For decades, institutional asset management has operated on the assumption that financial resilience can be predicted almost entirely through backward-looking metrics. Today, fiduciaries recognize that legacy tools overlook modern externalities and unpriced risk. Discover how movement-informed data, fundamental financial analysis, and independent leadership are fundamentally redefining portfolio resilience.

Starting an independent firm isn't just hard—it looks a little nutty on paper. After 27 years on the front lines of investment management, Betsy shares the defining moments, broken promises, and industry flaws that compelled her and Jason to co-found Harbor Ridge together.