Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Video

From Strategy to Stewardship with Mike Gitlin

Wealth professionals may find the discussion useful for its perspective on leadership and culture at a large asset manager, drawn from Gitlin's career path. It also addresses the balance between adopting AI and preserving client relationships.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.15 min
On the publisher’s site

Summary

By our desk

The episode features Lou Maiuri in conversation with Mike Gitlin, CEO of Capital Group, on leadership, humility, authenticity and a long-term view. Gitlin discusses lessons from trading Asian markets to leading a 9,500-person organization, including why relationships and communication must come before strategy and why no company should become synonymous with one leader. The conversation also covers how advisors can embrace AI without losing the human connection clients value.

  1. Gitlin describes leading with humility, authenticity and a long-term view.
  2. He traces his path from trading Asian markets to leading a 9,500-person organization.
  3. He says relationships and communication must come before strategy.
  4. He argues no company should become synonymous with one leader, and discusses advisors using AI without losing human connection.

Similar items

Same topic
Growing Beyond Capacity With Michael Belluomini and Liam HeffernanThe Perfect RIA30 minOct 29
Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms ThemStandard Deviations with Dr. Daniel Crosby (Orion)20 minOct 29
Ken Fisher: What High Gas Prices Do to the EconomyFisher Investments2 minOct 28
Direct Lending: Strong Fundamentals, Shifting DynamicsThe Allocation (Apollo)29 minOct 28
Dimensional’s David Booth on How to Interpret Risk and 'Stay Calm' Amid UncertaintyGoldman Sachs17 minOct 28

Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.