Paige Finn DohertyFounding Partner, Behind Genius · Founding Partner at Behind Genius Ventures

How Verdis Investment Management VP Jamie Rhode's experience at Bloomberg helped her excel at Verdis

25 Oct 2022 · 1 min

Watch on YouTube

0:59

In this interview excerpt, Jamie Rhode discusses how her tenure at Bloomberg equipped her with research and data analytics skills that proved pivotal when she joined Verdis Investment Management, a family office. She explains that the firm was transitioning to a more data-driven approach over the past seven years, and her intellectual curiosity helped her integrate into this shift. During her first 18 months, she led a revamp of the public markets portfolio, discovering that many concepts taught in CFA programs and academia did not directly translate to the firm’s investment practices. This realization reinforced the value of data-driven decision-making and highlighted the practical benefits of moving beyond traditional theoretical frameworks.

Chapters

So how has your experience from Bloomberg helped you apply data as the Virtus Family Office investing has evolved over the past 7 years?
So while I was at Bloomberg, I got exposure to a lot of different departments and got to do a lot of research, but I really wanted to learn how to make investment decisions. And so when I joined the family office, it's really when we started to become a lot more data-driven. And so having that data analytics and research background, and I will tell you a key theme at the firm is having intellectual curiosity really allowed me to fit in well. And, you know, spending the first year and a half or so revamping the public markets portfolio kind of flipped my head upside down and realizing what I learned in the CFA and academia wasn't actually applicable to the way we were investing. And then I started to see kind of the results pan out and realize, okay, being more data-driven has benefits.