Join Scott Aleali, Head of Private Equity Finance at Citizens Bank, and Jeff Maier, Senior Managing Director - Private Equity Finance at Citizens Bank, with special guest Rick Gordon, Wealth Manager at Citizens Private Wealth, for the latest Fund Fanatics episode.
They discuss:
Must-haves in personal investment strategy for both new and seasoned private equity managers
Why asset allocation is equally about coaching as it is about numbers; who is responsible for consumer education through the rise of retail in alternative assets
The Home Depot strategy and why DIY investing isn’t always what it seems
How to choose a wealth platform from big banks to boutiques
The joys of coaching, leadership and inspiring University of Michigan moments that stand the test of time
