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Looking Ahead l Summit Global Investments & Bryce Sutton l Ep 17
Manage episode 381615787 series 3498243
Το περιεχόμενο παρέχεται από το Fund Launch. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Fund Launch ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this episode, Bryce, the co-founder of Summit Global Investments, joins Lincoln to discuss the firm's background and investment strategies. Bryce shares that Summit Global is a registered investment advisory firm managing $2 billion of clients' assets. He mentions working with a team of advisors and various fund structures. The conversation dives into the firm's inception during the market crisis in 2007-2008 and how Bryce and his partner developed their investment approach. Bryce is a member of the Fund Launch Whale Group, a group of fund managers with over $10M AUM. Bruce is an incredible member of the Fund Launch community.
[00:01:03] Starting the company idea.
[00:05:21] The size of fixed income market.
[00:09:07] Clientele base breakdown.
[00:12:05] Fragmentation in investment advisory business.
[00:16:24] Growing independent advisory firms.
[00:20:09] Starting a new firm.
[00:25:48] What makes a fund win?
[00:28:14] Following specific investment rules.
[00:33:20] Starting a public product.
[00:37:22] Growth objectives for Summit Global.
[00:41:10] Focusing on revenue generating items.
[00:45:49] The Fed's next move.
[00:48:05] Follow-up as a pet peeve
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