Series 3 of the Fiftyfaces Podcast 2021 is all about bold thinking. We hear from Uche Orji of the Nigerian Sovereign Wealth Authority about his vision for investing in innovation in Africa, and from Faisal Rafi of Riscura, again an Africa based consulting firm, about the ground breaking changes underway in China, and what this means for an investment thesis.
We speak with Susana Coutinho about ESG integration, sustainability and impact investing, and how the S and the G have risen in importance recently.
Mark Steed, CIO of a large US public fund, is both a data junkie and an out of the box thinker - and his interests extend to e-sports, bereavement services and English football teams. Esther Peiner has carved a successful career in infrastructure investing, and consistently challenges preconceptions about work-life balance for all.
Sam Kunz is another bold thinker who started out as a trader and now works as a CIO. He advises us to love ourselves and to be more accepting, and more tolerant of some of the mistakes that will be inevitable. Annabel Gillard is extending her experience of investing into the twin areas of AI and Philosophy and has a passion for ethics and elevating ethics to a higher status in investment management firms.
The boldness of these ideas extends to the industry structure, and Bevon Joseph, the founder of the Greenwood Project, is on a mission to be a disruptor - to step in to provide social capital where it is absent, and to train and place black and Latin-x students in all parts of the financial services industry.
We speak with two guests who have had long careers in investing - Julian Tregoning, who turned to investing decades ago when his hopes and dreams were literally shattered, and now swears by the KISS principle (Keep it Simple Stupid) and Sandy Urie, Chairman Emeritus at Cambridge Associates who has had an extraordinary career carved by determination, client service and a deep love of investing.
This series was made possible by the kind support of Main Street Partners, a London-based independent and dedicated sustainable investment advisor that provides ESG multi-asset and multi-manager portfolios and a range of holistic portfolio analytics tools including sustainability ratings and bespoke sustainability intelligence. It was also supported by Carbonado Partners, an industry expert in capital raising for all asset classes, that endeavors to provide thoughtful solutions that address emerging managers’ perspectives and challenges.
