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 […]
February 9, 2020

Episode #43 Michael O’Sullivan – Economics, Globalization, and the life of a CIO

Michael O’Sullivan is the author of the book ‘The Levelling’ – What’s Next After Globalisation? He has a blog with the same name. He is a World Economic Forum Global Futures Council member and Forbes contributor. Michael holds a PhD from Oxford and is the former Chief Investment Officer for International Wealth Management of Credit Suisse. We talk about his different roles, like being an equity strategist and of course his work as CIO for Credit Suisse. We talk about education and Michael lets us in on his career advice, what it takes to succeed in Finance and the skills […]
June 1, 2017

Episode #14 Dan Kemp – Using Behavioral Finance to Make Better Investment Decisions

Dan Kemp is the Chief Investment Officer for the EMEA region at Morningstar Investment Management. Dan has a very interesting background. For instance, he holds a BA in Theology at Kings College in London – we spend quite a bit of time talking about how his non-business background has helped him in his investment career. Prior to joining Morningstar Investment Management, he was a Founder and Partner at Albemarle Street Partners, an investment advisory firm that assists advisors in client risk profiling, fund research, portfolio construction and asset allocation. Prior to that, he was a Multi-Asset Fund of Funds manager […]