A Candid Coversation

2018

The work done at money management firms comprises typically three main functions: (1) Investing (obviously!); (2) Outreach (i.e., interacting with existing and prospective clients); and (3) for lack of a better term, Other (i.e., accounting, audit, compliance, HR, IT, and myriad important additional tasks that money management firms must do well in order to succeed). While seemingly distinct, these three functions are interrelated, the most obvious nexus being the imperative for investment pros seeking to steward Other People’s Money (OPM) to persuade potential clients to become and remain actual ones. read more ❯

Fireside Chat

May 2018

Listen to an audio recording of the fireside chat between Ambassador Nicholas Burns and NP Co-Chairman David Salem from NP's 2018 Annual Investor Meeting. read more ❯