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Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

Monetary Matters with Jack Farley

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Shifting Strategies: Marketing a Legacy Investment Fund

This chapter explores the shift in marketing strategy for a long-standing investment fund, moving away from passive attraction of capital to active outreach. Speakers discuss past promotional missteps and the new focus on engaging high-net-worth individuals and making investments more accessible.

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