Business Management, Committee Meeting, Free for Members, Interest Group

Business Management Group Meeting

Monday, June 17 | 6:00 PM - 7:30 PM

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Overview

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. These issues include, business planning, enterprise technology, compliance, market trends, human resources, selection of; fund administrators, accountants, lawyers and prime and executing brokers, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture, diversity, and inclusion is to the mandate of institutional investors.

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