Episode Notes

Shundrawn Thomas joins Bruce and Jeff to discuss his departure from Northern Trust Asset Management to launch The Copia Group. They talk about his reasons for leaving Northern Trust and The Copia Group’s plans. They also go in-depth about Shundrawn’s letters to corporate America reflecting on the racial unrest in this country and how that was reflected throughout the industry. Shundrawn gives his take on how, when it comes to recruiting, we have to rewrite the rules. It’s not working hard, but working differently. 

Guest Bio:

Shundrawn A. Thomas is a professional investor and corporate executive with over 25 years of impactful leadership in financial services. He is the founder and managing partner of The Copia Group (TCG), a private investment firm which provides capital solutions for lower middle market companies and drives social impact through the power of scalable businesses.

Prior to founding TCG, Shundrawn served as president of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets, and served as a member of the executive management group of Northern Trust Corporation. His executive roles included head of FlexShares ETFs, president of Northern Trust Securities, and head of corporate strategy. Prior to joining Northern Trust, Shundrawn worked at Goldman Sachs and Morgan Stanley in sales, trading, and research divisions.