I was honored to be a guest panelist at Institutional Investor’s US Institute CEO Roundtable in June in Montreal, Canada. Jim McCaughan and Amy Quint curated a fascinating group of topics and panelists on issues that are at the cutting edge of running the infrastructure of a growing and profitable asset manager. For a panel on “Leadership in a New Era: New Clients, New Products, New Skills,” I was joined by panelists Richard Bruyere, Managing Partner of INDEFI; Shundrawn Thomas, Founder & Managing Partner of The Copia Group; and Jennifer Murphy, Founder & CEO, Runa Digital Assets. Below is a link my slide deck from the panel.
In my estimation, the US Institute remains one of the more effective ways to stay in touch programmatically with peers and challenge yourself with new perspectives on best practices.
I look forward to joining the group again in the future.