EPISODE · Jul 20, 2023 · 33 MIN
A Laser Focus on Client Needs (with John Bowman)
from The Balancing Act with Andrew Temte, PhD, CFA · host Andy Temte
John Bowman joins us this week on the show. John is the executive vice president at the CAIA Association and is the former managing director - Americas for CFA Institute. This week we're talking about the balancing acts that investment analysts and portfolio managers play and John introduces us to the purpose and mission of the CAIA Association. Tune in to episode 99 to hear John's story, his 'rocket-booster moment,' and his thoughts on the world of alternative investments.
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A Laser Focus on Client Needs (with John Bowman)
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