Floyd Simpson shares how he evaluates asset managers, approaches due diligence meetings, and considers asset allocation decisions. He discusses his experience in working in Emerging Manager Research, Multi-Asset Strategy Solutions, and an Outsourced CIO business model with PFM Asset Management.
In his current role he works with institutional clients to develop and implement Multi-Asset strategies for their portfolios and is a voting member of the Outsourced Chief Investment Officer Investment Committee which has oversight of $16.7 billion Assets Under Management as of June 30, 2022.
Podcasts
By: Gui Costin
October 25, 2022
Podcasts
The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation decisions, and more.
Podcasts
By: Gui Costin
November 1, 2022
Podcasts
The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed with Indus Capital, an Asian Pacific equities investment manager, and more!
Podcasts
The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more!
Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.
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