Billion Dollar Backstory

14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management

Jul 19, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
The Journey of Bob Dorsey
03:24 • 6min
3
Hedge Funds and Private Market Exposures for High Net Worth Investors
08:58 • 2min
4
The Importance of Being Introvert in the Investment Industry
10:43 • 3min
5
How Bob Dorsey and Ultimis Came to Be
13:42 • 6min
6
The Legacy of Gary Tankman
19:37 • 3min
7
Altimus Fund Solutions: A Tender Offer Fund for Hedge Funds
22:22 • 2min
8
The Importance of Having a Great Partner
23:54 • 2min
9
The Challenges of Scaling and Growing an Asset Management Firm
25:51 • 2min
10
The Importance of Client Service in Mergers and Acquisitions
28:17 • 2min
11
The Next Phase of Growth at Ultima's
30:19 • 4min
12
The Importance of Being a Specialist
34:07 • 2min
13
The Importance of Culture in Business
35:55 • 2min
14
How to Be a Successful Businesswoman
38:00 • 2min
15
The Importance of Factfulness
40:03 • 2min
16
How to Be a Happy Place
41:34 • 2min
17
The Importance of Being a Good Leader
43:08 • 2min
18
How Altimus Converted Amrkburg's LP Into an Interval Fund
45:09 • 3min