The Hunter
Steven Clark & Derek Bruton of Gladstone Group
The Hunter is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives. With over 40 years of experience, we understand the unique demands of the wealth and asset management industry, and we're here to share the stories of the leaders who have weathered the storms and emerged as trailblazers in their field.
Episodes
Talent Over Technology: Sara Baker on What Acquirers Value Most
About Gladstone — https://gstoneinc.com/About Allworth Financial – https://allworthfinancial.com/ Steven Clark sits down with Sara Baker, Executive Vice President of Mergers and Acquisitions at Allworth Financial, for an unfiltered conversation. Allworth just crossed $40 billion in AUM across 43 offices and 50 partnerships, and Baker screens every opportunity that comes through the door. Her first look is not at margins or growth rate. It's the depth of the team.She tells owners at smaller firms to put their next dollar into an associate advisor rather than a platform. She also explains what a buyer hears when a founder brags about high margins–it’s not always good. High margins often mean under-investment? For an owner weighing timing, succession, or a key hire, it is a direct look at how one of the fastest-growing buyers in the industry decides which firms are worth a second conversation.[10:40] $40 Billion, 43 Offices, 50 Partnerships: Allworth by the Numbers[12:45] Allworth Didn't Grow on Custodial Referrals, and That Changed the Culture[15:15] What Makes an Acquisition Opportunity Worth a Second Conversation[17:15] Firms That Call Themselves Holistic When 90% of It Is the Investment Piece[18:15] Hiring the Unicorn: Hire Slow, Fire Fast, Look Outside the Industry[21:15] COOs Are the New Rock Stars and Chief Growth Officer Is Next[22:45] Everyone Has the Same Ideas, So Only Execution Separates Firms[26:00] The Sandwich Generation and Delivering Advice to Your Clients' Kids[27:45] What a Buyer Hears When You Brag About Your Margins[30:45] The Advisor Shortage, and Why Women Still Aren't Going Into M&A[34:40] The Capacity Ceiling Nobody in Wealth Is Being Honest About[37:45] Is the Vanguard-Altruist Deal a Shot Across the Bow?The Hunter Podcast is hosted by Steven Clark, Senior Managing Director and President of Search at Gladstone Group, and features conversations with executives and leaders driving change across asset management, wealth management, insurance, and fintech. New episodes are released regularly as part of Gladstone's ongoing content series.Sara Baker is Executive Vice President of Mergers and Acquisitions at Allworth Financial, where she leads the firm's partnership strategy. She previously served as president of Triad Wealth, and before that held senior roles at Edelman Financial Engines, most recently as VP of Advanced Planning, and at Mariner Wealth Advisors as Senior Vice President, Wealth Management and Strategy Counsel. She holds a Master of Laws in taxation from Washington University in St. Louis, a JD from the University of Missouri-Kansas City School of Law, and a bachelor's degree from Wichita State University, where she played Division I volleyball. WealthManagement.com named her to its Ten to Watch in 2026 list.Enjoyed this conversation? Gladstone Group brings nearly four decades of relationships and pattern recognition to RIAs and wealth management firms navigating M&A, executive search, and valuation decisions. Visit gstoneinc.com to learn more about our services or to get in touch with our team.Looking for your next search or considering what your firm is worth? Reach out through gstoneinc.com to start the conversation.Subscribe to The Hunter Podcast to catch every episode, and follow Gladstone Group on LinkedIn for the latest insights on M&A, talent, and growth in the wealth management industry.
All In on AI – The Future of FinTech with Natalie Wolfsen
About Gladstone — https://gstoneinc.com/About Orion – https://orion.com/ Steven Clark sits down with Natalie Wolfsen, CEO of Orion, for an unfiltered conversation. Orion's AI-native wealthtech platform powers financial advisors, servicing $6.6 trillion in assets under administration. Wolfsen shares her take on the questions advisors and RIA owners are asking most right now, from how far AI can actually go in closing the advisor capacity gap to whether the wealth tech ecosystem is due for a wave of consolidation.For an owner trying to figure out where technology, growth, and talent intersect, it's a direct look behind the curtain from someone building one of the industry's biggest platforms.CHAPTERS[08:00] $6.6 Trillion and Growing: Orion's Platform by the Numbers[12:00] The Decisions That Built Orion, According to the Woman Running It Now[17:00] Why Wolfsen Bet Big on AI Before It Was Trendy[21:00] Guarding Against Rogue AI: Inside Orion's ISO 42001 Certification[26:00] Organic vs. Inorganic Growth for Advisors[29:00] Is the Wealth Tech Ecosystem About to Consolidate?[44:00] AI Is the Real Fix for the Advisor Shortage[46:00] Bold Prediction: AI Will Look Nothing Like This by DecemberABOUT THE HUNTERThe Hunter Podcast is hosted by Steven Clark, Senior Managing Director and President of Search at Gladstone Group, and features conversations with executives and leaders driving change across asset management, wealth management, insurance, and fintech. New episodes are released regularly as part of Gladstone's ongoing content series.Enjoyed this conversation? Gladstone Group brings nearly four decades of relationships and pattern recognition to RIAs and wealth management firms navigating M&A, executive search, and valuation decisions. Visit gstoneinc.com to learn more about our services or to get in touch with our team.Looking for your next search or considering what your firm is worth? Reach out through gstoneinc.com to start the conversation.Subscribe to The Hunter Podcast to catch every episode, and follow Gladstone Group on LinkedIn for the latest insights on M&A, talent, and growth in the wealth management industry
$15B in 40 Months: The Modern Wealth Blueprint with Jason Gordo
About Gladstone — https://gstoneinc.com/About Modern Wealth Management – https://www.modwm.com/ Steven Clark sits down with Jason Gordo, President and Co-Founder of Modern Wealth Management, for an unfiltered conversation. Modern is one of the fastest-growing aggregators in the industry, now over $15 billion in AUM in just 40 months. Gordo answers the questions Gladstone hears constantly from RIA owners considering a sale, from what private equity has really done to the industry to how a buyer actually separates true growers from lifestyle businesses looking for an exit.For an owner weighing timing or wondering how buyers really evaluate a firm, it's a direct look behind the curtain from someone building one of them.[09:00] What United Capital and Goldman Sachs Taught Him About Building It Right[26:00] What Do Aggregators Think About Exiting Founders?[29:00] Is PE a net good or a net bad for the industry? — Gordo's Unfiltered Take[33:00] Why Revenue Quality Matters More Than Scale[37:00] What Inning Are RIA Valuations In?[39:00] Is the Advisor Shortage Overblown?[44:00] Bold Prediction: Q4 2026 Will Be the Biggest Consolidation Quarter EverThe Hunter Podcast is hosted by Steven Clark, Senior Managing Director and President of Search at Gladstone Group, and features conversations with executives and leaders driving change across asset management, wealth management, insurance, and fintech. New episodes are released regularly as part of Gladstone's ongoing content series.Enjoyed this conversation? Gladstone Group brings nearly four decades of relationships and pattern recognition to RIAs and wealth management firms navigating M&A, executive search, and valuation decisions. Visit gstoneinc.com to learn more about our services or to get in touch with our team.Looking for your next search or considering what your firm is worth? Reach out through gstoneinc.com to start the conversation.Subscribe to The Hunter Podcast to catch every episode, and follow Gladstone Group on LinkedIn for the latest insights on M&A, talent, and growth in the wealth management industry.ChaptersAbout The Hunter Podcast
Beyond the AI Hype Cycle: Glenn Coward on Where AI Delivers for Financial Services
About Gladstone - https://gstoneinc.com/ Episode SummarySteven Clark kicks off the Hunter Podcast's summer series with Glenn Coward, founder and CEO of Capability Source, a work management solutions provider whose client list includes Charles Schwab, USAA, Prudential, and Disney. Coward built his career at the intersection of business process and technology, and this conversation covers what that intersection actually looks like in practice, including a Schwab case study that generated $30 million in new-to-firm revenue and $1.7 billion in new assets under management from a single project.The back half of the conversation turns directly to AI: where it already works, where it fails, and why Coward believes the industry is heading into the trough of disillusionment before a decade of genuine, durable value. For RIA leaders considering operational efficiency, client experience, and where AI fits within their firms, this episode offers a practitioner's view rather than a vendor's pitch.Chapters[00:00] Welcome to the Hunter Podcast summer series[02:00] What Capability Source actually does[03:00] Explaining a solutions provider "to your mother-in-law"[05:00] From USAA to Schwab: the origin story[07:00] Adobe, Disney, and the expansion beyond financial services[08:30] The $1.7 billion hand-raiser project[11:00] What is an enterprise architect, really[13:30] The executive sponsor who made the leap possible[16:00] Why AI adoption looks different across industries[31:30] The good, the bad, and the synthetic voice[33:30] The next generation of customer service isn't fully automated[36:00] Building a virtual team a decade before COVID made it normal[39:00] Keeping culture alive across a distributed team[42:00] Lightning round[44:00] Bold prediction: AI hits the trough of disillusionment in 2026
Ep 10 - Strategic Growth: Kara Murphy's Blueprint for Building Investment Platforms and Transforming Advisor Efficiency
Kara Murphy, President and Chief Investment Officer of Kestra Investment Management, shares her remarkable journey of building a $4.3 billion investment platform from the ground up in just three and a half years. Drawing on her unique background in international relations, Kara brings a strategic perspective that goes far beyond traditional investment management.In this conversation, Kara reveals her blueprint for successful platform building: identifying advisor pain points, creating scalable solutions, and leveraging technology to enhance rather than replace the human element. The discussion explores how Kara is helping solve the industry's most pressing challenges: the advisor shortage, succession planning gaps, and the need for greater efficiency. She demonstrates how AI tools are already transforming advisor productivity in note-taking, document analysis, and marketing, freeing professionals to focus on what matters most: client relationships. Kara also addresses the persistent opportunity for greater gender diversity in financial advisory and why she remains exceptionally bullish on financial services as a dynamic, entrepreneurial career path for the next generation.TakeawaysStrategic platform building starts with listening. Kara built Kestra Investment Management by identifying advisor pain points, determining what could be taken off their plates, and focusing on scalable solutions rather than manual processes.Diverse experience creates better leaders. Kara's background in geopolitics, fundamental research, and wealth management gave her a unique perspective on markets, client needs, and business building that traditional career paths might miss.Channel distinctions are becoming irrelevant. The convergence of wirehouses, independent broker-dealers, and RIAs reflects what clients have always wanted: trusted advisors who care about their financial goals, regardless of operational structure.The advisor shortage requires multifaceted solutions. Success demands better succession planning programs for founding advisors (G1s), comprehensive training for next-generation talent (G2s and G3s), and AI-driven efficiency tools that help fewer advisors serve more clients effectively.Investment opportunities exist beyond the obvious. While AI stocks have dominated headlines for three years, Kara sees compelling value in mid-caps, industrials building AI infrastructure, and international markets with attractive valuations and emerging growth catalysts.AI amplifies advisor effectiveness without replacing relationships. Early adoption in note-taking, document analysis, and marketing demonstrates how technology handles administrative work, allowing advisors to dedicate more time to the human connections that build trust and deliver value.
Ep 09 - Transforming Financial Services Education: George Nichols on Building Tomorrow's Advisors
In this compelling conversation, George Nichols, President and CEO of the American College of Financial Services, shares his transition from a distinguished 17-year executive career at New York Life to leading one of America's oldest yet "stealthiest" academic institutions dedicated to financial services education. George candidly addresses the industry's most uncomfortable truth: financial services has collectively failed aspiring advisors, with 72% not surviving in the business (85% in insurance). He discusses how the nearly 100-year-old American College is evolving from its insurance roots to serve the broader wealth management industry through applied financial knowledge and specialization programs. George explores critical challenges facing the profession, including the looming advisor shortage (needing 700,000 advisors when only 300-400,000 exist today with a third retiring), the urgent need for better training and mentorship, and why firms must adapt to serve changing demographics. The discussion concludes with insights on AI's impact on both the industry and academic training, and why George remains more bullish on financial services careers than ever before.TakeawaysThe industry has accepted unacceptable failure rates - 72% of financial advisors fail to stay in the business, with insurance seeing 85% attrition. Despite building business models around these numbers, the industry must fundamentally rethink training and support to address this crisis.Applied knowledge beats theoretical curriculum - The American College differentiates itself as a non-profit, accredited institution focused on applied financial knowledge that advisors can learn Monday and use Tuesday, not just theoretical education from university programs.The math doesn't add up on advisor supply - With 700,000 advisors needed in 10-15 years, only 300-400,000 currently practicing, a third retiring in the next decade, and 72% attrition rates, the industry faces a critical talent shortage that current approaches cannot solve.Demographics demand new approaches - With $30 trillion in horizontal wealth transfer to women through 2030 (70% of whom change advisors after a spouse's death), plus fastest population growth among mixed-race, Hispanic, Asian, and Black Americans, firms must rethink how they attract both clients and advisors.Four A's framework for talent development - Success requires Awareness (understanding financial services as a career), Alignment (matching candidates to the right sector), addressing Attrition (the 72% failure rate), and supporting Advancement (career progression and specialization).Specialization is the future beyond CFP - While comprehensive financial planning provides the foundation, the next generation of successful advisors will specialize in areas like wealth management, taxes, retirement, philanthropy, and special needs planning.AI brings efficiency but requires knowledge - Artificial intelligence will make advisors and firms more efficient, but garbage in still equals garbage out. Advisors need sufficient knowledge to evaluate whether AI-generated recommendations are sound.Regulatory structure will slow AI adoption - Unlike other industries, financial services' strict regulatory framework will prevent rapid AI transformation. Regulators lack resources to quickly establish AI policies, likely restricting usage until rules are clear.Training must evolve for modern practice models - Large aggregators no longer need advisors to hunt for clients but need well-trained professionals to manage handed-down books of business. This requires different training focused on practice management, not just prospecting.George remains bullish on the profession - Despite challenges, financial services offers tremendous opportunity for those who prepare properly. The need for good financial advice has never been greater, creating options for advisors willing to serve clients beyond just the ultra-wealthy.
Ep 08 - From Dinosaurs to Digital: Blockchain and digital assets discussion with Ric Edelman
In this engaging session, financial industry pioneer Ric Edelman shares his journey from founding one of America's largest wealth advisory firms to becoming a leading advocate for blockchain technology and digital assets. Beginning with his Philadelphia roots and recent work with the Edelman Fossil Park, Ric transitions to explaining why he believes blockchain represents the most revolutionary technological advancement since the internet itself. He discusses the current state of digital assets, practical allocation strategies for advisors, and how the changing regulatory landscape is creating unprecedented opportunities. Ric emphasizes that RIAs who ignore digital assets are not only missing a key differentiator in a homogenous industry but also failing to address their clients' existing crypto holdings and questions. The conversation concludes with insights on tokenization as the future of asset management and the implications of a more crypto-friendly political environment.TakeawaysBlockchain is Internet 3.0 - Just as Internet 1.0 connected people and 2.0 connected things, blockchain technology is creating the Internet of Money, enabling frictionless, fee-less transactions without intermediaries.Digital assets are a legitimate, established asset class - With 15 years of performance data, Bitcoin has proven itself as the first new asset class in 170 years. Modern Portfolio Theory research suggests a 5% allocation optimizes risk-adjusted returns.Compliance barriers are dissolving - With Bitcoin ETFs now available from major asset managers like BlackRock and Fidelity, compliance departments no longer have legitimate reasons to prohibit digital asset investments.Client demand is overwhelming - 40% of US adults own Bitcoin, and 65% of clients would leave their advisor to find one who could help them with digital assets. Most firms are unprepared to meet this demand.Tokenization will transform asset management - Beyond cryptocurrencies, blockchain enables the tokenization of real estate, art, music royalties, and other assets, potentially creating thousands of new investable asset classes.Regulatory environment is improving dramatically - The current administration is strongly pro-crypto, with supportive officials throughout government and favorable legislation expected within the next 18 months.Digital assets represent an M&A and organic growth opportunity - Firms that develop expertise in digital assets can differentiate themselves in a homogenous industry, attract new clients, deepen relationships with existing clients, and potentially increase their valuation.Chapters00:00 - Introduction and Philadelphia Connections01:14 - The Edelman Fossil Park and Dinosaur Discoveries02:43 - Evolution of the Personal Finance Industry05:47 - Ric's Journey into Blockchain and Digital Assets09:27 - Understanding Blockchain Technology as Internet 3.014:44 - Practical Asset Allocation Strategies for Digital Assets18:06 - Bitcoin's Correlation with Traditional Markets20:40 - Bitcoin as Digital Gold and Store of Value23:14 - The Broader Digital Asset Ecosystem and Investment Options25:45 - The Case for Adding Digital Assets to Client Portfolios35:22 - ETFs and Product Proliferation in Digital Assets38:23 - Tokenization: The Future Beyond ETFs41:42 - Digital Assets in Retirement Accounts and Mainstream Adoption44:00 - The Transforming Regulatory Landscape47:25 - Impact on M&A Activity and Closing Advice
Ep 07 - Building Dakota: From 14 Jobs to Purpose-Driven Leadership with Gui Costin
SummaryIn this episode, Steven Clark interviews Gui Costin, Founder and CEO of Dakota, who shares his non-linear path to entrepreneurship and the principles that transformed his leadership approach. After cycling through 14 different jobs in 17 years, Gui founded Dakota to create a place where people could build long-term careers and "become the best version of themselves." Gui discusses how a failed platform pivoted into a successful database business, the importance of treating people with kindness rather than just niceness, and why cold outreach remains the foundation of effective fundraising despite technological shifts. Gui also shares insights on the evolving RIA landscape, private credit markets, and Dakota's commitment to community impact through its giving initiatives.TakeawaysGui's career journey through 14 jobs in 17 years eventually led him to create Dakota to help others avoid constant "restarts"The Dakota culture emphasizes kindness while maintaining high performance standards - not "nice" but genuinely kindCold outreach and being a "master messenger" remain fundamental to fundraising success despite technological changesThe RIA channel continues to grow as advisors seek independence, creating ongoing opportunitiesDakota Gives focuses on local, direct impact through carefully selected charities with an increasing focus on health, nutrition and youth sportsChapters01:00 Introduction and Early Career Path06:18 The Founding of Dakota13:25 Evolution of Company Culture17:28 Leading Younger Generations21:03 The Dakota Way of Sales23:24 Trends in the RIA Family Office Channel26:11 Private Credit and Investment Trends30:56 Dakota Gives and Community Impact33:46 Lightning Round and Closing
Ep 06 - From Sales Floor to Financial Innovation: Mark Carver's Journey in Asset Management
Summary In this episode, Mark Carver, Managing Director and Global Head of Equity Factors at MSCI, shares how embracing discomfort and taking calculated risks shaped his path from an aspiring lawyer to a financial services leader. From his early days at Fidelity to pioneering factor ETFs at iShares, Carver offers candid insights about learning from setbacks and the importance of taking strategic risks in building a successful career. The conversation explores how embracing discomfort and challenging conventional wisdom can lead to transformative changes in financial services. Takeaways Curiosity and humility are foundational to success; learning from clients and colleagues drives innovation Career growth often requires stepping into uncomfortable roles and learning from setbacks The willingness to challenge conventional wisdom can lead to industry-transforming innovations Financial services continues to evolve through technology, offering new opportunities for innovation Chapters 00:00 Introduction to Mark Carver's Journey 03:18 Early Career and Transition to Financial Services 05:55 The Move to iShares and Embracing ETFs 10:17 Navigating Sales Management Challenges 13:27 Pivoting to Product Management and Factor Investing 17:33 Demystifying MSCI and Its Capabilities 21:01 The Role of Technology in Financial Services 23:30 Understanding Equity Solutions and Client Needs 30:18 Trends in Asset Management and Future Outlook 33:28 Reflections on the Investment Industry 35:16 Lightning Round and Closing Thoughts
Ep 05 - Product Development Master Class with VanEck's Ed Lopez
Summary Ed Lopez shares his path as head of product management at VanEck, where he guides a team that has helped transform the firm from its mutual fund roots to an ETF powerhouse. Through candid discussions about product launches, team building, and business growth, Ed reveals how patience and conviction shape successful leadership decisions. His practical approach to developing new products, combined with his commitment to open communication and team empowerment, offers a masterclass in modern asset management leadership. Takeaways Leadership Style Emphasizes democratic decision-making and open communication with teams Believes in giving products time to prove themselves in the market Values team input while maintaining clear direction Business Growth Helped expand VanEck from 20 ETFs to 72, now managing $87 billion Built product success through methodical development and strategic timing Developed systematic approach to evaluate new product opportunities Product Development Uses rigorous criteria to assess market opportunities Focuses on sustainable trends rather than short-term trades Aims for "pure play" investment themes that can support billion-dollar funds Market Insights Active ETFs gaining momentum, particularly in fixed income Private markets presenting new opportunities for product development Digital assets attracting increased advisor attention and interest Team Building Maintains long-term team stability through collaborative culture Encourages subject matter expertise across product lines Balances creative freedom with structured decision-making Chapters 00:00 Introduction to VanEck and ETF Landscape 04:04 VanEck's Growth and Product Management 06:54 The Current ETF Market Dynamics 10:10 Active ETFs and Market Trends 12:57 Mutual Fund Conversions and Their Impact 16:06 Thematic ETFs: Trends and Challenges 19:08 Exploring Private Markets and ETPs 21:57 Product Development and Market Strategy 24:48 Measuring ETF Success and Sustainability 27:49 Digital Assets and Advisor Adoption 31:09 Leadership and Management Style Evolution 33:46 The Future of Asset Management
Ep 04 - From Wall Street to Vietnam: A Global Journey with Eric Levinson
In this conversation, Steven Clark connects with Eric Levinson, head of business development at VinaCapital, who shares his journey from the United States to Vietnam. Eric discusses his career transitions, the impact of travel on his professional life, and the unique challenges and opportunities he faced while moving to Vietnam during the COVID-19 pandemic. He provides insights into the investment market in Asia, the distribution models in the region, and offers advice for those considering bold career moves. Takeaways Eric has a rich background in financial services, transitioning through various roles. Travel has significantly influenced Eric's career choices and perspectives. The importance of believing in oneself when making career transitions. Eric's experience during COVID-19 highlighted the challenges of remote work and adaptation. Eric emphasizes the need for patience and listening in a new work environment. Eric's journey reflects the importance of personal growth and self-discovery. He encourages others to pursue their dreams without fear of regret. Chapters 00:00 Introduction to Eric Levinson 03:00 Eric's Journey in Financial Services 09:02 The Impact of Travel on Career Choices 15:03 Transitioning to National Accounts 20:54 Moving to Vietnam During COVID-19 27:02 Financial Services in Asia 32:47 Distribution Models in Vietnam 39:07 Advice for Bold Career Moves
Ep 03 - The Intersection of Consulting, Data, and Distribution with Lee Kowarski
Summary In this conversation, Steven Clark interviews Lee Kowarski, head of distribution solutions at SS&C Technologies. They discuss Lee's background, his journey in the financial services industry, and the challenges and opportunities in the industry. They also touch on topics such as the evolution of consulting firms, the impact of data and artificial intelligence, and the future of the financial services space. Lee shares his insights on leadership, the mutual fund industry, and the importance of being adaptable and innovative in a changing landscape. Takeaways The financial services industry is facing challenges such as margin compression and fee compression, but it is still an exciting space with opportunities for growth and innovation. Leaders in the industry need to be strategic and adaptable, embracing data, technology, and artificial intelligence to drive their businesses forward. The mutual fund industry is experiencing pressure as assets move to other investment vehicles, but there will always be a mix of products and opportunities for growth. The James Beard Foundation and Rethink Food are organizations that Lee Kowarski supports, as they work to support and uplift the restaurant industry and address food insecurity. Lee Kowarski emphasizes the importance of building and leading a strong team, and takes pride in the impact he has had on the careers of his team members. Chapters 00:00 Introduction and Background 08:18 Starting and Selling a Business 14:21 The Changing Landscape of Consulting Firms 23:32 Predicting Future Themes and Developments 28:15 Lightning Round
Ep 02 - Embracing Change and Prioritizing Well-Being with Stewart Foley
Stewart Foley, founder of Insurance AUM, discusses his career in insurance asset management and the growth of his platform. He shares the importance of self-reflection and his experiences of taking time off to go on motorcycle rides for well-being. Foley also highlights the opportunities in the insurance industry and the impact of technology on insurance and asset management. Takeaways The insurance industry offers diverse career opportunities and is often overlooked by young professionals. Insurance companies are sophisticated investors and play a significant role in the asset management industry. Technology, such as insurtech and AI, is transforming the insurance industry and creating new opportunities. Foley emphasizes the importance of taking time off and engaging in self-reflection to make informed career decisions. He is a strong advocate for mental health and supports initiatives to raise awareness and prevent suicide. Chapters 00:00 Introduction and Relocation to Austin 03:03 Early Years and Career in Finance 07:59 Key West to Halifax Ride and Taking Time Off 14:07 Teaching and Mentoring in Finance 22:03 The Importance of the General Account in Insurance 25:00 Trends in Insurance Asset Management 32:10 Insurtech and Technology in Insurance 37:01 Outlook on Financial Services and Insurance 39:57 Insurance AUM Podcast and Mental Health Advocacy 44:57 Lightning Round If you or someone you know is struggling with mental health, help is available. The 988 National Mental Health Crisis Hotline offers confidential support 24 hours a day, 7 days a week. Don't hesitate to reach out and get the support you need.
Ep 01 - Calculated Risks and New Ideas: Leadership Lessons from Bill Cashel
Bill Cashel, co-founder and head of business development for Privacore Capital, shares his career journey and insights into the financial services industry. He discusses his background, early years, and how he discovered his interest in finance. Bill also talks about his transition from wealth advisory to distribution and his experience at AQR. He expresses his optimism for the future of financial services and the private strategies business. Finally, he explains the mission of Privacore and its role in bridging the gap between top-tier GP firms and the private wealth channel. Takeaways Bill Cashel's career in the financial services industry has been marked by success at every level. He emphasizes the importance of taking calculated risks and being open to new ideas in leadership. Bill is bullish on the future of financial services, particularly in the private strategies business. Privacore Capital aims to solve the issue of expanding top-tier GP firms into the private wealth channel. Chapters 00:00 Introduction and Background 03:27 Career Progression and Path 08:16 Transition to Distribution 13:54 Joining AQR 16:00 Bullish on Financial Services 25:22 Private Strategies Business 35:11 Leadership Style 37:02 Privacore Story © 2024 Privacore Capital, all rights reserved. Privacore Capital is an affiliate of Janus Henderson US (Holdings) Inc. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. DAK Associates is not affiliated with Privacore Capital, Janus Henderson, or its subsidiaries.
The Hunter - Episode 00 - Intro
INTRODUCING The Hunter podcast which is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives, and we pride ourselves on being at the forefront of talent recruitment since 1979. With over 40 years of experience, we understand the unique demands of the wealth and asset management industry, and we're here to share the stories of the leaders who have weathered the storms and emerged as trailblazers in their field. Meet Your Host Steven Clark, President and Partner, has been a search professional with DAK since 1989. As President, Steven is principally involved in driving firm revenues, managing client company relations, setting strategic direction, and managing and directing the day-to-day efforts of DAK’s team of search professionals.