Billion Dollar Backstory cover image

1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)

Billion Dollar Backstory

00:00

Hedge Funds and Private Markets: A Challenge for the Wealth Management Industry

Hommack-Berg is an $11 billion RIA headquartered in Atlanta, Georgia that serves over 2,700 clients. The company created a 3C1 fund in January 1999 to provide their high net worth and institutional investors with ready access to a diversified portfolio of hedge funds. They are equally as passionate about broadening that access for all their clients not just qualified purchasers or a select group of accredited investors.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app