Investment Management Operations

Lauren Dillard, CFO – Vista Equity Partners (EP.01)

Jul 6, 2023
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ANECDOTE

Early Career Pivot After Enron

  • Lauren started at Arthur Andersen in tax and learned professional discipline and how to learn quickly.
  • After Enron she moved to Carlyle and seized growth opportunities that accelerated her career.
ANECDOTE

Saying Yes To An Undefined Role

  • Carlyle asked Lauren to run a new Investment Solutions division and she accepted despite uncertainty about the role.
  • The job forced her to learn operations across sales, office strategy, P&L and product decisions rapidly.
INSIGHT

Exchange To Tech Company Shift

  • Nasdaq re-framed itself as a technology company powering exchanges and data products beyond listings.
  • Leading Nasdaq's Investment Intelligence taught Lauren product, go-to-market, and client-focused operating skills.
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