Episode 41

Sherri Cooke on Educating an Industry

Mar 29, 2022

Jeff Shafer, CEO of CommonGood Capital, is joined by Sherri Cooke, SVP-Business Development at iCapital Network, founder of AI Insight, Inc, and President of ADISA. Sherri tells the story of how she got into the industry, starting amidst the infamous 1986 tax laws changes, how she created a data company to collect and analyze information on the alternative investment industry, her hopes for the future as President of ADISA, her passion for educating others in the financial services industry and much more.

A New Lens with CommonGood Capital
A New Lens with CommonGood Capital
#41 - Sherri Cooke on Educating an Industry
/

Guest

Sherri Cooke
SVP-Business Development at iCapital Network
Sherri Cooke joined iCapital Network as Senior Vice President-Business Development in January 2021. Previously, she was CEO and founder of AI Insight, Inc., and has been in the financial services industry for over 25 years. Sherri is also President of ADISA, a national trade association of professionals involved in primarily non-traded alternative investments.

Subscribe

Apple Podcasts

Google Podcasts

Spotify

Stitcher

PocketCasts

RSS Feed

Recent Episodes

#57 – Toussaint Bailey on Making Money More

#57 – Toussaint Bailey on Making Money More

Jeff Shafer, CEO of CommonGood Capital, is joined by Toussaint Bailey, Founder and CEO of Uplifting Capital, to chat about how his “super parents” shaped his outlook on life, his career path from lawyer to manager of lawyers to wealth manager to founder and CEO, how...

read more
#56 – DIVINE on Financial Empowerment

#56 – DIVINE on Financial Empowerment

Jeff Shafer, CEO of CommonGood Capital, is joined by Victor Lombard (aka DIVINE), CEO and founder of Solvent, on his troubled upbringing in Newport, RI leading to his incarceration, to starting a business that facilitates financial education and freedom for those...

read more
#55 – John Bowman on the Problem With ESG

#55 – John Bowman on the Problem With ESG

Jeff Shafer, CEO of CommonGood Capital, is joined by John Bowman, who serves as Executive Vice President for CAIA Association, to discuss his start in financial services, his eye-opening 14 years at the non-profit CFA Institute, how CAIA protects...

read more