Key Red Flags That Deter Institutional Investors
Key Red Flags That Deter Institutional Investors This episode discusses major red flags that can dissuade institutional investors from pursuing opportunities. The primary concerns highlighted include the lack of good governance and changes in strategy by asset managers. The importance of consistent strategy alignment with asset managers is also emphasized. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this...
Key Red Flags That Deter Institutional Investors
This episode discusses major red flags that can dissuade institutional investors from pursuing opportunities. The primary concerns highlighted include the lack of good governance and changes in strategy by asset managers.
The importance of consistent strategy alignment with asset managers is also emphasized.
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 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.