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Inside The Process Of A Successful Portfolio Manager

Pitch The PM

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Navigating the Investment Landscape: From Firm to Venture

This chapter explores the journey of transitioning from a large firm to establishing a personal investment venture, reflecting on the importance of team building and personalized investment processes amid recent market challenges. It emphasizes the critical role of research and mentorship in shaping a successful investing philosophy while addressing the evolving landscape of talent acquisition in the finance sector. The speakers provide insights for aspiring investors, advocating for a detailed and self-driven approach to mastering investment strategies.

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