Acquired Special: Invest Like the Best on Acquired
45 snips
Oct 7, 2020 
Join Patrick O'Shaughnessy, CEO of O'Shaughnessy Asset Management and host of the Invest Like the Best podcast, as he shares his fascinating journey from philosophy major to tech CEO. He discusses innovative strategies transforming wealth management and the vital role of community and AI in investment. The conversation dives into the evolution of podcasting and venture capital, highlighting the importance of unique content and mentorship. Patrick also emphasizes how kindness in professional environments can lead to significant growth.
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Trial by Fire
- Patrick O'Shaughnessy's first job involved client communication during the 2008 financial crisis.
- He learned about business by transferring clients and managing assets during a stressful period.
Asset Management Business Model
- Traditional asset management is simple: manage assets, charge a fee.
- The business functions include product (investment strategy), distribution, and operations.
Canvas Origin
- Inspired by Amazon Web Services, O'Shaughnessy Asset Management (OSAM) created Canvas.
- Canvas lets advisors design custom investment strategies using OSAM's internal tools.
