Ep 01 - Calculated Risks and New Ideas: Leadership Lessons from Bill Cashel

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The Hunter

Steven Clark & Derek Bruton of Gladstone Group

9 episodes

6 days ago

The Hunter is dedicated to highlighting leadership insights from top-tier executives within the financial services industry. Our show is designed for wealth and asset management executives. With over 40 years of experience, we understand the unique demands of the wealth and asset management industry, and we're here to share the stories of the leaders who have weathered the storms and emerged as trailblazers in their field.

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All content for The Hunter is the property of Steven Clark & Derek Bruton of Gladstone Group 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.

Management

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Ep 01 - Calculated Risks and New Ideas: Leadership Lessons from Bill Cashel

The Hunter

30 minutes 31 seconds

1 year ago

Ep 01 - Calculated Risks and New Ideas: Leadership Lessons from Bill Cashel

Bill Cashel, co-founder and head of business development for Privacore Capital, shares his career journey and insights into the financial services industry. He discusses his background, early years, and how he discovered his interest in finance. Bill also talks about his transition from wealth advisory to distribution and his experience at AQR. He expresses his optimism for the future of financial services and the private strategies business. Finally, he explains the mission of Privacore and its role in bridging the gap between top-tier GP firms and the private wealth channel.

Takeaways

Bill Cashel's career in the financial services industry has been marked by success at every level.
He emphasizes the importance of taking calculated risks and being open to new ideas in leadership.
Bill is bullish on the future of financial services, particularly in the private strategies business.
Privacore Capital aims to solve the issue of expanding top-tier GP firms into the private wealth channel.

Chapters

00:00 Introduction and Background

03:27 Career Progression and Path

08:16 Transition to Distribution

13:54 Joining AQR

16:00 Bullish on Financial Services

25:22 Private Strategies Business

35:11 Leadership Style

37:02 Privacore Story

© 2024 Privacore Capital, all rights reserved. Privacore Capital is an affiliate of Janus Henderson US (Holdings) Inc. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. DAK Associates is not affiliated with Privacore Capital, Janus Henderson, or its subsidiaries.