Topic

Board Management

How to build, manage, and get the most from your board.

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Product2 mentions across episodes

meetings

because you only really get to communicate, Bob, after you've taken action. Your actions give you the hall pass to communicate, and those actions, sure, they can very well be related to things like corporate citizenship out in the world, but you you...

12:40 / 13:53
from transcript12:4013:53

We level set the communication patterns of the organization to make sure that our messaging is consistent and clear and concise across those three sets of constituents. And I think that's really important. And I think it's something that sometimes...

29:08 / 30:17
from transcript29:0830:17

The idea that businesses, corporations exist only to serve their shareholders is only about 50 years old. Yeah. The history of corporations is they do serve a public benefit. And stakeholders, whether that is customers, whether that is team members,...

28:28 / 29:31
from transcript28:2829:31

So, you know, they wanna shine when they're presenting to senior leadership, but with everyone else, they're kind of calling it it. And I just don't think that you're gonna be able to get enough reps to actually get good at executive communication...

9:00 / 10:00
from transcript9:0010:00

to intuit situations that are gonna be intractable and has led us for most of the rest of the firm's history to avoid situations like that where we're gonna get into loggerheads. So that was 2006, and that brings us to probably 2022. The second one...

47:09 / 48:17
from transcript47:0948:17

Whether you're in a board member who tunes out when the investment person starts talking or you're the nonfinancial spouse, those are the same responses, and I'm gonna use the same toolbox to reengage both parties. I like to tell my team a lot of...

24:38 / 25:53
from transcript24:3825:53

How do you ensure that they feel safe and comfortable while they're getting informed enough to make a hard decision? And then you also need to pay attention to the dynamics of the committee or the board itself. So how do we put this group of people...

25:29 / 26:36
from transcript25:2926:36

in Japan with a company called Topcon, which is being taken private by KKR and JIC Capital, and we'll probably have other opportunities to do that. Other aspect I wanna ask you about is communication strategy. Part of the toolkit you talked about...

1:00:45 / 1:01:45
from transcript1:00:451:01:45

And because we've got this enormous concentration in these large technology securities in the public markets that impacts all of the indices. It's not just The US indices. It's worked its way all the way through AcquiIMI. We spend a lot of time...

53:53 / 55:05
from transcript53:5355:05

And likewise, how hurt are your employees if they're finding out something that you've already been talking about externally? So make sure that we've level set up all the key messages that we're sharing with each constituent is consistent and clear...

30:00 / 31:02
from transcript30:0031:02

The governance mistakes that make VCs tear their hair out

Governance. That is probably where most of the VCs in this room, they tear out their hair. Right? When is your next investment committee? Who is on the investment committee? How do you decide? So...

14:41 / 15:15
tactical advice14:4115:15

And so when it comes to what do we add to managers, it's the conversations, the hard conversations that we've had with groups around succession planning or a founder who has been experiencing some unpredictable behavior while going through a life...

44:59 / 46:10
from transcript44:5946:10

You have anonymity in this process, and I want you to know that because then you feel safe having a tough conversation with me. And so we have folks that have come in and said, hey. We're a capacity constrained closed manager. We heard about this...

49:32 / 50:38
from transcript49:3250:38

And please start demonstrating that it is really coming together. And so as a part of that conversation about our ongoing commitments there, there was a fund that was winding down. We were interested in a new product that this firm spun up. We're...

39:46 / 40:46
from transcript39:4640:46

outside the firm. We have the people in the walls of the firm who are very important. But outside of the firm, we have our investors, number one, who trust us, and they're really important. And we have two constituencies that I would put on equal...

47:54 / 49:03
from transcript47:5449:03

And being able to have the capital to do that without having folks walk away feeling offended, I think, is really what we bring to tables. In that particular meeting where I invited someone to stop talking, we had such a great conversation after...

45:44 / 46:51
from transcript45:4446:51

And just rambled on and on and on and on for entire twenty minutes. People are, like, shifting and twitching, not picking up on any of the body language at all. Didn't pause for questions, didn't ask if there were any questions. And we finally ran...

40:29 / 41:37
from transcript40:2941:37

When I think of the governance of an investment organization, the first thing that jumps to mind is the board or the investment committee. It's the fireman that is sitting on the pension fund board or it's whoever overseeing and empowering the...

12:41 / 13:51
from transcript12:4113:51

We move from an annual report that was not particularly powerful and maybe was hiding some good news and maybe some of the bad news if you deep into the reporting. One of my pieces of advice to GPs and people in my role is always don't assume your...

31:28 / 32:37
from transcript31:2832:37

or you guys to death with example after example of applying these methods to kinda make it a Us project, us and the management team and the board working together to get to truth and get to excellence, not bullying or shaming or lecturing from the...

28:28 / 29:40
from transcript28:2829:40

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