The Inner Workings of BULLWEALTH’s Investment Committee

Insights Into Wealth

English - October 20, 2020 10:00 - 9 minutes - 9.2 MB
Management Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

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Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.