The Happy Investor

Executive coach Tom Henschel shares his process for helping managers of overstretched investment teams get unstuck. You’ll learn how to share bad news with your team, how to ask for resources, what not to say when you are feeling hopeless and why it’s so incredibly important for managers to take care of themselves.

To go deeper, go to the shownotes or connect with Marcel on LinkedIn.

Jorik van den Bos, the former head of Kempen’s Dividend Team, opens up about something he struggled with during his last 10 years as an investor: applying environmental, social and governance criteria in the investment process. You’ll hear how ESG showed up in his work, how he struggled and what he did to deal with it. He also shares exciting news about the next phase of his professional life.

To go deeper, go to the shownotes or connect with Marcel on LinkedIn.

Ewout van Schaick is the head of Multi Asset at NN Investment Partners. In this episode, Ewout shares his ideas on how to manage yourself and your team through disruptive change. He also reflects on how his profession has changed throughout his 25 years in investing and what this means for him and the people he works with.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn.

This is the last episode before a short summer break. New episodes will drop in September 2022. Please hit follow in your podcast player to get notified as soon as new episodes go live.

Mamie Kanfer Stewart is an executive coach and the host of The Modern Manager podcast. In episode 7, we talk about the challenges for investment experts who are asked to lead their former peers.

One of the biggest challenges is the workload. Usually, you still have your own work, which requires concentration, and then you also have to manage people and perform admin tasks. In this short bonus episode, I ask Mamie how to combine those things.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn.

Mamie Kanfer Stewart is an executive coach and the host of The Modern Manager podcast. In this episode, she talks about the challenges investment experts face when taking on their first management role.

You’ll learn how to lead your former peers, how to delegate, how to combine friendship with your new role, and how to have tough conversations to keep your people accountable.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn.

This is a short episode about interviewing. I will share one basic idea that you can immediately apply to get more out of your meetings with company management. And I think it’s equally relevant if you are selecting fund managers.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn.

Michael Bungay Stanier is the best-selling author of 'The Coaching Habit' and an expert in coach-like leadership. A bit of an ugly phrase, Michael is quick to admit. But it’s exactly what leaders in asset management and investing need.

To build a team culture that helps people grow and adapt to the fast-changing world around them, you have to listen and ask questions that help them think and come up with their own answers.

In other words, you have to be less like an expert, and more like a coach.

In this episode, Michael unpacks coach-like leadership: what is it, what is it not and why do you need it. You’ll learn practical tools, questions and mindsets that help you kickstart and guide 1-on-1 coaching conversations with your team that only take 10 minutes or less.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn.

In this short episode, you’ll learn three quick tips to break bad habits and build good ones. I also explain why this topic might be especially relevant for you in the current market environment.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn.

Clare Flynn Levy joins me to talk about intellectual curiosity. She explains why it makes sense for investors to look into the mirror and capture data about their own behavior.

Clare is a former fund manager and the founder and CEO of Essentia Analytics. In this episode, she explains the concept of feedback loops, how they work, why you need them and how they can help you become a better – but also a happier investor.

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn

My very first guest on the show is Jorik van den Bos, the former head of Kempen’s successful Dividend Team. In 2013, his team became the first Dutch mutual fund to receive a Gold-rating from Morningstar. Jorik himself - who's known to many as 'Mr. Dividend' - was nominated twice as European Fund Manager of the Year.

But if you ask him, his biggest claim to fame is that he managed to keep a group of talented investment professionals together for more than 15 years. In this episode, Jorik looks back on his 28 years in investing. You’ll learn how he kept his team together through good and bad times, why understanding ego is critical when managing investment teams and why he recently decided to take the biggest leap of his professional life...

To go deeper, go to the shownotes, subscribe to the newsletter or connect with Marcel on LinkedIn