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Ep.45: Accessing the Individual Investor at Scale - Michael Episcope - Co-Founder and Co-CEO at Origin Investments

The Distribution by Juniper Square

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Metrics and Efficiency in Investment Management

This chapter explores the key operational metrics and strategies of a firm with approximately 66 employees and nearly $2 billion in equity under management. It examines the significance of client service, investment returns, and the challenges of cash management in optimizing performance.

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