News
Up-to-date investment manager search leads, industry trends and investor profiles.
The “picks and shovels” strategy harkens back to the days of the California Gold Rush when merchants who sold essential tools like picks and shovels to miners saw consistent profits while many prospectors went belly up.
Observations for money management firms relating to the importance of marketing the beyond-the-numbers intellectual acumen of the portfolio manager when selling investment products to institutional investors has resurfaced in the form of a new survey report of that very group of investors and their investment consultants.
In 2024, the SEC adopted amendments to Regulation S-P. This is the rule that requires investment advisors to have written safeguards in place to protect client information and provide those clients with a written privacy notice.
News this month includes Callan’s upcoming Callan Connects sessions to be held next month as well as the onboarding of a DEI consultant at CalPERS.
Steven Meier will depart his role as cio of the New York City Retirement Systems this week.
European private funds are currently attracting broad interest due to a whole host of dynamics.
Erin Archer serves as v.p. and cfo at the Lumina Foundation, handling financial management and directing the investment strategies for the organization’s approximately $1.4 billion endowment.
This industry talks a lot about relationships, but at some point, for the ecosystem to grow and thrive, there needs to be an effort to help others, to reward those that were there with you early on and to do what you can to give back.
Venture capital firm The Veteran Fund is dedicated to investing in veteran-led technology startups that seek to move the U.S. forward.
Veterans throughout the investment industry share their stories on their path from military service to their current careers.
This month we have our annual veterans feature in honor of Veterans Day next week.