In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour de force as we capture what these professionals view as the key ingredients of being an effective board or committee member, or even a Chair. Episode 1 brings us three veterans of the London investment management scene - Sally Bridgeland, Debbie Clark and Caroline Burton, as well as Sharmila Kassam, based in the US.In Episode 2 we meet with Margaret Casely-Hayford, Chancellor of Coventry University whose board and chair experience is prolific and varied, as well as William Bourne, an adviser to local government pension funds, Julian Tregoning, a legend in the City of London Fund Management circles and Sandy Urie, Chairman Emeritus of Cambridge Associates, and the holder of multiple board and committee roles over the years. Episode 3 introduces us to Alex Noble, who after a long career of leadership of her own is committed to training the next generation of leaders now. Susan Martin is also enjoying her own portfolio career, after decades in an executive role, and is also a consultant that helps to manage change in organizations. Daniele Beasley is on the board of Mission Bank and is committed to financial literacy and ensuring an inclusive environment for all while Henry Tapper discusses the lifetime he has dedicated to improving transparency and choice in pensions. In Episode 4 we provided a sneak preview into two guests from our 2022 series - Kimberly Smith and Rania Azmi, based in the US and Kuwait, each of whom hold non-profit board roles and are passionate about education and better governance. We hear also from a formidable legal mind, Dennis Archer, former mayor of Detroit and justice of the Michigan Supreme Court, who featured in our Fiftyfaces Focus - Inspiring People in Law Series, as well as the equally formidable Gerald Chen-Young whose portfolio includes a deep commitment to diversity, inclusion, ESG and investment matters. This episode is rounded out with a discussion about the profoundly impactful Jan Nicholson, who runs her own family foundation, has had numerous public company board roles and a long investment career of her own. Please help us to keep the conversation going by spreading the word about this podcast series and sending us your own words of wisdom on this critical area.
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In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour de force as we capture what these professionals view as the key ingredients of being an effective board or committee member, or even a Chair. Episode 1 brings us three veterans of the London investment management scene - Sally Bridgeland, Debbie Clark and Caroline Burton, as well as Sharmila Kassam, based in the US.In Episode 2 we meet with Margaret Casely-Hayford, Chancellor of Coventry University whose board and chair experience is prolific and varied, as well as William Bourne, an adviser to local government pension funds, Julian Tregoning, a legend in the City of London Fund Management circles and Sandy Urie, Chairman Emeritus of Cambridge Associates, and the holder of multiple board and committee roles over the years. Episode 3 introduces us to Alex Noble, who after a long career of leadership of her own is committed to training the next generation of leaders now. Susan Martin is also enjoying her own portfolio career, after decades in an executive role, and is also a consultant that helps to manage change in organizations. Daniele Beasley is on the board of Mission Bank and is committed to financial literacy and ensuring an inclusive environment for all while Henry Tapper discusses the lifetime he has dedicated to improving transparency and choice in pensions. In Episode 4 we provided a sneak preview into two guests from our 2022 series - Kimberly Smith and Rania Azmi, based in the US and Kuwait, each of whom hold non-profit board roles and are passionate about education and better governance. We hear also from a formidable legal mind, Dennis Archer, former mayor of Detroit and justice of the Michigan Supreme Court, who featured in our Fiftyfaces Focus - Inspiring People in Law Series, as well as the equally formidable Gerald Chen-Young whose portfolio includes a deep commitment to diversity, inclusion, ESG and investment matters. This episode is rounded out with a discussion about the profoundly impactful Jan Nicholson, who runs her own family foundation, has had numerous public company board roles and a long investment career of her own. Please help us to keep the conversation going by spreading the word about this podcast series and sending us your own words of wisdom on this critical area.
Episode 2: The Next Chapter Episode 2 - Dr. Margaret Casely-Hayford, William Bourne, Sandra Urie and Julian Tregoning
Fiftyfaces Focus Podcast - The Next Chapter
21 minutes
3 years ago
Episode 2: The Next Chapter Episode 2 - Dr. Margaret Casely-Hayford, William Bourne, Sandra Urie and Julian Tregoning
In our second podcast of our Fiftyfaces Focus Next Chapter Series we hear from four more seasoned voices who are all pursuing a rich and diverse set of roles. First we meet with Margaret Casely Hayford, CBE, Chancellor of Coventry University, Special Trustee at Great Ormond Street Hospital Children’s Charity and Chair at Shakespeare’s Globe, among other board roles. She talks about the steep learning curve in gaining familiarity with the mission and purpose of each organization as well as the importance of learning to listen and for a Board to be a supportive Board. We speak also about the current levels of Board Diversity and the pace of change. William Bourne is an independent adviser to a number of LGPS pension funds and also chairs pension boards as well as being the founder of his own firm Linchpin, which provides advice on investments and governance to institutional investors. He shares his views on the importance of bringing about better decision making as a board member, as well as the role of a Chair to ensure that all voices are heard and that meetings stay on course. We then cross the Atlantic to meet with Sandra Urie, Chairman Emeritus of Cambridge Associates, and the holder of a range of investment committee and Board roles. She shares her views on the ideal size of an investment committee, and the importance of instilling an institutional quality process. We speak about the importance of good governance, sticking with the appropriate time horizon and about how the role changes through good and bad market environments. Finally we hear from Julian Tregoning. Julian, like William, is another familiar face in the City of London, and he has throughout his career held many board roles in positions that sit “outside the envelope” of his City career. This is the ideal place to cut one’s teeth in his view. So following your passion and interests, learning to think like a fiduciary, build a process and listening deeply, some tips from our seasoned board and committee members on this episode. Thank you for listening to the Fiftyfaces focus Next Chapter podcast. I hope you have enjoyed listening to these tips for the next chapter. Follow us on Linked In, Twitter, apple podcasts, spotify or wherever you get your podcasts.This podcast series was made possible by the kind support of Darwin Alternatives.Darwin Alternative Investment Management Limited offers innovative, alpha-driven investment solutions that are uncorrelated with traditional asset classes and feature business areas which have not previously been considered by investment funds. The firm aims to create new opportunities for investors to further diversify their portfolios and achieve stable absolute returns.
Fiftyfaces Focus Podcast - The Next Chapter
In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour de force as we capture what these professionals view as the key ingredients of being an effective board or committee member, or even a Chair. Episode 1 brings us three veterans of the London investment management scene - Sally Bridgeland, Debbie Clark and Caroline Burton, as well as Sharmila Kassam, based in the US.In Episode 2 we meet with Margaret Casely-Hayford, Chancellor of Coventry University whose board and chair experience is prolific and varied, as well as William Bourne, an adviser to local government pension funds, Julian Tregoning, a legend in the City of London Fund Management circles and Sandy Urie, Chairman Emeritus of Cambridge Associates, and the holder of multiple board and committee roles over the years. Episode 3 introduces us to Alex Noble, who after a long career of leadership of her own is committed to training the next generation of leaders now. Susan Martin is also enjoying her own portfolio career, after decades in an executive role, and is also a consultant that helps to manage change in organizations. Daniele Beasley is on the board of Mission Bank and is committed to financial literacy and ensuring an inclusive environment for all while Henry Tapper discusses the lifetime he has dedicated to improving transparency and choice in pensions. In Episode 4 we provided a sneak preview into two guests from our 2022 series - Kimberly Smith and Rania Azmi, based in the US and Kuwait, each of whom hold non-profit board roles and are passionate about education and better governance. We hear also from a formidable legal mind, Dennis Archer, former mayor of Detroit and justice of the Michigan Supreme Court, who featured in our Fiftyfaces Focus - Inspiring People in Law Series, as well as the equally formidable Gerald Chen-Young whose portfolio includes a deep commitment to diversity, inclusion, ESG and investment matters. This episode is rounded out with a discussion about the profoundly impactful Jan Nicholson, who runs her own family foundation, has had numerous public company board roles and a long investment career of her own. Please help us to keep the conversation going by spreading the word about this podcast series and sending us your own words of wisdom on this critical area.
