Fiftyfaces Focus Podcast - The Next Chapter

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.

Episodes

August 9, 2023 31 mins
Catherine Foot is Director at Phoenix Insights, a new longevity think tank launched in 2021, which reimagines how we work, learn, save and live in an age of longer lives.  She previously was Director of Evidence at the Centre for Aging Better and prior to that was Assistant Director, Policy, at the King’s Fund. Our conversation traces Catherine's early interest in older people, aging with dignity and thinking about what...
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Veronica O’Keane has recently retired from her position which was as a professor of psychiatry and consultant psychiatrist at Trinity College Dublin.  She has over 30 years of experience in the field and has published numerous research papers, especially on mood disorders and on perinatal depression. She is the author of the book A Sense of Self: Memory, the Brain, and Who We Are and  The Rag & Bone Shop, How We Make M...
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Charlotte Gibson is a coach, actuary and pensions consultant.  She is a senior manager at ISIO and the founder of The Rewirement, which is focused on redefining retirement through coaching .  She previously worked in management at KPMG and prior to that was an Actuarial Analyst at AON Consulting. Our conversation focuses on modern definitions of retirement and how they are evolving.  We discuss the different life experi...
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Gareth Miller  is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project.  Our conversation starts with Gareth's path into asset management and some of the twists and turns along the way.  As is often the case in a volatile ...
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Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group.  He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School.  He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we m...
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Laura Walker is an award-winning researcher, author and experienced practioner whose book “Dancing with Fear and Confidence: How to Liberate Yourself and Your Career in Mid-life” was published in November 2020.  She runs her own business which blends consulting, writing and coaching.  She previously held director level positions for businesses across six sectors including retail (John Lewis partnership), pharmaceuticals (G...
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Tony Watts, OBE, is MD at Hartley Watts Communications, a director of EngAgeNet.org.uk, Director of RetireEasy.co.Uk, co-founder of the Age Action Alliance and co-author of The Midlife Review. He built his career as a writer, communicator, campaigner and strategist in the areas of PR, journalism and marketing and is now focusing increasingly on later life issues.  We trace the many chapters of Tony’s extraordinary career, ...
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Debbie Marshall is managing director of the Silver Marketing Association, a membership B2B organization connecting and informing businesses and individuals with an interest in marketing to older consumers.  She previously founded the Silver Travel Advisor, an information website that provides travel advice and reviews for the mature traveler and is a Chair of the Board of Trustees of Dementia Adventure as well as holding o...
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Alistair McQueen is Head of Savings & Retirement at Aviva UK plc, where he has spent over 23 years. He has been instrumental in raising awareness of the importance of older workers, and initiated the >45 mid-life review for Aviva’s staff and is an advocate for the importance of diversity within financial firms. Our conversation starts with Alistair's own journey into pensions, his long career at Aviva and how his...
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Last year we launched a podcast with Steve Butler of Puntall Southall Aspire which shone a light on ageism as one of the last acceptable forms of discrimination.  This received such a groundswell of a response that we wanted to dig deeper into this area to develop a special next chapter series around the problems of ageism, the importance of having access to meaningful productive work as we age and some of the barriers – b...
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In this last episode in this collection we go primarily to the US and Middle East, where we meet with some seasoned as well as newer directors to hear their thoughts on the evolution of the role and the power of diversity. We also hear from two guests, Dr. Rania Azmi and Kim Smith, who will feature in the first series of our 2022 Fiftyfaces Podcast.  First we hear from Jan Nicholson, who is president of two private family ...
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In Series 3 of this FiftyFaces Focus Series focusing on the Next Chapter – and specifically portfolio careers and what makes an effective Board Member and Chari we meet with Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper.  We hear from a group of leaders committed to training the next generation of leaders, coaching through change and ensuring that all pensioners get to retire with dignity and informed cho...
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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 fam...
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In this inaugural "next chapter" podcast episode, we hear from four extraordinary leaders in investment management circles - each pathbreakers in their own right, and each of whom is dedicating this current chapter of their career to a portfolio of Board and other roles. Many executives enter a portfolio or "plural" career once they finish up a traditional executive role, but there is a distinct lack of guidance as to w...
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