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Home News Global Stock Market and Business News

Three Tools to Improve the Fund Manager–Client Relationship

12 months ago
in Global Stock Market and Business News
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Three Tools to Improve the Fund Manager–Client Relationship
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The Manager–Investor Relationship

Where to begin?

1.
Performance-Tracking Software
 

2. Relationship Management Software

3. Informational Content



Professional Learning for wealthytrails.com Members

Dan Conner, CFA, FSA

Dan Conner, CFA, FSA, is the general partner at Ascend Venture Capital, a micro-VC in St. Louis that provides financial and operational support to start-up founders looking to scale. Conner specializes in data-centric technologies that enable the future states of industries. Before founding Ascend Venture Capital, Conner worked on the operations side of high-growth start-ups, leading teams to build scalable operational and financial infrastructure.



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