Robin Campbell, CFA, CPA, CA

Questioner
DISC Type : c

Director of Investments at University of Manitoba

Winnipeg, Manitoba, Canada

Overview

Robin Campbell is the Director of Investments at the University of Manitoba, her alma mater. A dually-certified CPA and CFA charterholder, she has progressed through multiple treasury and investment roles at the university, now overseeing its trust and endowment funds.

Robin is deeply involved in shaping responsible investment policy, serving on a committee focused on the path to net zero. Passionate about her community, she is also actively involved with local organizations in Winnipeg, demonstrating a commitment to local development.

She showed incredible dedication by earning her CFA charter fifteen years after first starting the program.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Responsible Investing
Serves on a committee addressing net-zero strategies and is a vocal proponent of creating encompassing responsible investment policies.
Endowment Management
Her core responsibility involves managing the university's trust and endowment funds, a topic central to her professional expertise.
Professional Development
She has a strong belief in continuous learning, demonstrated by her fifteen-year journey to complete the rigorous CFA program.

Media Appearances

Robin has no verified media appearances

Work History

5-2023
Director of Investments at University of Manitoba
10-2021 - 5-2023
Manager, Treasury Services at University of Manitoba
10-2020 - 10-2021
Assistant Manager, Treasury Services at University of Manitoba
9-2017 - 10-2020
Manager, Client Services at Lazer Grant LLP
3-2015 - 9-2017
Corporate Controller at Buffalo Gal Pictures Inc.

Education

1998 - 2002
BComm (Hons) from University of Manitoba
CSC from Canadian Securities Course

More Information

Social Presence :

Prographics :

Exp : 15 Location : Winnipeg, Manitoba, Canada Job Level : Mid-senior Designation : Director of Investments at University of Manitoba
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Insights For Selling To Robin

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robin is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Robin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Robin move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Robin take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Robin

Personality Compatibility


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