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From Managing Portfolios to Running an Organization with Mike Freno

Masters in Business

CHAPTER

Navigating Corporate Culture and Investment Strategies

This chapter explores the challenges of merging distinct corporate cultures following the integration of four entities, with a focus on standardized investment strategies to achieve long-term value. The impact of the COVID pandemic on communication and team dynamics is discussed, along with insights into the strategic advantages of partnering with large insurance firms for customized investment solutions. It also highlights how a long-term ownership structure influences risk tolerance and investment decisions in both public and private assets.

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