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…


Ignites: As Shops Cut Staff, Older Employees May Face Most Pain

Asset managers are trimming their ranks amid relentless pressure on fees…


Mutual Fund Industry Awards 2019

Honored to be judging this year’s Mutual Fund Industry and ETF…