Category Archives: Uncategorized

Go Hard or Go Home: $150 billion in 2011 fund industry cash flows vs. $725 billion to top 0.5% of products

The global asset management industry collected $150 billion in long-term net cash flows last year – down from about $1 trillion in both 2010 and 2009. Yet, despite the aggregate compression of long-term cash contributions, the top 0.5% of blockbuster … Continue reading

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Judging the World Latin Dance Cup 2011 in Las Vegas

On December 14-17, 2011, Ahtoy and I had the honor of judging Albert Torres’ World Latin Dance Cup in Las Vegas, alongside dance legend and head judge Billy Fajardo, multi-World Champion across disciplines and a former ABT dancer with Mikhail … Continue reading

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Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. This morning the Financial … Continue reading

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New 110-page Strategic Insight book: State of the Industry – Latin America

This week, I am publishing a new study on the Latin America Asset Management Industry. As always, I worked closely with my now Hong Kong based senior research analysts Lise Carpenter and Bryan Liu. In addition, research analyst Marlon Valle … Continue reading

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Interviews in Sao Paulo, Brazil, on the Latin America Asset Management Industry

Last month in Brazil at the Fund Forum, I had the pleasure of giving the opening keynote speech and to interview a few of the leaders of the industry in Latin America. 1. Daniel Enskat interviews Carlos Andre (Head of … Continue reading

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The Week in Global Asset Management: MENA, Nikko, ETFs, UCITS, Dexia, Twitterviews, acquisitions….

Financial markets continue to be in disarray. I spent my week in New York at client meetings, then went on to Brussels to present to the European Commission and ended the week in Dubai, Abu Dhabi and Doha for SWF … Continue reading

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BASo presents: Bailando Por Una Causa 2011

Coming back from three days in Dubai, Abu Dhabi and Doha for meetings, panels and speeches (including a first official “Twitterview” before my opening keynote speech at the MENA Investment Management Forum), I arrived back Monday in New York to … Continue reading

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BAILA Society in Quebec, Canada

Late September typically marks the beginning of our fall touring season, and we started it with a sun- and laughter-filled weekend in beautiful Quebec, Canada, with Steve and his team. BAILA Society Repertory company – AWB, RL, MV and DSE … Continue reading

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The Week in Global Asset Management: Rogue traders, global cash flows, Mack the Knife, Chilean disapprovals, and more

Another tumultuous week for global financial markets and the asset management industry. The US still leads the world in many ways, but some things are scary to watch. The week hit a low point with the second Republican debate – … Continue reading

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Chile “disapproves” Dublin products in its pension funds… opportunity for Luxembourg, threat for UCITS?

Chile’s Comision Clasificadora de Riesgo (CCR) this month “disapproved” Dublin-based UCITS products from being invested into by Chilean pension funds due to credit rating downgrades and sovereign debt concerns – according to regulators and industry experts, Moody’s decision to downgrade … Continue reading

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