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Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)

Investment Management Operations

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Effective Meeting Strategies and Training at Oaktree Capital Management

The chapter delves into the components of a successful meeting, highlighting the importance of understanding client needs, fostering open communication, and active participant engagement. It further discusses the training process at Oaktree Capital Management, focusing on the comprehensive training program for new employees that includes cultural assimilation and hands-on learning through attending client meetings with experienced colleagues. Additionally, it emphasizes the key management principles and employee qualities that contribute to success within the organization.

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