Podcast

Loading Audio Player...

Episode Description:

Going from CFO to the CEO seat is not a common route in our business so I was excited to talk to Brian. Brian’s career path started in public accounting and he has spent the last 20 years at Graham moving from the CFO role to becoming CEO in 2019.

Brian discusses how Graham has built and sustained its culture over its 25-year history. We discuss Graham’s evolution from a hedge fund to its expansion of product into sub advised funds, UCITs strategies while adding discretionary trading capabilities. We then cover key elements of founder level succession planning and how to develop emerging leadership.

Most Recent Episodes:

The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.

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.