Jim Kauffmann

Examiner
DISC Type : cs

Chairman and Chief Investment Officer at FUMC Perpetual Fund

Sarasota, Florida, United States

Overview

Jim Kauffmann is the Founding Partner and Chief Investment Officer of Bay Point Advisors, specializing in private credit and direct lending. His expertise is built on a foundation that includes serving as Head of Fixed Income at Citadel. He holds an MBA from Harvard Business School and a BSIM from Purdue University.

Through his leadership at the FUMC Perpetual Fund, Jim demonstrates a commitment to community-focused financial stewardship. He maintains strong ties to his alma maters, Purdue University and Harvard Business School, actively following their progress and engaging with their networks.

He previously ran the entire Fixed Income division for Citadel, a major global investment firm.

Personality Overview

Unexpressive

Late Adopter

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Direct Lending
As a founding partner of a firm specializing in private credit, he has commented on the rapid changes and opportunities within the direct lending industry.
Fixed Income
His career includes leading the Fixed Income division at Citadel, indicating deep, long-standing expertise in this specific asset class and its strategies.
Compliance Technology
Serves on the Board of Directors for BasisCode Compliance, showing a professional interest in technology solutions for the financial services industry.

Media Appearances

Jim has no verified media appearances

Work History

10-2023
Chairman and Chief Investment Officer at FUMC Perpetual Fund
6-2019
Chairman & Founding Partner at Bay Point Advisors, LLC
1-2015 - 10-2021
Board Of Directors at BasisCode Compliance
12-2011 - 6-2019
Chief Investment Officer at Bay Point Advisors, LLC
2009 - 2011
Head of Fixed Income at Citadel LLC

Education

1984 - 1986
MBA from Harvard Business School
1976 - 1980
BSIM from Purdue University

More Information

Social Presence :

Prographics :

Exp : 43 Location : Sarasota, Florida, United States Job Level : Leadership Designation : Chairman and Chief Investment Officer at FUMC Perpetual Fund
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jim

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jim take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jim

Personality Compatibility


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