Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
June 25, 2024
Disability:IN — 200+ CEOs Are In
A big shout-out to David Druley of Cambridge Associates for supporting Disability:IN! Inclusion…
June 17, 2024
Juneteenth 2024: Senses of Freedom — Exploring the Tastes, Sounds and Experiences of an African American Celebration
With efforts to discredit voters and racism still bubbling right at the surface of our national…
June 12, 2024
FundFire Alternatives: Hedge Funds Urged to Prepare for a Non-Compete Clause Ban
A pending rule change may not survive court challenges, but managers must be ready for a range of…
June 6, 2024
II US Institute CEO Roundtable: “Leadership in a New Era: New Clients, New Products, New Skills”
I was honored to be a guest panelist at Institutional Investor's US Institute CEO Roundtable in…
June 3, 2024
Pride Month 2024: Out in Finance
We constantly attempt to think outside the box in connecting with our broad network of contacts and…
May 30, 2024
Toigo Foundation: 2024 NYC Gala
Attending the Toigo Gala in NYC on the 35th anniversary of the foundation with over 800 other…
May 24, 2024
2024 ICI Leadership Summit
I had a very productive three days in Washington DC in May attending the annual Investment Company…
May 21, 2024
Pensions & Investments: Vanguard Watchers Expect Incremental Change, Not Revolution, Under New CEO Salim Ramji
Congratulations to Salim Ramji, Vanguard's incoming CEO! We view Ramji's recruitment as "in line…
May 16, 2024
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 Institute CFO/COO Roundtable in…
May 14, 2024
Mid-Year 2024 Compensation & Recruiting Commentary: Accelerating Use of Advanced Technology Significantly Alters Executive Demand
The rapid development of large language models, on top of a decade of significant advancements in…
April 19, 2024
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 unifying issue over the years,…
April 15, 2024
Washington Business Journal: Executive Insights — Jeff Whitaker, President & CEO of Chevy Chase Trust
We are thrilled to see our successful candidate, Jeff Whitaker, President & CEO of Chevy Chase…