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.
Picking a winning strategy comes naturally to board games guru Michael Iachini. Charles Schwab’s head of manager research explains how his methodical approach to fund selection has given him the edge.
In his ascent of the financial advice industry, Scott Welch has brought many professional buyers up with him. The Dynasty godfather reveals his selection philosophy and his predictions for active management
For Beacon Pointe Advisors’ due diligence trio, face-to-face meetings are essential to securing trust in a manager. Ellie Chizmarova, Derek Newcomer and Jason Overholtzer explain the importance of intuition and why they favor small boutiques
For golf-enthusiast Matt Embleton, being team spirited is as important as a hole in one. Edward Jones's principal for mutual fund research tells talks playing the long game and his preference for active management
Slow and steady is winning the race for RBC Wealth Management’s Kevin McDevitt. The director of global manager research talks about staying calm and matching mindsets
For LPL Financial’s Burt White, picking portfolios is all about people. The chief investment officer tells us how a shy kid from Virginia became a money manager matchmaker.