Investment Professionalism

On February 6, 2020 I spoke as a panelist at the New York RIA Summit. The project was designed to facilitate in-depth conversation between peers on investments, operations, and management of an Investment Advisory. My panel discussed technology solutions for investment management, including methods Registered Investment Advisors use to adapt to the world of automation and data. We considered which solutions are here to stay, and what trends are fleeting.

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