SOFI meets... copertina

SOFI meets...

SOFI meets...

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A proposito di questo titolo

 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.SOFI ai Economia Finanza personale
Episodi
  • SOFI meets... Tracy Blackwell

    SOFI meets... Tracy Blackwell
    Mar 26 2026

    Tracy Blackwell (founder and former CEO of Pensions Insurance Corporation) joins Stuart Breyer to explore why institutional capital keeps failing to flow into infrastructure, venture, and growth - and what it will actually take to fix it. From the stock versus flow problem in UK savings, to why DC schemes need a cultural and linguistic overhaul, Tracy Blackwell makes the case that savers are missing out on the very companies the UK is building.
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    10 min
  • SOFI meets... Sally Bridgeland

    SOFI meets... Sally Bridgeland
    Mar 19 2026

    Sally Bridgeland joins Stuart Breyer to discuss her upcoming book "Chess Club Drama Club" exploring everyday inclusion and creativity in the workplace. They delve into how organisations can move beyond diversity statistics to create truly inclusive environments that value both analytical and creative thinking.
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    9 min
  • SOFI meets... Claire Walsh

    SOFI meets... Claire Walsh
    Mar 12 2026

    Claire Walsh, founder of Midsommar Wealth, joins Stuart to discuss her journey into financial advice and her approach to building a wealth management firm with fair fee structures. She shares insights on charging hourly rates versus percentages and her vision for using AI to enhance client relationships.
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    10 min
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