PLAY PODCASTS
The Boutique Manager Advantage
Episode 468

The Boutique Manager Advantage

Enterprising Investor ยท CFA Institute

July 14, 202119m 27s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

David Littleton and Alex Morris co-founders of F/m Acceleration discuss the Boutique advantage, what is it like to set up your own shop, the considerations for going independent, and the skills and traits necessary for successfully managing an independent firm. โ–ถ๏ธ Subscribe to the Take 15 Podcast YouTube channel

๐Ÿ“ƒ Transcript

๐Ÿ“ง Email us for comments, questions, or appearance requests ___________________________________________________________________________ Episode Breakdown: 1:35 The skill sets that people need to have to be successful in going independent and what they should consider before doing so. 4:09 The natural steps that someone would need to go through to start a new boutique firm 8:20 The characteristics that they are looking for to make an investment and to support a new team and firm 11:44 How difficult is the due diligence process? 13:47 Characteristics that make boutiques better or available to create better investment outcomes? 16:41 Crucial ideas and thoughts you would like people to take away ___________________________________________________________________________ Related articles and links: F/m Acceleration ___________________________________________________________________________ Find David Littleton here: LinkedIn

Find Alex Morris here: LinkedIn

Find Bob Stammers, CFA here: LinkedIn Twitter

Find Lauren Foster here: LinkedIn Twitter