Big changes are afoot at Brinker Capital. Gatekeepers Jeff Raupp and Amy Magnotta tell Alex Steger all about their new funds, finding top talent and a trip to a dude ranch.
Coming to a conclusion without possession of all the facts didn’t work for British detective Sherlock Holmes and it doesn’t work for SEI's Stephen Beinhacker. The managing director explains to Alex Steger why it’s hypothesis first, numbers second.
Despite their good cop, bad cop act, Alex Steger finds BNY Mellon’s manager research co-heads Seyi Bucknor and Moustapha Abounadi have the same vision when it comes to picking the best active managers.
Aaron Gilman is a good judge of character and can spot gaps a mile off. The IFP CIO tells Alex Steger about picking the underdog for his team and investing from his college dorm room.
The communication and structure needed to raise a young family is helpful when it comes to managing markets. Lincoln Financial’s Jayson Bronchetti talks finding the right managers and why he’s come a long way since a night of blackjack
Plenty of gatekeepers talk about getting inside the head of a fund manager, but Jerry Chafkin has a distinct advantage – he used to be one. AssetMark’s CIO reveals what it’s like on the other side, and how he decides who makes it onto his fund lists.
As a lifelong marathon runner, Terri Spath knows the value of preparation and discipline better than most. Sierra Investment Management’s chief investment officer explains how total commitment to a plan enables her to keep her head in unpredictable markets
Tim Clift has his eye on the ball. Envestnet’s chief investment strategist tells Andrew Jones about his 12-step process for assessing asset managers and some of his favorite high-conviction players.
With a to-do list that would undo all but the most determined of minds, Anna Snider has a lot to contend with in 2017 but plans to make a difference.
When it comes to finding new managers, John Hancock's Leo Zerilli knows no bounds. The head of investments explains his personal selection approach, his thoughts on ETFs and his forecasts for the future.