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Capital Allocators – Inside the Institutional Investment Industry

Matt Spielman – Igniting Careers and Energizing Lives (EP.463)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 6 October 2025

⏱️ 52 minutes

🧾️ Download transcript

Summary

My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me on the show four years ago, where we discussed his path into executive coaching, inflection points in his career, and his GPS system that aligns an individual's goals and helps execute.


Our conversation this time builds on that foundation with what Matt has learned since. We explore the challenges of leadership at the top, the personality dynamics that shape investment organizations, and the essential role of feedback, empathy, and appreciation in managing people. We discuss the evolution of Inflection Point from one-on-one coaching to firmwide leadership systems, and the role artificial intelligence may play in scaling his work going forward.


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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Transcript

Click on a timestamp to play from that location

0:00.0

it's important for them to understand how they and their organization got there, which is

0:05.6

they got there not because they were great leaders, but because they were really good at doing

0:10.3

the job, doing the work, doing the analysis, doing the presentation.

0:19.7

I'm Ted Sides, and this is Capital Allocators.

0:25.7

My guest on today's show is Matt Spielman, founder and CEO of Inflection Point Partners,

0:32.8

an executive coaching firm that works with leaders primarily in investment organizations.

0:38.3

Matt first joined me on the show four years ago, where we discussed his path into executive

0:42.4

coaching, inflection points in his career, and his GPS system that aligns an individual's

0:48.6

goals and helps execute on them. Our conversation this time around builds on that foundation with what Matt has

0:55.3

learned since. We explore the challenges of leadership at the top, the personality dynamics that

1:01.6

shape investment organizations, and the essential role of feedback, empathy, and appreciation in

1:07.5

managing people. We discussed the evolution of inflection point from one-on-one coaching

1:12.4

to firm-wide leadership systems, and the role artificial intelligence may play in scaling

1:18.2

his work going forward. Before we get to the interview, a quick announcement. We've set new dates

1:23.8

for our Capital Allocators university for investor relations and business development

1:28.1

professionals. Those dates are December 3rd and 4th in New York City. Later in the year is just a

1:33.9

better time of year for this gathering. It's post-AGM season, travel starts to wind down. It's right

1:39.7

before the holiday crunch time. And it's a great time for Capital Raisers to reflect on their previous year

1:44.6

and plan for the year ahead. December 3rd and 4th in New York City. CAU for IRBD is a closed-door

1:50.5

gathering for Capital Raisers to connect with peers, learn from Allocators and other experts, and really

1:55.4

share in best practices with each other. You can learn more at Capital Allocators.com

2:00.8

slash university.

...

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