Institutional investor
3
MENTIONS
2
EPISODES
2
PODCASTS
Search complete. 3 mentions across 2 episodes found for "Institutional investor".
Oct 22, 2026
Episode 24: 7.5% Rates, MSR Mayhem & Burry's Big Warning
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29:25Greg SherHOST
And then this morning, something came out of the Treasury.
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29:30Greg SherHOST
Secretary Besant talking about how they're really going to crack down on institutional investors starting in 2027, going back to the cap of 350, you know, house.
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29:42Greg SherHOST
And another thing, which is good.
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29:43Greg SherHOST
Right.
Building L Squared: Leslie K. Lenzo on Fractional CIO Work and Serving Mission-Driven Investors
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0:00Leslie LenzoGUEST
So my target client, it's mission driven investors, specifically those institutional investors that have large portfolios and small staffs.
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0:10Leslie LenzoGUEST
So I typically define that as organizations that have north of $2 billion in their portfolio and typically have between zero and three people on their investment team.
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0:21Leslie LenzoGUEST
It was really a white glove service.
13 MINS LATER
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13:41Leslie LenzoGUEST
So my target client, it's mission-driven investors.
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13:45Leslie LenzoGUEST
So endowments, foundations, not-for-profit healthcare systems, and charities.
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13:50Leslie LenzoGUEST
And specifically those institutional investors that have large portfolios and small staffs.
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13:57Leslie LenzoGUEST
So I typically define that as organizations that have north of $2 billion in their portfolio and typically have between zero and three people on their investment team.
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14:08Leslie LenzoGUEST
Because those are the organizations that really have a need for the services that I'm offering.