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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

Barry Ritholtz

So I went to Bain and Company for two years, and I was in management consulting for two years. And I understood from that that well-meaning people can still muck things up because they don’t have an appropriate guide frame or appropriate leadership, or they’re not, so like little things can take projects astray.

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Connecting With Ultra-HNW Heirs By Fostering Family Trust

CFO News Room

And we can then benchmark those answers against the 3,000 families, or the 2,500 other families, that are in the research and say, “At this level, your trust and communication look really solid, and there’s an opportunity here to improve alignment of values and mission.”