The communication and structure needed to raise a young family is helpful when it comes to managing markets. Lincoln Financial’s Jayson Bronchetti talks finding the right managers and why he’s come a long way since a night of blackjack
Plenty of gatekeepers talk about getting inside the head of a fund manager, but Jerry Chafkin has a distinct advantage – he used to be one. AssetMark’s CIO reveals what it’s like on the other side, and how he decides who makes it onto his fund lists.
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