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14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management

Billion Dollar Backstory

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Hedge Funds and Private Market Exposures for High Net Worth Investors

Hommack-Berg is an $11 billion RIA headquartered in Atlanta, Georgia that serves over 2,700 clients in 46 states. They 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. As interest in the fund grew and the constraint of the 100 investor rule lume, HB began exploring ways to continue expanding the investor pool without negatively affecting existing shareholders. We'll be back in a moment after a word from our premier branch partner, Ultimus Fund Solutions.

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