Veritable’s Jared Weiner likes to go where no investor has gone before. Getting into breakaway managers’ funds at the start helps him land fresh opportunities.
CIBC Atlantic Trust’s John Tennaro and Scott Burg are certainly discerning – only a very small number of managers make it onto their platform.
After 30 years in the industry, one thing is clear for Touchstone Investments’ Tim Paulin – following the crowd doesn’t get you ahead
After two decades in the industry, Wilmington Trust’s Tony Roth knows the value of a carefully planned approach
Morningstar’s Laura Lutton is one of the few women in manager research, but oversees one of the most widely used ratings systems around.
Having been at the forefront of fund selection, Manulife’s multi-manager pioneer Bob Boyda is thinking about his career – and how he can give something back.
Northern Trust's Chris Vella likes to see his picks grow and flourish. He explains how his green fingers help him keep returns looking rosy
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