EVP
Managing Director of Investment Management
COMPASS BANK
Houston, Texas
Learn directly from the investment officer the story of how a midsize
trust company recreated its investment process in order to open the
architecture, re-invigorate its sales force, and insure consistency
across its entire footprint. Learn about this interesting new business
model called overlay portfolio management and the risk management
issues unique to this approach. The speaker will outline the
differences in compliance and legal issues between building your own
platform and partnering with a traditional third party asset management
firm.
Strategic Review Compass WMG 2003
The Need for Open Architecture
Overlay Portfolio Management
SmartPath
Comparing the Benefits of Different Investment Platforms
