Episode 116: Pat Lynch - A Chicago Legend Shares a Few "Golden Rules" of Sales and Business Building

Pat Lynch, who was Founder, President and CEO of Chicago Equity Partners, a Chicago based asset manager for over 20 years.  He now holds investment and strategic advisory roles within the investment industry and is on the board of directors of Loyola Business School, as well as the Ballmer Center for Social Justice.

Our conversation covers Pat's decades of experience in finance, including starting out in the investment arm of a bank, forming Chicago Equity Partners with a group of partners and growing that business. We spend quite a bit of time on how to make a sale, and how we must be careful not to project how we "buy" onto others.  Knowing clients is about so much more than how they buy of course, and we speak about the importance of networks, developing direct client relationships and how the shape of finance is changing with more involvement of intermediaries.  We also take a broader survey of the dynamics of the finance industry and how it is evolving.

This podcast is brought to you with the kind support of Pluscios Capital, a women-owned, WBENC certified investment management firm based in Evanston, IL. With over 60+ years of combined investment management experience, co-founders Constance Teska and Kelly Chesney are committed to the development of bespoke investment solutions on behalf of institutions and intermediaries. In addition to broadly diversified core and catalyst solutions, Pluscios provides hands on product development support and custom solutions with a focus on diversity-led and emerging managers.