Trinity SMF Podcast

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team at J.P. Morgan Asset Management.

With over 20 years of experience, Dr. Kelly offers deep insights and perspectives on the economy and markets, guiding institutional investors and financial advisors around the globe. His research focuses on the investment implications of an ever-evolving economic landscape, and his proprietary U.S. economic forecasting model shapes his outlook on asset class returns.

Renowned for his ability to demystify complex economic and market issues, Dr. Kelly equips financial professionals with the tools they need to communicate effectively with clients. He is a sought-after keynote speaker at major investment conferences and a regular guest on CNBC, Bloomberg, and other financial platforms.

Before joining J.P. Morgan Asset Management, Dr. Kelly served as Economic Advisor to Putnam Investments and held senior roles at SPP Investment Management, Lehman Brothers, and DRI/McGraw-Hill. He is a CFA® charterholder, holds a Ph.D. and M.A. in Economics from Michigan State University, and earned his B.A. in Economics from University College Dublin.

🌍 Join this insightful episode as Dr. Kelly shares his expertise on the economic trends and strategies shaping the global market.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Graham Ambrose, Managing Director at Goldman Sachs and Co-Host of Lift for Life with Graham and Angus, as they discuss healthy habits, maintaining balance in demanding finance careers, the benefits of weightlifting, and practical advice for students pursuing success in the field.

Graham Ambrose also known as 'G-dog' is a multifaceted professional with a career spanning finance, fitness, and the arts. As Managing Director at Goldman Sachs, he specializes in equities, serving institutional clients globally, with prior roles at other firms in London, Singapore, and Hong Kong. Beyond finance, Graham co-hosts Lift For Life with Graham and Angus, a weekly podcast sharing his fitness journey, including nutrition, weight training, and interviews, combining inspiration with practical advice. A passionate advocate for the arts, he serves as a Board Member and Trustee for Just Us Dance Theatre and East London Dance, supporting young artists, community engagement, and international collaborations. Additionally, Graham mentors Joseph Toonga, the founder of Just Us Dance Theatre in addition to being the Royal Ballet’s Emerging Choreographer, fostering impactful connections between business and the arts.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he sits down with Dr. Mark Calabria, Managing Director at SEDA Experts, Senior Advisor to the CATO Institute, and former Director of the FHFA. Dr. Calabria shares insights from his career, reflects on his time at the FHFA, and offers valuable advice for students.

Dr. Calabria is the former director of the Federal Housing Finance Agency (FHFA), which regulates and supervises Fannie Mae, Freddie Mac, and the Federal Home Loan Banks. During his tenure at the agency, Dr. Calabria led the response to COVID-19, as well as laid the groundwork for a removal of Fannie Mae and Freddie Mac from government conservatorship. Prior to his heading of the FHFA, Dr. Calabria served as chief economist to Vice President Mike Pence. In that role, he led the vice president’s work on taxes, trade, labour, financial services, manufacturing, and general economic issues, including serving as a key member of the team that enacted the Tax Cuts and Jobs Act of 2017 and on the team that crafted the United States-Mexico-Canada trade agreement. Dr. Calabria served as the vice president’s primary representative for the U.S.-Japan Economic Dialogue. Dr. Calabria served as a senior aide to the U.S. Senate Committee on Banking, Housing, and Urban Affairs under chairs Richard Shelby and Phil Gramm. During his Senate service, he acted as the primary drafter of the Housing and Economic Recovery Act of 2008, which established a stronger regulatory framework for the government-sponsored housing enterprises. He also led the banking committee’s response to Hurricane Katrina, as well as its work on the Shelby-Dodd Flood Insurance Reform and Modernization Act of 2008, which served as the basis for the Biggert-Waters Flood Insurance Reform Act of 2012. Prior to his Senate service, Dr. Calabria served as the deputy assistant secretary for regulatory affairs in the Office of Housing at the U.S. Department of Housing and Urban Development. Dr. Calabria has also held positions with Harvard University’s Joint Centre for Housing Studies, the National Association of Realtors, and the National Association of Home Builders. He holds a doctorate in economics from George Mason University.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Anne Finucane, former Vice Chair at Bank of America and Chair of Bank of America Europe

Anne Finucane is the first woman to have served as Vice Chair at Bank of America, and Chair, Bank of America Europe -- where she drove the company’s ground- breaking $1 trillion environmental business initiative as part of a broad strategic portfolio. Recognized globally as a pioneer in climate finance, she now serves as Senior Advisor to TPG Rise Climate Fund and as Chair of Rise Climate’s carbon credit company, Rubicon Carbon.

During her long career at Bank of America, she also led the company’s strategic positioning, climate finance work, and public policy efforts. She established and co- chaired the company’s Sustainable Finance Committee, deploying capital to help accelerate the transition to a low-carbon, sustainable economy. Anne also chaired the Bank of America Charitable Foundation, which during her tenure deployed more than $4 billion in philanthropic giving. Earlier in her tenure at the bank, Anne oversaw marketing, communications and data analytics, and she is widely credited with leading Bank of America’s successful efforts to repair its reputation after the 2008 financial crisis. Anne serves as a board member or advisor to a number of leading organizations. She is a member of the President's Intelligence Advisory Board, appointed by President Biden in 2022; Bank of America’s Global Advisory Council; the Global Leadership Council for the Rockefeller Foundation's Global Energy Alliance for People and Planet, and the Council on Foreign Relations. She is a board member of CVS Health, Williams-Sonoma, Brigham & Women’s Hospital, Special Olympics, ONE, and water.org. Anne has consistently been highlighted in the world’s “most powerful women” lists in Forbes, Fortune, and American Banker. In 2021, she received the Carnegie Hall Medal of Excellence, and in 2019 she received the Edward M. Kennedy Institute for Inspired Leadership Award and was inducted into the American Advertising Federation’s Advertising Hall of Fame.

Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Former Barclays CEO Mr. Bob Diamond. Discover insights from his remarkable career journey, key lessons from 2008, and invaluable career advice for students. (Conversation starts at 2m10s)

Mr Diamond is the Founding Partner and Chief Executive Officer of Atlas Merchant Capital. Until 2012, Mr. Diamond was Chief Executive of Barclays, having previously held the position of President of Barclays and was responsible for Barclays Capital and Barclays Global Investors (“BGI”). He became an executive director of Barclays in 2005 and was a member of the Barclays Executive Committee since 1997.
Prior to Barclays, Mr. Diamond held senior executive positions at Credit Suisse First Boston and Morgan Stanley in the United States, Europe and Asia. Mr. Diamond worked at Credit Suisse First Boston from 1992 to 1996, where his roles included Vice Chairman and Head of Global Fixed Income and Foreign Exchange in New York, as well as Chairman, President and CEO of Credit Suisse First Boston Pacific.
Mr. Diamond worked at Morgan Stanley from 1979 to 1992, including as the Head of European and Asian Fixed Income Trading. Mr. Diamond is currently Chairman of the Board of Directors of Concord Acquisition Corp II (NYSE:CNDA), Chairman of AGBA (Nasdaq: AGBA) and a member of the Board of Directors of Crux Informatics. Mr. Diamond also serves on the Yale SOM Council of Global Advisors. A native of Concord, Massachusetts, Mr. Diamond holds a Bachelor of Arts degree in Economics from Colby College in Maine and an MBA from the University of Connecticut. He was awarded Doctor of Humane Letters from the University of Connecticut and Doctor of Laws from Colby College.

 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.

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