010: Jane Abitanta: Coaching Asset Management Teams

Join Dr. Krister Lowe and leading organizational coach Jane Abitanta for this week’s episode of The Team Coaching Zone Podcast.  Jane Abitanta, Principal of Perceval Associates, occupies a special position in the institutional investment arena that comes from her ability to diagnose the underlying problems that get in the way of money managers, and provide successful solutions that help them attract and retain clients.  Over the past fifteen years, Jane has advised many of the top institutional fund managers, family offices and more than 100 hedge funds, helping them to articulate their particular edge in terms of the real-world needs of their markets.  She has served as a charter faculty member of the Institute for Private Investors, a member of the Investment Committee of Women’s World Banking, and a director of the Association for Investment Management Sales Executives (AIMSE). She is a director of Green Cay Asset Management, a Bahamas-based alternative investment firm and a former director of Shaking the Tree, a not-for-profit organization that uses interactive theater to illustrate family dynamics.  In this episode Jane shares stories of hits and misses coaching asset management teams.  Themes highlighted in the podcast interview include: establishing credibility as a coach, using the self as instrument, balancing the roles of coach and facilitator, supervision and peer coaching support and more.  Some resources Jane recommends are the work on Intentional Change Theory and Learning Agility.  If you are a team coach interested in working with money managers, this is an episode you surely will not want to miss!