Opportunity in Blindness

Charley shares his journey from equity research to founding Grant Associates, driven by a desire to uncover the hidden dynamics of the financial services industry. He emphasizes the challenge of understanding customer perceptions and competitive standings, proposing a groundbreaking approach to gather candid feedback from institutional investors. By conducting extensive interviews, he envisions a way to illuminate the strengths and weaknesses of brokerage firms, ultimately transforming how the industry understands itself.