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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

asset-management-marketing

(3)
AllCompaniesPeopleStoriesProducts
Company
The Fund Managers Who Discovered Their Second Portfolio
Enterprise · Media

The Fund Managers Who Discovered Their Second Portfolio

Peregrine Communications made a business from an awkward truth: a fund can have a sound strategy and still be invisible. Its answer is to treat reputation less like publicity and more like a portfolio.

asset-management-marketing · financial-public-relationsRead →
Company
The Tiny Agency Behind Trillions in Other People’s Money
Fintech · Enterprise · Media

The Tiny Agency Behind Trillions in Other People’s Money

Fifteen people in Santa Monica help investment firms explain what billions of dollars cannot say for themselves. MBC Strategic’s wager is simple: before an allocator studies performance, somebody has to understand the story.

investment-marketing · financial-services-brandingRead →
Legend
Caroline Churchill and the Quiet Work of Making Finance Legible
Executive · Operator

Caroline Churchill and the Quiet Work of Making Finance Legible

Across four asset managers and more than three decades, Caroline Churchill has worked on a stubborn problem: how to turn financial choice into language people can use. Her path from journalism school to Victory Capital's executive ranks now runs through San Antonio itself.

caroline-churchill · victory-capitalRead →