Skillsets, Culture, Leadership

Episode 3,   Jun 14, 11:30 AM

In this final installment of our 3-part series leading up to the Capital Markets Xchange event on June 27, 2024, in London, join our expert panel and special guest host David McClelland as they explore how to build a winning trading desk by fostering a high-performing team.

In this final installment of our 3-part series leading up to the Capital Markets Xchange event on June 27, 2024, in London, join our expert panel and special guest host David McClelland as they explore how to build a winning trading desk by fostering a high-performing team. This episode features:

  • Nigel Todd - Head of Global Forex Trading, Fidelity International
  • Alison Hollingshead - COO, Investment Management, Jupiter Asset Management
  • Rosanna Bruni - Strategic Advisor & Board Director, Capital Markets + Diversity & Inclusion Champion
  • Jeff Schwartzman - Global Head of Learning & Organizational Development, TPICAP/Liquidnet University
Our experts underscore the importance of trust, a clear vision, purpose, autonomy, accountability, and psychological safety in creating a robust team culture. They tackle the challenges of recruiting diverse talent and underscoring the necessity of continuous learning and development.

Highlighting the significance of empathy, respect, and kindness, we discuss how these attributes contribute to effective leadership and an inclusive environment. They also delve into balancing modern performance metrics, advisory roles, and adding value to investments, emphasizing the need for strategic succession planning and skill diversification to mitigate key person risks.

Join CMXtra for insights and advice on:
  • Trust, clear vision, purpose, autonomy, accountability, and psychological safety are essential for building a high-performing team and a strong team culture.
  • Recruiting diverse talent and ensuring continuous learning and development are crucial for a successful trading desk.
  • Leadership should embody empathy, respect, kindness, and inclusivity.
  • Balancing modern performance measurements, advisory roles, and investment value requires a focus on individual performance metrics.
  • Succession planning and skill diversification are vital for mitigating key person risks.