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Institutional investor

Institutional investor

Search complete. 3 mentions across 2 episodes found for "Institutional investor".

Oct 22, 2026

Greg SherHOST
29:25
And then this morning, something came out of the Treasury.
Greg SherHOST
29:30
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.
Greg SherHOST
29:42
And another thing, which is good.
Greg SherHOST
29:43
Right.
Leslie LenzoGUEST
0:00
So my target client, it's mission driven investors, specifically those institutional investors that have large portfolios and small staffs.
Leslie LenzoGUEST
0:10
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.
Leslie LenzoGUEST
0:21
It was really a white glove service.

13 MINS LATER

Leslie LenzoGUEST
13:41
So my target client, it's mission-driven investors.
Leslie LenzoGUEST
13:45
So endowments, foundations, not-for-profit healthcare systems, and charities.
Leslie LenzoGUEST
13:50
And specifically those institutional investors that have large portfolios and small staffs.
Leslie LenzoGUEST
13:57
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.
Leslie LenzoGUEST
14:08
Because those are the organizations that really have a need for the services that I'm offering.

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