Capital Allocators – Inside the Institutional Investment Industry

Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)

Aug 23, 2021
Matt Spielman, Founder and CEO of Inflection Point Partners, excels in executive coaching, particularly in asset management. He shares his journey from Wall Street to coaching, driven by a quest for personal fulfillment. Key topics include redefining success, the importance of mentorship, and effective goal-setting strategies. Matt discusses the complexities of team turnover in investment firms and the need for strong coaching relationships. His insights on recognizing employee burnout and fostering a supportive work environment resonate deeply with leaders seeking to enhance team performance.
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ANECDOTE

Non-Linear Path to Coaching

  • Matt Spielman's career began in fixed income at Morgan Stanley after a chance encounter with the firm.
  • He realized many people were unhappy, inspiring him to find his "Piano Man."
ANECDOTE

Finding "Piano Man"

  • A Billy Joel commercial sparked Spielman's search for his passion during business school.
  • He sought work that allowed him to build, impact, and serve multiple roles.
ANECDOTE

Startup Experiences

  • Spielman joined a small web hosting company, drawn by the opportunity to build and create wealth.
  • The acquisition of the company and a developing relationship prompted his return to New York.
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