Asset Management

Next Meeting
RESERVE A SPOT
Date:
Thursday December 2, 2021 4:30pm - 6:00pm US/Eastern
Location:
zoom
Agenda:

Asset Management:  Sales Compensation – More than Quotas and Commissions.  How to think about a company’s biggest expense as a strategic asset.  Please join me in a conversation with David Wallace, to cover the following topics: 

 

  • What goes into building a sales compensation plan
  • Impact of comp plans on selling
  • How much to companies pay their sales reps?
  • Compensation plans explained
    • Types of plans
    • Fixed Comp
    • Variable comp
    • Other incentives
    • Terms and Conditions
  • How much base salary should I pay?
  • What are the kinds of variable comp?
  • What’s the right mix of variable vs fixed comp?
  • How much should I pay as a percentage of revenue?
  • What goes into calculating sales comp payout rates
  • How to get sales rep buy in
  • Key terms and conditions to include

David Wallace | Partner, Revenue Growth – TechCXO, https://www.linkedin.com/in/dwallace/
David is a sales and marketing executive based in the New York Metropolitan area who primarily works with $20 million – $200 million B2B tech companies. David is most frequently called on by senior executive teams, PE investors and boards to come on as an advisor, consultant or interim C-level executive such as a Chief Revenue Officer or Chief Sales Officer. David has an MBA in finance and marketing from Columbia University.

FENG Asset Management SIG Co-Chairs:

Erin Bengtson-Olivieri | Moderator | https://www.linkedin.com/in/erin-bengtson-olivieri/

Erin Bengtson-Olivieri is a strategic senior finance leader and business partner with extensive experience in transformation, maximize performance and growing organizations.  She was most recently CFO at AllianzGI US and held various CFO and leadership roles Deutsche Bank and D.E. Shaw.  Erin has worked across a variety of business models (asset/wealth/investment management and hedge funds) in both project and line roles.  She started her career at Grant Thornton focusing on financial services.  Erin has a BA in Accounting from Hofstra University.

Jared Stephans, https://www.linkedin.com/in/jared-stephans-mba-insurance-specialty-transactions/

Jared Stephans is a market leading insurance specialist in the financial services sector and is currently Vice President for Alliant Insurance Services, the leading premier global specialty insurance broker. He is responsible for program design, brokerage, and risk consultative services. His coverage expertise includes directors and officers liability, errors and omissions, employment practices liability, fiduciary liability and fidelity, property and casualty, employee benefits. Jared has a broad range of senior relationships across the U.S. and London markets and his experience is a major asset in the prevailing insurance market conditions. 
 

Description

Purpose: To build relationships and share resources related to the investment asset management sector and career development. Asset Management SIG members include all functional specialties related to similar target markets in the investment management arena worldwide. Members include all functional areas of the private and public investment markets, including CFO's, COO's, treasurers, con...

Purpose: To build relationships and share resources related to the investment asset management sector and career development.

Asset Management SIG members include all functional specialties related to similar target markets in the investment management arena worldwide.

Members include all functional areas of the private and public investment markets, including CFO's, COO's, treasurers, controllers, portfolio/investment managers and analysts. Disciplines in this SIG are equally broad, encompassing professionals in fixed income, equities, derivatives, funds of funds, private equity, real estate, hedge funds, family offices, and trading operations.

DATA BASE - SIG member names, contact information and backgrounds are available to search for others to network beyond your local group.


Purpose:

To share/build knowledge within the Investment Management Sector, promote business development activities among members, develop lasting relationships, build consensus, share resources and communicate regularly on items of interest to Investment Management professionals – both those currently employed and those in transition.

NEW YORK CITY Asset Management SIG members include all functional specialties related to Investment Management worldwide. Members include all functional areas of the private and public investment markets, including CEO’s, CIO’s, CFO's, COO's, tax professionals, treasurers, controllers, portfolio/investment managers and analysts, etc. Disciplines in this SIG are equally broad, encompassing professionals in fixed income, equities, derivatives, mutual funds, funds of funds, private equity, real estate, hedge funds, family offices, investment banking, banking, lending and trading operations.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Sales Compensation – More than Quotas and Commissions. Dec 02
4:30pm - 6:00pm US/Eastern
38 Not registered Free
ESG – What is this, how does it impact organizations and clients? Nov 04
4:30pm - 6:00pm US/Eastern
104 Not registered Free
Judgment on Stock Market Valuations Apr 20
4:30pm - 5:45pm
110 Not registered Free
How to Leverage FinTech in Asset Management Feb 16
4:30pm - 6:00pm
50 Not registered Free
Asset Management SIG Meeting Jan 19
4:30pm - 6:00pm
55 Not registered Free
Dec 15, 2020
4:30pm - 6:00pm
42 Not registered Free
Nov 17, 2020
4:30pm - 6:00pm
35 Not registered Free
Oct 20, 2020
4:30pm - 6:00pm
50 Not registered Free
Sep 15, 2020
4:30pm - 6:30pm
19 Not registered Free
Jul 14, 2020
4:30pm - 6:30pm
30 Not registered $5.00
Jun 16, 2020
4:30pm - 6:30pm
41 Not registered Free
Mar 10, 2020
4:30pm - 6:30pm
22 Not registered $5.00
Mar 10, 2020
4:30pm - 6:30pm
0 Not registered $5.00
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Member Stats

Total Members 3702
Alumni (54%) 2,008
Active (43%) 1,607
Associate (1%) 7
Retired (2%) 79
Dummy (1%) 1