Oppenheimer’s Jeff Sutton knows that quality is up for grabs when you search for the star managers everyone else has missed.
Stifel’s Michael Belloli is rethinking the way analyst teams are structured and kicking back against ‘one-man investment committees’
Baird’s Kathy Blake Carey, Maggie Savage and Aaron Benson want to know what makes manager teams tick. That means it’s time to start talking.
Fifth Third Bank’s Ted Finlay knows genuine confidence when he sees it – and it can make or break a manager pick.
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.