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RIAcastAuthor: RIAcast LLC
RIAcast is a podcast focused on the investment advisory community. In our episodes, we aim to provide interesting, provocative, and entertaining conversations with key players and thought leaders in the investment adviser space. Our goal at RIAcast is to provide a platform to present their stories and ideas. Matt Baum, RIAcast's host, is an active securities and commercial litigator with the law firm Ellenoff Grossman & Schole LLP. Please visit our website at http://www.riacast.com for more information. The content contained in RIAcast podcasts is meant for informational purposes only, should not be relied on, and should not be construed as legal, investment, or tax advice. Attorney Advertising. Language: en Genres: Business Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep. 16: The CIO Roundtable, Part 1
Tuesday, 17 December, 2019
On this episode, RIAcast is joined by four Chief Investment Officers who have been participating for several years in a roundtable with regular meetings in which they openly share ideas and discuss and troubleshoot issues relating to their respective businesses. RIAcast gets to be a "fly-on-the-wall" on this first of two episodes. It is our privilege to be joined by: Christine McDermott, Avalon Trust Justin Pawl, Covenant Multi-Family Offices Leia Carpenter, Adell, Harriman & Carpenter Tim Hartzell of Sequent Asset Management In this episode, we discuss, among other things: The biggest benefits of participating in a roundtable Their most significant takeaways from the roundtable Their level of interaction with clients Their favorite part of the CIO role The role of benchmarks Investing rules they never break
