Jamie Tadelis, Chief Product & Investor Officer, SC Lowy Title: Take the Winding Path: Lessons in Taking Risks, Staying Curious and Leading with Character

starting off as general counsel and chief compliance officer.

Why? Because we needed someone to fill that role initially.

We needed to do the regulatory filings and set up our corporate entities and set up all of our manuals and put those procedures in place.

And guess what? The guy that has the law skills is the one that's going to put his hand up and take that role or be given that role.

And then once that was formalized, we hired a general counsel and chief compliance officer who's still with us today.

And I moved into more of a sales and trading role, which was more akin to my skill set.

But I had never done sales before.

And here I was, you know, learning from Michelle Lowy, who was probably one of the best in the business, showing me the ropes on how to be a good salesperson and at a price risk.

Using the tools that I've honed over the years with that Swiss Army knife creates instant credibility on a sales desk.

where you can talk about the legal issues involving a bankruptcy claim or involving a secondary loan that you're trying to trade or purchase or a bond.

You can talk credit is the basic premise.

And from there, as we grew as a firm and converted ourselves to an asset manager, it was then a natural skill set to move into capital formation and capital raising for our funds.

Again, using that skill set of understanding the business inside and out from the legal all the way through the corporate side, understanding the detail of the investments that you're investing in, and basically putting that all together to explain what we do.

in a way that a limited partner and investor can understand clearly and effortlessly, it takes time.

But building that over time works.

That's

definitely not a straight path.

A couple of things.

I like that Swiss Army knife analogy.

I haven't heard that before, but I also have had a bit of a windy career and I always knew I would end up in sales.

I sold option at those stands in the mall when they used to have those stands and I would buff people's nail.

I used to sell vacuum cleaners door to door everywhere.

I could sell and I knew that.

And coming out of school, I went into sales and trading.

And the advice that I was given was start out with trading.