Riacast

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 of 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