10.09.2023 - By Shared Practices Team
In this Billion Dollar Podcast simulcast, George and our guest Adam Weber from Crowd Out talk about insights on the complexities involved in appearing on a podcast as a registered investment advisor, touching on SEC compliance, liability, and the responsibility of acting as a fiduciary. The challenges faced by commercial banks, the importance of partnership in portfolio companies, and the unique perspective that Crowd Out brings to the table by analyzing different types of businesses, and much more.