Jason Josephiac, CFA, CAIA

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4th Institutional Investment Consulting Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and [...]

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