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Episode Description:

Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital.

If you work directly with clients and prospects, this is the conversation for you.

Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree.

Working with clients today is all about transparency, speed, and accuracy.  We discuss how exogenous factors from the GFC have shaped client demands and how Oaktree transformed its business to meet these new requirements.

We discuss the continuous demand of portfolio and company information and the “multiplier effect” from the increasing level of sophistication within the industry.

We close with how Oaktree builds new products today, what a good prospect meeting looks like, and how Oaktree hires and instills culture and values.

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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.