By Trinity Student Managed Fund
The podcast currently has 21 episodes available.
Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with two distinguished leaders in the Hedge Fund Industry: Gavin Yates and Hamza Lemssouguer. Listen to insights into their unique journeys, perspectives on finance, and expertise in high-yield credit and investment management.
Gavin Yates, CFA – Gavin Yates is the head of Arini in the US and the Co-Founder and former CEO of the Trinity Student Managed Fund. He is a senior member of the investment team and a member of the firm’s Investment Committee. His sector coverage is focused on TMT and subsectors of travel and leisure. Prior to joining Arini, Mr. Yates was a Partner at the London-based credit hedge fund, Makuria Investment Management, where he focused on High Yield and stressed credit opportunities. Previously, he was with Morgan Stanley on their High Yield desk, where he held both credit research and trading roles. Mr. Yates holds a BA in Economics from Trinity College Dublin and is a CFA charterholder.
Hamza Lemssouguer – Hamza Lemssouguer is the Founder and Portfolio Manager of Arini. He initially founded Arini within Credit Suisse Asset Management before spinning out with his team in 2021 to launch a stand-alone fund. Prior to founding Arini, Mr. Lemssouguer was the Head of European High Yield Credit Trading at Credit Suisse. During his time in the role, he strengthened investment and risk management processes which allowed the team to develop a unique perspective on high profile credits and allocate risk in a nimble manner. His focus on downside risk and convexity allowed his team to increase profitability while minimizing risk. As a result, the team’s capital and risk allocation grew materially over the period, leading to the most profitable years in the High Yield Trading Desk’s history. He received two Master’s degrees from École Polytechnique and ENSAE in Applied Mathematics, as well as an Actuary degree from ENSAE.
This episode is sponsored by Setanta Asset Management, a Dublin-based boutique investment manager specialising in equity and multi-asset strategies with a fundamental value approach.
Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Sandra Robertson, CIO and CEO of Oxford University Endowment Management.
Sandra Robertson is the founding Chief Investment Officer and Chief Executive Officer of Oxford University Endowment Management (OUem). OUem manages the Oxford Endowment Fund, which includes investors such as the University of Oxford, Oxford colleges, trusts, and other UK charities. The Oxford Endowment Fund (OEF) is invested globally across asset classes. Before joining OUem, Sandra worked at the Wellcome Trust from 1993 to 2007 in various roles, including Head of Private Equity, Head of Alternative Assets, and, most recently, Co-Head of Portfolio Management, serving on its investment committee from 1997 to 2007.
This episode is sponsored by Setanta Asset Management, a Dublin-based boutique investment manager specialising in equity and multi-asset strategies with a fundamental value approach.
Colm Kelleher was elected Chairman of UBS in April 2022. He served as President of Morgan Stanley until retiring from that firm in 2019, overseeing both the Institutional Securities Business and Wealth Management. Before that, he was Co-President and then President of Morgan Stanley Institutional Securities. During the global financial crisis, he held the position of CFO and Co-Head Corporate Strategy from 2007 to 2009. Mr. Kelleher is a well-respected leader in the financial services sector. His more than 30-year career with Morgan Stanley attests to his solid leadership experience in banking and excellent relationships around the world. He has a deep understanding of the global banking landscape and broad banking experience across all the geographic regions and major business areas in which UBS operates.
Oliver Wyrsch is the CEO of INFICON, a leading provider of innovative instrumentation, critical sensor technologies, and advanced process control software that enhance productivity and quality in sophisticated industrial vacuum processes. Oliver holds a master’s degree in Computer Science and Business Administration from the Swiss Federal Institute of Technology in Zürich (ETH). He started his professional career in 2004 as management consultant with Accenture and Booz & Co. Before joining INFICON in 2018 as President and General Manager of the US Business, he served seven years in various functions at Mettler Toledo in Germany and the USA – last as Head of the Strategic Business Unit Machine Vision Inspection. Oliver Wyrsch became President & CEO of INFICON in January 2023.
Fernando Vicario is CEO of Bank of America’s lead European banking entity, Bank of America Europe DAC. He was appointed Chair of the Federation of International Banks in Ireland (FIBI) for a two-year tenure in 2023. Fernando was formerly head of Corporate and Investment Banking for the European Union and head of Corporate Banking for Europe, Middle East and Africa, at BofA Securities. For over 25 years he has worked across multiple roles for Bank of America including head of Corporate Banking for Financial Institutions in Europe and Emerging Markets (ex-Asia), head of EMEA Global Product Solutions, head of EMEA and Latin America Corporate Banking and co-head of EMEA Debt Capital Markets and Corporate Banking.
Fernando sits on the EMEA regional executive committee; the Global Diversity & Inclusion Council; co-chair of Bank of America’s EMEA D&I Council and co- leads the EMEA Sustainability Strategic Council. Fernando serves as a director on the Board of the Banking & Payments Federation Ireland (BPFI) and of ODI (Open Doors Initiative) in Dublin.
On the podcast, we delved into Fernando’s almost three-decade journey at Bank of America, exploring achievements, discussed the qualities essential for success in investment banking, and delved into leadership attributes. Shifting to the financial landscape, we assessed trends in the European sector and anticipated challenges, while also examining the transformative impact of digitalization. Fernando also offered fantastic advice for students aspiring to build a career in finance from all backgrounds.
You can find more of this podcast on our website www.trinitysmf.com
Please follow us on social media @TrinitySMF
For podcast queries, email [email protected]
Scott Lynn is the Founder and CEO of Masterworks, the first platform where investors can buy and trade shares in art. Scott founded his first company at just 15 years old and went on to found, acquire and sell several more companies and tech start-ups throughout his career such as Payability, which has provided more than $6B in financing to e-commerce sellers.
As well as a serial entrepreneur, Scott is one of the U.S.’ top art collectors and has built an internationally-recognized collection of Abstract Expressionism that has included works by Clyfford Still, Barnett Newman, Mark Rothko, Willem de Kooning, and more. He has lent works to MoMA, The Guggenheim and several other prestigious museums and galleries across the globe. In addition to his role as CEO of Masterworks, Scott currently serves on the board of V2 ventures Payability, and the Brooklyn Rail (a non-profit publication in the art industry).
On the podcast, we explored his entrepreneurial journey and passion for art. From the genesis of Masterworks to the art investment process, Scott shared insights into the dynamic world of art investing. We delved into the economics of art, its consistent outperformance, as well as Scott’s vision for the future of art investing and valuable advice for aspiring start-up entrepreneurs.
You can find more of this podcast on our website www.trinitysmf.com
Please follow us on social media @TrinitySMF
For podcast queries, email [email protected]
Charles-Henry Monchau currently serves as the Chief Investment Officer (CIO) at Syz Group, a distinguished Swiss private bank based in Geneva, Switzerland. Syz Group, established in 1996, is a family-owned Swiss bank that specialises in private banking, asset management, and alternative investments.
Before assuming his role as CIO at Syz Group, Charles-Henry held key positions in other prominent financial institutions. He served as the CIO and Head of Investment Management at Al Mal Capital, led asset allocation and discretionary portfolio management at Deutsche Bank EMEA, held the position of Global CIO at EFG Bank, and gained valuable experience at institutions like BNP Paribas, Lombard Odier, and Rothschild earlier in his career.
Charles-Henry is a recognised authority in the financial industry and is frequently a guest on major financial news networks, including Bloomberg and CNBC. With a substantial following of more than 130,000 on LinkedIn, he is a widely followed figure in the financial markets.
On the podcast, Charles-Henry delved into his early career experiences, shared his insights on market dynamics, discussed Swiss equities, explored the turning point in financial markets and the economy, and provided valuable advice to aspiring students looking to pursue careers in finance.
You can find more of this podcast on our website www.trinitysmf.com
Please follow us on social media @TrinitySMF
For podcast queries, email [email protected]
Carl Thoma is a Founder and Managing Partner at Thoma Bravo, a leading private equity firm. Thoma Bravo manages over $120 billion of assets and is best known for investing in software and technology businesses.
Carl was a Co-Founder and Managing Director at Golder, Thoma, Cressey, Rauner and its predecessor funds since 1980. He began his career at First Chicago Equity Group where he helped build one of the largest and most active private equity firms in the country.
Carl is an avid art collector and he has received an MBA from the Stanford Graduate School of Business and a BS degree in Accounting and Agriculture Economics from Oklahoma State University.
Together with his wife Marilynn, Carl runs the Carl & Marilynn Thoma Foundation, a grant-making organization dedicated to sharing its collection and supporting museums, projects and individuals pursuing innovative ideas in the visual arts.
You can find more of this podcast on our website www.trinitysmf.com
Please follow us on social media @TrinitySMF
For podcast queries, email [email protected]
Woody Marshall is a General Partner at Technology Crossover Ventures. He joined TCV in 2008 and has been working in the venture capital industry since 1995. He focuses on investments in the FinTech, internet, and the digital media & entertainment industries.
Throughout his career he has invested and partnered with iconic companies such as Netflix, Spotify, Airbnb, HomeAway, Dollar Shave Club and Twilio, to name a few. Prior to joining TCV, Woody spent 12 years at Trident Capital, a venture capital and private equity firm.
Woody has been recognized by Forbes on its Midas List as one of the industry’s top technology investors. He earned his B.A. from Hamilton College and his M.B.A. from the Kellogg Graduate School of Management at Northwestern University.
You can find more of this podcast on our website www.trinitysmf.com
Francesca Whitehead is an investor on the G2 Venture Partners team where she focuses on identifying companies that are applying emerging technologies to improve efficiency and sustainability in traditional industries. Prior to joining G2, Francesca was part of the inaugural team of the KKR Global Impact Fund. Before KKR, Francesca began her career at Goldman Sachs in natural resources investment banking. Outside of work, Francesca is a mentor at Endeavour, Techstars, Third Derivative & New York Fashion Tech Lab, and helped launch the CELI dinner series in New York City. Francesca holds a B.A. in Economics from Brown University and grew up in Hong Kong, Vietnam, and the UK.
You can find more of this podcast on our website www.trinitysmf.com
The podcast currently has 21 episodes available.