Features/Profiles
The industry is celebrating Hispanic Heritage Month, which runs from mid-September through mid-October, in numerous ways that show their pride and dedication to the culture and commitment to diversity.
Managers and intermediaries in the family office space are providing opportunities for investment to Latin American family offices wanting access to U.S. markets and to network with firms who understand their needs.
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.
