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.
Zlata Gleason is a Partner and Head of Client Advisory for Indus Capital, overseeing the Firm’s business development and client relations and the team supporting these efforts. Prior to re-joining Indus Capital in September 2021, Ms. Gleason worked in the Investor Relations Group at Lone Pine Capital. Before moving to Lone Pine Capital in 2020, she was a Director of Client Relations at Senator Investment Group. Ms. Gleason worked at Indus Capital as a partner and a member of the Client Advisory Group from 2011-2017. She started her career at Morgan Stanley where she worked in Prime Brokerage and Equity Derivatives departments in New York and London between 2003-2011.
Ms. Gleason, a CFA charterholder, graduated from Wellesley College with a B.A. in Economics and German Language and Literature. She is a member of the boards at Concordia Conservatory, Bosana Foundation and Investment Community Board of City Year New York. Ms. Gleason is fluent in Serbo-Croatian, Turkish and German, and conversational in Spanish.
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