Adam Rochlin

Inspirer
DISC Type : di

Head of Business Strategy & Development, Investments at Invesco US

New Canaan, Connecticut, United States

Overview

Adam Rochlin is the Head of Business Strategy & Development for Investments at Invesco, leading global teams across fixed income, equity, and private markets. An MBA graduate from NYU Stern, he has deep expertise in illiquid alternative strategies like private credit and direct lending.

Outside of his direct responsibilities, talent development is a personal passion for Adam. He embraces opportunities to mentor and coach professionals, showing a strong commitment to helping others grow within the investment management industry.

He possesses unique expertise in niche alternative strategies like Catastrophe Bonds and Insurance Linked Securities (ILS).

Personality Overview

Achievment Oriented

Confident & Optimistic

Fast Adopter

They measure a product on its merit but can be influenced by strong testimonials.  They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something.

Topics They Care About

Alternative Investments
His experience covers illiquid alternative strategies, including private credit, direct lending, and Insurance Linked Securities (ILS).
Investment Strategy
He leads business strategy and development for multiple platforms at Invesco, including fixed income, equity, and private markets.
Talent Development
He has stated that developing talent is a passion and he actively seeks opportunities to mentor and coach others in his field.

Media Appearances

Adam has no verified media appearances

Work History

4-2024
Head of Business Strategy & Development, Investments at Invesco US
7-2019 - 4-2024
Head of Business Strategy & Development, Fixed Income at Invesco US
5-2019 - 6-2019
Co-Head Investment Products at Invesco US
1-2018 - 5-2019
SVP Co-Head of Investment Products at OppenheimerFunds
2-2015 - 12-2017
SVP Product Director Fixed Income & Alternative Investment Strategies at OppenheimerFunds

Education

1993 - 1996
MBA from NYU Stern School of Business
1985 - 1989
BA from Trinity College-Hartford

More Information

Social Presence :

Prographics :

Exp : 22 Location : New Canaan, Connecticut, United States Job Level : Mid-senior Designation : Head of Business Strategy & Development, Investments at Invesco US
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Refer to testimonials from well known people to highlight the value of your product
  • Look like someone who is on top of their game

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Adam

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Adam take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Adam

Personality Compatibility


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