Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

II US Institute: CEO and COO/CFO Roundtables

I was honored to be a guest panelist at Institutional Investor's @US Institute CFO/COO Roundtable…

Disability:IN — 200+ CEOs Are In

A big shout-out to David Druley of Cambridge Associates for supporting Disability:IN! Inclusion…

Juneteenth 2024: Senses of Freedom — Exploring the Tastes, Sounds and Experiences of an African American Celebration

With efforts to discredit voters and racism still bubbling right at the surface of our national…

FundFire Alternatives: Hedge Funds Urged to Prepare for a Non-Compete Clause Ban

A pending rule change may not survive court challenges, but managers must be ready for a range of…

Pride Month 2024: Out in Finance

We constantly attempt to think outside the box in connecting with our broad network of contacts and…

Toigo Foundation: 2024 NYC Gala

Attending the Toigo Gala in NYC on the 35th anniversary of the foundation with over 800 other…

2024 ICI Leadership Summit

I had a very productive three days in Washington DC in May attending the annual Investment Company…

Pensions & Investments: Vanguard Watchers Expect Incremental Change, Not Revolution, Under New CEO Salim Ramji

Congratulations to Salim Ramji, Vanguard's incoming CEO! We view Ramji's recruitment as "in line…

Mid-Year 2024 Compensation & Recruiting Commentary: Accelerating Use of Advanced Technology Significantly Alters Executive Demand

The rapid development of large language models, on top of a decade of significant advancements in…

Just Capital: America’s Top 10 Companies for Environmental Performance in 2024

"Environmental protection in the U.S. has for the most part been a unifying issue over the years,…

Washington Business Journal: Executive Insights — Jeff Whitaker, President & CEO of Chevy Chase Trust

We are thrilled to see our successful candidate, Jeff Whitaker, President & CEO of Chevy Chase…

Fund Board Views: Oversight of Distribution for Fund Directors

We want to highlight John Krieg's excellent Viewpoint for Fund Board Views. It's a three-part…