Dakota Live! Podcast: Powering Advisors with Brinker Capital Investments

Mili Rosen, CFA, a Senior Investment Analyst at Brinker Capital Investments joins us for the latest episode of Dakota Live! In this insightful episode, join us as we delve into a comprehensive discussion with Mili about her career journey, her role at Brinker Capital Investments, and the nuances of investment management and manager research.

Mili shares her insights on various topics, including the challenges of manager research in both public and private markets, the importance of technology in investment analysis, and the approach to early-stage, emerging managers.

Throughout the conversation, Mili emphasizes the importance of understanding the qualitative aspects of investment management, such as the team dynamics and culture of investment firms, alongside quantitative analysis. She also discusses the role of technology in enhancing investment research and touches on topics like liquid alternatives and digital assets in the context of modern investment strategies.

The episode is informative for those interested in the world of investment management, providing a glimpse into the day-to-day responsibilities and considerations of a Senior Investment Analyst and the broader trends in the industry. Mili’s journey, from her education at Penn State University to her current role, also serves as an inspiring narrative for aspiring investment professionals.

Along the way, learn what led Mili to be named one of Citywire’s 2023 Rising Stars in manager research.

Disclaimer:
Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing involves risks including possible loss of principal.