser is CFO at Smile CDR Inc, a digital health company based in Toronto. He previously spent over 20 years in a series of investment banking leadership roles with a particular focus on the Metals and Mining Sector. We were classmates at INSEAD from 1999-2000. Our conversation takes a journey from the old economy to the new economy – starting with Bruno’s upbringing in Canada, his path into...

We are delighted to bring you this lively bonus episode of a live conversation with the legendary Steven Eisman, who became famous for shorting Collateralized Debt Obligations in the run up to the 2008 financial crisis. He was featured in the film adaptation of The Big Short under the name of Mark Baum, and portrayed by Steve Carell. In September 2014, he joined Neuberger Berman in the Private Ass...

We have brought you this story to showcase an extraordinary physical challenge - the world's toughest row - that one of our own - investment manager Laura Langton - is about to embark upon. We examine what motivates a person to take on something so extreme and so obviously strenuous and physically taxing. We look at the preparation and mental journey that is involved, and ask what it teaches her a...

Julia Kwamya is an associate at Tikehau Capital, the global alternative asset manager, where she is based in NYC.  She has trained as an actor, musician and voiceover artist and has released her first album “Feel Good about Feeling Bad”.  We are featuring songs from this album on this entire Series 5 of 2023.  She has been Creator in Residence at Kickstarter, as well as a casting assistant among o...