The Zurich Project: Build a Great Investment Firm - presented by MOI Global
About This Show
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each member build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project Workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.
Most Recent Episode
Jim Roumell on the Mistake of Trying to Go Big
7 days ago
Jim Roumell, President of Roumell Asset Management in Chevy Chase, Maryland, discusses what failure taught his — lessons learned from two decades of building an investment firm.
Jim is president and lead portfolio manager of Roumell Asset Management, an investment firm focused on finding value through out-of-favor, overlooked or misunderstood securities. Prior to starting his own firm in 1998, he was a registered principal at Raymond James Financial Services. Jim is a graduate of Wayne State University in Detroit, Michigan. He is also a board member of Transitional Housing Corporation, a not-for-profit group providing affordable housing to low-income residents of Washington, D.C. Jim is married with two children and lives in Chevy Chase, MD.