Скачать или смотреть The Boutique Manager Advantage | David Littleton and Alex Morris | TAKE 15 PODCAST

#Take15Podcast #CFAInstitute #BoutiqueAdvantage
David Littleton and Alex Morris co-founders of F/m Acceleration discuss the Boutique advantage, what is it like to set up your own shop, the considerations for going independent, and the skills and traits necessary for successfully managing an independent firm.

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📃 Transcript: https://cfainst.is/3qDhdkJ

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Episode Breakdown:
1:35 The skill sets that people need to have to be successful in going independent and what they should consider before doing so.
4:09 The natural steps that someone would need to go through to start a new boutique firm
8:20 The characteristics that they are looking for to make an investment and to support a new team and firm
11:44 How difficult is the due diligence process?
13:47 Characteristics that make boutiques better or available to create better investment outcomes?
16:41 Crucial ideas and thoughts you would like people to take away
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Related articles and links:
F/m Acceleration: https://www.fmacceleration.com/team/
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Find David Littleton here:
LinkedIn:   / david-littleton-jd-6007163  

Find Alex Morris here:
LinkedIn:   / alexander-morris-a0a89422  

Find Bob Stammers, CFA here:
LinkedIn:   / rwstammers  
Twitter: https://twitter.com/robertstammers?la...


Find Lauren Foster here:
LinkedIn:   / lauren-   foster/
Twitter:   / laurenfosternyc