EMPLOYEE BENEFIT FUNDS – PART VII THE SEARCH FOR NEW MANAGERS
genehoots.substack.com
DUE DILIGENCE Not uncommon for a new Chief Financial Officer, Joe Abely wanted a total review and restructure of the investment managers for the RJR funds. The time, effort, and expense involved were necessary, and almost incidental. (This process required a great deal of traveling, and people would ask about all the time I spent on the road. I answered jokingly, “With my bosses, Joe Abely and Treasurer John Dowdle, it’s just a question of ‘mind over matter.’ They don’t mind, and I don’t matter.”
EMPLOYEE BENEFIT FUNDS – PART VII THE SEARCH FOR NEW MANAGERS
EMPLOYEE BENEFIT FUNDS – PART VII THE SEARCH…
EMPLOYEE BENEFIT FUNDS – PART VII THE SEARCH FOR NEW MANAGERS
DUE DILIGENCE Not uncommon for a new Chief Financial Officer, Joe Abely wanted a total review and restructure of the investment managers for the RJR funds. The time, effort, and expense involved were necessary, and almost incidental. (This process required a great deal of traveling, and people would ask about all the time I spent on the road. I answered jokingly, “With my bosses, Joe Abely and Treasurer John Dowdle, it’s just a question of ‘mind over matter.’ They don’t mind, and I don’t matter.”