Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa’s name came to the forefront.

Her lens on the industry from the sell side to the buy side is quite unique. Lisa’s recognized not only for driving operational excellence and revenue growth, but also for her ability to guide teams through transformation. Whether it’s optimizing operations, enhancing cross team synergy, or future-proofing with tech innovation, Lisa shares firsthand insights from leading at the front of a global investment firm.

We discuss how to scale complex investment strategies through product innovation and how selecting great outsourcing partners can be a key lever to overcome common cross-border operating challenges.