This week, I speak with Karin Risi, who spent 27 years at Vanguard, the world’s 2nd largest asset manager. She has reported directly to the past four CEOs of VG. She formulated enterprise-level strategy, drove client and revenue growth, oversaw talent development, and influenced capital allocation for the $10 trillion investment firm serving 50 million investors globally.
Risi led the firm’s $2.5T AUM Personal Investor business from 2015 to 2020; she also helped to create and drive the firm’s growth in Personal Advisors, a group that currently manages 350 billion in client assets. She has also handled Corporate crisis comms, M&A, and strategic partnerships.
We discuss the arc of her career; she recently joined the Board of Directors of HarbourVest, a large private equity firm that has worked with Vanguard Group on retirement assests.
A list of her favorite books is below; A transcript of our conversation is available here on Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with John Montgomery, founder and CEO of Bridgeway Capital. The firm, which was fuonded in 1993, manages ~$5B in assets; they have become knwon for donating 50% of their annual company profits to non-profit organizations.
Favorite Books
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