Capital Allocators – Inside the Institutional Investment Industry

Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
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AI-generated based on their snips
1. Attending HBS exposed the speaker to leaders who valued human capital, talent, and culture above all else in their jobs
2. The failure rate of corporate strategies and employee engagement are important factors to consider in understanding successful businesses
3. Talent decisions and company culture are often the root causes of corporate strategy failure
4. The speaker had a moment of clarity regarding their career path and received a job opportunity that aligned perfectly with their skills
5. Aligning a diverse team requires using the right tools for organizational, team, and individual high performance
6. Implementing a system that focuses on caring and competition leads to consistent success
7. Asset management has been slow to adopt new tools, presenting an opportunity for their effective use
8. Annual employee engagement surveys and 360 feedback are universally effective tools for improving company performance
9. Employee surveys and feedback provide valuable insight into team and individual improvement areas
10. Coaches play a role in helping struggling individuals gain clarity and reach their full potential
11. Improvements in team functioning and perceptions may not easily translate to market performance
12. Optimizing controllable factors while minimizing stress from non-controllable factors leads to better investment performance
13. The speaker moved to Apollo to apply their experience in building successful companies and leverage human capital tools for investment and commercial success
14. Smaller firms can use executive coaching, 360s, and employee surveys as alternative HR strategies
15. Understanding what a company is good at and what areas it needs to improve is key to improving organizational performance
16. Leading edge tools in sports psychology and professional services impact organizations, but feedback delivery and individual reactions must be considered
17. Trusting intuition is important in decision-making and can lead to success