Investment Podcast #5 - Investment Committees
Ensombl Advice Australia · Ensombl
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Show Notes
Mason Stevens' CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204
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