Avoiding Short Term Traps in Investor Relations
Avoiding Short-Term Thinking in Institutional Investor Relationships This episode discusses the critical mistakes companies often make when building relationships with institutional investors. The primary focus is on the detrimental impact of being too transaction-oriented for quick sales rather than fostering long-term connections. Rip emphasizes that successful, lasting relationships with asset managers often take years to develop, underscoring the importance of long-term thinking and...
Avoiding Short-Term Thinking in Institutional Investor Relationships
This episode discusses the critical mistakes companies often make when building relationships with institutional investors. The primary focus is on the detrimental impact of being too transaction-oriented for quick sales rather than fostering long-term connections.
Rip emphasizes that successful, lasting relationships with asset managers often take years to develop, underscoring the importance of long-term thinking and integration of investment managers as part of the internal team.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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Rip Reeves
CEO
Rip Reeves is CEO of Institutional Investor, with oversight of its global events platform, journalism, thought leadership and fintech businesses. In 2022, he retired as Chief Investment Officer and Treasurer of AEGIS Insurance Services after 11 years of service. In the 26+ years preceeding, Reeves’ professional experience encompassed portfolio management, global asset allocation, treasury, investment banking, sales/trading, and large team management. He has a bachelor’s degree in marketing and an MBA, both from LSU. Reeves’ board leadership includes Investment Committee Chair for The LSU Foundation overseeing the University's Endowment, service on the Northern Trust Asset Management Board of Advisors and the Preferred Mutual Insurance Company Board of Directors. He is also a Professor in the Finance Department for LSU.