Blogs & Webinars

The adoption of alternative investment strategies has accelerated in the private wealth distribution channel in recent years with most people expecting this to continue.  Managers with existing market share have expanded their retail distribution efforts, and there are many new entrants who have established specialized distribution teams for the intermediary channel.  Firms with established teams like Blackstone and KKR have continued to scale their roster of private wealth distribution talent, in particular Blackstone, and firms like Apollo, Blue Owl, TPG, Partners Group, Golub Capital, and others have more recently scaled their retail distribution effort.   Alternatives penetration at the large wirehouses

  Segment 1: More Tips for Remote Interviewing   We are excited to share with you the first video in a new three-part interview series on how to improve your remote interviewing skills!   Check out this 9 minute conversation with Melissa Norris, one of the founding partners of women-owned recruiting firm Jamesbeck, and Michael Hoeppner, communications expert and CEO of GK Training.   https://vimeo.com/701496814/fd9ec73e17   Some topics and questions we explore with Michael include: What do you wear when you’re interviewing remotely? What is the best way to handle a technical glitch? Should you interview over zoom when you are not ready to make a move?   As always, please feel

By: Carroll Leatherman   Sophisticated private equity sponsors are increasingly using performance advisors to support quick out of the gate value creation plans. Performance advisory coaching is a process that helps executives identify where strengths and weaknesses lie in business operations, so that executive leadership teams can quickly execute against a value creation plan that most effectively helps grow, scale, or turnaround a company in a set time horizon.   We have seen a thematic shift in the support executive leadership teams are provided from private equity and venture capital sponsors, with performance advisory coaching becoming part of value creation plans by financial

Becoming the CEO of any organization is a major accomplishment. Within the finance industry, CEOs are responsible for a wide range of tasks, including developing a strategic vision, making key decisions about investments and products, and ensuring that the company stays relevant in our dynamic industry. With this title, an individual can gain a significant level of influence within the organization, along with myriad other benefits. However, while many people within the finance industry world aspire to ascend to the rank of CEO, the best path for getting there is not always so apparent.   The textbook definition of a “perfect

Segment 1: How Hybrid Work Environments Effect Communication This is the first video in our three-part interview series about hybrid work environments. During Melissa Norris’s 16-minute interview with Michael Hoeppner, Communications expert and CEO of GK Training, they discuss ways in which we can improve our communication skills in a hybrid work environment.   [video width="640" height="360" mp4="https://jamesbeck.com/wp-content/uploads/2021/07/segment_1__hi_hybrid_what_hybrid_work_environments_might_do_to_our_communication-360p.mp4" poster="https://jamesbeck.com/wp-content/uploads/2017/11/Jamesbeck_Articles-8.jpg"][/video]   We ask Michael questions like: When it comes to spoken communication, was there anything that actually improved during the pandemic? There is a great deal of stress around returning back to the office. How do you recommend approaching it? What is proximity bias and is

Portfolio Companies & Recruiting By Carroll Leatherman   Jamesbeck is pleased to announce the addition of portfolio company recruiting capabilities for our private equity client base. An important differentiator that we bring to portfolio company recruiting is our intimate understanding of the deal partners/board members' expectations, the timing of the investments, and the rhythm of the investment cycle. Portfolio company recruiting follows the same basic process as searches we execute on behalf of private equity clients, with a few important distinctions.  For portfolio company work, the client assessment stage is broader and considers the perspective of both the board members on

ESG: Discovering New Opportunities on the Horizon is a webinar focused on opportunities in the Environmental, Social, and Governance arena and the bright future of responsible investing. You will hear directly from Heidi Ridley and Kathryn McDonald, Co-Founders of Radiant ESG, as well as Melissa Norris and Beth Rustin, Founding Partners of Jamesbeck. https://vimeo.com/521227479/409cacdb87

Recruiting in a Pandemic By: Luke Myer   The COVID-19 pandemic has fundamentally changed the world we live in, and recruiting is no different. It is in many ways easier to interview, but much harder to ultimately attract top talent to a new firm in this environment. Below we will talk about how the process has been impacted and strategies to drive successful outcomes.   With most professionals currently working from home, being able to interview over video conference without having to invent phony dentist appointments or travel to another firm’s offices midday has broken down some barriers for individuals to have exploratory conversations.