{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Billion Dollar Backstory","title":"169: Encore: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session","html":"","width":"100%","height":180,"duration":3048,"description":"This conversation was too good to leave in the archives.\n\nIn this encore of our Ask an Allocator series, Stacy sits down with Bill Harding, CIO of Jackson National, who oversees $200B in assets and $29.8B in directly managed fund-of-fund assets.\nBill gives us a look inside the mind of an allocator and shares what he’s actually paying attention to when evaluating fund managers, because past performance is only part of the story.\nIn this episode, Bill and Stacy discuss:\nBill’s backstory, from financial analyst at a cheese manufacturer to CIO at Jackson National\nWhat fund managers need to get right when pitching a potential partnership\nWhy past performance alone isn’t enough to earn an allocator’s attention\nWhy Bill sees culture as a real source of alpha\nThe questions fund buyers are asking behind the scenes (and why the most important ones aren’t always quantitative)\nIf you’ve ever wondered what really matters on the allocator side of the table, this conversation gives you a pretty good look behind the curtain.\n \nAbout Bill Harding:\nBill Harding, CFA, is Senior Vice President and Chief Investment Officer at Jackson National Asset Management (JNAM), where he leads asset allocation, portfolio construction, sub-adviser monitoring, and manager research. \nHe joined JNAM in 2012 after serving as Head of Manager Research for Morningstar's Investment Management division, and has more than 30 years of experience across JNAM, Morningstar, and Leprino Foods. He holds a B.S. from the University of Colorado, Boulder and an MBA from Loyola University Chicago.\nBill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA charterholder.","thumbnail_url":"https://img.transistorcdn.com/z9RAdVMC_2erwGlBaZ1mf_Cgqx2tOs7G1Mv66ERFbs0/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83MjZh/NTczYzBjMGYwOTdm/NTZkZGZhNDhkODZm/N2Q0MC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}