Shows
The HunterEp 07 - Building Dakota: From 14 Jobs to Purpose-Driven Leadership with Gui CostinSummaryIn 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 i...2025-03-0534 minThe HunterEp 06 - From Sales Floor to Financial Innovation: Mark Carver's Journey in Asset ManagementSummary
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...2025-01-1536 minThe HunterEp 05 - Product Development Master Class with VanEck's Ed LopezSummary
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
2024-11-1245 minThe HunterEp 04 - From Wall Street to Vietnam: A Global Journey with Eric LevinsonIn 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...2024-10-2342 minThe HunterEp 03 - The Intersection of Consulting, Data, and Distribution with Lee KowarskiSummary
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 s...2024-06-1231 minThe HunterEp 02 - Embracing Change and Prioritizing Well-Being with Stewart FoleyStewart 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 in...2024-05-2147 min
The HunterEp 01 - Calculated Risks and New Ideas: Leadership Lessons from Bill CashelBill 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...2024-04-2430 minThe HunterThe Hunter - Episode 00 - IntroINTRODUCING 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...2024-04-1601 min
CRM UnlockedThe Complexity of Wealth Management with Derek BrutonWealth management, at its core, is about helping families and investors succeed and reach their financial goals. It is about helping people identify their financial goals and objectives and then creating a plan to achieve them. In this episode, Marc talks with Derek Bruton, Senior Managing Director at Gladstone Group. In his role, Derek brings a combination of M&A, RIA, RIA custodian, and Broker/Dealer experience to the institutions and advisors he counsels. Derek talks with Marc about what attracted him to join Gladstone, how the firm serves advisors, and why technology can be a...2022-07-1232 min