Outsourced Chief Investment Officer - Part 1 of 2

Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer.  Part 1 of 2 This conversation covers: ·       Registration categories for investment professionals. ·       Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) ·       Differences between the US and Canadian markets ·       The history of discretionary investment management ·       Investor protection ·       Fiduciary relationships ·       Buy-side and sell-side   Subscribe at the CE Drive Podcast Page to get access to Quizzes!   Supplementary Materials: Portfolio Management Association of Canada (PMAC) Anchor Pacific Investment Management Ontario Security Commission: Securities Law & Instruments