Wilshire Associates: Asset Management Diversity In Action

One of the most exciting parts of the upcoming decade will be watching the…


FundFire: $75B Fixed Income Manager Names First-Ever CEO

Congratulations to Income Research + Management on naming their first CEO, Bill…


CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors…


InvestmentNews: Why a culture of compliance is critical

“[M]uch of the current regulatory activity has picked up on the demands of a…


Institutional Investor: The Rising Expense That’s Pressuring Asset Managers

Great reporting by Julie Segal of Institutional Investor presenting some of the…


FundFire: Bridgewater Moves to 'Revolutionize' Ops Functions

Nearly a month into their new human resources, recruiting, and finance…


Board IQ: Recruiting Takes a Lot of Time, With or Without Help

It is always important to manage expectations regarding search timelines.…


Mutual Fund Directors Forum: "Mutual Fund Board of the Future" (Panel)

It was rewarding to be a member of the “Mutual Fund Board of the Future” panel…


Insitutional Investor: Who Deserves to Be a CEO?

In every CEO search I’ve recently worked on, the boards all want someone with a…