In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Tom Brakke, Founder of the Investment Ecosystem, to explore the dynamic landscape of investment manager research and asset allocation. Tom's remarkable journey from portfolio manager and director of research to providing pivotal advice and education in the asset management industry offers invaluable insights into organizational design, investment process, and the art of due diligence.
As a forty-year veteran in asset management, Tom shares his experiences and lessons learned over a distinguished career, highlighting the importance of adapting to change and the role of effective communication in investment management. The conversation delves into the complexities of manager research, the challenges of narrative and performance evaluation, and the critical nature of organizational design in aligning investment philosophy with operational reality.
The episode also covers the impact of technological advancements and macro-environmental considerations on investment strategies and decision-making. Tom emphasizes the need for investment firms to stay agile and forward-thinking, shedding light on the significance of understanding market dynamics and the potential pitfalls of traditional investment approaches.
Listeners will gain a deeper appreciation for the nuanced aspects of asset management and the critical thinking required to navigate the investment landscape successfully. Tom's perspective encourages a reflective approach to investment decisions, stressing the importance of continuous learning and open dialogue within the investment community.
As the Dakota Live! Podcast continues to bridge the gap between industry thought leaders and asset allocators, this episode with Tom Brakke stands out as a must-listen for professionals seeking to enhance their understanding of the investment ecosystem and its challenges.
Tom Brakke: / tombrakke
Robert Morier: / robertlmorier
Our Website:
dakota.com
The Investment Ecosystem:
investmentecosystem.com/
🎙️ Listen to the Podcast:
Spotify:
open.spotify.com/show/3NUXRMz...
Apple Podcast:
podcasts.apple.com/us/podcast...
0:00 Intro
1:34 At the desk
2:23 Tom Brakke Intro
4:05 Career journey
6:26 Recognizing the need for change
8:29 Earlier days
11:12 Signs in asset owners
13:02 Tom's role
19:59 What the cards say today
22:34 Areas that require attention
25:03 Finding synergies
28:05 Communicating compexity in brief
31:18 Significant innovations
36:04 Manager research issues
41:59 The pencil is mightier than the pen
41:59 Mentors
44:45 Outro
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