All episodes

The Lowest Standard You Accept Defines Your Culture: Jonathan Kingery, DoubleLine

Check Your Title at the Door: Lori McEvoy on Building a Winning Distribution Team

The Art of Subtraction: Sales Leadership Lessons from Wellington’s Chip Saltz

Culture Is the Strategy: Christina Adamson of Ares Wealth Management Solutions

If It's Not in Salesforce, It Didn't Happen: Michael O'Shea on Sales Discipline at Origin Investments

Autonomy with High Expectations: Angela Kay on Leading Without Micromanaging

The Long Game: Ava Mallin on Building Allocator Relationships That Last

If You're Explaining, You're Losing: Mark Allen of Royal Oak Realty Trust

Dan Amir: Inside Crow Holdings' Wealth Distribution Playbook

Dominica Ribeiro: Marketing and Distribution Under One Roof

Keith VanOrden on Building TCW's Retail Distribution Platform from Scratch

Stephen Tiller on Leadership, AI, and Picking Up the Phone

Jeff Collins: Selling What Doesn't Fit in a Bucket

Mike Castino on Market Makers, Platform Fees, and Building a Boutique ETF Firm

Paul Stanton on How Founder-Led Brands, Content Marketing, and Agentic AI Are Reshaping Capital Raising

Be Kind and Win: Gui Costin, Dakota

Michael Sidgmore on Winning the Wealth Channel

The National Squash League: Reinventing Pro Squash

How Cold Email Really Works Today with Adam Rosen

Why Discipline Matters in Fundraising With Larry Pokora of Tilden Park Capital

From Operator to Investor: How Nate DaPore Built Roo Capital Around Talent and Execution

Andrew Fentress on Building a Risk-First Private Credit Platform

Building Trust at Scale: Brian Willer on Leading High-Performing Institutional Sales Teams

Mark Tower on Consistency, Connection, and Leading with Purpose in Institutional Sales

Karl Engelmann on Building Sarmaya, Selling with Conviction, and Leading Through Relationships

Ryan Williams on Mastering Sales with a Lean Team and a Personal Touch at Swan Global Investments

Leading with Transparency and Bazooka Content: Manish Khatta on Scaling Potomac

Neda Jafar on Building Trust, Teams, and $6B at Kimmeridge

Chase Bower on Building Team-Driven Sales Success at Harbor Capital

Unlocking Differentiation: How to Make Your Investment Strategy Stand Out

Afzal M. Tarar: Combining AI Expertise and Relationships at Quartus Capital Partners

Building Trust and Value in Private Equity with Alisa Kolodizner, Prairie Hill Holdings

Daniel Duncan on Building a Resilient Investor Base for an Emerging Markets Manager

Streamlining Due Diligence and Deal Sourcing with Michael Ashmore, Rondeivu

Dean Kantor on Creating Value in Mid-Market Healthcare Real Estate at CoreGro

Inside Dundas Global Investors: James Curry & Andrew Brown on Hybrid Sales and Service

Inside 65 Equity: Leon Brujis on Partnering with Founders for Growth

Andrew Saunders on Building a Collaborative Sales Culture at Castle Hill Capital

“Thinking Big” with Urban Standard: Seth Weissman’s Approach to Fundraising and Growth

John Donovan on Building Trust and Transparency at TowerBrook

Educate, Don’t Sell – Danielle Brown’s Fundraising Playbook at Altriarch

Inside the Capital Formation Playbook of RMWC with Michael Rubenstein

Fundraising with Precision: Inside Optimizing Sales at LAB Quantitative Strategies with Shane McCarthy

Capital Formation, Not Sales – Inside CAZ with Christopher Zook

How Stacy Havener Built Havener Capital on Storytelling and Strategy

Joe Grogan on Culture and Consultative Sales at WisdomTree

DeWayne Louis on Scaling Smarter with AI at Versor Investments

Earning Trust, One Deal at a Time – Drew Dolan, DXD Capital

Driving Distribution with Discipline – Daniel Noonan, Cohen & Steers

Michele Colucci on AI-Driven Healthcare at DigitalDx Ventures

Scaling Private Wealth with Doug Krupa, KKR

Guantong (“GT”) Sun on Process-Driven Fundraising at Turning Rock Partners

Democratizing Private Equity with John Bailey, OneFund Investments

Driving Sales Success with Brad Jung, Russell Investments

Sales Strategy & Leadership with Jonathan Harari, Crescent Capital

Mastering Institutional Sales with Allen Gray of Silvercrest

From “Big Rocks” to Big Wins: Todd Cassler’s Growth Strategy Framework at Cerity Partners

Complete Capital Structure Analysis™: Penn Capital's Secret to Small-Cap Success

Leadership, Longevity, and the Future of Asset Management with Brian Maute of DWS

Mastering Private Fundraising: Relationship Building, Market Shifts, and Sales Strategy with Nancy Vailakis

Breaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales Models

The Power of a Consultative Sales Approach with Rob Logan of Principal Asset Management

Revolutionizing Sports: Wayne Kimmel of SeventySix Capital on Innovation, Tech, and the Future of Fan Engagement

Rainmaker Live! November 2024

The Power of Cold Outreach in Private Markets with Valentine Whittaker of Epic Funds

Client-Centric Leadership at Vanguard with Jane Greenfield

Strategic Leadership and Wealth Management: Frank Riccio of First Eagle Investments

Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets

Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

Team-First Leadership: John Halaby of Harbor Capital on Building Winning Sales Teams

Strategic Growth and Innovation: Damion Hendrickson of AGF Investments on Navigating the U.S. Market

Behind the Scenes of Collaborative Sales Leadership with FS Investments

Flexible Leadership and Data-Driven Sales with abrdn’s Steve Dunn

Inside Global Wealth: Leadership and Strategies with Carlyle's Shane Clifford

Formula to Success: Innovation and Client Focus with Todd Myers

Manulife's Winning Sales Formula: Specialist Models and Strategic Communication

Voya Investment Management's Data-Driven Success: Troy Chakarun's Blueprint for Sales Leadership

Client-First Approach: T.F. Meagher's Success Strategies at Janus Henderson

Scaling Success: Madeleine Sinclair's Insights on Leadership and Growth at Blue Owl Capital

Developing Dynamic Sales Teams with Phil Shankweiler at Starwood Capital

Franklin Templeton on Leveraging Strengths: Key Sales Strategies with Jonathan Kingery

The Blueprint to Long-Term Growth Strategies with Baillie Gifford's Nick Wood

T. Rowe Price's Strategy Unveiled: Doug Keller on Driving Sales Success and Team Synergy

Fundraising strategy breakdown: Quantitative by the Numbers and Qualitative with Emotional Intelligence

Elevating Private Wealth Strategies with Hamilton Lane's Steve Brennan

Leading By Example with Bridge Investment Group’s Pete LaMassa

Adapting to Win: Sales Strategies for the Financial World with Artisan Partners

Boston Partners' Strategy to Winning in a Competitive Landscape with Paul Heathwood

Strategies for Market Wins: Sales Excellence with Resolute's Greg Stumm

Mastering the Dakota Way: Sales Leadership with Dakota’s Dan DiDomenico

The Investment Sales Playbook: A Conversation with Eaton Vance's Matt Witkos

Cultivating Transparent Teamwork: Adam Bobker's Strategy for Success at Fortress

The Art of Storytelling: Steve Ford's Sales Approach at GQG Partners

PIMCO’s Approach to Relationship-Driven Sales with Eric Sutherland

Navigating Asset Management's Future: Insights from HarbourVest's Jamie Kase