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Joe Smith: How do you personalize investment portfolios?
Manage episode 264104732 series 2664886
Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new startup and how they are utilizing technology to deliver customized solutions to financial advisors. Joe and Phil then have a candid discussion about diversity and inclusion in the asset management industry, with Joe recounting his personal experiences and offering ideas for industry improvement in the future.
59 حلقات
Manage episode 264104732 series 2664886
Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new startup and how they are utilizing technology to deliver customized solutions to financial advisors. Joe and Phil then have a candid discussion about diversity and inclusion in the asset management industry, with Joe recounting his personal experiences and offering ideas for industry improvement in the future.
59 حلقات
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