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...

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....

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...

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...

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...

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,...

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...

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...

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 &...

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,...

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...

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...

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,...

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 as well as topics such as Brexit and...

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...

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...

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...

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...

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...

Welcome to the Trinity Student Managed Fund Podcast with Will O’Callaghan. The Trinity Student Managed Fund is Europe’s first student led investment fund, operating a real-life equity portfolio with €250,000 AUM and over 1,000 members. On this podcast, I speak to some of the most successful leaders in the world of finance, business and technology to get more of an insight into how we students can discover the industry that we wish to pursue a career in. You can find more of this podcast on...