Features/Profiles

Features/Profiles
Balancing Running Business Vs. Portfolio Important To Segal Advisors
For emerging managers, the ability to balance the demands of running a business with managing a
05.07.08
Features/Profiles
Broker Profile: Grace Financial
The broker profile is a feature that is designed to introduce emerging asset management firms to
04.02.08
Features/Profiles
Badge of Honor Foundation Seeks Support From Institutional Firms
The National Badge of Honor Memorial Foundation is reaching out to asset management firms to help
04.02.08
Features/Profiles
SEI Foundation and Endowment Team Looks Below The Radar
Managers with short track records looking to work with smallor mid-size foundations and endowments
02.06.08
Features/Profiles
Wilshire Looks To Expand Coverage of Emerging Space
There is a belief among many in the emerging manager space that large consulting firms are not
01.09.08
Features/Profiles
After Slow Start, Leading Edge Sees Success In 2007, Looks To Future
Clayton Jue says he never had a doubt. He knew that the clients would come, that the assets would
12.05.07
Features/Profiles
Broker Profile: Lambright Financial Solutions
Comfort plays an important role in an investment management firm’s broker-dealer relationship,
11.07.07
Features/Profiles
Emerging Manager Advocate Aguallo Reflects As Retirement Nears
When it comes to public pension fund officials advocating investing in emerging managers, few are
11.07.07
Features/Profiles News
Third-Party Marketers, Ill. Plans Battle It Out Over Fees
In 2005, political bigwig Robert Kjellander, the Teachers Retirement System of the State of
10.03.07
Features/Profiles
FIS President Swan Departs Firm After Long Career
Ed Swan doesn’t know what to call it, but he isn’t retiring. The FIS Group President stepped down
08.01.07