Dec 23, 2024
Today’s show is our third in the Training
Grounds mini-series, following Carnegie Corporation and Bain
Capital to better understand how certain organizations have
developed industry leaders.
Wellington Management is one of the world’s largest, privately held
asset managers, managing over $1.3 trillion in assets with 875
investment professionals across 19 offices and a nearly 100 year
history with an unusually low level of turnover along the way.
Wellington has developed, recruited, and retained leading global
investment talent across public equities, fixed income, and
recently private markets as well.
My guest to discuss this training ground is Jean Hynes, CEO of
Wellington, who has spent more than thirty years at the firm
starting as an administrative assistant. Our conversation covers
Wellington’s cultural values and boutique investment team model,
including apprenticeship for junior talent, recruiting at the
mid-level, and promotion all the way to partner. We then discuss
Wellington’s evolution from a U.S. equity value shop to a global,
multi-asset, multi-strategy powerhouse, and Jean’s evolution from a
portfolio manager to CEO.
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