Grant Patterson, Managing Director at Providence recently participated in Whiteboarding 1.0 – a project conceived by Brookvine Pty Ltd to rethink an investment model for High Net Worth and Family Office Investors. Bringing together a group of experienced Chief Investment Officers (CIO’s) and Advisors to High Net Worth / Family Offices to participate in a half-day of vigorous discussion resulted in Brookvine’s Whiteboarding 1.0 report which interprets the discussion on the day.
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