In today’s competitive financial landscape, facts alone aren’t enough—how you tell your story can make or break trust, impact, and influence. In this must-listen to- episode Atara Twersky is joined by acclaimed author and storytelling expert Matt Dicks to reveal why mastering the art of storytelling isn’t just for marketers—it’s a critical tool for pension investors, trustees, and professionals who want to lead, persuade, and make smarter, more human-centered decisions.

Matt, a school teacher by training, discovered early on that the key to capturing attention—not just in a classroom but in a boardroom, or courtroom—is storytelling. He shares how this powerful tool has the ability to transform communication, deepen connection, and elevate confidence in any professional setting. Whether you are collaborating with team members or wanting to communicate about investments to colleagues, engaging them sets the tone for what comes next.

As a seasoned litigator and frequent speaker at conferences, Atara resonates deeply with Matt’s message. Together, they explore how storytelling isn’t just an art—it’s a strategic asset in business and law. Matt also discusses how he teaches storytelling techniques to everyone from young students to Fortune 500 executives, emphasizing the importance of personal narrative in building trust and influence.

This episode is more than just an interview—it’s a masterclass in the timeless power of storytelling.

Because storytelling isn’t just for teachers—it’s for YOU

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In this engaging conversation, Atara Twersky interviews a very special guest, Atara’s mom! Dina Hirsch, who has become a social media sensation with over two million followers across social media platforms. Atara and her mom have a fun packed episode for listeners and they also  discuss a few serious topics like  the importance of having a pension to ensure security in later years, financial security afforded by being a member of a public pension fund, and the value of investing wisely. 

Dina shares her journey to fame and offers insights on business and life lessons, emphasizing the significance of simplicity and meaningful connections over material possessions.

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In this conversation, Atara interviews Anurag Chandra, a venture capitalist, chief investment officer and trustee at San Jose City Employees Retirement System, discussing his diverse background in Silicon Valley, his role in the public pension fund world, and the intricacies of risk management. Anurag shares insights on the importance of relationships in business, lessons learned from failures, as well as various investment strategies. The discussion also touches on the overlap between public and private investment roles, liquid strategies, tax optimization, and the emerging influence of AI in finance. 

Anurag and Atara talked about the hot topic of AI and its transformative role in connection with  institutional investing.  We explored AIs’ implications for job security, and the importance of ethical responsibility in finance. Atara and Anurag share their experiences as team leaders and their insights on leadership, emphasizing the need for minimal hierarchy and the value of teamwork. Anurag also reflects on personal experiences that shape his professional motivations and the significance of serving the community through responsible investment practices.

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In this engaging conversation, Atara Twersky interviews Laura Basua, a dedicated trustee of the Fresno County Employee Retirement System. Laura shares her inspiring journey from working as a homeschool liaison to becoming a board member, emphasizing her commitment to serving the community and advocating for women in leadership roles. 

The discussion covers her experiences in managing pension funds, the importance of continuous learning in investments, and her active involvement in charitable organizations. Laura's passion for helping others and her vision for the future highlight the significance of kindness and community service in her life.

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In this episode of the Pensions and Investments Podcast, host Atara Twersky speaks with Liat Aaronson, an experienced angel investor and mentor with a focus on Web3 technology and entrepreneurial growth. Liat discusses the opportunities and challenges in the Web3 space, the future of decentralized technology, and how startups in this field can navigate the complexities of raising capital. She also touches on her personal journey in investing and provides advice for entrepreneurs seeking to succeed in the fast-evolving world of Web3.

Key Points:

Panayiotis Lambropoulos, Portfolio Manager at the Employees Retirement System of Texas-- a $35B public fund located in Austin, Texas, works in the hedge funds department on a team of managers. Panayiotis brings his diverse background, being born and raised in Greece until he was 13 years old, as well as his prior experience working for a Japanese Hedge fund, to work he does on behalf of Texas ERS. As one of the large public funds in the U.S., Panayiotis has a lot of experience that funds of all sizes can learn from.

Women in Business need to support one another!  We are on the same team and Kathryn Sollmann, founder of The 4 Jobs Club, an online community of women assists women in navigating their many roles as moms, caregivers, and career women.  Kathryn, quoted in the NY Times,  is  the author of the book “Ambition Redefined: Why the Corner of Office is Not for Every Woman & What to Do Instead”.  If you are a woman with any type of job and other responsibilities (who isn’t?!!) this episode is for you! 

The UAE (United Arab Emirates) is bursting with business opportunities.  In this Episode, I speak with Fahem Almusa who is the Director for the  Internal Audit and Accounting Advisory at Crowe UAE which is one of the Key Economic Country (KEC) within the Crowe Global network.  Crowe is ranked as one of the top 10 largest accounting networks in the UAE ( by the International Accounting Bulletin). Fahem is U.S. educated but lives in the UAE so he really understands the global conversation! 

As a child, Richard Wilson was already attending his father’s business meetings. By the time he was in High School, Richard was a full-fledged entrepreneur; by the age of 21, he was earning 6 figures. From risk consulting to raising capital, Richard ventured into the world of family offices with the goal of providing trends in structuring deals and opportunities for wealthy family offices to connect with each other, share insights, and learn from each other's ups and downs. Richard Wilson is the Founder and CEO of The Family Office Club—the #1 largest association of over 2000 registered ultra-wealthy families and their family offices. Richard is also a best-selling author of an important book in the field of family wealth titled “How To Start A Family Office”. If you are working for a Family Office or a principal in one, this episode is a "must-listen-to"!

The word attorney conjures up many images, some less likable than others.   Sometimes this distaste for lawyers is rooted in reality and other times it is not.  But every now and again you will meet a lawyer who has changed course and taken a new route and this change informs who they become.  My guest, Blair Nicholas, was one of my former legal competitors (friendly ones of course) and yet we crossed over into real conversation as Blair shares his journey in finding a new path as a Vineyard owner and the deep connection he feels with the land in Dundee Hills Oregon. I knew Blair before our conversation, but today I met a man that showed me how complex we can all be given the opportunity!