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.
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.