Privileged to be part of Institutional Investor’s US Institute Chief Investment Officer Roundtable. Chairing a panel that included Dana Emery, CEO of Dodge & Cox, Janelle Woodward, CFA, CEO of MacKay Shields LLC, Dhvani Shah, CFA, CIO of JM Family Enterprises, Inc., and Karl Dasher, President of Polen Capital on ‘Leadership of Investment Teams and Investment Talent Management‘ was a challenging topic where this group provided excellent insights on best practices. The panel was followed by an hour of breakout sessions on the topic where the conversation was lively and useful specific experiences were shared. Thanks to the panel for making my job easier, and to Amy Quint and Jim McCaughan of the US Institute for including me.

Institutional Investor | CIO Roundtable 2023