On this episode, RIAcast is joined by four Chief Investment Officers who have been participating for several years in a roundtable with regular meetings in which they openly share ideas and discuss and troubleshoot issues relating to their respective businesses. RIAcast gets to be a “fly-on-the-wall” on this first of two episodes.
It is our privilege to be joined by:
Christine McDermott, Avalon Trust
Justin Pawl, Covenant Multi-Family Offices
Leia Carpenter, Adell, Harriman & Carpenter
Tim Hartzell, Sequent Asset Management
In this episode, we discuss, among other things:
- The biggest benefits of participating in a roundtable
- Their most significant takeaways from the roundtable
- Their level of interaction with clients
- Their favorite part of the CIO role
- The role of benchmarks
- Investing rules they never break