CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros Fund Management)
Episode Description:
Dawn Fitzpatrick is the Chief Investment Officer at Soros Fund Management, where she manages $25 billion in Soros family and philanthropic assets. Dawn started her career as a trader at O’Connor and went on to serve as the global head and CIO of O’Connor. In 2016, UBS Asset Management promoted her to Global Head of Equities, Multi-Asset and O’Connor, where she oversaw more than $500 billion in assets. Dawn regularly appears on lists of the most powerful women in finance, most recently getting named to the 2018 Worth Power 100.
Our conversation starts with Dawn’s development in the industry from trading in option pits to navigating the Global Financial Crisis at O’Connor and leadership roles at UBS. We then turn to her taking the helm at Soros Fund Management, including creating a long-term strategy tied to the needs of the Foundation, building in short and medium term targets to allow flexibility, blending internal and external management, connecting the dots across asset classes, sharing perspectives on public markets, private credit and private equity and measuring and managing risk.
Dawn contends that Soros has a uniquely attractive platform for the right type of leading investors to apply their trade, and I would agree.
Original Release Date:
Dawn Fitzpatrick EP. 111 – November 3, 2019
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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.