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In this engaging episode of Grindset, Dana Pointer, CEO of PreserverPartners LLC., delves into the non-traditional approach of asset management her firm takes, serving high net-worth individuals and institutional clients. She highlights the challenges and triumphs of convincing traditional institutions to embrace innovative investment strategies, especially in a high interest rate environment. Dana also shares powerful insights on entrepreneurship, the significance of resilience in the face of rejection, and the importance of authenticity and diversity in the workplace.
By KUDZUKIAN5
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In this engaging episode of Grindset, Dana Pointer, CEO of PreserverPartners LLC., delves into the non-traditional approach of asset management her firm takes, serving high net-worth individuals and institutional clients. She highlights the challenges and triumphs of convincing traditional institutions to embrace innovative investment strategies, especially in a high interest rate environment. Dana also shares powerful insights on entrepreneurship, the significance of resilience in the face of rejection, and the importance of authenticity and diversity in the workplace.