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Operational Scale for Alternative Investments

Operational Scale for Alternative Investments

by Jud Mackrill | Aug 22, 2023 | All, Financial Advisors

Go to any industry event and someone will ask you how your firm is differentiating from the competition. There are many ways to Be Different, but here’s the very basic overview of how to become different:  Step one is to figure out who you want to be your clients. ...
Due Diligence for Alternative Investments – Going Beyond a DDQ

Due Diligence for Alternative Investments – Going Beyond a DDQ

by Jud Mackrill | Aug 15, 2023 | All, Financial Advisors

In the middle of 2020, when uncertainty gripped the world, my family decided to head south. It wasn’t a unique idea. Faced with impending winters of isolation and the freedom of remote work, thousands of people uprooted their lives and moved into the sunbelt. Our...
How Spreadsheets Are Holding Fund Managers Back

How Spreadsheets Are Holding Fund Managers Back

by Jud Mackrill | Aug 8, 2023 | All, Fund Managers

Your kitchen faucet could stand an upgrade, unless, of course, it’s already touchless. Given the serious aid to hygiene and the water saving properties, once you add this tiny piece of tech into your life, you’ll not only cook with ease, you’ll find yourself expecting...
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