Features/Profiles
When Jim Casselberry took over as chief investment officer of the roughly $1 billion Health Forward Foundation in November 2025, he arrived with an unusual advantage: he already knew the portfolio.
For an emerging manager, the annual general meeting can look like a daunting task. From logistics to content to atmosphere, putting on an event of any size requires significant planning and resources, particularly when the meeting carries real weight for the limited partners in the room.
Diverse deputy cio hires outpaced diverse cio hires at the nation’s largest institutions over the past year, suggesting a stronger succession pipeline, however, the institutional investment industry still faces a diversity shortfall at its upper ranks.
Jim Casselberry joined the Health Forward Foundation as its cio on Nov. 1, tasked with leading management of the Kansas City, Mo.-based foundation’s approximately $908.7 million endowment.
With U.S. census data revealing that the LGBTQ+ community is the fastest growing minority segment in the U.S. with nearly $1.4 trillion in spending power, it is crucial to have financial advisors focused on a community that is not only expanding but comes with its own set of unique challenges.
The next generation of talented individuals in the investment management industry and financial services more broadly can and should come from anywhere and everywhere. Finding and training that next class as well as ensuring there is access and opportunity requires a concerted effort from every segment of the environment.
Private credit and the perceived “bubble” the asset class may be in has captured headlines of late, but managers in the space continue to stress the soundness of the asset class despite the noise.
Artificial intelligence has been top of mind for many in the institutional investment industry for some time and Women’s History Month highlights industry females leveraging AI in various technology and healthcare spaces.
Congratulations to the winners and thank you to our judges for evaluating all the fantastic finalists in this year’s categories.
Historically Black colleges and universities have done yeoman’s work developing and producing leaders in the financial services and investment sectors in the face of funding cuts and other institutional barriers.
