2004 Business Planning Ethics Portfolio 
Nerd's Eye View
JUNE 21, 2023
All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics.
The Big Picture
JULY 4, 2023
And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. And we were invited to pitch for the business of what was one of the most exciting hedge funds at the time. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results.
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