2024 ICI Leadership Summit
I had a very productive three days in Washington DC in May attending the…
Pensions & Investments: Vanguard Watchers Expect Incremental Change, Not Revolution, Under New CEO Salim Ramji
Congratulations to Salim Ramji, Vanguard‘s incoming CEO! We view…
II US Institute COO/CFO Roundtable: "Shifting Gears – Positioning Organizations for New Products & Clients”
I was honored to be a guest panelist at Institutional Investor’s US…
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…
Washington Business Journal: Executive Insights — Jeff Whitaker, President & CEO of Chevy Chase Trust
We are thrilled to see our successful candidate, Jeff Whitaker, President &…
Fund Board Views: Oversight of Distribution for Fund Directors
We want to highlight John Krieg‘s excellent Viewpoint for Fund Board…
ETF.com: Six Women to Watch in ETFs
Excellent feature from Lucy Brewster spotlighting six female leaders in the ETF…
Financial Times: Women Continue to Lead the Way in the ETF Industry
Fantastic to see this commentary in the Financial Times highlighting Women in…
FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates
The complexity of selling investment services to institutional buyers continues…
ICI: Celebrating the 100th Anniversary of the Mutual Fund
Today marks an important day in our nation’s history: the establishment of the…