Although many large corporations talk about an “entrepreneurial spirit” the reality of starting an asset management business is very different. Habib did just that. Through his many years in corporate America, he defined what would be his the do’s and don’t in his own firm earlier this year, went ahead and did just that. Not…Read More
The ETF world and the ESG world were not intertwined until Linda came along. Now, the ESG ETF segment is the fastest growing segment in all of the ETF industry, but there is still much to do. According to Linda if you ask investors “are you interested in ESG investing?” it will take you nowhere.…Read More
Leonardo Cardoso is managing a platform that measures market sentiment in real time for traders to act on it daily. This means that they have had to measure behavior of market participants and found that there are 55 different types of market participants that influence the markets.With this information they were able to find that…Read More
Is the new role of the wealth advisor similar to what family offices have done all along? Cesar Pachon from We Family Office sat down for a discussion on the role of the family office now and in the future.Read More
The next generation’s expectations of Asset Management is nothing like we have seen so far. Priya has been focused on turning the Asset Management business model upside down, adapting it to her target niche: HENRYs – High Earners, Not Rich Yet.Read More
Learn from one of the most renowned asset management firms with a large network of financial advisors around Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.
A pure mathematician’s approach to risk management in the asset management industry.
“Risk Management doesn’t work very well within the asset management industry. Even the concept of managing risk is very elusive.”