SKU:
INV001
Price:
US$40.00
Total Time:
61 min
Credits:
Select State to Find Out
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Building Blocks of Effective Investment Advisor Training: A Customizable Approach

A New York investment management attorney suggests topics and approaches for training employees of hedge fund investment advisory firms.  The speaker offers a customizable PowerPoint template that can be used as the foundation of a training slideshow. The course also contains a section where the speaker delivers a simulated training session "in character" as the CCO of a hypothetical investment adviser.

About the Lecturer

Philip Thomas
Philip Thomas is counsel at the law firm Garrity, Graham, Murphy, Garofalo & Flinn where he specializes in private fund legal and regulatory matters. Philip is also the Chief Compliance Officer to an investment adviser that serves both hedge fund and Registered Investment Company clients. He was previously CCO to several significant registered and unregistered investment advisers in New York C...

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