Transitioning to Single Client
Brad reflects on the differences between managing multiple clients and focusing on a single institution, emphasizing the importance of client feedback for maintaining investment sharpness. He discusses the impact of the global financial crisis on the investment landscape, highlighting the need for consolidation and scale in response to intense fee pressures. A pivotal moment arises when he receives a call from a prominent figure seeking to establish a new family office, marking a significant shift in his career trajectory.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Brad Briner - Family Office to Public Service (EP.413)
Related Questions