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Investment Podcast #5 - Investment Committees
Ensombl Advice Australia
English - December 03, 2023 12:00 - 40 minutes - 44.6 MBInvesting Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204
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