Aquest Podcast

Oversight of Delegates with John Phinney


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The way that mancos go about supervising their delegates, particularly the investment managers, is changing. Regulator expectations about the depth and quality of delegate monitoring are increasing with intrusive oversight and constructive challenge the order of the day. In this episode, I'm joined by John Phinney of Convergence to chat about his upcoming CP86 MiniCon sesssion on emerging best practices in delegate oversight. We chat about how mancos can plug into new and easy-to-use data sources to bolster their oversight. We also chat about the changing dynamic of the relationship between mancos and investment managers - how will investment managers feel about this new instrusive approach?

Connect with John Phinney

LinkedIn
https://convergenceinc.com/

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Aquest PodcastBy Daniel Lawlor


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