Best William Blair Investment Management Podcasts (2024)

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Episode 271: Marguerita (Rita) Cheng of Blue Ocean Global Wealth: Happy Hours and Quiet Power 32:56

11h ago32:56

32:56

Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls o…

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Episode 270: Penny Green - Pensions and Trustee Veteran - Putting Members at the Heart of Everything 27:26

5h ago27:26

27:26

Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retir…

1
Episode 269: Tony Dote: Business Builder Extraordinaire - a Career Retrospective that charts an Industry's Evolution 31:33

1h ago31:33

31:33

Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting. Our conversation starts with Tony’s u…

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Episode 268: Ghiané Jones of the Teachers’ Retirement System of the State of Illinois: Answering the Exam Question with Creative Solutions 26:50

2h ago26:50

26:50

Ghiané Jones, is Deputy CIO at the Teachers’ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and N…

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Episode 267: Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz 35:17

8d ago35:17

35:17

Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York, and plays the electric guitar. We hear about his upbringing in Montreal, how he cha…

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Episode 266: Cary Carbonaro - Wealth Planner and Advocate - Preparing for the Future of Women in Wealth Management 21:29

3h ago21:29

21:29

Cary Carbonaro, is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. In this first of two dynamic podcasts featuring leading female voices in financial …

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Episode 265: Kristina Blaschek of William Blair: The fusion of Investments and Technology 23:54

5d ago23:54

23:54

Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Kristina starts our conversation describing her education and what drew her to the world of finance…

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Episode 264: Keri Findley of Tacora Capital: On Private Credit and Triple Axels - where execution is key 40:45

23d ago40:45

40:45

Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point Our conversation starts with her childhood and in particular her high school years, when Keri spent up to 40 hours per week practicing figure skating alo…

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Episode 4: Trailer Series 4 of 2024: The Rise of the Custom Portfolio 4:10

22d ago4:10

4:10

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private weal…

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The High Costs of a Soft Landing 43:27

2M ago43:27

43:27

In this episode of The Active Share, Hugo is joined by Rob Kaplan, partner and vice chairman at Goldman Sachs and former president and CEO of the Federal Reserve Bank of Dallas, for a conversation that explores the shifting economic and geopolitical dynamics in a post-COVID world. Together, Hugo and Rob touch on the pendulum swing away from excessi…

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Episode 263: Kurt Summers of Blackstone: Public Service from Every Angle 34:14

1M ago34:14

34:14

Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships in Blackstone’s Infrastructure Group. In this capacity, Mr. Summers is responsible for investment strategies in partnership with governments, public entities, civic and labor organizations, and broader stakeholders to help advance local infrastructure priorities and …

1
Episode 262: Kevin Leonard of NEPC: Towards a Sustainable Future for Public Pensions and Solving Pension Envy 37:22

1M ago37:22

37:22

Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at NEPC. He has had a long career in consulting and started his career as an accountant. Kevin has had a career of over 30 years in investment consulting, and it had a somewhat “accidental” start – being driven more by location and convenience than a calling. Thing…

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Episode 261: David Golub of Golub Capital: Giving Culture the Credit 34:22

2M ago34:22

34:22

David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that. As we chart the course of David’s career we chart the arc of Gol…

1
Episode 260: Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow 27:20

2M ago27:20

27:20

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments. W…

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Episode 259: Anna McDonald of Moneta: Going for Gold - Coaching Athletes on their Financial Game 29:05

2M ago29:05

29:05

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League B…

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India’s Wake-Up Call 35:49

2M ago35:49

35:49

Making the growth case for India involves answering one key question: How can India differentiate itself from China? In this episode of The Active Share, Hugo and Raghuram Rajan, a professor of finance at the University of Chicago’s Booth School of Business, discuss what it would take for India to evolve into a global economic powerhouse.…

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Episode 3: BONUS EPISODE - Nicci Take - Deal and Presentation Coach - Sealing the Deal, Following Up and Remembering Forgetting 17:08

2M ago17:08

17:08

Nicci Take featured in our first Pride series in 2021 and shared her story as a prominent transgender advocate, inspirational speaker and coach. We have watched Nicci’s presence grow and thrive over the past 3 years, she posts frequent inspirational content on Linked IN and we we wanted to ask her back onto the podcast to share some of that wisdom …

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Episode 258: Varun Laijawalla of Ninety One: Emerging Markets Unpacked 29:24

2M ago29:24

29:24

Varun Laijawalla is a Portfolio Manager at Ninety One, where he manages long only EM and EM ex-China portfolios. He started his career as a consultant and moved into stockpicking via Asia focused sales. Our conversation starts with his international background, which saw his family move from India to Holland when Varun was only 4 years old, and the…

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Episode 257: BONUS: Avivah Wittenberg-Cox: Higher for Longer is not just for markets - Preparing for the 100 year and 4 Quarter life 31:06

3M ago31:06

31:06

In this bonus episode we meet with fellow INSEAD alumna Avivah Wittenberg-Cox advocates for new thinking in generational and gender balance. She is a consultant, coach and speaker on the rising impact of longevity on the people and on the workplace and provides advice to help businesses thrive. She is the author of seven books on gender, leadership…

1
Episode 256: Jim McNamee of the NPPFA - Pensions, Promises, Persistence 27:14

3M ago27:14

27:14

Jim McNamee, is President of the National Public Pension Fund Association. He is director of Stonegate Insurance, Unique Insurance Company and Resolute Global Partners as well as the Illinois Public Pension Fund Association which he founded in 1985. He was formerly a police officer. Our conversation starts with the school of hard knocks – a strict …

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Episode 255: Stephanie Drescher of Apollo: From legacy to laying the groundwork of a private wealth business 26:54

3M ago26:54

26:54

Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT. We start our discussion with a tribute to Stephanie’s grandmother who taught her about stocks and the markets, sowing the seeds of an interest in finance that has been li…

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Episode 254: Ciara Hurley - Reflecting on a Career in Private Wealth and "Perspective" for the Next Stage 31:04

3M ago31:04

31:04

Ciara Hurley is an investment committee member at the Trinity College Dublin Endowment. Ciara recently retired from Quilter Cheviot, where she was a financial advisor for over 20 years. She has worked as a portfolio manager, as well as serving in various director and Board roles. Our conversation charts both Ciara’s career and the evolution of weal…

1
Episode 253: Marcie Frost, CEO of CalPERS: Public Service, Pushing for Impact, and Learning how to take a Punch 44:40

3M ago44:40

44:40

Marcie Frost is the Chief Executive Officer of CalPERS, the largest pension fund in the US with over $400 billion in assets under management and serving over 2 million members in its retirement system. She was recently elected to the board of the Toigo Foundation. Our conversation starts with her very early days in public service, and how typing an…

1
Episode 252: Series 3 2024 - Trailer - A Tour through Public Service, Private Wealth and Culture 4:46

3M ago4:46

4:46

Summer is coming, and so is Series 3 of the 2024 Fiftyfaces Podcast, and this series is filled with themes that we have not touched in as much depth before. The notion of service, and in particular serving public funds – whether in an officer, trustee or consultant capacity is explored in depth – we look at the mindset required, the rewards that ac…

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Episode 251: Carina Diamond of Stella Secunda Partners: Towards the Next Star in Wealth Management and Beyond 28:22

4M ago28:22

28:22

Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as w…

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Episode 250: Rick Weissinger, Chief Marketing Officer at Moneta - A Hero's Story that is a Wee Bit Different 37:45

4M ago37:45

37:45

Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware. Our conversation starts with Rick’s passion for marketing – how it developed and why the connection with the consumer is so critical. We refer to the Star Wars analogy of hero …

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Episode 249: Hallie Label of Expect Equity: What to Expect when you're Nurturing Investment Managers 30:00

4M ago30:00

30:00

Hallie Label, is the founder of Expect Equity, based in Baltimore. She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles. We start by tracing that career evolution – and Hallie’s early days playing competitive sport. We look at lessons from …

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Episode 248: Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life 37:10

4M ago37:10

37:10

Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus…

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The Art of Blooming Late 28:14

4M ago28:14

28:14

Finding success later in life requires a growth mindset—but also the ability to capture the right opportunity at the right time. In this episode of The Active Share, join Hugo and guest Henry Oliver, a London-based author and brand consultant, for a discussion of what it means to bloom late, how pushing past others’ expectations can foster curiosit…

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Episode 247: Aditi Javeri Gokhale of Northwestern Mutual - Towards a goal of Protecting and Prospering with eyes on the sky and feet on the ground 26:33

4M ago26:33

26:33

Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310 bn in institutional investment portfolio and over $280 billion in retail clien…

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Episode 246: Grace Reyes of The Diversity Exchange: Turning the Tide, One Starfish at a Time 17:21

4M ago17:21

17:21

Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK. TIDE as a partner to the largest US …

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Episode 245: Randy Cohen, Senior Lecturer at Harvard Business School - Dangerous Vision in Stock Markets and Venture Capital 46:01

4M ago46:01

46:01

Randy Cohen, is a Senior Lecturer at Harvard Business school. His main research focus is the interface between the actions of institutional investors and price levels in the stock market and has helped to start and grow a number of investment management firms. He is a partner at Exsight Capital, a venture capital firm specializing in early-stage im…

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Episode 244: Maggie Rapplean, Partner at Moneta - Human Centered Financial Advice in an era of Commoditization 27:37

5M ago27:37

27:37

Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM. She has a particular focus on family office clients and started her career at Wells Fargo. Our conversation starts with Maggie’s family life, and how some of the twists and turns in her early life led her to want to be …

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Episode 243: Kelly Chesney of Pluscios Management: Solving for Absolute Return - From Abundance to Scarcity and Back Again 28:49

5M ago28:49

28:49

Kelly Chesney is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. The firm, founded in 2006, has two female founders, and we interviewed Connie Teska, the other founder, in this earlier episode of the Fiftyfaces Podcast. She has a long history in investment management, particularly in the are…

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Episode 2: Trailer: Series 2 of 2024: Wealth & Wellness and Capturing the Hero's Story 4:59

5M ago4:59

4:59

We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-disiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with i…

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BONUS - IWD Special - Celebrating Legends - Laura Langton - Ocean Rower on Completing the World's Toughest Row 26:56

5M ago26:56

26:56

As we get ready to celebrate International Women's Day, we are thrilled to have snatched some time with the legendary Laura Langton of J M Finn, who in January completed the World's Toughest Row with her team The Ace of Blades. The team rowed over 3000 miles across the Atlantic in 47 days and their journey was brilliantly captured by their social m…

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Episode 242: Update with Daniele Beasley - Financial Therapy is an emerging field - what is it, why is it important 18:05

5M ago18:05

18:05

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice. Fast forward to early 2024, and Daniele's contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy. Intrigued by this new field, I invi…

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Can AI Be Ethical? 32:43

5M ago32:43

32:43

As artificial intelligence (AI) continues to evolve, how do we ethically approach a technology with such wide-ranging implications? In this episode of The Active Share, Hugo talks with Olivia Gambelin, founder and CEO of Ethical Intelligence, for a conversation about AI ethics, responsible AI, and how our current systems—legal, social, economic, an…

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Episode 241: Shane Lanigan of Beach Point Capital's Dublin Office - The Upside of Focusing on the Downside 33:33

6M ago33:33

33:33

Shane Lanigan is Portfolio Manager at Beach Point Capital Ireland, a role he has held since September 2018. He was previously a director at BSM Finance, a senior debt provider to entrepreneur owned, VC or PE backed businesses. Our conversation starts with Shane's Co. Kilkenny roots and the world of commerce and finance that drew him to London for m…

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Episode 240: Catch up with Angela Miller May CIO of IMRF - What Keeps a CIO Up At Night? 29:15

6M ago29:15

29:15

Angela Miller May is CIO at Illinois Municipal Retirement Fund a public defined benefit fund based in Oak Brook IL which has over $40 bn in assets under management.Angela is a regular figure on the asset management conference circuit and has become a leading voice in promoting diversity and inclusion in the industry. She appeared as the third guest…

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Episode 3: BONUS - Live with Dr. David Kelly - Chief Global Strategist of J P Morgan Asset Management - Looking to 2024, elections, economy and beyond 26:32

6M ago26:32

26:32

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 sometime…

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Episode 239: Julie Castro Abrams of How Women Lead - Creating not just a Seat at the Table - but a New Table 33:59

6M ago33:59

33:59

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…

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Episode 238: Paul Richards of Better Decisions: The Nine Words Every Trustee Must Know 38:29

6M ago38:29

38:29

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 …

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Episode 237: Asha Mehta of Global Delta Capital: Revealing the Power of Capital 40:57

6M ago40:57

40:57

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…

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Episode 236: Jason Singer of Apollo - Building the Solution - Where Innovation and Client Service Unite 32:52

6M ago32:52

32:52

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…

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Episode 235: Elizabeth Browne of Elevate at GCM Grosvenor: A Non-Linear Path to Empowerment and Change 39:17

6M ago39:17

39:17

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 …

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Episode 234: Uwe Schillhorn or Emerging Markets Investor Alliance: Uncertainty and Navigating it in the World of Investing 39:01

6M ago39:01

39:01

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…

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Episode 233: Catherine Beard - Alternatives Consulting at Callan - Private Debt Through the Cycles 35:46

7M ago35:46

35:46

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 havin…

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Trailer - Series 1 2024 - The More Things Change . . 4:30

7M ago4:30

4:30

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 …

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Our 2024 Global Outlook 52:43

8M ago52:43

52:43

Will 2024 be the first year of “normal” economic expansion post-COVID? In this episode of The Active Share, Hugo sits down with William Blair’s Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager, for a wide-ranging conversation on the outlook for 2024. Together, they touch on key topics like inflation and interest…

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