Best ALTIS Podcasts (2024)

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Episode 283: Michael Tiedemann of AlTi: Building a Firm - The Role of Talent and Motivation 27:07

7h ago27:07

27:07

Mike Tiedemann was a Founding Partner, CEO and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Investment Group (TIG), before leading the merger that created AlTi. Early in his career, Mike lived and worked in Brazil as part of the equity research group at Banco Garantia and later ran the equity sale…

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Kevin Moran, COO – AlTi Tiedemann Global (EP.39) 38:48

1d ago38:48

38:48

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique…

1
Episode 284: Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing 29:50

1h ago29:50

29:50

Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy. She has over 30 years of experie…

1
Episode 282: Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement 37:41

1d ago37:41

37:41

Sarah Fromson, who is Chair of the Cambridge University Endowment Fund Investment Advisory Board. She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to t…

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Episode 281: Rob Gardner on attaining Financial Freedom - The Secret of Earn It, Keep It, Grow It 32:50

9d ago32:50

32:50

Rob Gardner is the CEO and Co-Founder of Rebalance Earth, which redirects the flow of capital to protect and restore nature at scale, He was a guest on this podcast in 2021, and that show is available here. He has recently written a book with the title FR££DOM, which advocates three money moves to transform your finances. EARN IT, KEEP IT, GROW IT.…

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Episode 280: Tony Miller of Excolere Equity Partners: Investing in Education and Why Benjamin Franklin was right 43:59

8d ago43:59

43:59

"An investment in education gives the best returns” Benjamin Franklin Tony Miller is managing director of Excolere Equity Partners, a private equity firm focused on the education space. He holds a number of board roles including Apollo Education group, ACT, Criteria Corp and Go Guardian. He was co-founder of the Vistria Group, a Chicago based priva…

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Episode 279: Ilya Zaides of 14B Capital: Taking Things "Back to Formula" in Fund Management and in Life 37:09

23d ago37:09

37:09

Ilya Zaides is CIO and Founder of 14B. He started his career as a lawyer, eventually transitioning to an allocator role within two leading hedge fund allocators. He then made a switch into fund management, founding 14B 15 years ago. Our conversation starts with Ilya’s childhood and the impact of his parent’s immigrant’s journey – in which they trav…

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Episode 278: Jeanie Coomber: A Chief Igniter encourages us to become Warriors at Work 33:03

15d ago33:03

33:03

Jeanie Coomber is the founder of the Warriors at Work platform, and an executive coach. Our discussion charts her journey from a corporate career at Alliance Bernstein to becoming a coach. We talk about the personality type necessary to be a coach, and Jeanie Coomber highlighted her unique approach to coaching, integrating her mother's psychotherap…

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Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38) 35:41

15d ago35:41

35:41

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…

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Episode 277: Shan Chen: AI Pathbreaker: Tales from the Crucible of Public Fund Innovation 35:18

20d ago35:18

35:18

Shan Chen was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where he spent over 17 years. He previously worked primarily within information technology and did research work in biochemistry. He has recently retired from the PSPRS and is focusing full time on develop…

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Episode 276: Wendy Li of Ivy Invest: The Founder's Journey, AI and the Human Touch 30:30

22d ago30:30

30:30

Wendy Li is the co-founder and CIO of Ivy Invest, a FinTech asset management firm. She previously worked in the investment office of the endowment of New York's Metropolitan Museum of Art. In our discussion we start with her immigrant background in Pennsylvania, and her ascent through studying finance to a role in an allocator. Our discussion then …

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Episode 275: Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution 24:12

27d ago24:12

24:12

Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs. In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of under…

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Episode 5: Series 5 of 2024: Episode Trailer - Bridging the Learning Gap - from AI to Financial Literacy, Agriculture and Beyond 5:32

29d ago5:32

5:32

It has been a highly charged summer. Between the big year of elections, a series of political and geopolitical surprises and a few market shocks, it has been anything but the silly season. We have launched a few episodes of Fiftyfaces TV focused on investor identity and responsible investing and we have continued covering the issue of maternal mort…

1
Hal Liebes, COO – Alger (EP.37) 49:07

29d ago49:07

49:07

Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…

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Jim La Creta, CTO – Brandeis University (EP.36) 33:22

1M ago33:22

33:22

Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…

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Adam Weinstein, COO & CFO – New Mountain Capital (EP.35) 50:27

2M ago50:27

50:27

Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…

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Episode 274: Bonus Episode: Tammy Parlour, MBE co-founder of Women’s Sport Trust - on gender equality in sport and why it is critical to all of us 26:13

2M ago26:13

26:13

Tammy Parlour, is the co-founder of Women’s Sport Trust. She works with leaders from across sport, media and business to understand how to practically raise visibility, increase impact and create a stronger women’s sport ecosystem and was awarded an MBE in 2019 for services to gender equality in sport. She is a Master in the Korean martial art of H…

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Episode 273: Jessica Karr of Coyote Ventures: The Opportunity in Investing in Women's Health 27:23

2M ago27:23

27:23

Jessica Karr is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women’s health. She is also a limited partner of Portfolia FemTech II Fund, designed for women who want to back entrepreneurial …

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Episode 272: Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry 21:56

2M ago21:56

21:56

Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highligh…

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

3M 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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Steven Schwab, GC and CCO – Thoma Bravo (EP.34) 37:41

2M ago37:41

37:41

Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …

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

3M 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…

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

3M 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

3M 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…

1
Episode 267: Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz 35:17

3M 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

3M 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

3M 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

3M 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

3M 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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Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33) 44:09

3M ago44:09

44:09

Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…

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Taimur Hyat, COO – PGIM (EP.32) 48:58

4M ago48:58

48:58

Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…

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Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

4M ago45:56

45:56

This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …

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

4M 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 …

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

4M 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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Darshan Desai, COO – Beach Point Capital Management (EP.30) 48:22

5M ago48:22

48:22

Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …

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

5M 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…

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

5M 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

5M 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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Episode 3: BONUS EPISODE - Nicci Take - Deal and Presentation Coach - Sealing the Deal, Following Up and Remembering Forgetting 17:08

5M 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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Amy Knapp, COO – Corsair Capital (EP.29) 37:11

5M ago37:11

37:11

Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…

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

5M 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

5M 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…

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Nasdaq Solovis at Verger Capital (EP.28) 33:59

5M ago33:59

33:59

This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…

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[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) 1:03:55

5M ago1:03:55

1:03:55

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…

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

5M 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

5M 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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Karl Sprules, COO – AllianceBernstein (EP.27) 45:41

5M ago45:41

45:41

Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…

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

6M 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…

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

6M 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…

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

6M 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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