Leadership Challenges and Innovations in the Investment Landscape

Exploring the challenges and opportunities of leadership in scaling a firm while highlighting the significance of a shared vision. Discussion on innovation in the investment sector and the necessity of adapting to market disruptions for client value.

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Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over $200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the self-proclaimed least capable person in the firm and rose to become chief investment officer of their 300-billion-dollar public equity business.

Katie has been a champion for expanding opportunities for students, and one initiative in particular is the Women's Investing Summit, which has become the preeminent all-female-led investing conference in higher education. With the sixth annual Women's Investing Summit on February 29th, we thought it would be fun to have Katie join us in the classroom to unpack her remarkable career. Please enjoy our class with the wonderful force multiplier, Katie Koch.

Learn more about the Women’s Investing Summit.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Art of Investing

(00:02:38) First Question - ‘What Choice Would You Make If You Knew You Would Not Fail?’

(00:05:00) Katie's Childhood and Lessons from Parents

(00:13:24) Her Experience at the University of Notre Dame

(00:24:15) Katie's 20-Year Career at Goldman Sachs

(00:36:16) The Importance of Mentorship and Sponsorship

(00:41:18) Building Meaningful Relationships for Career Growth

(00:43:24) The Transition from Goldman to TCW

(00:48:15) The Importance of Humility and Collaboration in Leadership

(01:01:35) The Significance of Diversity in Investment Firms