My Jerry Maguire moment came in 2018. I had been working and investing under the umbrella of big banks -- Citi, Morgan Stanley, BNY Mellon, and National Australia Bank -- for 20 years. The work we did -- growing AUM 40X for BNYM, for instance -- clearly benefitted shareholders and employees. But was it good for our investors? My conclusion was that it was good, but that it could be so much better in a smaller format! This epiphany led me to the difficult decision to leave the big bank and launch Sugi Capital, a boutique investment firm that specializes solely in real estate investment trusts (REITs). Six years later, Sugi has grown to offer five distinct strategies and has delivered top-decile performance. But most importantly, we have prioritized our time to deliver the best client service in the business. Our recipe is simple: stay small and nimble, so that our portfolios can respond to dynamic market conditions, and so that we can best serve our clients, our most important asset. Our investment has paid off, as we are now blessed with a loyal client base that continues to serve as an inspiration and a key source of new business referrals. Launching Sugi has also allowed me the time to volunteer in my community. I serve as the chairman of the Philadelphia Advisory Board of Harlem Lacrosse, a non-profit organization that empowers youth through education and sports. I am passionate about sharing my knowledge and expertise in the real estate sector, as well as giving back to the community and supporting the next generation of leaders.* Read More: https://www.slashfilm.com/543965/jerry-maguire-mission-statement/