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.

Sam Zell is the Founder and Chairman of Equity Group Investments. He also chairs four companies listed on the New York Stock Exchange. Sam founded and chaired Equity Office Properties Trust, which was the largest office REIT until its 2007 sale for $39 billion in the largest leveraged buyout at the time.

He is an active philanthropist with a focus on entrepreneurial education. Through the Zell Family Foundation, he has led the sponsorship of several leading entrepreneurship programs, including the Zell Lurie Institute for Entrepreneurial Studies at the University of Michigan Ross School of Business. He holds a JD degree and a BA from the University of Michigan. Sam was recognized in 2017 by Forbes as one of the 100 Greatest Living Business Minds.

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Nicole Quinn is a General Partner at Lightspeed Venture Partners focused on early stage Consumer, Healthcare and FinTech. She has invested in companies such as Calm, Zapp and Haus Laboratories. Nicole earned a BSc in Math and Economics from York University and an MBA from Stanford. She spent almost a decade at Morgan Stanley covering European and US e-commerce, retail and consumer companies. She was an angel investor in healthcare and consumer companies over those years and then went to Nutmeg, a London based FinTech company. She launched her own start-up in business school and this is where she met Lightspeed.

The link to Nicole's blog post on 'The Rise of the Super App' can be found here.

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Bryan Meehan is the Executive Chair and former Chief Executive Officer of Blue Bottle Coffee, a global network of ninety nine speciality coffee shops in the US and Asia.

Bryan graduated from Trinity College Dublin and started his career working for Guinness where he became a brand manager. He completed an MBA at Harvard Business School before starting his own company, Fresh & Wild, an organic food store in London. After selling Fresh & Wild to Whole Foods, Bryan started Nude Skincare, an all-natural skincare beauty line. Having sold Nude Skincare to LVMH, Bryan joined Blue Bottle Coffee as Chief Executive Officer. The company was sold to Nestlé in 2017 and Bryan became Executive Chair.

The links to Search Funds mentioned by Bryan during the podcast can be found here: 1) Description, 2) Primer and 3) Case Study.

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This episode is sponsored by Elkstone. Elkstone is a Family Office managing the wealth of its principals, with a focus on Real Estate, Venture Capital and Alternatives, and a Multi-Family Office, regulated by the Central Bank of Ireland, which provides both access to co-investing in their principal's investment portfolios and wealth management services to many of Ireland's entrepreneurs and High Net Worth Individuals. 

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Jane Buchan is the Chief Executive Officer of Martlet Asset Management. Prior to founding Martlet, she co-founded and was Chief Executive Officer of Pacific Alternative Asset Management or PAAMCO, a fund of hedge funds. She began her career at JP Morgan Chase in the Capital Markets Group as a quantitative fixed income analyst.

Jane has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She also holds several board positions including AGF Management, Globe Life and Innocap.

Jane has been actively involved in initiatives to advance the careers of women in finance and is a founding Angel for 100 Women in Finance. She has also been recognized with numerous industry honours and awards, including being named to the Barron’s 100 Most Influential Women in US Finance 2021. She earned a BA in Economics from Yale University and holds both a PhD and an MA in Business Economics (Finance) from Harvard University.

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Michael Lavelle is Head of Citi’s Banking, Capital Markets & Advisory business in the UK and Ireland.

He is also Vice Chairman of the EMEA BCMA division. Prior to this Michael led Citi’s EMEA Capital Markets business including Equity Capital Markets and Debt Capital Markets. Michael currently sits on the EMEA BCMA Executive Committee.

On this episode, we discuss Michael’s background in investment banking, the current M&A environment, topics such as Brexit and SPAC’s as well as his inspiring achievements outside of Citi. 

Please note, this podcast was recorded on the 5th March 2021.

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Alison Mass is Chairman of the Investment Banking Division at Goldman Sachs. She is a member of the Management Committee and IBD Executive Committee. Previously, she was Global Head of the Financial and Strategic Investors Group in the Investment Banking division. Before that, Alison was Co-Head of FSIG in the Americas. She joined Goldman Sachs as a partner in 2001.

Prior to joining Goldman Sachs, Alison worked at Merrill Lynch and held several senior management positions in the securities and investment banking areas and before that, she worked at Drexel Burnham.

Alison is a member of the Board of Advisors of Launch With GS, Goldman Sachs’ $500 million commitment to invest in companies and investment managers with diverse leadership and also serves as a member of the New York University Stern Executive Board.

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Travis Kling is the Founder and Chief Investment Officer of Ikigai Asset Management, a hedge fund focused on crypto assets. He previously was a Portfolio Manager at Point72 Asset Management where he traded Long/Short Energy Equities. He started his career as an Investment Banker at Simmons & Company and was an Energy Long/Short Equity Analyst at Magnetar Capital.

In 2012, Travis was a member of Magnetar Energy, the team that won “Specialist Hedge Fund of The Year” from Hedge Fund Magazine. Travis has a Bachelor’s in Accounting and a Master’s in Finance from Texas A&M University.

Please note, this podcast was recorded on the 5th February 2021.

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Dr. Martin Naughton is Founder of the Glen Dimplex Group and Chairman of the Glen Dimplex Supervisory Board. He studied Mechanical & Production Engineering in Southampton, England and worked as an Industrial Engineer and Plant Manager for 12 years. In 1973, he founded the private, family-owned Glen Dimplex. Glen Dimplex now has 23 manufacturing plants worldwide.

Martin is also a philanthropist with his wife Carmel and the Naughton family. In 1994, Martin and Carmel founded the private family foundation, “The Naughton Foundation.”

Martin has received honorary degrees from Trinity College, University of Notre Dame, University College Dublin, Queen’s University, Ulster University, Coleraine and Griffith College Dublin. He is a trustee emeritus of the University of Notre Dame.  For seven years, he served as a member of the Irish Council of State and is past Chairman of Intertrade Ireland. Martin is on the Advisory Board of Citi Private Bank for Europe, Africa and in the Middle East. He is a member of the Provost’s Council, is a Knight of the British Empire (K.B.E) and was awarded the French Légion d’Honneur by the French government.

You can find more of this podcast on our website www.trinitysmf.com. 

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Alan Dargan is a Founder and Partner of Lonsdale Capital Partners, a leading private equity firm in London. He is also Founder and Chairman of Lansdowne Capital Limited, a corporate finance advisory firm.

Alan began his career in accountancy with Stokes Kennedy Crowley, which later became KPMG in Dublin. Prior to founding Lansdowne Capital and Lonsdale Capital Partners, Alan was a Managing Director in Investment Banking at both Credit Suisse First Boston and Swiss Bank Corporation, now UBS.

With over 40 years of experience in investing and investment banking on Wall Street and the City of London, he also holds several chairmanships and board positions around Europe and in addition is Chairman of the Trinity Student Managed Fund Advisory Board. He is also a trustee and ex-President of Trinity Rugby. He graduated with a BBS degree from Trinity College Dublin and is a Fellow of the Institute of Chartered Accountants in Ireland.

You can find more of this podcast on our website www.trinitysmf.com. 

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Howard Marks is Co-Founder and Co-Chairman of Oaktree Capital Management, a leading global alternative investment firm with more than $120 billion in assets under management. Prior to founding Oaktree, Howard spent 10 years at the TCW Group where he was responsible for investments in distressed debt, high-yield bonds and convertible securities. Before this, Howard worked in Citi Corp for 16 years where he served as Vice President and Senior Portfolio Manager in charge of convertible and high yield securities. Howard is also quite an author. His newsletters and memos about markets and economics are widely read on Wall Street and all around the industry. He has written the critically acclaimed bestselling books Mastering the Market Cycle: Getting the Odds on Your Side and The Most Important Thing: Uncommon Sense for the Thoughtful Investor. Warren Buffett said in the past: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.” I hope you enjoy my insightful conversation with Howard. Please note, this podcast was recorded on the 12th of August 2020. You can find more of this podcast on our website www.trinitysmf.com Please follow us on social media @TrinitySMF For podcast queries, email will.ocallaghan@trinitysmf.com

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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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

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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

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For podcast queries, email dimontoe@tcd.ie 

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

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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.

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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
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🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Citadel Securities’ Jim Esposito, President of Citadel Securities

Mr. Jim Esposito is the President of Citadel Securities. Jim was previously co-head of the Global Banking and Markets Division at Goldman Sachs. During his 29-year tenure at Goldman Sachs Jim served on the management committee, co-chaired the partnership committee, and was a member of the diversity and inclusion committee. Previously, Jim was co-head of the Global Investment Banking and Global Markets Divisions before they were combined and earlier in his career was co-head of the Global Financing Group. 


Jim earned a Bachelor of Arts from Brown University and an MBA from the Tuck School of Business at Dartmouth College. Jim is a Trustee at Brown, serves on the Board of Overseers at Tuck and is a board member of Beat the Streets New England.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Nathalie Dompé, CEO of Dompé Holdings and Co-CEO of Dompé Farmaceutici

Nathalie Dompé is Co-CEO of Dompé farmaceutici. Nathalie is responsible for the oversight, market development, and strategic approval of all new drugs launched by Dompé in the United States. She explores new opportunities for the company through interactions with other business leaders in the pharmaceutical and high tech industries.

Nathalie is concurrently CEO Dompé Holdings, a diversified holding company in Europe with business interests in pharmaceuticals, agriculture, and hi-tech. She sits on the board of several companies including Movendo, Philogen and Dompé farmaceutici. Nathalie graduated with Honors in Business Administration from Bocconi University in Milan.

📢 Don’t miss this episode!

🎙 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 John S. Daly, Former Chairman of Global Equity Capital Markets at Goldman Sachs, Co-Founder and Partner of 25madison and Board member of the National Treasury Management Agency

John was a partner at Goldman Sachs, where he worked for 32 years, before retiring in 2021. Immediately before his retirement, John served as Chairman of Global Equity Capital Markets and previously held leadership roles in Goldman’s Financing Group in both Hong Kong and New York; and served on Goldman’s Firmwide Commitments Committee. He started at GS after earning an MBA at Wharton Business School. Prior to business school, John earned degrees in Mechanical Engineering and Mathematics from Trinity College Dublin and worked as an engineer at General Electric.

Post retirement, John co-founded 25madison - an incubation and venture investing firm focussed on the healthcare, AI and industrial/supply chain sectors. He is also a board member of the National Treasury Management Agency in Dublin and Chairman of the Investment Committee of the Irish Sovereign Wealth Fund. He is a member of Trinity College Dublin’s Provost Council and serves as a board member for The Michael J. Fox Foundation for Parkinson’s Research, the Irish Arts Centre in New York City, TMRW Sports (parent of TGL - the indoor golf league). He is also a Senior Advisor to Veriten - a research, investing and strategy firm focused on the energy sector. *This episode was Recorded in March 2025"*

 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Martin Gilbert, Co-Founder & ex-CEO of Aberdeen Asset Management and Chairman of Revolut, Toscafund, and River Global PLC (formerly AssetCo).

Martin co-founded Aberdeen Asset Management in 1983, transforming it into a global asset management powerhouse through organic growth and strategic acquisitions. Under his leadership, assets under management (AuM) grew from £70 million to £312 billion by 2016. Following the 2017 merger with Standard Life, he became co-CEO of Standard Life Aberdeen, later serving as Vice Chairman until 2020. Beyond Aberdeen, Martin has held key roles across finance and business, including Chairman of Revolut, AssetCo, and Toscafund, as well as Non-Executive Director at Glencore plc. He has served on multiple advisory boards, including British American Business and the Monetary Authority of Singapore.

Recognized as one of the world’s top-performing CEOs by Harvard Business Review, Martin has received awards such as City AM’s Personality of the Year and Asset Management CEO of the Year. He holds honorary degrees from the University of Aberdeen, Robert Gordon University, and Heriot-Watt University, and is an Adjunct Professor of Finance at Imperial College Business School. Born in Malaysia, Martin earned an MA in accountancy and an LLB in law from the University of Aberdeen before qualifying as a chartered accountant with Deloitte. His career journey—from law firm investment departments to leading a global financial giant—offers invaluable insights into leadership, finance, and business strategy.

 Don’t miss this episode!

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Mr. Anthony Scaramucci, Founder & Managing partner of SkyBridge; Founder & Chairman of SALT

Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and the founder and chairman of SALT, a global thought leadership forum and venture studio. He co-hosts The Rest Is Politics US podcast and also hosts Open Book, a podcast interview series featuring some of the brightest minds in business, politics, entertainment, and more.Prior to founding SkyBridge in 2005, Scaramucci co-founded the investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier in his career, he worked in Private Wealth Management at Goldman Sachs & Co.

In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Scaramucci is a member of the Council on Foreign Relations (CFR) and serves on the board of the Federal Enforcement Homeland Security Foundation. He is also the author of five books.Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee and briefly held roles in 2017 as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.

A native of Long Island, New York, Scaramucci holds a Bachelor of Arts degree from Tufts University and a Juris Doctor from Harvard Law School.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Blackstone's Joe Baratta, Global Head of Private Equity Strategies at Blackstone

Joseph Baratta is the Global Head of Blackstone Private Equity Strategies and a member of Blackstone’s Board of Directors. He is also a member of the firm’s Management Committee and serves on many of the firm’s investment committees.

Mr. Baratta joined Blackstone in 1998 and in 2001 he moved to London to help establish Blackstone’s corporate private equity business in Europe. Since 2012, Mr. Baratta has served as the firm’s Global Head of Private Equity and is located in New York.

Mr. Baratta has served on the boards of many past Blackstone portfolio companies and currently serves as a member or observer on the boards of Ancestry, Candle Media, First Eagle Investment Management, Medline, Merlin Entertainments Group and SESAC. He is also a former member of the Board of Trustees of Georgetown University; is a trustee of the Tate Foundation; and serves on the board of Year Up, an organization focused on youth employment.

Before joining Blackstone, Mr. Baratta was with Tinicum Incorporated and McCown De Leeuw & Company. Mr. Baratta also worked at Morgan Stanley in its mergers and acquisitions department. Mr. Baratta graduated magna cum laude from Georgetown University.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Steve Varsano, Founder & CEO of The Jet Business

Mr. Steve Varsano is the founder and CEO of The Jet Business, the world’s first and only street-level aviation showroom for corporate jet aircraft. An internationally recognized executive and entrepreneur, Mr. Varsano started his career in marketing, buying and selling corporate jets 40 years ago. His London-based firm and showroom have been the subject of extensive profiles by The New York Times, the BBC, Forbes, and The Sunday Times, among others, and he is often sought by media for discussions on trends in business aviation. Varsano is a former board member of private jet charter company XOJET and the spaceflight firm Virgin Galactic.

Mr. Varsano is also the founder of the Atlantis 2000 Group, a consulting firm established in 1993 to seek merger and acquisition opportunities for companies in the real estate, aviation, and restaurant sectors. Over the course of his career, he has served as Chief Operations Officer at Mountleigh International, Senior Vice President at investment firm Triarc and Triangle Companies, and Head of Business Development for the international restaurant conglomerate Yum! Brands. Mr. Varsano has a BSc from Embry-Riddle in Aeronautical Studies.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Dr. Colin Hunt, CEO of AIB

In March 2019, Colin was appointed Chief Executive Officer of AIB Group and an Executive Director on the AIB Board, following his initial role with the Group as Managing Director of the Wholesale, Institutional & Corporate Banking Division, which he began in August 2016. Before joining AIB, Colin was Managing Director at Macquarie Capital, where he spearheaded the development of its operations in Ireland. His career also includes roles as a Special Policy Adviser in the Departments of Transport and Finance, Research Director and Chief Economist at Goodbody Stockbrokers, Head of Trading Research and Senior Economist at Bank of Ireland Group Treasury, and a country risk analyst at NatWest. From 2008 to 2014, Colin served as a Non- Executive Director of Aer Lingus Group plc. He currently holds external board positions with The Ireland Funds and IBEC.

Colin holds a Ph.D. in Economics from Trinity College Dublin and degrees in Commerce and Economics from University College Cork. He is a Chartered Bank Director and a Fellow of the Institute of Bankers.

🎙 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 speaks with Trotter's Chiara Bertarelli

Chiara is the founder of Trotter. Chiara, a recent Harvard graduate, was inspired to create a travel social media platform while exploring South America with her friends in 2023. She wanted a centralized platform to help people search, plan, book, and share their travel adventures, while also connecting them with like-minded individuals. Since launching her app, she's expanded her vision and created a luxury lifestyle platform with a 24/7 concierge service, an itinerary planner, a social

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Ares’ Matthew Theodorakis
Mr. Theodorakis is a Partner and Co-Head of European Direct Lending in the Ares Credit Group, where he focuses on European direct lending, including portfolio management. Mr. Theodorakis is also a member of the Ares Credit Group's European Direct Lending Investment Committee and the Ares Diversity, Equity and Inclusion Council. Prior to joining Ares in 2010, Mr. Theodorakis was a Vice President at Evercore Partners. Mr. Theodorakis holds a B.A. from Washington and Lee University in Economics.

🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Oaktree Capital Management’s Howard Marks

Mr. Howard Marks is the Co-Founder and Co-Chairman of Oaktree Capital Management, a global alternative investment firm with more than $200 billion AUM. His newsletters and memos about markets and economics are widely read on Wall Street and all around the industry. He has written the bestselling books Mastering the Market Cycle: Getting the Odds on Your Side and The Most Important Thing: Uncommon Sense for the Thoughtful Investor.

From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago.