A successful transition event isn’t just about moving assets—it’s about precision, strategy, and minimizing risk. Without the right execution, costs can escalate, market impact can grow, and performance can suffer. On a recent panel, Kerry Richardville, CFA, Senior Institutional Advisor at Mariner and Bryan Gibbs SVP, Director of Transition Management at CAPIS, unpacked the most effective transition management strategies for mitigating risk, optimizing execution, and setting the right benchmarks for success.
Watch the panel below:
