October 21, 2021

Episode #78 Lutfey Siddiqi – Global Risk Management, and Diversity and Inclusion in Financial Institutions

Lutfey is a Visiting Professor-in-Practice (IDEAS – “Ranked #1 university-affiliated think-tank 2020”) at LSE, the London School of Economics and Political Science, where he also is aMember of Scientific Advisory Board at the LSE Systemic Risk Centre. At LSE he is also Co-investigator of the Inclusion Initiative, a Former member of the LSE Court of Governors & Investment Committee.He is also an Adjunct Professor at my alma mater, the National University of Singapore, where he also is part of the Advisory board of the Centre for Governance & Sustainability.  Furthermore, Lutfey is a Member of the Global Agenda Council or […]
March 11, 2021

Episode #65 Elizabeth Crain – Current Trends in M&A and Investment Banking

Elizabeth Crain is the Chief Operating Officer and a Founding Partner at Moelis & Company where she leads the Firm’s global strategy, infrastructure, and business management functions. Elizabeth has been in the investment banking and private equity industries for over 25 years as a banker, principal, and operations executive. Moelis is a global independent investment bank that has advised on more than $3.5 trillion on transactions, with deal sizes ranging from $100 million to $160billion. Prior to Moelis & Company, Elizabeth was a Managing Director in the UBS Investment Bank where she was the Manager of the Investment Bank Client […]
February 11, 2021

Episode #64 Chris Younger – Entrepreneur-First Investment Banking

Chris Younger co-founded Class VI in 2005 with a mission to Enable the Entrepreneurial Spirit. Prior to Class VI, Chris spent more than 20 years gaining experience in executive management, marketing, sales, law, and mergers and acquisitions. Chris was a co-founder and President of Expanets, the nation’s largest provider of converged communications solutions. During his tenure with Expanets, Chris led the acquisition and integration of 27 companies, ranging in size from $2 million to over $1 billion in annual revenues, ultimately leading to its acquisition by Avaya in late 2003. Prior to Expanets, Chris was an associate with the law firm of Wilson, […]
November 26, 2020

Episode #60 Rich Nuzum – Advising 16 Trillion Dollars in Assets

Rich Nuzum is President of Mercer’s Investments & Retirement business and a member of Mercer’s Executive Leadership Team. Rich is also the Executive Sponsor for Mercer’s Pride Business Resource Network. Rich’s prior roles include President and Global Business Leader for Mercer’s Investment Management business and global Chief Investment Officer for Mercer’s Investment Management business. Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor’s degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. He is a CFA® charterholder and a member of the CFA […]