The Aspen Institute Named Inaugural Class of Finance Leaders Fellowship

July 27, 2016

Entrepreneurial leaders from across the globe are mobilized to reconnect finance and society

Contact: Jennifer Simpson
Managing Director
Finance Leaders Fellowship
(202) 736-3584

Washington, DCJuly 27, 2016 – The Aspen Institute today named the inaugural class of its FINANCE LEADERS FELLOWSHIP —22 finance leaders who will participate in a two-year Fellowship designed to inspire them to take an active role in shaping the global finance industry’s future through values-based leadership.

The Fellows represent various sectors within finance including pensions, endowments, regulation, banking, asset management, debt and equity investing, impact investing, credit card and operational finance, among others.

“We welcome this accomplished and action-oriented group of leaders in finance, who have great potential to chart the future course of our industry,” said Jennifer Simpson, managing director of the Finance Leaders Fellowship. “The Fellows hail from around the world and across the industry; we at the Aspen Institute are excited to inspire them to lead on a broader scale and to launch ventures that will advance the positive impact of finance on society.”

Conceived by Henry Crown Fellow Ranji Nagaswami, the program is now the newest Leadership Initiative of the Aspen Global Leadership Network. “The barometer for public trust in the finance industry was at an all-time low when my co-founder, Christopher Varelas and I recognized an urgent need to establish this program,” said Nagaswami, moderator for the Aspen Global Leadership Network. “We are grateful that the CFA Institute, one of our founding sponsors agreed and we look forward to encouraging Fellows to act for the good of society through finance.”

The Finance Leaders Fellows will spend four weeks over the course of two years exploring their leadership, core values, desired legacies, and their vision for the global finance industry. Each Fellow commits to launching a leadership venture that will stretch and challenge them and have a positive impact on the finance sector and society. The Finance Leaders Fellows join more than 2,200 other entrepreneurial leaders from over 50 countries to become members of the ASPEN GLOBAL LEADERSHIP NETWORK (AGLN).

“I am optimistic that through this Fellowship, the members of the inaugural class and those who follow will be able to leverage finance for good. By convening through the Aspen Institute in an inspirational and nonpartisan way, they will be armed with the tools and partnerships they will need to make a difference,” said Institute President and CEO Walter Isaacson.

The members of the inaugural class of the Finance Leaders Fellowship are:


Sara Aviel, Executive Associate Director, Office of Management & Budget, The White House, Washington, DC

Ulderico (Rick) Calero, President & CEO, TIAA-CREF Trust Company, FSB, New York, NY

Marang Denalane, Director, Sphere Holdings, Johannesburg, South Africa

Sarah Friar, CFO, Square, San Francisco, CA

Salah Goss, VP, Global Products and Solutions, MasterCard, New York, NY

Stacy Grant, Executive Director, Private Wealth Advisor, Morgan Stanley Private Wealth Management, San Francisco, CA

Brendan Hanley, Co-Head, Investment Grade Debt Capital Markets, Bank of America Merrill Lynch, Rye, NY

Samuel Hodges, Co-Founder & Managing Director, U.S., Funding Circle, San Francisco, CA

‘Tokunboh Ishmael, Co-Founder & Managing Director, Alitheia Capital Limited, Lagos, Nigeria

D.T. Ignacio Jayanti, Managing Partner, Corsair Capital, New York, NY

Brian Kreiter, Co-head of the Core Management Team and the Head of Client Service & Marketing, Bridgewater Associates, Westport, CT

Bryan Lewis, Chief Investment Officer, Pennsylvania State Employees Retirement System, Harrisburg, PA

Jennifer Li, CFO, Baidu, Beijing, China

Keith Mestrich, President & CEO, Amalgamated Bank, Washington, DC

Shirl Penney, Founder & CEO, Dynasty Financial Partners, New York, NY

Jantoon Reigersman, CFO, Ogin, Pacific Palisades, CA

Kim Sargent, Senior Managing Director of Investments, David & Lucile Packard Foundation, Burlingame, CA

Eric Savage, Co-Founder & CEO, Unitus Capital, Bangalore, India

Shivani Siroya, Founder & CEO, InVenture, Santa Monica, CA

Noor Sweid, Managing Partner, Leap Ventures, Dubai, UAE

Hoi Tung, Co-CIO & Chairman of Investment Committee, Ping An Insurance, Shanghai, China

Katherine Tweedie, Founder & Executive Director, Investec Investment Institute, London, England

The Aspen Global Leadership Network is a growing, worldwide community of entrepreneurial leaders from business, government and the nonprofit sector—currently, more than 2,200 Fellows from over 50 countries—who share a commitment to enlightened leadership and to using their creativity, energy and resources to tackle the foremost societal challenges of our times. All share the experience of participating in the Henry Crown Fellowship or one of the dozen Aspen Institute leadership initiatives it has inspired in the United States, Africa, Central America, India, the Middle East and China. For more information, visit HTTP://AGLN.ASPENINSTITUTE.ORG.

The Aspen Institute is an educational and policy studies organization based in Washington, DC. Its mission is to foster leadership based on enduring values and to provide a nonpartisan venue for dealing with critical issues. The Institute is based in Washington, DC; Aspen, Colorado; and on the Wye River on Maryland’s Eastern Shore. It also has offices in New York City and an international network of partners. For more information, visit WWW.ASPENINSTITUTE.ORG.

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