Foreside Partners with NICSA: Penetrating the RIA/Family Office Space
Foreside was excited to partner with NICSA to host Matthew Babcock, Assistant Vice President at Pacific Life, Aaron Gilman, Chief Investment Officer at Independent Financial Partners and Wayne Yi, Head of Manager Research at Massey Quick Simon for an informative discussion on working with key investment research teams. The panelist spent their time discussing best practices penetrating and interacting with these teams including keeping them up to date on products, performance and how to best differentiate your firm and strategy. The formal portion of the call was followed by an interactive question and answer session.
To instantly listen to the replay, enter your information below.