CFA program fails to teach investors how to evaluate CEO character
Dan Rizzo · 20 - From HealthTech IPO to Family Office Success with Dan Rizzo · Jan 30, 2025 · at 14:34
Dan Rizzo discusses the limitations of formal CFA financial training when transitioning into early-stage venture and family office investing.
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“The, in the, a exam process, you do a lot of math and you learn a lot of formulas and techniques. What you don't learn is, yeah, is how to evaluate the character of a CEO and management team.”
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