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Money Manager Due Diligence Scott Thoma, CFA

Money Manager Due Diligence Scott Thoma, CFA. The Challenge. > 7,000 Separately Managed Account Options > 7,000 Distinct Mutual Funds (> 25,000 when incorporating share classes). The Challenge . Investors judge on short-term performance Fiduciary duty? Urge to "do something".

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409 views • 27 slides

4-H Youth Development Program

4-H Online Record Book Webinar Part 4: Club and Project Leader Functions. Presented by Steven Worker and Scott Mautte February 29, 11-12pm March 1, 7-8pm These webinars will be recorded. 4-H Youth Development Program. Agenda. Welcome & Introduction Background about ORB

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315 views • 21 slides

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Money Manager Due Diligence Scott Thoma, CFA

4-H Youth Development Program