Podcasts about girls who invest

In this episode in our Allocator's Edge mini-series we welcome Craig Thomas, Chief Investment Officer of Verger Capital Management. In this role, he oversees all aspects of the firm's investment process, including asset allocation, portfolio construction and manager selection. Prior to co-founding Verger, Craig spent ten years performing similar investment duties for Wake Forest University's Office of Investments where he most recently served as Director of Investments. He also serves as a mentor with Girls Who Invest, is a board member of Disability Advocates of Northwest North Carolina, and has also served as an Advisory Board member to a number of investment partnerships. And if the name Verger Capital Management is ringing bells, it may be because the firm's CEO Jim Dunn was a guest on the podcast last year. In the episode we chat with Craig about putting Verger's 3 Ps into practice; the importance of portfolio diversification and liquidity in uncertain times; dealing with higher inflation and maintaining a focus on absolute returns; and finally, reasons to select and change fund managers. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Stephanie Niven is a Global Sustainable Equity Portfolio Manager at Ninety One. She started her career as an equity analyst and subsequently held a series of portfolio management roles.  She was previously an ambassador for the Diversity Project and sits on the Advisory Board of Girls Who Invest. Our conversation traces Stephanie's love of sport, and water polo in particular, and we discuss how that primed her for a career in investing.  We dig in then to what is sustainable equity and what sustainable investing means to her today, tackling head on the headwinds that this strategy is facing.Because this is a subject that is core to the mission and purpose of Ninety One we also cover culture in an investment team, how to nurture it and how to know when it is working. This episode of the Fiftyfaces Podcast is proudly brought to you by bfinance—a trusted partner to the world's leading institutional investors. With a proven track record in strategy, implementation, and oversight, bfinance delivers bespoke investment consultancy that empowers asset owners to achieve their unique objectives. Whether it's refining portfolio strategy, selecting fund managers, monitoring performance or getting better value for money, bfinance combines global expertise with tailored solutions to unlock value for their clients. To learn more about how they've supported over 500 clients in 45 countries, managing assets totalling over $9 trillion, visit bfinance.com.

In this episode of French Insider, Sheppard Mullin partners Jonathan Meyer, Liisa Thomas and Carolyn Metnick join host and French Desk Co-Chair, Valérie Demont, to explore the evolving landscape of cybersecurity and privacy under a new Trump administration.   What We Discussed in This Episode: What is CISA and what is its role in cybersecurity? What can we expect from the Trump administration regarding cybersecurity? Could we see less regulation but greater enforcement? Might there be more stringent regulation with respect to cyber attacks and private ransomware? Where does the United States currently stand in terms of privacy law? What is the current status of state and federal privacy laws in relation to the healthcare industry? In terms of privacy, where could enforcement be headed under the incoming administration? How do the various state attorneys general and federal agencies coordinate on enforcement? What enforcement trends should businesses be aware of, and what do they need to focus on? What specific enforcement trends are we seeing in the healthcare space? Generally speaking, what types of penalties could result from enforcement actions?  Could a company's officers and directors face personal liability, either criminal or civil? How might class action litigation originate from a cybersecurity or privacy incident? What should businesses prioritize in terms of cybersecurity and privacy compliance?   About Jonathan Meyer As a partner in Sheppard Mullin's Governmental Practice Group and leader of the firm's National Security team, Jonathan E. Meyer counsels clients on their interactions with federal and state government, as well as national and homeland security, Congressional oversight, cybersecurity, AI, high tech, and transportation security, among other issues. Prior to returning to Sheppard Mullin, Jon served as the Sixth General Counsel of the U.S. Department of Homeland Security from 2021 to 2024. His decades of experience in Congress, the Justice Department and DHS position him to bring an insider's perspective to interactions between private companies and the government. He has defended scores of Congressional investigations and has prepared witnesses for over 100 hearings, including Supreme Court nomination hearings, impeachment hearings, oversight hearings, high tech and antitrust investigations, and civil rights investigations, among others. He has also represented defendants and witnesses in high-stakes Justice Department criminal investigations. The media – including CBS News, NPR, The Wall Street Journal, The New York Times, The Washington Post and Politico – regularly turn to Jon for insight into issues regarding national security, homeland security, government investigations, cybersecurity, immigration, politics and Congress. He has twice been honored with the Secretary of Homeland Security's Outstanding Service Medal, the highest civilian award bestowed by DHS, among numerous other prestigious accolades recognizing his exceptional service.   About Liisa Thomas Liisa M. Thomas, a partner in Sheppard Mullin's Chicago and London offices, serves as the Leader of the firm's Privacy and Cybersecurity Team and as the Office Managing Partner for Chicago. As a member of the Intellectual Property Practice, she focuses on privacy, advertising, and unfair competition law.  Liisa frequently coordinates global privacy, data security and digital advertising matters for her clients. They value her global insights and familiarity with business systems outside the U.S. With Liisa's assistance, her clients – including major consumer brands, advertising agencies and consumer research companies – are able to navigate thorny data breach disclosure issues, use emerging interactive advertising techniques and create compliant security programs, all while effectively managing their legal risks. Clients praise Liisa's ability to add real value to their businesses, and describe her as "keeping [clients] one step ahead of where [they] need to be." Liisa is the author of two treatises: Thomas on Data Breach: A Practical Guide to Handling Worldwide Data Breach Notification, which has been described as "a no-nonsense roadmap for in-house and external practitioners alike;" and Thomas on Big Data, praised for being a "comprehensive and detailed analysis of the complex and rapidly changing world of privacy law." Recognized as an industry leader in privacy, data security and advertising law, she has been honored by Best Lawyers in America, Leading Lawyers Network, Chambers, Super Lawyers, and The Legal 500, for her "broad depth of privacy knowledge."    About Carolyn Metnick Carolyn V. Metnick is a partner in Sheppard Mullin's Corporate Practice Group in the firm's Chicago office and a member of the Healthcare and Privacy & Cybersecurity Teams. She represents a range of healthcare industry clients, including hospitals and health systems, physician organizations and digital health companies. Carolyn's practice focuses on healthcare regulatory and transactional matters, with an emphasis on health information privacy and security. In addition to providing guidance on various privacy and security laws, including HIPAA and the California Consumer Privacy Act (CCPA), she also counsels businesses in data breach investigations and compliance with federal and state breach notification laws. Carolyn also advises healthcare clients on issues related to AI, including governance, contractual matters, and data related issues. Additionally, she represents healthcare industry clients in transactional matters, including joint ventures, mergers and acquisitions. Her background as a former litigator helps inform her transactional work. Carolyn is a Certified Information Privacy Professional/United States (CIPP/US) and a Certified Information Privacy Professional/Europe (CIPP/E). She is also the founder and leader of Sheppard Mullin Healthy AI, an initiative focused on legal issues related to the use of AI in healthcare.    About Valérie Demont Based in the firm's New York office, Valérie Demont is a partner in Sheppard Mullin's Corporate Practice Group, where she focuses primarily on U.S. and cross-border mergers and acquisitions and corporate governance matters. As a leader of the firm's French Desk team, she advises foreign companies on the establishment and growth of their operations in the United States, acting as de facto "outside general counsel" for non-U.S. companies in the United States.  Valérie has been involved in numerous mergers, acquisitions, joint ventures and dispositions for corporations and private equity funds in the U.S., Europe (including France) and Asia (including India). Not only is she a frequent speaker at events focused on cross-border trade, but she is also an outside pro bono counsel to Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.   Contact Info: Jonathan E. Meyer Liisa M. Thomas Carolyn V. Metnick  Valérie Demont   Thank you for listening! Don't forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every week. If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show in Apple Podcasts, Deezer, Amazon Music, or Spotify. It helps other listeners find this show. This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.  

In this episode of French Insider, Reid Whitten, Managing Partner of Sheppard Mullin's London office and leader of the firm's CFIUS team, joins host and Sheppard Mullin's French Desk Co-Chair, Valérie Demont, to discuss the incoming Trump Administration's proposed tariffs and their potential impact on international trade.   What We Discussed in This Episode: President-Elect Trump has signaled his intention to actively use tariffs as a key tool in trade policy. What has he said on the subject so far, and what can we expect on a general level? Where does Europe stand in terms of these tariffs, and will French products be impacted? Can we expect a process for tariff exemption under the incoming administration? What do we know about the pick for Treasury Secretary, Scott Bessent, and his views on tariffs? If these tariff policies are implemented and enforced as planned, what effects could they have on existing multilateral or bilateral agreements, and what global response might we see? What should businesses consider as they prepare for these tariffs, and are there any immediate steps they can take to better position themselves? Are there any developments within the United States that could make relocating production domestically more cost-effective for businesses? What was the outcome of the previous Trump Administration's tariff policy, and did they accomplish President Trump's goals?   About Reid Whitten As Managing Partner of Sheppard Mullin's London office and leader of the firm's CFIUS Team, Reid Whitten's practice centers on international trade regulations and investigations. Reid is a member of Chatham House, the UK's Royal Institute of International Affair, as well as an adjunct lecturer at the New College of the Humanities in London, at the Université Catholique de Lille in France, and at Wake Forest University in the U.S. He also conducts seminars on regulatory updates for industry groups in the U.S., France, Belgium, Spain and the UK.  As a thought leader in cross-border business regulation, Reid is frequently called upon to provide commentary and analysis for television news channels, international newspapers and trade publications. He is also the lead author and editor of The CFIUS Book.   About Valérie Demont Based in the firm's New York office, Valérie Demont is a partner in Sheppard Mullin's Corporate Practice Group, where she focuses primarily on U.S. and cross-border mergers and acquisitions and corporate governance matters. As a leader of the firm's French Desk team, she advises foreign companies on the establishment and growth of their operations in the United States, acting as de facto "outside general counsel" for non-U.S. companies in the United States.   Valérie has been involved in numerous mergers, acquisitions, joint ventures and dispositions for corporations and private equity funds in the U.S., Europe (including France) and Asia (including India). Not only is she a frequent speaker at events focused on cross-border trade, but she is also an outside pro bono counsel to Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.   Contact Information Reid Whitten Valérie Demont   Thank you for listening! Don't forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every week. If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show in Apple Podcasts, Deezer, Amazon Music, or Spotify. It helps other listeners find this show. This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.

In this episode of French Insider, Jonathan Meyer, a partner in Sheppard Mullin's Governmental Practice Group, former General Counsel of DHS, and leader of the firm's National Security team, joins host Valérie Demont, Sheppard Mullin's French Desk Co-Chair, to discuss anticipated changes under the incoming Trump Administration and its potential impact on business, national security, and other key areas. What We Discussed in This Episode: What is the Trump Administration's cabinet going to look like? Why has President-Elect Trump selected the individuals he has named to lead departments such as the DOJ and DHS, and what might we expect from them? What will be the priorities which the new Administration will be focused on in respect of enforcement? Will the Trump Administration's stance on immigration impact the growth of businesses within the country? What might CFIUS look like under the incoming administration, and how might the focus on foreign investments change, especially for countries like China? Under a Republican-controlled Congress, what can we expect to see from congressional investigations? About Jonathan Meyer Jonathan Meyer is a partner in Sheppard Mullin's Governmental Practice Group and leader of the firm's National Security team. Jonathan counsels clients on their interactions with federal and state government, as well as national and homeland security, Congressional oversight, cybersecurity, AI, high tech, transportation security, and more. Jonathan served as General Counsel for the U.S. Department of Homeland Security from 2021 to 2024, where he led legal teams, handled Supreme Court cases, and advised on sensitive national security issues. With extensive experience in Congress and the Justice Department, Jon offers an insider perspective on government and private sector interactions. Jon is a two-time recipient of the Secretary of Homeland Security's Outstanding Service Medal, along with the U.S. Secret Service Director's Honor Award, the Customs and Border Protection Commissioner's Ensign Award, and the U.S. Coast Guard Commandant's Distinguished Service Medal, among numerous other awards and honors. About Valérie Demont In the firm's New York office, Valérie Demont is a partner in Sheppard Mullin's Corporate Practice Group, where she focuses primarily on U.S. and cross-border mergers and acquisitions and corporate governance matters. As a leader of the firm's French Desk team, she advises foreign companies on the establishment and growth of their operations in the United States, acting as de facto "outside general counsel" for non-U.S. companies in the United States.   Valérie has been involved in numerous mergers, acquisitions, joint ventures and dispositions for corporations and private equity funds in the U.S., Europe (including France) and Asia (including India).  Not only is she a frequent speaker at events focused on cross-border trade, but she is also an outside pro bono counsel to Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.   Contact Information: Jonathan Meyer Valérie Demont   Thank you for listening! Don't forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every week. If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show in Apple Podcasts, Deezer, Amazon Music, or Spotify. It helps other listeners find this show. This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought to bring the best of both worlds to her role at NEPC. Our conversation covers Sarah's early career investing, time in the allocator seat at Mass PRIM and Wellesley College, and decision to join NEPC. We discuss her key investment themes, investment framework blending qualitative and quantitative analysis, second-level thinking, CIO mindset, alignment of interest, private equity allocations, and investment committees. We close discussing Sarah's work on DE&I and her involvement in Girls Who Invest.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Within and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls. One such exceptional leader is our guest today. Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (DEI) at CFA Institute. Based in London, Sarah leads a global, industry-recognized portfolio of DEI programs for CFA Institute stakeholders who include CFA Program candidates, charterholders, Societies, and investment institutions, to champion the cause of greater diversity, equity, and inclusion in the investment management industry. Sarah is also responsible for internal DEI at CFA Institute, reporting to CEO & President, Marg Franklin.                   Previously, Sarah was Head of Stewardship and Client Communication at Majedie Asset Management, Director of Career Development at CFA Society of the UK, and a founder of the society's Women's Network, which she transformed into the Inclusion & Diversity Network, and which now has a membership of over 1,200 investment professionals. Sarah was also a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of US $3.3bn. She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP (the credential for Associates of the Society of Investment Professionals), and is an Associate member of the Chartered Institute of Personnel & Development. She currently serves on the Advisory Boards of Girls Who Invest, the National Association of Securities Professionals (NASP), Collaborative WIM, and on the CEO Advisory Council of Diversity Project North America. On today's episode, Sarah shares more about her journey, commitment to DE&I, her advice to young women entering our industry, and proudest moments.

What needs to change about the finance industry in order to close the gender gap? What will the next generation of Wall Street leaders look like? How will Gen Zers shape workplace culture - and the finance industry? On the latest episode of Boxes and Lines, Ronan and JR are joined by Katherine Jollon Colsher, President and CEO of Girls Who Invest, to discuss the longstanding gender gap within the finance industry and how Girls Who Invest is providing young women access to resources and education programs in asset management. They also discuss the necessity of bringing diverse perspectives into the workplace, the importance of management training, and what intersectionality really means. Recorded July 19, 2023.

In this episode of French Insider, Caroline Faucher-Winter, Co-President at La French Tech NYC, joins host Valérie Demont to discuss the French Tech 2030 program, challenges that French start-ups looking to secure funding and establish themselves in the United States may face, and how these start-ups can navigate and prepare for the U.S. market.   What We Discussed in This Episode: How would you describe the French Tech 2030 program? What are the DO's and DONT's to keep in mind for a French entrepreneur looking to set up in the United States? What are common mistakes French start-ups make in their first steps in the United States? How can they best prepare for this endeavor? What does the financing environment for French tech companies look like in the United States? What are the most effective ways to raise funds in the United States? What can French tech companies do to better position themselves to raise funds in the United States? How many succeed? Is it better to raise funds in Europe and then launch in the United States? What do you think of the role and impact of social media on start-up marketing and PR in the United States? What is the main advice you would give to a start-up looking to expand in the United States?   About Caroline Faucher-Winter Caroline Faucher-Winter is a Senior Strategic Public Relations Advisor at Kalamari and has been involved in the French Tech New York ecosystem since 2018. Since then, she has actively participated in the development of French Tech, and was named co-president in 2022. Caroline thrives on contact with others and is committed to diversity and inclusion, in particular through the French Tech NY program aimed at helping French entrepreneurs to settle in the U.S. Caroline has built her career around start-ups and innovation, first covertly and later openly, acting as a relay and link between business owners, VC funds, and government agencies. She is also the director of the Galion Project, a think tank for creative business people. Through the course of her career, Caroline has established connections across ecosystems, guided many transatlantic participants (FrenchTech, BusinessFrance, FrenchFounders, The Galion Project, etc.), and helped connect, decode, and promote the production of synergies and value.   About Valérie Demont In the firm''s New York office, Valérie Demont is a partner in Sheppard Mullin's Corporate Practice Group, where she focuses primarily on U.S. and cross-border mergers and acquisitions, capital markets and securities offerings and corporate governance matters. As a leader of the firm's French Desk team, she advises foreign companies on the establishment and growth of their operations in the United States, acting as de facto "outside general counsel" for non-U.S. companies in the United States.   Valérie has been involved in numerous mergers, acquisitions, joint ventures and dispositions for corporations and private equity funds in the U.S., Europe and Asia (including India). She also represents U.S. and non-U.S. issuers and underwriters in a wide range of primary and secondary capital markets and securities offering financing transactions involving equity, debt, convertible and hybrid securities. These transactions include IPOs, private placements and offshore securities offerings and the establishment of American Depositary Receipt (ADR) programs. Furthermore, Valérie regularly advises companies on their reporting obligations under U.S. securities laws as well as corporate governance and other compliance obligations under the Sarbanes-Oxley Act and stock exchange regulations. Not only is she a frequent speaker at events focused on cross-border trade, but she is also an outside pro bono counsel to Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.   Contact Information:  Caroline Faucher-Winter  Valérie Demont    Additional Resources: Sheppard Mullin French Desk Blog Thank you for listening! Don't forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every week.   If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show in Apple Podcasts, Amazon Music, Google Podcasts, Stitcher or Spotify. It helps other listeners find this show.   This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.  

We welcomed Jerilyn Castillo McAniff to the podcast to celebrate Women's History Month. She is the Managing Director and Head of Diversity & Inclusion at Oaktree Capital Management. In 2007, she co-authored a book with her husband titled, The Practitioner's Guide to Investment Banking, Mergers & Acquisitions, Corporate Finance.  Jerilyn is originally from the Philippines. She immigrated to the Bay Area with her family in the seventies when things there were getting complicated. The Bay Area was a welcoming place for Filipino immigrants to come at the time. They had to start from the beginning, however, with the support of a large extended family, her parents and grandparents decided to stay and raise their family there.In this episode, Jerilyn talked about going to Haas, her career in finance, how she got introduced to investment banking, and her transition to a career in alternative investments. She also shared the importance of mentorship.Jerilyn is passionate about teaching new professionals and students interested in careers in finance. She is actively involved with AltFinance: Investing in Black Futures, Girls Who Invest, and the Blomberg Buyside Women's Network. Episode Quotes:Why she believes so much in the power of mentorshipI saw it transform me. If you have somebody in your life at a very early stage showing you how to do things, it helps bring so much confidence. And I know how transformative that can be for a person of color, a woman, or anyone when you didn't grow up in the same environment.On having a growth mindsetNo matter your profession or how you were raised, or what kind of life you have, we all face challenges. Every day presents challenges. And so much of it is how you look upon your life. Are you a half-glass full or half-glass empty kind of person? And when there's a road bump or something really difficult, do you look at it and say, Okay, what can I learn? What am I getting out of this? How is this going to help me grow as a person? Having that attitude that every challenge is an opportunity to learn something new, meet new people, do something you've never done before—when you have that outlook, everything is an opportunity. And it's a really great way to look at life.Why she and her husband wrote a book about investment bankingPeter and I wrote it with the goal of helping anyone interested in the business learn with a practical lens how to do the basic types of analysis that are expected on the job. That was really born out of this interest in trying to help people. It's an industry that can be very intimidating. And we wanted to eliminate that intimidation.What gets her up in the morning?I love helping others who are interested in learning about this (finance) business, this wonderful industry that has been so rewarding to me in many respects. Just being able to satisfy so much intellectual curiosity. I want as many people who have an interest in it to stay for the long term because it is so intimidating on the front end that people decide to leave and tap out. I want to teach and train them to stay engaged.How can people support other people?Whatever industry or career you're in, find out the mentorship and early education programs that feed into your business and see what you can do. Everybody can support someone new or younger than them in their own professional journey. So much of the opportunity that I've been given is because others made that investment in me. And to turn it around, pay it forward, and support the ones that come behind you, that's how we build stronger organizations. That's how we build better communities.Show Links:LinkedIn ProfileThe Practitioner's Guide to Investment Banking, Mergers & Acquisitions, Corporate FinanceAltFinanceGirls Who InvestBloomberg Buyside Women's NetworkSupport this podcast at — https://redcircle.com/onehaas/donations

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought to bring the best of both worlds to her role at NEPC. Our conversation covers Sarah's early career investing, time in the allocator seat at Mass PRIM and Wellesley College, and decision to join NEPC. We discuss her key investment themes, investment framework blending qualitative and quantitative analysis, second-level thinking, CIO mindset, alignment of interest, private equity allocations, and investment committees. We close discussing Sarah's work on DE&I and her involvement in Girls Who Invest.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Deirdre Cooper  is Co-Head of Thematic Equity at Ninety One, with a particular focus on sustainable investing.  She is an Advisory Board Member at the Imperial College Centre for Climate Finance and an Advisory Board Member of Girls Who Invest.  She previously founded the Clean Tech group in Morgan Stanley where she worked in M&A in London and Menlo Park. Our conversation starts with her Irish roots, and her early days in investment banking, where her interest in sustainability started to take root.  When she mentioned a stint focusing on micro-finance in Lahore, Pakistan, I couldn't resist spending some time on this aspect of her experience, and the impression it made on her as well as what it taught her about how we can create impact, but how difficult it is to measure it. Climate tech and clean tech have been a focus of Deirdre's for well over a decade and we examine how that has informed her new role as head of thematic equities and portfolio manager of a sustainable equity fund at Ninety One. We then turn to greenwashing and whether it is a problem in an industry where products are continuing to proliferate. We finally turn to words of wisdom and are reminded not to be afraid to ask questions.Series 3 is brought to you with the kind support of Federated Hermes, Inc., a leading global investment manager. Guided by their conviction that responsible investing is the best way to create wealth over the long term, their investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.

Seema Hingorani is the founder and chair of Girls Who Invest and a Managing Director at Morgan Stanley Investment Mangement.  She previously was CIO at her own hedge fund and Chief Investment Officer of NYC Retirement Systems where she spent 4 years following a long career in asset management. Seema's story has been told just recently in this podcast hosted by my friend Susan Soh so we took things in a slightly different direction.  We first looked back at Seema's extraordinary career and asked about her career highs and lows.  One of her high points was her time as CIO in the NYC Retirement Systems and we discuss the surprising benefits of a stint in public service. Another highlight was the starting and success of the Girls Who Invest program (see link: https://www.girlswhoinvest.org/) which went from proof of concept to a program that has placed over 100 scholars into the financial services industry and is expanding rapidly from here.  We discuss the pushback that Seema received at the beginning and how she went about proving some naysayers wrong and continues to "flood the system" with impressive talent.We speak about the advice that the Girls Who Invest scholars receive, about how they are encouraged to optimize for career success and then turn to the particular strains that Covid restrictions and impediments to networking have put on young people at this stage of their career. Series 1 of the 2022 Fiftyfaces Podcast is brought to you with the kind support of Heard Capital, a Chicago-based asset manager invests in public equities in the technology, media, telecommunication, financial and industrial sectors.  The firm was founded in 2011 and manages assets via a long/short fund and a long-only fund. 

Host of the “Believe Her” podcast Justine van der Leun talks about reporting on Nikki Addimando's story, the flaws of the US justice system, and her all-time favorite podcast. Plus, recommendations that range from “Girls Who Invest” to “Female Criminals.”

Welcome back to The Fiftyfaces Podcast in 2022. In this first series we meet with ten more inspiring guests and draw out in particular themes relating to impact and the importance of education.  For some of our guests their commitment to educating the next generation – whether through personal sponsorship, Board Roles, teaching decision making or the founding of The Skills Workshop – there is universal belief in its importance. Impact takes many forms, and includes investment in education, but for some of our guests it also includes solutions to alleviate homelessness, house vulnerable women and adults with learning differences, or address the problem of climate change.  We hear from private equity veterans, a rising stars in Emerging Markets and one in factor investing, creators of movements and inspiring figures all of whom make our industry richer, healthier and more sustainable.  The first series is brought to you with the kind support of Heard Capital, a Chicago-based asset manager invests in public equities in the technology, media, telecommunication, financial and industrial sectors.  The firm was founded in 2011 and manages assets via a long/short fund and a long-only fund.  Kimberly Smith is Head of Capital Formation at Techstars.  She was previously Director of Marketing and Investor Relations at Owl Creek Asset Management and before that worked at Davidson Kempner and ABN AMRO.  She holds a number of Board Roles and is an active advocate for education David Hutchings recently retired from Albourne Americas where he was most recently Partner Emeritus having spent over 14 years at the firm where he founded the private equity research practice when he joined. He previously held a range of senior private equity roles in a career that spanned over 50 years.   Rachel Green is Director of Institutional Sales at Nuveen. She started her career in risk management and moved into a sales role in 2014.  She has been a prominent voice in the City of London on issues of diversity and inclusion and is the Founder of The Skills Workshop (https://diversityproject.com/theskillsworkshop), to help women and young people understand their career options, share stories and to identify with others as well to create a sense of belonging. Vitali Kalesnik who is a partner and senior member of the investment team at Research Affiliates, a Newport Beach headquartered investment firm.  Vitali is based in London.  He has focused his career in equity based research and has a Phd in economics.  He has written extensively in academic journals and has received various industry rewards for his content.  He is originally from Belarus.     Dr. Rania Azmi is the Founder of Alexandrite Decisions, a NATO registered management consultancy and training firm that fuses her three interests of investment strategy, academia and cancer patient advocacy. Based in Kuwait, she was strategic adviser to the Kuwait Sovereign Wealth Fund for over 10 years and has had a long career in academia and is a member of the executive education board at the Wharton School of the University of Pennsylvania.  One of her particular interests is decision making.   Simon Chisholm is Chief Investment Officer at Resonance Limited, an investment manager focused on achieving social and place-based impact.  It currently runs funds focused on three themes – homelessness, housing for vulnerable women, and housing for adults with learning differences.  It has over 20 years of an Impact Track Record and has housed over 2300 people in 1000 properties since inception.  Simon previously spent over 16 years in investment banking and also holds a number of Board Roles. Seema Hingorani, the founder and chair of Girls Who Invest and a Managing Director at Morgan Stanley Investment Mangement.  She previously was CIO at her own hedge fund and Chief Investment Officer of NYC Retirement Systems where she spent 4 years following a long career in asset management. Stavros Stiokos, managing partner and co-founder at Astarte Capital Partners.  Stavros started his career with Salomon Brothers in NYC in the mid-nineties and later was sent to London.  He then became managing director of Citigroup responsible for the global trading strategies across the firm and for the product solutions for all pension funds and insurance companies across the world. He was formerly Head of Investment Management at Piraeus Bank. He is originally from Greece, but has lived outside there since 1990, mainly USA (where he did his Ph.D and Masters) and the UK. Joel Moreland, who is a principal consultant in social and environmental finance.  He previously worked as a fund manager and has a background in maths and management. Diana Kiluta Amoa, is Chief Investment Officer of Kirkoswald, a US based hedge fund, and she formerly spent over a decade in financial services in a range of roles including fixed income and rates trading, with a focus on Emerging Markets. She is a Board Member of the Global Nomads Group among other roles.

Our guest for today's podcast is Seema Hingorani, Managing Director at Morgan Stanley Investment Management and Founder/Chair of Girls Who Invest, a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. As part of the senior leadership team at MSIM, Seema is focused on strategic client relationships, investment talent development and diversity initiatives; She is part of the  Diversity Council and Diversity and Inclusion Senior Leaders Advisory Council. Seema brings a unique perspective as she had been on the sellside as a banker and research analyst then buyside as long only then HF investor and ultimately became CIO for one of the world's largest public pensions, NYC Retirement System.It was here that she recognized the need for more women investors in the investment management industry and through an OpEd piece with Bloomberg planted a seed about the need for an organization like GWI which could help to create a pipeline of talented  women investors. This has now become a highly successful organization which has helped > 800 women start a career in finance through training, mentorships and internships.   Seema is a prolific speaker on the topic of a more robust inclusion of women in the corporate sector and most recently received the French Legion of Honor award and was the first AA to do so. She has numerous accolades including being recognized as one of 100 most influential women in U.S. finance by Barrons this year, as a 2019 Bloomberg 50 “Ones To Watch”, and Wall Street Women Entrepreneur of the Year in 2015 by Traders magazine.   Join me today as Seema takes us through her personal and professional journey and describes her commitment to serving the greater good.   Born in CT and raised in an immigrant family from India where her parents had an arranged marriage, Seema is the embodiment of the AA success story having gone from Yale to Wharton and worked at some of the most prestigious investment firms.  She is a talented investor who has become a champion of leveling the playing field for women in the investment world.   Seema has an entrepreneurial spirit, is engaging, passionate, a clear visionary, who attributes her success to her parents especially to her mother who inspired her to help others around her.  Seema is a powerhouse figure in our industry and has succeeded in truly paving the way for women of all ages with her work at GWI as well as now at MSIM.   Without further ado, here is my conversation with Seema Hingorani.  

Diversity in the financial services industry is an ongoing challenge, but it's not due to a lack of talent—it's due to a lack of exposure, education, and opportunity. But two nonprofits are hoping to change that. Join William Blair's Hugo Scott-Gall for a conversation with Bevon Joseph, co-founder of the Greenwood Project, and Katherine Jollon Colsher, CEO of Girls Who Invest, which seek to connect women, Black, and Latinx students with careers in financial services.

https://www.linkedin.com/in/scottiewardell/ https://www.integritygp.com/ Scottie Wardell is a Managing Partner and co-founder of Integrity Growth Partners and serves as a board member at Algo. Prior to founding Integrity, Scottie's experience included both private equity and debt investing, as well as operating roles at two growth-stage tech-enabled companies. Scottie's operating experience comprised general management, big data analytics and visualization, corporate strategy and innovation, marketing, operations, finance, and HR. Scottie served as the Head of West Coast for Sakara Life (niche wellness products and meal delivery e-commerce) and as an Executive Director focused on strategy and analytics at Beachbody (digital fitness and nutrition consumer products). Before taking on these operating roles, Scottie worked on investments across several industries and in a variety of transaction types at both Kayne Partners (growth equity strategy) and Kayne's structured credit fund. During Scottie's six-year tenure at Kayne, she was a board member at Source Intelligence and participated in board meetings as an observer for TicketManager / InviteManager, Zafin, Parfums de Coeur, Petroplex, Dixie Electric, Strike, and NCS Energy. Prior to joining Kayne in 2010, Scottie was at Fortress Investment Group (“Fortress”), focusing on business and investor strategy, as well as new business development. Prior to Fortress, Scottie was an investment banker at Lehman Brothers in the Leveraged Finance group. Scottie graduated with a B.A. in Economics and Psychology from Cornell University. In 2014, Scottie was named to GrowthCap's Top 40 Under 40 growth capital investors. From 2015-2017, Scottie served as a guest lecturer on entrepreneurship and private equity at Cornell University's SC Johnson Graduate School of Management. Scottie serves as an Ambassador for Girls Who Invest, on the Cornell University Council, and works actively in dog rescue with Wags & Walks. In addition to her volunteer activities, Scottie enjoys exploring the latest health and wellness trends and spending time with her husband, Cooper, and their dog, Jackson.

My last guest for this season is Simi Shah, Harvard ‘19, from the media platform Trailblazers! Simi has experience working in both the finance and media industries, so listen to hear more about her time as a South Asian woman with Girls Who Invest and her particular firm post-grad, what it was like to make that leap from finance to media earlier this year, how media fulfills her entrepreneurial spirit, and the amazing platform, Trailblazers, dedicated to trailblazing by and for South Asians, that she recently created! --- Follow Homecoming on Instagram (https://www.instagram.com/homecomingpod/) and Facebook (https://www.facebook.com/homecomingpod) to get to know our guests better, receive quick access to updates, and see behind-the-scenes content! You can also find resources from all of our episodes so far here: https://linktr.ee/homecomingpod More info on Trailblazers/to listen to their podcast: https://linktr.ee/trailblazersmedia Sign up for Trailblazer's newsletter: https://trailblazers.substack.com The deadline to register to vote is fast-approaching for all states! Register to vote & tell your friends and family, too! MAKE SURE YOU HAVE A PLAN: are you voting in-person, voting early, via absentee ballot? Find your state's voter registration deadlines for various upcoming elections here: https://www.vote.org/voter-registration-deadlines/ Ways that you can support the Black Lives Matter movement & resources/articles on Black and Asian solidarity: https://docs.google.com/document/d/1P6mr1TFS-27MUAlYMg94XUMXxS0TnCWFTw85R0BX7v8/edit?usp=sharing --- Support this podcast: https://anchor.fm/homecomingpod/support

Ashley was selected as one of 150 scholars to join the Girls Who Invest 2019 cohort. The program consists of a four-week educational experience at the University of Pennsylvania learning core finance and investment concepts from top professors and building relationships with industry leaders, followed by a six-week internship at a wealth management firm. Ashley joined me in this episode where she shared more about her experience living at the University of Pennsylvania, her internship and the role women play in the future of finance. This is a 3 part series, in the next episode we talk more about her extracurriculars such as her involvement in sororities and business frats follow by the final episode where we chat about some of the funny moments we had while studying abroad in Singapore. Connect with Ashley here: Facebook: https://www.facebook.com/ashley.m.rayan Instagram: https://www.instagram.com/ashley_rayan/ LinkedIn: https://www.linkedin.com/in/ashleyrayan/ Follow me on Instagram: https://www.instagram.com/jonny_hsu/

Breckinridge Partners with Girls Who Invest by Breckinridge Capital Advisors

This one is a dream guest! Seema Hingorani is a Managing Director at Morgan Stanley Investment Management focused on talent development, client relationships and diversity initiatives. She served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign and is an active member of The Economic Club of New York and 100 Women in Finance. Seema’s also the Founder and Chair of Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and leadership in the asset management industry.    Seema has a 30x30 mission. Her life’s work will be realized when women manage 30% of the world’s investable capital by 2030. How will we get there? By focusing on talent, training and tenacity.   Invest your time in learning more about Seema. It will be well worth it!

In this episode, we look at how we can get more women to become active investors, and how we can recognize if a career in investing is right for us. Janet Cowell, the CEO of the nonprofit Girls Who Invest, dishes on the best ways to talk to young girls about investing, and how older women can get started in a career in finance. In Mailbag, Jean and Kathryn tackle questions on how student loans impact your credit score, what to do with a pension plan from a previous employer, and which online savings accounts are best for business owners.

Bloomberg Businessweek is on the road from the Bloomberg 50, talking to the the people who defined 2019 with Bloomberg Businessweek Editor Joel Weber, Curaleaf Executive Chairman Boris Jordan, Stephanie Kelton, Economist and Professor of Public Policy and Economics at Stony Brook University, James Mwangi, CEO of Equity Bank Kenya, Gimlet Co-Founders Matt Lieber & Alex Blumberg, CEO of Zilingo Ankiti Bose and Seema Hingorani, Founder and Chair of Girls Who Invest. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Bloomberg Businessweek is on the road from the Bloomberg 50, talking to the the people who defined 2019 with Bloomberg Businessweek Editor Joel Weber, Curaleaf Executive Chairman Boris Jordan, Stephanie Kelton, Economist and Professor of Public Policy and Economics at Stony Brook University, James Mwangi, CEO of Equity Bank Kenya, Gimlet Co-Founders Matt Lieber & Alex Blumberg, CEO of Zilingo Ankiti Bose and Seema Hingorani, Founder and Chair of Girls Who Invest. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Our guest on this week’s podcast today is Dana Emery, chief executive officer, president, and co-director of fixed income at Dodge & Cox. Dodge & Cox is a privately held firm that was founded in 1930; it manages six mutual funds and separately managed accounts. The firm uses a value-oriented approach across asset classes.Dana joined Dodge & Cox in 1983 and serves as comanager on Dodge & Cox Income DODIX, Dodge & Cox Balanced DODBX, and Dodge & Cox Global Bond DODLX; she became Dodge & Cox’s chief executive officer in 2013. She is also president and a trustee of the Dodge & Cox Funds.BackgroundDana Emery BioDodge & Cox OverviewMorningstar Analyst Report for Dodge & Cox Income Morningstar Analyst Report for Dodge & Cox Balanced Morningstar Analyst Report for Dodge & Cox Global BondStewardship“Here’s What Warren Buffett’s Hero Jack Bogle Is Most Worried About in the Markets Right Now,” by John Melloy, CNBC.com, March 21, 2017.“Dodge & Cox: Built to Last,” by Andrew Daniels, Morningstar.com, Nov. 16, 2017.“Is Any Mutual Fund Company Better Than Vanguard? 1 Comes Close,” by Daren Fonda, Barron’s, Sept. 7, 2019.“An Old School Investment Manager That Builds Wealth Quietly,” by Landon Thomas, Jr., The New York Times, Oct. 13, 2017.“The Top Fund Families,” by Michael Laske, Morningstar blog, Feb. 22, 2019.“Morningstar Fund Family 150,” Morningstar Direct, July 1, 2019.Dodge & Cox “People” Page (including management tenure and fund ownership), Morningstar.comDodge & Cox “Parent” Page, Morningstar.comPortfolio Management and Strategy"Investment Risk Management," Dodge & Cox, April 2017Government-sponsored enterprise (GSE), Wikipedia.Senior and Subordinated Debt, Corporate Finance Institute."Finding Value in BBB Debt--Not All Corporate Bonds Are Created Equal," Dodge & Cox, October 2019."A Value Investor’s Case for European Financials," Dodge & Cox, April 2019."Understanding the Case for Active Management," Dodge & Cox, October 2016.  Women in Fund Management“Fund Family with 25% Women Managers Far Exceeds Industry Average,” by Liz Skinner, InvestmentNews, June 2, 2015. “Who Runs Mutual Funds? Very Few Women,” by Jeff Sommer, The New York Times, May 4, 2018.Girls Who Invest  ESG"Evaluating Environmental, Social, and Governance Factors as Active Owners," Dodge & Cox, April 2018."Dodge & Cox’s Approach to Evaluating ESG Factors," Dodge & Cox, January 2019. 

Investor Seema Hingorani wants 30 percent of global investable capital to be managed by women by 2030.

Bloomberg Opinion columnist Barry Ritholtz interviews Sarah Ketterer, the chief executive officer and fundamental portfolio manager at Causeway Capital Management, which has $52 billion in assets under management. Ketterer, who was named Morningstar’s 2017 International-Stock Fund Manager of the Year, co-founded Causeway in 2001. Ketterer earned her undergraduate degree from Stanford and her MBA from the Tuck School of Business at Dartmouth, and serves on the advisory board of Girls Who Invest. 

This week, host Victoria Schneps interviews Seema Hingorani — the founder and chief investment officer of SevenStep Capital, and the founder and chairwoman of Girls Who Invest, a do-good organization dedicated to increasing the number of women in portfolio management and leadership positions within the asset-management industry — on an all-new episode.

This week, with Vivien Azer, Senior Research Analyst at Cowen, came on to talk about how marijuana won big at the ballot box on Tuesday and what it means for the industry. Mandy Xu, Chief Equity Derivatives Strategist for Credit Suisse, joined to discuss equity volatility. Then, Seema Hingorani, the Founder and Chair of Girls Who Invest, came on to talk about her work trying to solve the pipeline problem in finance. Finally, Ari Rubenstein, the CEO of GTS, and industry legend Reggie Browne, global co-head of ETF's, discussed their deal to have GTS acquire their ETF and Retail Stock-Trading Divisions.

In many industries, the challenge of bringing more women into leadership roles – creating the opportunities to start and grow careers – remains. Financial services – alternative investments, in particular – is no exception.That’s the problem Girls Who Invest is built to address.The non-profit was founded in 2015 to inspire and empower young women to pursue asset management careers. Their goals: To see 30% of the world’s investable capital managed by women by 2030.How do they do this? As you’ll hear from Girls Who Invest CEO Janet Cowell: They’re building a brand new pipeline – connecting leading firms, education and mentoring to create a new network of talent and opportunity.About Janet Cowell: She’s got a fascinating and perfect background. She held publicly elected offices in North Carolina for 15 years and was the first woman elected State Treasurer there, managing over $100 billion in assets, and health and retirement benefits, for over 900,000 members.But before her public service, Janet held positions in the private sector in the U.S. and abroad, including as a securities analyst for Lehman Brothers and HSBC in Hong Kong and Southeast Asia. She’s seen financial services from all sides.

CEO Janet Cowell explains how her organization is working toward a goal of 30% of the world's investable capital being managed by women by 2030. See acast.com/privacy for privacy and opt-out information.

Janet Cowell, CEO of Girls Who Invest, joins host Dan Loney live from the Wharton Global Forum NY 2018 to discuss enabling more women and underrepresented minorities to become asset managers on Knowledge@Wharton.http://www.whartonnewyork18.com See acast.com/privacy for privacy and opt-out information.