Inside The Mentoring Round, Semperis CFO Jeff Bray emphasizes the importance of concentrating investments on the best ideas rather than spreading resources too thinly. In his transition from an analyst to a portfolio manager, he shifted the strategy to focus on the top three to five investment ideas from each analyst, significantly enhancing portfolio performance. […]
Bringing a Cross-Functional Approach to Scenario Analysis | Betsy Ward, CFO, MassMutual
Ward: I actually think it might be more unique given my background to talk about a Strategic Finance moment that related to a position I was in when I was in, in actually Investment Management, which relates to those scenarios I was talking about. So while I was working in mass, Mutual’s Investment Management subsidiary, […]