Big Picture In Practice

Big Picture in Practice频频邀请金融行业高层与思想领袖就市场趋势与实务策略对谈，适合公关资源投放在 retirement planning、private markets、crypto、wealth management 等议题。对资深投资/财富管理相关品牌的客座机会尤为有利，通常需要具备显著行业资历的嘉宾，且难度偏高。

47 episodes, Biweekly, 4.8 rating

<1k, Male, USA

Ben, Julie

Investing, Business, Management, Business News

senior investment professionals or executives (C-suite, CIOs, heads of private markets, senior strategists)

leadership roles at notable financial institutions, public thought leadership, research, or industry awards, relations with institutional clients and media

Rob Williams - Retirement Income Planning, Risk, Client Outcomes, Inga Rachwald - Retirement Income Planning, Emotional Biases, Risk Framing, Client Conversations, Anna Snider - Private Market Opportunities, Jim Caron - Volatile Market Strategy, Global Portfolio Diversification, Sinead Colton Grant - Private Markets, Risk Tolerance, Asset Allocation

retirement planning, emotional biases, risk framing, client relationships, private markets, volatility, portfolio diversification, crypto ETFs, tax-efficient value, advisor engagement