Monica Lumsden

Evaluator
DISC Type : CSD

Head of Fund Finance- Managing Director & Member of Executive Committee for Operations at Ardian

Greater London, England, United Kingdom

Overview

Monica Lumsden is the Head of Finance and a Managing Director at Ardian, overseeing the Secondaries, Primaries, and Private Credit divisions. She is a member of the Executive Committee for Operations and sits on the board of Ardian Investment UK. She holds a Master in Management from ESCP Business School.

Monica is a passionate advocate for disability inclusion and awareness, frequently sharing insights inspired by her personal experiences. Her posts highlight the importance of building adequate support systems within companies and society for individuals with special needs and hidden disabilities.

She is deeply committed to fostering a more inclusive and understanding environment, both professionally and personally.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Disability Inclusion
Actively promotes awareness and better support systems for people with disabilities and special needs, drawing from personal family experiences.
Fund Finance
As Head of Fund Finance, she manages a global team of over 50 people and oversees finance for Ardian's extensive portfolio.
Private Credit
Holds direct responsibility for the finance and operations of Ardian's significant private credit assets under management.

Media Appearances

Ardian makes raft of senior promotions and additions to ASF management committee. Featured in Secondaries Investor

See Now

Work History

9-2021
Head of Fund Finance- Managing Director & Member of Executive Committee for Operations at Ardian
2-2021
Board Member of Ardian Investment UK Limited at Ardian
2-2016
Head of Fund Finance - Funds of funds & Private Debt at Ardian
9-2007 - 1-2016
Head of Middle Office - Private Debt & Funds of Funds at Ardian
9-2005 - 8-2006
Intern Auditor - Banking and Capital Markets at PriceWaterhouseCoopers

Education

2003 - 2007
Master in Management from ESCP Business School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater London, England, United Kingdom Job Level : Senior Designation : Head of Fund Finance- Managing Director & Member of Executive Committee for Operations at Ardian
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Insights For Selling To Monica

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monica is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Monica

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Monica move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Monica take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Monica

Personality Compatibility


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