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3min chapter
Jenny Johnson on Managing a Trillion-Dollar Firm
Masters in Business
The Future of Managed Options and Capital Gains
O'Shownacy database that they've been polishing up for decades, very few things. Managed options capabilities are important as part of the tax optimization strategy. Al Centra, you acquired from BNY Mellon, Lexington Partners, who's another private equity and secondary entity. And then, I didn't really realize, you guys bought Advisor Engine. That was like a big sort of semi-robo-advisor for advisors. Then, alternative credit manager, benefit street partners, and then, Athena Capital. You want to be able to offer a full rounded set of products to institutional and retail clients.
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