LeadTrigger: Liberty Street Advisors CIO Switch

🚀 Battle Card: Liberty Street Advisors, Inc.

• Timothy Reick, Chief Investment Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/liberty-street-advisors-inc-/)

• This Liberty Street Advisors, Inc. sales trigger marks a high-profile CIO shift amid expectations of an IPO market reopening, creating urgency around leadership stability and talent continuity. → Source

• Leadership transition risk: Ensuring portfolio performance doesn’t dip during CIO handover

• Talent pipeline gaps: Need for bench strength as Fund targets IPO-backed assets

• Primary: Executive onboarding program → Accelerate new CIO ramp-up

• Expansion: Talent management platform → Build and measure bench strength

• HQ: New York, NY

• Employees: ≈ 50

• Rev: ≈ $15 M

• Website: [libertystreetfunds.com](https://libertystreetfunds.com/)

🤼 Competitive Intel

• Workday — HCM / Succession
• Edge: Integrated HR and talent suite
• Evaluated by CHRO for global rollout

• SAP SuccessFactors — Talent Management
• Edge: Deep org-chart and succession analytics
• Evaluated by HR Ops for scalability

• Korn Ferry — Executive Search / Succession
• Edge: Elite bench-building services
• Evaluated by CEO & CIO for leadership mapping

• LinkedIn Talent Solutions — Recruiting
• Edge: Data-driven candidate sourcing
• Evaluated by Talent Acquisition for network reach

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Timothy
COMPANY     = Liberty Street Advisors, Inc.
DEPT        = ≈ TBD
SIZE        = ≈ TBD
BOTTLENECK  = leadership transition risk
EVENT       = Personnel Changes for The Private Shares Fund
DETAIL      = Christian Munafo resigned and Reick took over as CIO
PAIN        = portfolio performance dip risk
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251010956084&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = 50
REV_EST     = 15M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person ≈ TBD

Timothy—noticed your ≈ TBD team is ≈ TBD.

That’s when leadership transition risk slows growth.

We helped ≈ TBD fix this with ❑<1-line value>❑.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Christian Munafo resigned and Reick took over as CIO — portfolio performance dip risk.  
❑<1-line value>❑. ❑<metric>❑.  
Quick chat?```