IMpact: An investment management podcast series: Who It's For and Who Sponsors It

Covers: Trends, operational due diligence, technology adoption, regulatory shifts, and strategy across wealth management, private equity, and funds.
For: Investment management professionals, wealth advisors, private equity managers, and fund operators.
Best for: Asset managers and financial executives seeking strategic insights on industry trends and operations.
Skip if: Retail day traders or individuals looking for personal budgeting and stock tips.

Start with

AI and the future of advice: Explains how wealth advisors can reduce administrative tasks and scale capacity using AI.
Beyond capital: How PE firms create portfolio value: Shows how private equity firms use hands on operational support to drive portfolio value.
Risky Business: The Evolution of Operational Due Diligence: Covers emerging trends and comprehensive approaches in operational due diligence for investment management.

Summarised by AI from 12 recent episodes. Audience size is not included. Prices are not included. Report a mistake.