Matt Hoffman

Examiner
DISC Type : cs

Partner at Deloitte & Touche

Costa Mesa, California, United States

Overview

Matt Hoffman is an Audit Partner at Deloitte with over 18 years of experience in the investment management industry. Leading the Orange County practice, he specializes in alternative funds like private equity and hedge funds, serving both public and private firms. He holds a Bachelor of Arts from UCLA.

He is the host of "IMpact, " Deloittes podcast dedicated to providing insights and practical ideas for investment managers navigating market challenges.

Personality Overview

Tough To Convince

Process Oriented

Late Adopter

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Investment Management
With over 18 years of experience, he leads Deloitte's Orange County practice focused on hedge funds, private equity, and mutual funds.
Financial Podcasting
He is the host of Deloitte's "IMpact" podcast, a series focused on delivering insights to the investment management industry.
AI in Finance
Shares Deloitte's forecasts on the transformative impact of artificial intelligence on portfolio management within private markets.

Media Appearances

Matt has no verified media appearances

Work History

9-1998
Partner at Deloitte & Touche

Education

1994 - 1998
B.A. from UCLA

More Information

Social Presence :

Prographics :

Exp : 27 Location : Costa Mesa, California, United States Job Level : N/A Designation : Partner at Deloitte & Touche
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Matt is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Matt

  • 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 Matt move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Matt take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Matt

Personality Compatibility


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