Pacific Asset Management: Built for Today, Engineered for Tomorrow - With CEO, Matt Lamb

Matt Lamb, CEO of Pacific Asset Management, discusses; why scalable tech infrastructure is essential, turning technology & data into a profit centre rather than a cost centre, the rise of model portfolios & the consolidation of global capital allocators, how AI & structured data could reshape productivity in wealth and asset management, and why financial advice & risk profiling drive client outcomes.

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Pacific Asset Management is an intriguing study in developing an investment manager in today’s world.

A business born from the Beckwith family’s long tradition of creating successful asset management firm, less than 10 years from inception it now manages over $20 billion.

Matt discusses the problems which they felt the investment industry wasn’t solving. He describes how the business was built without legacy systems, or legacy cost structures, and how they combine both multi asset solutions and high conviction managers, supported by significant investments in technology.

He describes the steps to build “a home not a platform”, how they identify mangers and styles using the lens of provenance, less-loved strategies and scalability. He explains how they were able to develop such a foothold in the over-supplied multi asset space.

Finally, he discusses the trends within asset management, from a consolidation of asset owners, to why margin erosion need not be ubiquitous, and to why the proliferation of model portfolios may make marginal capital move quicker than ever before.

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