SOFI meets...

SOFI ai

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SOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines. Hosted by Stuart Breyer, CEO of mallowstreet, each episode goes beyond the market noise to uncover the real stories, experiences and insights shaping the financial services landscape today.

2D AGO

SOFI meets... Tony Yousefian

Tony Youssefin, a fund manager with over 40 years of experience, discusses the dramatic transformation of the financial services industry since 1981 and shares insights on the crucial balance between academic knowledge and real-world experience in investment management.

14 min
FEB 12

SOFI meets... Dawid Konotey-Ahulu

Dawid Konotey-Ahulu joins Stuart Breyer to explore the power of public speaking and the Spellbound programme, which helps people from disadvantaged backgrounds find their voice and tell their stories. They discuss how the ability to speak confidently can transform lives and create societal change. Visit SOFIai.com to see how we unlock the power of speech.

16 min
12/11/2025

SOFI meets... Robert Cochran

Robert Cochran, workplace savings and engagement and Innovation specialist at Scottish Widows, joins Stuart Breyer to explore how TikTok and gamification are revolutionising pension engagement. Learn how personalisation, authenticity, and timing are key to effective pension communications, with Scottish Widows' Pensions Mirror tool approaching one million users.

16 min
12/05/2025

SOFI meets... Richard Tomlinson

Richard Tomlinson (Chief Investment Officer at Local Pensions Partnership Investments) joins Stuart Breyer to explore consolidation in the LGPS landscape and the balance between member and employer interests. Discover why "missionaries compound trust, mercenaries compound fees" and what makes £50-£60 billion the "sweet spot" for asset owners.

7 min
11/14/2025

SOFI meets... Natalie Winterfrost

Natalie Winterfrost, a lifelong vegetarian and sustainability advocate working in finance, joins Stuart Breyer to explore how to balance fiduciary duty with positive impact investing, and shares insights on effective stewardship and resilience in the evolving responsible investment landscape.

9 min
11/06/2025

SOFI meets... Sam Barton

In this episode, Stuart Breyer sits down with Sam Barton, CTO of the Black Finch Group, to discuss how their platform Thrive is transforming financial wellbeing by creating a holistic experience that combines pensions, benefits, and financial education. As workplace pensions have become universal since auto-enrolment began in 2012, there's a growing need to help people understand and engage with their financial futures.

19 min
10/17/2025

SOFI meets... Ed Gascoigne

Stuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of deep empathy in understanding clients' needs and why financial planning has never been more crucial in today's world of rising taxes and longer lifespans

17 min
10/10/2025

SOFI meets... Jenny Segal

Jenny Segal, author and workplace culture expert, joins Stuart Breyer to explore why resilience is not just a soft skill but a strategic capability for businesses. She shares insights from her research showing that 38% of resilience trials are work-related and how "people are a compounding asset" that organisations must invest in.

13 min
10/03/2025

SOFI meets... Alexandra Loydon

Alexandra Loydon, Group Director of Advice at St James' Place, joins Stuart Breyer to explore how AI is transforming financial advice delivery without replacing advisors. Alex shares how SJP is using tools like Chat SJP to help advisors navigate complex frameworks, enabling them to spend more time with clients.

11 min
09/23/2025

SOFI meets... Rob Gardner – Nature as an Asset Class & Building Financial Resilience

Discover how nature can become an investable asset. In this pilot episode, Rob Gardner—CEO & co-founder of Rebalance Earth—shares lessons from co-founding Redington, launching RedSTART, and now positioning nature itself as an asset class with our CEO and host, Stuart Breyer. We explore: • Why financial resilience and environmental resilience are linked • How integrating financial strategies can tackle climate change & biodiversity loss • Rob’s journey from pensions to planetary impact 🔗 Learn more about SOFI.ai

20 min

10 Episodes

SOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines. Hosted by Stuart Breyer, CEO of mallowstreet, each episode goes beyond the market noise to uncover the real stories, experiences and insights shaping the financial services landscape today.

Creator

SOFI ai
Years Active

2025 - 2026
Episodes

10
Rating

Clean
Copyright

© SOFI ai
Show Website

SOFI meets...