The Fiftyfaces Podcast

Aoifinn Devitt
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A series that showcases the diversity and richness of the investment world through showcasing inspiring investors and their stories. 

  1. BONUS: Nate Kirk of Everside Capital Partners, a special Alvine Talks Podcast hosted by Aoifinn Devitt and Tom Raber

    NOV 5 · BONUS

    BONUS: Nate Kirk of Everside Capital Partners, a special Alvine Talks Podcast hosted by Aoifinn Devitt and Tom Raber

    As we prepare for Series 5 of the Fiftyfaces Podcast, we are delighted to bring you this preview from Series 5, a joint podcast between Fiftyfaces Productions and Alvine Capital.  Alvine Capital is a specialist investment advisor and fund placement boutique. Nate Kirk is the co-founder of Everside Capital Partners, a private credit fund focused on the lower-middle market based in New York City. He founded the firm together with Moritz Poehl in 2016, and was previously a portfolio manager at Third Avenue Management, where he focused on stressed and distressed credit, special situations and flexible credit, and prior to that worked as a Trader and High Yield Credit Researcher at J P Morgan. Our conversation starts with Nate’s early education and the passion that he developed for rowing in his teens and beyond. While he admits that he didn’t always have the “best form” as a rower, his passion, discipline and dedication to the sport distinguished him and taught him the characteristics of grit and perseverance that proved to be useful in the corporate world. We hear about how he had to channel that grit to find his first entry into the world of finance, and about the lessons that the volatility in the financial world presented. These lessons related to client treatment – particularly in times of challenge, dealing with counterparties and seeking pockets of return along the road less traveled. We conclude with reflections on how personal setbacks can lead to a reckoning of what it is that truly matters in life and on the challenges – and rewards of finding a solid work/life balance.Alvine Talks Podcasts are co-hosted by Tom Raber and Aoifinn Devitt and aim to bring a deeper understanding of the people and processes behind the strategies that drive differentiated returns.

    36 min
  2. Bonus: Latin American Voices - Uwe Schillhorn of Yupa Fund Services - Navigating the Chilean Investor Landscape

    OCT 31 · BONUS

    Bonus: Latin American Voices - Uwe Schillhorn of Yupa Fund Services - Navigating the Chilean Investor Landscape

    In this latest episode of our Latin American Voices Series we are joined by Uwe Schillhorn who featured in our main series in early 2024, in which he described his period living in Chile and the insights gained from all of that time on the ground. That podcast is here: https://open.spotify.com/episode/4wiSyXvKN9eccFEXDiK9Sm?si=0qwkL-1jSQGaPMFdDyA62gWe move then to mapping the Chilean institutional investor landscape, and Uwe details the pension fund landscape, the insurance companies and family offices that comprise the investor base. We chat about the economic backdrop and the preferences that this has led to when it comes to portfolio construction. We then move to the focus on Yupa Fund Services as a placement agent serving the Chilean institutional landscape.This latest installment of our Latin American Voices series is intended to shed more light on the Chilean economy and its institutional investors, particularly of interest to international managers seeking to diversify their investor base into the region.

    18 min
  3. Sam Garetano of Brookfield Asset Management: The Promise of Data Centers, the Power of AI

    OCT 28

    Sam Garetano of Brookfield Asset Management: The Promise of Data Centers, the Power of AI

    Sam Garetano is Senior Vice President at Brookfield Asset Management, where he works in the infrastructure area with a particular focus on data centers. He has spent his entire career in various roles in finance including at Blackrock and Adams Street Partners. Our conversation starts with Sam’s somewhat unconventional path into finance. He initially thought he would pursue a career in sports broadcasting, after pursuing a degree in broadcast journalism. While that career path was not to be, we reflect on how a love of statistics and an eye for detail can align with a flair for financial analysis. We move then to his move to Brookfield and into the infrastructure area and speak about the opportunity set in the burgeoning field of data centers.   In this dynamic area, staying up to date is key and Sam mentions the evolution of data centers from small, single-purpose structures to large, power-consuming facilities. This naturally has led to a surge in demand for power which is a further source of infrastructure investment opportunity.   Our discussion spans the importance of global reach, local investment and the evolving financial ecosystem around infrastructure and data centers. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

    27 min
  4. Karl Scheer – CIO at the University of Cincinnati – Reflections on change and consistency

    OCT 21

    Karl Scheer – CIO at the University of Cincinnati – Reflections on change and consistency

    Karl Scheer is Chief Investment Officer at the University of Cincinnati, a role he has held for over 13 years. He previously worked in a series of consulting and other financial roles. Karl gave a wonderful overview of his career in this Capital Allocators Podcast with Ted Seides, so we wanted to take up where that left off, and hear about his evolution in the CIO role since that interview. We start by asking about what, from his rich background, Karl continues to draw upon in his CIO work and ask what has changed, both about the market backdrop and how he perceives the role.   We discuss the constraints that come with size, and how the venture capital and private equity ecosystems are evolving. We also tackle the shifts he has made in managing the fund from a material hedge fund position and active management in public equities to a focus on private equity, growth equity, and real assets. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

    27 min
  5. Bonus: Cesar Collier of Siguler Guff Brazil: From the Trenches of Retail to Creative Finance

    OCT 17 · BONUS

    Bonus: Cesar Collier of Siguler Guff Brazil: From the Trenches of Retail to Creative Finance

    Cesar Collier is Managing Partner and Head of Latin America at Siguler Guff & Company. Based in Sao Paolo he previously worked in a series of private equity roles, as well as in retail at Wal-mart and Carrefour Brasil. Our conversation starts by tracing Cesar's early inspirations, the long history of army service in his family and the lessons that he learned in a setting that was at times tough, requiring team work and endurance. His foray into retail was so less strenuous - although it was an area that he thrived in and gained senior experience quite early Cesar is open about the relentlessness of retail's pace of problem solving. This volatility, need to adapt to trends and need to trouble shoot proved to be a good set of training tools for a switch into private equity and finance.We turn then to discus the current Brazilian financial backdrop - where high interest rates (at around 15%) and a weak currency are currently factors and how this affects the appetite of the domestic investor as well as presents opportunities for external ones. Cesar is passionate about the opportunities to invest in Brazil, and describes some strategies in particular, such as legal claims, in which he draws upon his legal roots but also flexes a complexity premium and the benefits of "patient capital" to find a fertile area of return. This podcast is full of the unexpected, from unexpected areas of opportunity in Brazil that other investors may overlook to inspirations and life events that forced either a pivot or a change of style. We are delighted to bring you this additional insight from our Latin American voices series.

    32 min
  6. Candice Richards of Moxie Platforms: Why We all need to learn to buy our own baubles.

    OCT 15

    Candice Richards of Moxie Platforms: Why We all need to learn to buy our own baubles.

    Candice Richards is Founder and CEO of Moxie Platforms. Moxie builds custom women’s platforms, initiatives and events for firms in the financial services industry. She previously worked as Managing Director, Head of ESG and Compliance Officer at MidOcean Partners. We hear about Candice’s upbringing and a certain “moxie” that led her to reach out, make contacts, and network assiduously from an early age. She doesn’t pretend that this was easy, but she does discuss, candidly, how it got easier with time. This is essential advice for young professionals today, and it is heartwarming to hear it laid out in such a clear way. We move then to her early career, the professionals that mentored her and the experiences that led her to found Moxie and the problem that she perceived in the industry that she wished to solve. We speak about the response to the movement she has built and why she is excited about the future. Finally in the reflections section we talk about her mother – herself no stranger to moxie – who gave Candice the immortal advice to “buy her own baubles”. She has been committed to fending for herself ever since. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

    26 min
  7. James Fletcher of Ethos Investment Management - From Young Investors to Wise Old Truths - Finding and Preserving One's Ethos

    OCT 7

    James Fletcher of Ethos Investment Management - From Young Investors to Wise Old Truths - Finding and Preserving One's Ethos

    James Fletcher is the founder of Ethos Investment Management, based in Salt Lake City. He has over 19 years of investing in Emerging Market and was previously Director and Senior Portfolio Manager of the $1billion EM Small and Mid-cap fund at APG Asset Management.  Our conversation starts with the seeds that started James’s passion for Emerging Markets – an extended stay in Brazil, where he learned to speak Portuguese and was entirely immersed in the brands and consumer culture of the dynamic country. This led to a hunger to uncover what is less well known about regions under the Emerging Markets umbrella, and we dive in to this – including the unique, research driven, approach that the team takes at Ethos.  We also refer to the origins of the name – it defines both their approach to investment management and portfolio construction as well as the ethos of the companies they invest in – companies committed to their mission, with honesty and integrity. We move then another passion – James is also the founder of Young Investors Society (www.yis.org). Young Investors Society has become a leading global Financial Literacy organization teaching financial literacy and long-term investment skills to high-school students in over 1,000 high-schools across the world. We hear about lives changed and the impact felt by giving an opportunity to thousands of young people and about the power of lighting the spark for investing. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

    39 min
  8. Karey Barker of Cross Creek: From Public Investing to Discovering Venture Capital's Promise

    SEP 30

    Karey Barker of Cross Creek: From Public Investing to Discovering Venture Capital's Promise

    Karey Barker  is Founder and Managing Director of Cross Creek, a late-stage venture capital firm headquartered in Salt Lake City, Utah.  She has over 25 years of broad public and private investment experience and holds a number of Board roles, including ARUP Laboratories.  Our conversation walks through Karey's career which saw the unusual move from analysis of public equities into venture capital investing, and we hear why they are more similar than we might think.  We move then to the current opportunity set in venture investing - particularly at the late stage of venture investing (within 1-2 years of going public) which is the expertise of Cross Creek. Karey discusses some of the sectors where she sees the most compelling opportunity sets, including areas likely to impact the consumer, some of which have been overlooked in the current market hype. We end with a reflection on lessons learned and the industry as it is today, from an LP and allocator perspective.  With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its client

    27 min
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About

A series that showcases the diversity and richness of the investment world through showcasing inspiring investors and their stories. 

Information

  • Creator
    Aoifinn Devitt
  • Years Active
    2020 - 2025
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Aoifinn Devitt
  • Show Website
    The Fiftyfaces Podcast

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