A large West Coast mutual fund manager requested an assessment of the firm’s governance framework.
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"Our firm's growth was faster than we anticipated, and our legal and compliance services didn't keep up. When we also needed to support changes in key professionals and expansion into Asia, we knew it was time to rethink our structure and resources in a smarter way to support the firm. ReGroup's industry knowledge and actual experience in the job was immediately credible. The process was efficient, smart, and thorough. Our results are happier internal clients, a lower-stress environment, and a more nimble ability to serve the firm's needs while managing costs."
Tim P., General Counsel
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A multinational insurance company managed $70B AUM in captive assets of its parent company and global affiliates.
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A Small/SMID-cap manager with a 20-year history, small employee base, and just over $2B AUM, wanted transparent and effective systems that could support expected growth and shifting regulatory and institutional client expectations.
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A large, registered investment adviser wished to restructure its product information team to increase operational efficiency.
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"ReGroup engineered a special experience for our company that rewarded high potential employees, identified prospective leadership, and applied our best and brightest to some of our toughest problems. The opportunity to work with highly skilled colleagues in a fun, competitive, and well-defined setting allowed us to drill down into incredibly difficult topics with great results for participants and the firm.”
Lei L., Senior Vice President and Head of IT
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