Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

Wilbanks Partners Attends IDC’s 2024 Annual Fund Directors Conference

Incoming Independent Directors Council Chair Bill Ebsworth, IDC President Thomas Kim, and the…

George Wilbanks Attends the Money Management Institute 2024 Annual Conference

Great to be where the action is today with the team at the Money Management Institute’s Annual…

Institutional Investor: J.P. Morgan Asset Management Is a Quiet Giant in Alts. A Reorganization Aims to Change That.

Gatch and the team at JP Morgan remain innovators, great work! Great reporting by Julie Segal and…

FundFire: AB to NY Staffers — Want to Hot-Desk? Come in Four Days a Week

Another great example of how hybrid work programs are not a one-size-fits-all solution. We continue…

Wilbanks Partners at IPA Vision 2024

The IPA Vision 2024 Conference in Florida was a great time to catch up with lots of clients and…

Khosla Ventures: AI: Dystopia or Utopia?

My early personal use of LLMs and generative AI have proven frustrating for the actual benefits to…

Citigroup Private Bank: Global Family Office 2024 Survey Insights

This Citigroup study reflects the progression of work we are seeing from our family office clients.…

Wilbanks Partners Celebrates Hispanic Heritage Month 2024

So many of my clients, candidates, and friends have shared their Hispanic cultural heritage with me…

Value in Private Markets Investments Allocations Strengthened

Thanks to Justina Lee of Bloomberg for highlighting this recent study by the research team at…

Bloomberg: Private Equity Gets Creative to Buy Time for More Gains. Clients Say Pay Me Now

No one was more amazed at the magic of growth-oriented private equity careers in the 2010-2021…

Institutional Investor: Goldman Sachs Throws Cold Water on AI Mania

At Wilbanks Partners, we have been experimenting with and using a wide variety of sophisticated…

Disability:IN — 200+ CEOs Are In

A big shout-out to David Druley of Cambridge Associates for supporting Disability:IN! Inclusion…