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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
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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