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Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton

[The Investors First Podcast, EP. 15]

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Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager.  He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of increasing responsibility at Franklin — co-president, chief operating officer, chief financial officer and senior vice president from 1993 - 2003. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. He is a CFA charterholder and a certified public accountant. Mr. Flanagan earned a B.A. and B.B.A. from Southern Methodist University (SMU).
 
In this episode, Marty discusses the importance of continuing education and why he pursued the CFA designation, the future of the asset management industry, Invesco’s recent acquisition of OppenheimerFunds, and lessons he learned from his mentor John Templeton. 


Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL


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