by Chestnut Information | Sep 23, 2021 | Research
We discuss our Future of Investments research on investment firm M&A with leaders from Mercer (Keith Mote) and TIAA (Javier Enrile). Industry changes driving increased M&A activity, the types of asset manager deals that are most (and least) likely to succeed,...
by Chestnut Information | Aug 20, 2021 | Research
As the investment industry faces unprecedented challenges, Chestnut and P&I partnered to conduct comprehensive research into the issues impacting the future of our industry. Chestnut CEO Amanda Tepper provides a first look into how a wide range of industry groups...
by Chestnut Information | Apr 30, 2021 | Research
Distribution leaders Sydney McConathy, Head of Business Development at Hancock Natural Resource Group and Dominica Ribeiro, Chief Marketing Officer at Breckinridge Capital discuss how they have successfully steered their relationships with investors and consultants...
by Chestnut Information | Mar 26, 2021 | Research
Chris Philips, Head of Vanguard’s OCIO business, discusses how he has navigated his team over the last year, through the transition to an all-remote work environment, adding private equity to their platform, and driving growth in an increasingly crowded and...
by Chestnut Information | Jan 28, 2021 | Research
CIBC Asset Management manages more than $100B in retail assets and is one of the largest subadvisory platforms in Canada, with more than $30B of externally-subadvised assets. In this webinar, we speak with CIBC Asset Management’s Managing Director of Investment...
by Chestnut Information | Dec 9, 2020 | Research
Amanda and Simon talk with David Pappalardo of Segal Marco about best practices for managers who seek to gain the attention of retail intermediaries. Please click here to watch the...
