Lawrence Obertelli’s Post

Wondering about the role of leadership in hedge funds? Check out this insightful article discussing its importance in running a successful fund. Effective leadership fosters strategic decision-making and inspires confidence among investors and team members alike. Understanding its significance is crucial for navigating the complexities of the financial world. Dive in to gain valuable insights. https://lnkd.in/ep4JR3Hg #hedgefunds #leadership

It was great to spend some time with our teammates, clients and investors at KeyBanc Capital Markets' 25th annual Technology Leadership Forum in Vail, Colorado. The discussions were amazing - focused on the future of technology and finance.    Check out this video where I share my top themes from the event: #KBCMTech #Innovation #MiddleMarket #EmbeddedPayments #FinTech

Harvest ETFs CIO and Portfolio Manager Paul MacDonald discusses equity leadership style and market breadth for the June 2024 recap. Watch the full "5 in 5" episode here: https://lnkd.in/g7bypStd

Keen to increase your impact and grow your career? Joshua del Rio will be sharing proven tactics on how to do this based on his experience going from a graduate to deputy CEO at one of Australia’s top hedge funds by 29. In this webinar, you’ll learn: 👉how to practically grow your responsibility and move up 👉proven methods to have more impact in your role 👉top tips to be noticed for the best reasons Haven’t locked down a date just yet, but join the waitlist and I’ll notify you once it's scheduled so you can join. Register Link in Comments #webinar #personalgrowth #leadership #careeradvancement

It was a packed few days of learning and networking at the Investment Company Institute Leadership Summit, as Mutual Funds turn 100! Engaging with top leaders in asset management provided valuable perspectives on a range of pivotal topics, from market opportunities and regulatory priorities, to the future of distribution. Grateful to have made new connections and eager to apply these insights to drive innovation and growth in our strategies.   Ryan Hicke, SEI - "Ego is the enemy of change."   Katie Koch President and CEO of The TWC Group - "People aren't afraid of change. People are afraid of losing control."   Heidi Ridley, CFA Co-Founder and CEO Radiant Global Investors - "Sustainability is intentional." Jenny Johnson, CEO of Franklin Templeton (also named one of the most powerful women in the world by Forbes) - quoted some lines from poem IF by Rudyard Kipling covering every life lesson... "If you can trust yourself when all men doubt you, but make allowance for their doubting too;" "If you can meet with triumph and disaster, and treat those two impostors just the same;"   With panelist Kristy Von Ohlen who presented key considerations for Board Oversight of ETF developments and Todd Johnson.   #ICILeadershipSummit #AssetManagement #Innovation

Meet Ken Mehlman: Alder's beacon of Generational Leadership, blending thought leadership in private equity with a passion for sustainability. As the force behind KKR's impact fund and a creator of transformative experiences for Members on our delegations, Ken is setting new standards for corporate responsibility and personal engagement. Dive into his insights on driving business towards sustainability in KKR's latest report — available now on the Alder Member Portal!

We’re pleased to have sponsored the PIMFA - Personal Investment Management & Financial Advice Association Senior Leadership Summit & Dinner where DACB’s Ben Daniels and Angela Hayes moderated conversations on the future of the sector alongside key Wealth Management firms CEOs and senior member firm colleagues.   #WealthManagement

Together with the GWOB 2023 cohort, I had the opportunity to visit Euronext Paris recently. From a standalone stock exchange founded in 1724, it is now part of a pan European bourse. Personally, I always find it interesting how organisations focus on growth and service via collaboration. Obviously it is not easy, especially if cross-countries...imagine the varied regulations, systems, processes, cultures.... different yet need to be aligned, while maintaining own unique ways. There will be gains and failures, for sure. However, if the intent, mission and values are clear, challenging collaborations work. If 7 bourses can collaborate, why can't we? 😊 Thanks LeadWomen for a fruitful experience. #leadership #collaboration #journeytoboard

Learn more about 1200vc by reading the recent #LP feature about Sam Sadowsky by Emerging Venture Capitalists Association (EVCA). https://lnkd.in/dDvuq-E3 #venturecapital #emergingvc

Looking forward to connecting with industry leadership, and presenting some thoughts at ICI's Leadership Summit next week! #buildingabetterworkingworld