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Today we speak with a veteran portfolio manager well-steeped in what it takes to run a company and a lawyer who services many asset management clients. We cover a plethora of acronyms as well as concepts and processes that have been complicated by physical distancing such as communication with clients, both with accredited investors status and retail, and launching new investment funds at this time.
5
22 ratings
Today we speak with a veteran portfolio manager well-steeped in what it takes to run a company and a lawyer who services many asset management clients. We cover a plethora of acronyms as well as concepts and processes that have been complicated by physical distancing such as communication with clients, both with accredited investors status and retail, and launching new investment funds at this time.