There was so much to talk about in the first interview thaMatt Krause and I asked JB Beckett of NewFundOrder to come back for an 'encore episode'. In this interview, JB talks about what prompted him to write #New Fund Order, and about fintech and AI.
JB has listened to thousands of fund pitches in his career. In fact, he’s such a wealth of information that we will bring him back for an encore presentation.
A major theme running through JB’s comments in this particular interview is the internal organizational tension between the marketing team and the individual portfolio managers, and what this tension causes and why it exists.
Ole knows quite well what goes on in the heads of allocators — he talks to a lot of them, just in the normal course of his business. An interesting point that he makes is that fund managers tend to stress performance, but performance is only third or fourth on the list of what a good allocator is looking for. That point alone (it’s around minutes 15-17 of the podcast) makes the podcast a great listen.