
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Strategic Growth and Investment Innovation
This chapter explores a firm's rapid expansion and strategic acquisitions, particularly its notable $500 billion in assets under management. It highlights the evolution of the Private Wealth Channel and the transition to offering diversified investment opportunities, addressing the competitive landscape and the growing demand for alternative investments. The discussion also emphasizes the importance of effective team structuring and client engagement metrics in navigating the complex market dynamics.
Transcript
Play full episode