Wells Fargo’s Greg Maddox is using technology and teaching to make sure his due diligence process runs like clockwork. He explains the nuts and bolts of the operation
Paul Ricciardelli is well-known for his discerning eye when it comes to picking managers for his model portfolios. The Morgan Stanley gatekeeper explains what he expects to see.
Matt Babcock knows what he wants and how to get it. The Pacific Life gatekeeper explains why he looks for humility in managers and how they can avoid the chop
On the baseball field and in the office, Citi Private Bank’s Don Marchesiello knows how to get the best from his team. The traditional investments head reveals how he makes his picks and why he always keeps an eye on the scorecard.
Commonwealth Financial Network’s Brian Price may love math, but he needs to see more than just strong performance figures from his managers. He tells Andrew Jones what he’s really looking for
Lisa Kopp, US Bank traditional investment head, tells Andrew Jones she’s learnt to look beyond polished performances when it comes to assessing fund managers
Fund managers beware: Jackson National Asset Management’s Bill Harding won’t quit till he has the answers. The CIO tells Alex Steger how his nose for danger protects his clients.
UBS head of portfolio management and models tells Alex Steger about his education and ambitious plans for the business.
Whether hiring new managers or acquiring firms, for American Beacon’s Gene Needles, patience is key. The CEO shares his top discoveries with Andrew Jones.
Calm and collected Scott Lavelle explains revamping his team and platform, and the benefits of positive peer pressure.