What does Full Coverage mean?

March 15, 2019 | Michael Freeman

Just back from a Citywire Pro Buyer conference in NYC. Had the opportunity to sit down with about 12 top asset managers across fixed income, emerging market equity and value investing. Also spent time with 50 top BDs and RIAs. One theme was clear...

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1 year, $70 billion managed, 12 clients, 8 employees...what a year! Thank you! Can’t wait for 2018!

December 16, 2017 | Michael Freeman
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The New Normal for Due Diligence Departments

October 3, 2017 | Michael Freeman

Product research (or due diligence) departments have typically focused on Alternative Investments or Managed Money; however, with the Fiduciary Standard in now place for the transactional business, how are firms performing due diligence on insurance...

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