E57: Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets

Eric Poirier sits down with David Weisburd to discuss insights from the platform’s investment data on nearly $6 trillion in assets. They also talk about the top performing asset classes, the future of asset management and how to manage talent to scale a business. (0:00) Importance of focusing on solutions and organizational cycle speed (0:16) The skill sets required for founders versus growth CEOs (0:34) Introduction of Eric Poirier, CEO of Adapar and his journey (1:21) Overview of Adapar's customer base, platform benefits, and assets (5:07) Insights from Adapar's extensive dataset and asset breakdown (8:28) Venture capital as a high-performing asset class and Adapar's business model (10:10) Trends in asset allocation, future of alternatives, and Adapar's vision (13:02) Recommendations from Adapar's Navigator and building a client-centric culture (17:25) Comparing skill sets of founders versus growth CEOs (continued) (18:22) Sponsor: Deal (19:00) Challenges and advice during Adapar's infrastructure changes (20:55) CEO decisiveness, empathy in leadership, and COVID-19 impact (22:46) Closing remarks and announcement of newsletter (24:18) Episode wrap-up and additional resources