3min snip

Capital Allocators – Inside the Institutional Investment Industry cover image

Brad Jacobs – Masterclass on Leadership and Management (EP.368)

Capital Allocators – Inside the Institutional Investment Industry

NOTE

People First, Continuous Improvement, and Accountability Strategy

The foremost focus during an acquisition should be on identifying and retaining great talent, while also addressing weak performers through generous exits. Valuable insights are gathered by asking employees about successful practices pre-acquisition and the inefficient aspects of the business. By crowd-sourcing improvement ideas and prioritizing based on return on capital and time, an alpha creating plan is devised. Every task is assigned to an accountable individual or team, with weekly meetings to track progress. Simultaneously, assessing and compensating people to align with new goals and integrating technology seamlessly are crucial components. Slow technology integration is viewed as riskier than rapid implementation. The Monthly Operating View is essential for business operation based on a shared vision.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode