Meeting with Boss’ PWM team
I work at a family office and was just recently hired a few months back. I do real estate and operating company PE investments. The founders private wealth management team (large bulge bracket bank) will be coming in next week to discuss his holdings and overall market outlook. The managing partner who runs the office will be out of town, and it will just be me and the founder at the presentation.
Any idea on what questions I should ask so I can contribute? I’m unsure how these meetings typically go from our side in terms of questioning and don’t want to appear totally useless.
Bump
Just ask a few macro questions like their views on where rates will go, etc.
Also, sometimes speech is silver, but silence is golden.
Better your boss thinks you’re an idiot, than open your mouth and remove all doubt.
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