Zlata Gleason discusses her approach to selling equity strategies in the context of the sales process she has developed with Indus Capital, an Asian Pacific equities investment manager. She shares her experiences distributing and servicing long-only and hedge fund strategies and the questions clients ask surrounding succession planning, investment management fees, and how specialist strategies fit into a broader asset allocation model.
Join Zlata and Robert as they discuss the changes they have seen in the industry over the past twenty years, and how best to position your investment strategies with investors for the years ahead.
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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