In his closing remarks at this year’s Burgundy Forum, CEO Rob Sankey reflects on our journey since our first-ever Client Day. While Burgundy’s client-first mentality and core values have remained steadfast since 2000, we continue to adapt to meet our clients’ evolving needs.
KEY POINTS
- Maintaining a consistent investment approach
- Strengthening our non-investment principles
- Building and protecting clients’ capital
- Evolving our philanthropic offering to meet our clients’ needs
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