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The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

Monetary Matters with Jack Farley

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Navigating Fund Management vs. Research Business

This chapter examines the contrasting dynamics of starting a fund and launching a research business, emphasizing the capital demands of funds versus the relationship-building potential of research firms. The speakers reflect on their career transitions and the intricacies of adapting to market expectations and customer needs in a subscription-based model.

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