Danielle Roseman, COO – Lazard Family Office Services (EP.13)

Investment Management Operations

Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

11M ago 1:02:20

MP3•Episode home

Danielle Roseman is a Managing Director and Co-Head of Lazard Family Office Services, a multifamily office that started managing capital for some of the world’s most sophisticated families over 175 years ago.

Danielle started her career at Goldman Sachs where she worked on the mortgage desk during the Great Financial Crisis. Danielle joined Lazard following the acquisition of Truuvo Partners.

If you work with family offices or want to learn more about it, this is the episode.

Danielle goes deep on how to provide operational value to families, the power of operational support as a skill set and how the next generation is changing the client service engagement model. Danielle riffs on their tech stack, data consumption trends, family governance, and the complexity of tracking documentation of family assets.

Learn More

Follow Capital Allocators at @tseides or LinkedIn

Subscribe to the mailing list

Access transcript with Premium Membership

44 episodes

#Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator