Capital Conversations episode 5: Turning initiative into capital momentum

Sheridan Lee is a true pioneer of Australian funds management distribution. Over 30 years ago, she established the country's first third-party marketing firm, and her client list since has read like a who's who of global asset management.

In this episode, Steve Robertson traces Sheridan's remarkable journey: starting in her early days as a finance journalist under mentor Greg Bright, to cold-calling Ray Dalio from a payphone in New York, to building transformational capital strategies for managers like Coolabah Capital and Rafi.

Sheridan shares her philosophy on client relationships, the art of managing talent in sales, and why genuine curiosity, not just technique, is what separates great salespeople from the rest.

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