I So Appreciate You! is a sometimes raw, sometimes funny and always uniquely insightful account of two colleagues and friends who dig into myriad issues and opportunities faced by people in values-based work. Get inspired by guests from a variety of backgrounds and sectors as I So Appreciate You! explores the challenges and triumphs of people shaking up our community for the better — discussing how these leaders got to where they are today and how they continue to move us forward.
…
continue reading
Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Andrea Gentilini of SEI Novus unpacks what has helped them and hindered them on their diverse roads to success. Modeled after the values of SEI Novus industry research, this is where managers and allocators alike tune in for engaging discussions on how to succeed in the investment world.
…
continue reading
In the first episode of Season 3 of I So Appreciate You!, co-hosts Nadege Souvenir and Melanie Hoffert chat with Allison Hohn, executive director of Naturally Minnesota, about what it takes to establish a thriving and equitable ecosystem for food-based entrepreneurs in our state. Naturally Minnesota is an initiative to support and accelerate Minnes…
…
continue reading
I So Appreciate You! is back for its third season starting September 19! Listen along as co-hosts Nadege Souvenir and Melanie Hoffert continue their sometimes raw, sometimes funny and always uniquely insightful discussions with some of today’s changemakers from a variety of industries.By Saint Paul & Minnesota Foundation
…
continue reading
S
Successful Investors


1
Charmel Maynard (University of Miami) “Paying It Forward”
49:50
49:50
Play later
Play later
Lists
Like
Liked
49:50
Growing up in Trinidad, Charmel Maynard was exposed to a wide array of cultures and backgrounds—an experience that taught him the sky’s the limit. Now, as CIO and Treasurer at the University of Miami, Charmel utilizes data-driven and DEI-focused methods to strengthen his investment processes. Throughout his career, Charmel stressed the importance o…
…
continue reading
S
Successful Investors


1
Aoifinn Devitt (Moneta Group) “Finding Clarity“
53:40
53:40
Play later
Play later
Lists
Like
Liked
53:40
Aoifinn Devitt compares her career journey to a “patchwork quilt”, each with a unique meaning and purpose. Her continual quest for knowledge is evidenced in her approach to investing, community-building, and continuing education. Aoifinn currently serves as CIO at Moneta Group. She also founded The Fiftyfaces Podcast in 2020, a series dedicated to …
…
continue reading
Co-hosts Nadege Souvenir and Melanie Hoffert take a Seinfeld approach to their final episode of the season by unwinding and talking about nothing; well, nothing in particular and “doing” nothing. Instead of tackling sometimes tough and complex issues that arise in the workplace and philanthropy, they take time to address the commonalities their gue…
…
continue reading
I
I So Appreciate You!


1
Healing the Harms of Cultural Appropriation
46:21
46:21
Play later
Play later
Lists
Like
Liked
46:21
In this episode of I So Appreciate You!, co-hosts Nadege Souvenir and Melanie Hoffert discuss cultural appropriation and cultural appreciation with Anishinaabe artist, advocate and cultural educator Adrienne M. Benjamin. In addition to Adrienne, they also take time to discuss this complex topic with another surprise guest, Dr. Eric Jolly, president…
…
continue reading
S
Successful Investors


1
Shannon O'Leary (Saint Paul & Minnesota Foundation) "Saying It Out Loud"
57:14
57:14
Play later
Play later
Lists
Like
Liked
57:14
Shannon O’Leary is the Chief Investment Officer of the Saint Paul & Minnesota Foundation, a $2 billion community foundation. Since joining the Foundation in 2019, Shannon has thoughtfully implemented DEI and ESG investment strategies to create a portfolio that supports grant creation and includes investments that are in line with the Foundation's m…
…
continue reading
In a time when the information we consume is often curated or reinforced by what we like on social media or the news outlets we follow, Mukhtar Ibrahim is working to shift the narrative by giving immigrants and communities of color the kind of committed, responsive news coverage that we all deserve. In this episode of I So Appreciate You!, co-hosts…
…
continue reading
In season 2, episode 5 of I So Appreciate You!, we discuss the value social media has as a tool for connection while also having implications on private life. Our special guest is Sarah Edwards, CEO of Some Great People and co-founder/CEO of Fashion Week Minnesota. Sarah is obsessed with the word “sonder” – the profound feeling of realizing that ev…
…
continue reading
Lulete Mola’s passion for activism and social justice stems from her love of her family and community. Before co-founding the Black Collective Foundation MN as a result of the pandemic and social uprising in Minnesota, Lulete started her own youth-led organization, worked for the Women’s Foundation of Minnesota and participated on many boards inclu…
…
continue reading
S
Successful Investors


1
Ted Seides (Capital Allocators) “Compelling Narratives”
56:23
56:23
Play later
Play later
Lists
Like
Liked
56:23
As host and founder of the internationally recognized Capital Allocators podcast, Ted Seides gathers insights from an elite group of asset owners and asset managers. Ted’s own story encompasses a wealth of stories. His unique skillset includes capturing the essence of a firm or person in a genuine and compelling narrative. During his 20 years on th…
…
continue reading
What makes a brilliant app? Is it entertainment value, offering a critical service or something that has social impact? For Andre Creighton, co-founder and chief financial officer of the groundbreaking app TurnSignl, it’s providing drivers with real-time legal guidance from an attorney during traffic stops while a camera records the interaction. Co…
…
continue reading
S
Successful Investors


1
Marcello Sallusti (Engadine) “Connecting the Dots”
52:57
52:57
Play later
Play later
Lists
Like
Liked
52:57
Marcello Sallusti leaves very little up to chance. His success as an investor comes from an incredibly principled and methodical approach to investing. Decisions are qualitatively evaluated and quantitatively researched during the consideration stage, then reconsidered before execution. While data collection is a necessity, Marcello finds the most …
…
continue reading
Many times, leadership transitions are unexpected, and if a succession plan is in place, the process is handled behind closed doors. In contrast, Jamie Millard, executive director of Pollen Midwest, is leading her own transition out of the organization she has been leading for the last nine years with a years-long, transparent and participatory tra…
…
continue reading
Episode 1 opens up with an introduction of new co-host, Chief Marketing Officer Melanie Hoffert, before she and co-host Nadege Souvenir dive into the episode’s topic. This week they discuss the importance of a heart-based approach to giving, with special guest Margaret Wurtele. Margaret Wurtele has been giving and raising money for the arts for yea…
…
continue reading
S
Successful Investors


1
Matt Earl (ShadowFall) “Policy of Truth”
1:26:40
1:26:40
Play later
Play later
Lists
Like
Liked
1:26:40
Short specialist fund manager, Matthew Earl, unearths companies with suspicious or unreliable business practices. Putting his money where his mouth is, Matt shorts these snaky companies—sometimes sharing his research when there’s a strong public interest. Matt’s career is filled with research projects in which he delineated what many others struggl…
…
continue reading
Nadege Souvenir welcomes new co-host Melanie Hoffert to I So Appreciate You! with a few this or that questions revealing Melanie’s love of black licorice. The pair openly talk about their friendship, Melanie’s writing career and how they are forever bonded by Melanie’s new kitten Lucy Lake. Listen to learn the dual meaning behind Lucy Lake’s name (…
…
continue reading
S
Successful Investors


1
Ari Bergmann (Penso Advisors) "The Edge in Hedges"
58:48
58:48
Play later
Play later
Lists
Like
Liked
58:48
In 2007, Dr. Ari Bergmann saw an iceberg approaching. Looking at the housing market, Dr. Bergmann’s firm (then called Sentinel Advisors) noticed the leverage of the banks increasing and the banks’ exposure to the housing market increasing—but no one seemed to be hedging the risk. After recognizing the house-of-cards situation, the team decided to o…
…
continue reading
S
Successful Investors


1
Dusty Granet (Green Trading Capital) "Green Trading"
1:03:48
1:03:48
Play later
Play later
Lists
Like
Liked
1:03:48
As a bond analyst with AIG Investments, David “Dusty” Granet was charged with hedging the insurer’s risks associated with the European carbon markets. He quickly became hooked with the asset class. His passion for geopolitical supply and demand, as well as the environmental attributes of these up-and-coming markets, inspired a new career path. The …
…
continue reading
S
Successful Investors


1
Karim Jetha (Longdean Capital) "Frontier Markets"
45:29
45:29
Play later
Play later
Lists
Like
Liked
45:29
With Tanzanian heritage, a UK education, and a deep interest in emerging markets, Karim Jetha founded Longdean Capital. Karim’s early career focus on MENA, and his experience living in the region, informs his current investing strategy. Longdean has the operational infrastructure to invest primarily in companies solely listed on local exchanges, wh…
…
continue reading
S
Successful Investors


1
Val Zlatev (Analog Century) "Levity Over Gravity"
1:02:23
1:02:23
Play later
Play later
Lists
Like
Liked
1:02:23
In 1999, Val Zlatev stumbled across a group of traders while attending a physics conference in Chicago. Enamored by the energy in the room, Val decided to abandon his boredom in physics and enter the exciting world of finance. This career pivot provided Val with exposure to valuable mentors and experiences, enabling him to further refine his philos…
…
continue reading
In this bonus episode to close season 1 of I So Appreciate You!, co-hosts Nadege Souvenir and Pahoua Yang Hoffman reflect on the season and discuss Pahoua’s upcoming career transition as she leaves the Saint Paul & Minnesota Foundation. Follow us on Instagram Follow us on Facebook Follow us on Twitter…
…
continue reading
I
I So Appreciate You!


1
Inclusive Workplaces: How Do We Really Get There?
40:01
40:01
Play later
Play later
Lists
Like
Liked
40:01
I So Appreciate You! co-hosts Nadege and Pahoua, along with special guest Christophe Beck, President and CEO of Ecolab, explain the concepts of “mirroring” and “bridging” and discuss how leaders, particularly white leaders, can create more inclusive workplaces.By Saint Paul & Minnesota Foundation
…
continue reading
I So Appreciate You! co-hosts Nadege and Pahoua explore what happens when organizations transition from white leaders to leaders of color in a thoughtful dialogue with special guest Duchesne Drew, President of Minnesota Public Radio.By Saint Paul & Minnesota Foundation
…
continue reading
In this week’s episode, ISAY co-hosts Nadege and Pahoua discuss the importance of intentionally creating learning opportunities and pathways that allow people to build knowledge and skills for roles that haven't been accessible to everyone. They are joined by Meredith Leigh Moore and Brandon Williams, who share their career journeys and discuss how…
…
continue reading
S
Successful Investors


1
Joe Peta (Best-Selling Author) "Moneyball Investing"
1:17:17
1:17:17
Play later
Play later
Lists
Like
Liked
1:17:17
When a terrible accident left Joe Peta in a wheelchair and out of work for several months, he took the opportunity to contemplate his 15-year trading career. Exploring the overlap between asset management, sports betting, and the analytic revolution taking place in sports (primarily in baseball) led Joe to write TRADING BASES: HOW A WALL STREET TRA…
…
continue reading
ISAY co-hosts Nadege and Pahoua, along with special guest Philomena Morrissey Satre, Director of Diversity & Inclusion and External Strategic Partnerships at Land O'Lakes, explore aging in the workplace and how this unaddressed diversity and inclusion issue affects employees.By Saint Paul & Minnesota Foundation
…
continue reading
Alex West Steinman, Co-founder and CEO of The Coven, and Melissa Muro LaMere, Partner at Maslon LLP, join ISAY co-hosts Nadege and Pahoua to discuss their respective evolving workplaces during the pandemic, some unexpected silver linings, and how showing up as yourself at work is a game-changer.By Saint Paul & Minnesota Foundation
…
continue reading
Co-hosts Nadege and Pahoua share personal experiences with giving and receiving care, including Nadege’s recent experience with breast cancer. Special guest Liwanag Ojala, former CEO of CaringBridge, joins to discuss the emotional weight of being a caregiver and what employers can do to better support their employees. Episode References: Managing t…
…
continue reading
S
Successful Investors


1
LIVE: Patricia Lizarraga (Hypatia Capital) "The Female Factor"
55:15
55:15
Play later
Play later
Lists
Like
Liked
55:15
15 years ago, Patricia Lizarraga started noticing that women outperform as both CEOs and investors. The reason is simple: due to various institutional barriers, women have a more difficult time rising to the highest executive ranks in both financial institutions and non-financial corporations. This observation evolved into an investment thesis that…
…
continue reading
Co-hosts Nadege and Pahoua discuss professionalism and its unwritten rules on dress code, hygiene, hairstyles, and why it doesn’t matter that you are wearing sweatpants under your desk right now.By Saint Paul & Minnesota Foundation
…
continue reading
Introducing I So Appreciate You!, an honest, raw and sometimes funny podcast about work, community, life and more. Meet co-hosts Nadege Souvenir and Pahoua Yang Hoffman. Nadege and Pahoua, both transplants to Minnesota, were colleagues at the Saint Paul & Minnesota Foundation from 2020-2022. Whether connecting on a work issue, comparing notes on a …
…
continue reading
S
Successful Investors


1
Paul Britton (Capstone Investment Advisors) “Building Resilience”
1:01:50
1:01:50
Play later
Play later
Lists
Like
Liked
1:01:50
A fascination with marketplaces and a knack for math is what pushed a young Paul Britton to explore the world of derivatives. However, it was his talent at chess that impressed a senior trader at his first interview with the London International Financial Futures Exchange. Paul was awarded the job, and while at LIFFE he discovered options—a type of…
…
continue reading
S
Successful Investors


1
Patrick Quinn (Quinn Opportunity Partners) "Upside Volatility"
1:10:48
1:10:48
Play later
Play later
Lists
Like
Liked
1:10:48
A book recommendation during undergrad was all it took for Patrick Quinn to uncover his aptitude for investing. As a biochemistry major, Patrick had to then take an unconventional road into the investing world—it was a road that would introduce Patrick to key mentors who were invaluable in helping him on his path as an investor, ultimately starting…
…
continue reading
S
Successful Investors


1
Cameron Khajavi (MIK Capital) "From Scratch to Stardom"
1:19:32
1:19:32
Play later
Play later
Lists
Like
Liked
1:19:32
As the son of Iranian immigrants who were forced to relocate during the 1980 Iran-Iraq conflict, Cameron Khajavi is no stranger to building things from scratch. His father, an accomplished engineer in Tehran, started mowing lawns in Houston, Texas in order to provide for a young family. His example provided Cameron the motivation and inspiration to…
…
continue reading
S
Successful Investors


1
William Heard (Heard Capital) "Active Listening"
57:27
57:27
Play later
Play later
Lists
Like
Liked
57:27
Starting his own investment firm at a younger age than most, William Heard learned the importance of listening while carving his own path in the equity investing space. William Heard is the founder, CEO, and CIO of Heard Capital. His investing approach is propelled by the skills he obtained through his upbringing in Milwaukee, WI and his experience…
…
continue reading
S
Successful Investors


1
Alexandre Challand (Fine Wine) “Investing in Liquids”
48:16
48:16
Play later
Play later
Lists
Like
Liked
48:16
After a noteworthy decade-long tenure at UBS, Alexandre Challand returned to his true passion in life: wine. Wine had captured Alexandre's imagination as a teenager, back when he convinced his father and uncle to purchase cases of Lafite 1986 for 60 Francs for both drinking and long term investment (which had increased in value 20x by 2008). Alexan…
…
continue reading
S
Successful Investors


1
Jeff Lignelli (Incline Global) "Continuous Improvement"
1:03:51
1:03:51
Play later
Play later
Lists
Like
Liked
1:03:51
Jeff Lignelli is the founder, portfolio manager, and CEO of Incline Global Management, a long short equity fund based in New York. Central to Incline Global's philosophy is a rigorous adherence to data and analytics. "When you start a hedge fund, it's not like you've won a prize; you've only won the right to work very, very, very hard," points out …
…
continue reading
S
Successful Investors


1
Soo Chuen Tan (Discerene) "Value and Values"
1:01:28
1:01:28
Play later
Play later
Lists
Like
Liked
1:01:28
Investors today seem to be enamored with growth in the US tech sector, regardless of valuations. By contrast, Soo Chuen and his team practice the increasingly rare art of contrarian value investing on a global scale. Soo Chuen Tan is President of Discerene Group LP, a Connecticut-based private investment partnership that invests in businesses prote…
…
continue reading
S
Successful Investors


1
Paolo Mortarotti (Tower House) “Imagining a Future”
53:41
53:41
Play later
Play later
Lists
Like
Liked
53:41
Paolo Mortarotti is founder and Chief Investment Officer of Tower House Partners—a fundamental equity, long/short manager in London. Part of Paolo’s success as an investor lies in his ability to identify companies that have promising futures, but are overlooked by the market. He then applies what he calls a “peaceful activist” approach: (1) gain th…
…
continue reading
S
Successful Investors


1
Jennifer Heller (Brandywine) "Investing Renaissance"
45:51
45:51
Play later
Play later
Lists
Like
Liked
45:51
Jennifer Heller is President and Chief Investment Officer at Brandywine Group Advisors, advising on $10bn of capital for a small group of families with multi-generational time horizons. This means she is in the field of balancing portfolio objectives and beneficiary interests. Conversations around this have become especially crucial during the COVI…
…
continue reading
By observing what hedge funds are holding in aggregate, one can potentially isolate themes that produce outsized returns. A best ideas strategy involves the creation of an index or basket of stocks based on hedge fund ownership. However, depending on how you approach the ownership data, outcomes vary drastically. To create an effective best ideas s…
…
continue reading
Fahmi Quadir ascended to fame in 2015 when she played a pivotal role among investors shorting Valeant Pharmaceuticals. She appeared on Netflix's Dirty Money series in 2018, discussing her successful short position against the company. At the time, Fahmi was an analyst at Krensavage Asset Management. Her concentrated, aggressive short book of fraudu…
…
continue reading
S
Successful Investors


1
Josh Jacobson (Cheyne) "Sponges, Not Stones"
43:19
43:19
Play later
Play later
Lists
Like
Liked
43:19
Josh Jacobson is Partner and COO of the Equity Division at Cheyne Capital Management, a London-based alternative investment manager. He is also the classic successful player-turned-coach story. The concept of coaching has always been a core tenet throughout Josh's career. Why? Investing is a performance activity. And as Josh points out, all of the …
…
continue reading
S
Successful Investors


1
Chris Dale (Kintbury) “Math and Philosophy”
49:10
49:10
Play later
Play later
Lists
Like
Liked
49:10
Chris Dale is the founder, CIO, and portfolio manager at Kintbury Capital. Chris attended Cambridge to study math, but eventually earned his degree in philosophy. After school, Chris worked at S.G. Warburg in corporate finance. He eventually migrated to Warburg's equity division, where Chris cultivated his passion for markets and investing. Next, h…
…
continue reading
S
Successful Investors


1
Dan Waters (Northern Trace) "The Talent Portfolio"
1:07:04
1:07:04
Play later
Play later
Lists
Like
Liked
1:07:04
[Revised] Dan Waters is co-managing partner at Northern Trace, a commodity hedge fund. During his long career on Wall Street, Dan ascended to co-lead FrontPoint (along with Mike Kelly) in 2006. Shortly after, FrontPoint grew to be one of the world’s largest hedge funds, and was ultimately acquired by Morgan Stanley. Managing a portfolio is challeng…
…
continue reading
S
Successful Investors


1
Jennifer Oppold (Alpine Peaks) "Intellectual Honesty"
44:23
44:23
Play later
Play later
Lists
Like
Liked
44:23
While working for McKinsey & Company, Jennifer Oppold developed a passion for discovering what makes companies tick. At the same time, she grew frustrated at not being able to ever stay with a problem long enough to see it through, as consultants are required to quickly move on from one assignment to the next. With a newly discovered professional c…
…
continue reading
S
Successful Investors


1
Jud Reis (Sire) "The Risk of Not Taking Risk"
50:26
50:26
Play later
Play later
Lists
Like
Liked
50:26
Judson Reis is president and founder of Sire Management. Over half a century ago, Jud started at Morgan Stanley in New York. While there, he played a leading role in the largest takeover in American history of the time: Dupont’s acquisition of Conoco. Later, Jud was fortunate enough to become friendly with and invest with Julian Robertson. He’s als…
…
continue reading
Host Andrea Gentilini of Novus introduces himself and the podcast. The value of mentorship in the investment world cannot be overstated, and we hope that “Successful Investors” can serve as a mentorship program for investors everywhere who are interested in refining their craft.
…
continue reading