111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution

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Billion Dollar Backstory

Stacy Havener

123 episodes

3 days ago

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com

All content for Billion Dollar Backstory is the property of Stacy Havener and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution

Billion Dollar Backstory

1 hour 1 minute

2 months ago

111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep.

Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK.

She knows this business inside and out, and today she’s sharing her wisdom on up-leveling your meeting game so you can land more investments.

Listen in as she and Stacy discuss:

· Her backstory – from corporate allocation to launching her company

· Inside the mind of a fund-buyer: what makes a fund manager stand out to her

· Why you should dig into data but not use it as a crutch in meetings

· The competitor bashing Achilles heel – how to show your differences to the peer group tastefully

About Lucy Walker:

Lucy Walker is founder, chair, board director and advisor in investment management, technology and not-for-profit.

In 2020 she founded AM Insights, a fast and intuitive tool for the fund industry. She is Chair of the Aurora Investment Trust, and Senior Independent Director of Henderson International Income Trust. She is a former head of fund research and fund manager at Sarasin & Partners, advising on over £1.2 billion of assets for charities and high net worth individuals, and before that was at HSBC Global Asset Management.

Lucy has been regularly featured in publications including the FT and The Telegraph, and was shortlisted for Fund Manager of the Year at the Women in Investment awards. She holds BSc Economics and is a CFA charterholder.

Want More Help With Storytelling?

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