How does an investment researcher go on to start a technology platform that teaches advisors and investors how to underwrite a meaningful life? Find out in our latest episode of CXO featuring Brian Portnoy, Founder of Shaping Wealth. 

Hear Brian’s reflections on: 

• Inspiring financial wellbeing through story and science.
• The role of financial education for investors.
• What it means to have funded contentment.
• Flipping the inherited advisor script.
• Is the hedge fund industry heading for a regime change?
• The pandemic’s effect on investment attitudes 

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