Reimagining Active Management with Matthew Siegel

Season 1 | Episode 4

Matthew Siegel, CMO + Co-Founder of Aperture Investors, is bringing vulnerability to active fund management- an industry they say is designed to fail.  An unusual CMO in financial services, he was previously the Chief Digital Officer of Roc Nation, Jay-Z's media company, and VP at Ripcord Innovation Studio. In this episode, he discusses aligning alpha with client fees, Mariah Carey, and why their portfolio managers are on Instagram. 

Candice Carlton

Hi, I'm Candice, the Head of Strategy at Ficomm Partners. Prior to Ficomm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. I love my job and find it extremely fulfilling to coach and consult with advisors across the country on how to rock video and podcasting to create a digital-first marketing strategy to connect and GROW. I'm passionate about yoga, poetry, fashion, and great coffee. At Ficomm- we are “New Skool by Nature”, which means the only right answer is the one that feels right to you. There is so much freedom and power in that.

Search Changing the Complexion of Wealth with Emlen Miles-Mattingly
The Alchemy of CX in Wealth Management with Seb Dovey Search