Monthly Archives: July 2024

Episode 223 – HR’s Crucial Role of Cultivating a Strong and Enduring Company Culture with Kirstie Eustace

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Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.

In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and growth within the firm.

Also discussed:

  • The transformation of HR from tactical to strategic, emphasizing its role in shaping organizational culture and leadership.
  • How she joined Steward Partners to take a bet on herself, finding the firm to be exactly as represented by its founders.
  • The evolution of Kirstie’s role from handling everything herself to leading a specialized team.
  • The importance of maintaining a strong company culture and ensuring it transcends throughout the organization.
  • The culture at Steward Partners, anchored in partnership and ownership, which has evolved but remains core.
  • Kirstie’s focus on the future of the firm, emphasizing growth, scalability, and preserving culture.

 

Resources: 

Steward Partners

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Episode 222 – Inside the Decision to Become a Board Member of a Newly Developed Firm with Janet Robinson

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Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.

In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a growing media company. She also explains what attracted her to Steward Partners, highlighting her desire to be part of a culture that prioritizes partnership and high performance.

Also discussed:

  • Janet’s career transitioning from a public school teacher to a media executive at The New York Times Company, driven by her passion for publishing, media, and digital formats.
  • The Times’ commitment to quality journalism and integrity which was both an attraction and a core value.
  • Challenges faced with the digital shift and introducing a pay model.
  • Concerns about declining media standards, stressing the importance of factual reporting and education.
  • Joining the Steward Partners board because of their unique business model and experienced leadership, valuing their culture of partnership and high performance.
  • How maintaining founding values and providing quality journalism are essential for media companies’ success in today’s world.

 

Resources: 

Steward Partners

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Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz

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WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.

In this podcast, we are joined by Jeremy Schwartz,  the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising markets of Japan and India, and strategies to effectively navigate and hedge risks in these regions.

They also discussed:

  • Japan and India as promising markets, noting their favorable economic fundamentals and significant growth potential.
  • Japan is identified as a strong investment prospect due to the benefits of currency hedging, robust corporate governance, and dividend growth.
  • India stands out with its rapid economic expansion, large population, and pro-business reforms under Prime Minister Modi’s leadership.
  • Schwartz emphasizes the importance of currency hedging to mitigate the risks associated with fluctuating foreign currencies, which can significantly impact investment returns.
  • The pivotal role of technology in driving economic growth in India, especially in enhancing financial inclusion and efficiency.
  • Using ETFs like DXJ for Japan and EPI for India to effectively capture growth opportunities while managing associated risks

 

Resources: 

WisdomTree

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Episode 220 – Model Portfolios for Modern Investing with Kunal Shah

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Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital.

In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies.

Topics discussed:

  • The abilities of alternative investments, citing their capabilities to provide lower correlation, enhanced returns, and different income sources compared to traditional public markets.
  • Educational barriers and structural challenges advisors face when incorporating alternative investments.
  • Introduction to a new model portfolio focusing on alternative investments, which provides guidance on allocation among different asset classes such as private equity, private credit, and real assets.
  • The development of the model portfolio which involved extensive data analysis, performance review, and optimization to ensure high risk-adjusted returns through a diversified and balanced approach.
  • The model portfolio availability on the iCapital marketplace for all advisors, with plans to introduce more portfolios targeting different outcomes and allowing for customization based on client needs.
  • How model portfolios simplify the integration of alternative investments, helping advisors meet client demands, diversify portfolios, and potentially attract more clients.
  • Upcoming technology enhancements, including a multi-investment workflow, and the launch of the new portfolio analytics solution, Architect, aimed at making the investment process more efficient and seamless for advisors.

 

Resources: 

iCapital

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Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam

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Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors.

In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech.

Topics discussed:

  • Mohan’s extensive 25-year career in the finance industry, including roles at E-Trade, Cetera, and AssetMark.
  • The significant technological advancements in the financial industry, such as the rise of FinTech and the shift towards a paperless office.
  • Tailoring technology solutions to meet the unique needs of individual advisors rather than adopting a one-size-fits-all approach.
  • The potential of artificial intelligence to enhance efficiency in areas like client meetings, portfolio construction, and investment management.
  • How technology benefits investors by improving efficiencies and enabling more sophisticated investment management and seamless interactions.
  • Gurupackiam praises the collaborative and partnership-driven culture at Steward Partners, which fosters open and respectful conversations and includes everyone as a partner.
  • The critical importance of cybersecurity infrastructure in protecting firm data and assets from increasing cyber threats.

 

Resources: 

Steward Partners

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