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A healthy culture is the oxygen by which you accomplish the work of the organization. It breathes life and vitality into the collective work of the enterprise. It gives meaning and connection to a shared purpose or goal. And it is predictive of sustainable outsized investment performance. And yet, cultivating healthy organizations have rarely been a defining characteristic of the investment industry. Why? And how can we accelerate the profession’s social license with a renewed focus on culture?

Introduction (0:48)

Halftime (45:23)

Guests (51:25)

Guests:

Kim Lew: CEO of Columbia Investment Management Company

Jim Dunn: CEO of Verger Capital Management

Episode Sources