Ep 03 - The Intersection of Consulting, Data, and Distribution with Lee Kowarski

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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.

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Ep 03 - The Intersection of Consulting, Data, and Distribution with Lee Kowarski

The Hunter

31 minutes 54 seconds

1 year ago

Ep 03 - The Intersection of Consulting, Data, and Distribution with Lee Kowarski

Summary

In this conversation, Steven Clark interviews Lee Kowarski, head of distribution solutions at SS&C Technologies. They discuss Lee's background, his journey in the financial services industry, and the challenges and opportunities in the industry. They also touch on topics such as the evolution of consulting firms, the impact of data and artificial intelligence, and the future of the financial services space. Lee shares his insights on leadership, the mutual fund industry, and the importance of being adaptable and innovative in a changing landscape.

Takeaways

The financial services industry is facing challenges such as margin compression and fee compression, but it is still an exciting space with opportunities for growth and innovation.

Leaders in the industry need to be strategic and adaptable, embracing data, technology, and artificial intelligence to drive their businesses forward.

The mutual fund industry is experiencing pressure as assets move to other investment vehicles, but there will always be a mix of products and opportunities for growth.

The James Beard Foundation and Rethink Food are organizations that Lee Kowarski supports, as they work to support and uplift the restaurant industry and address food insecurity.

Lee Kowarski emphasizes the importance of building and leading a strong team, and takes pride in the impact he has had on the careers of his team members.

Chapters

00:00 Introduction and Background

08:18 Starting and Selling a Business

14:21 The Changing Landscape of Consulting Firms

23:32 Predicting Future Themes and Developments

28:15 Lightning Round