Tag Archives: strategic insight

Monaco Fund Forum 2013: Lights, Camera, Action…

Where to begin… the Monaco Fund Forum International 2013, the largest asset management conference in the world, was another milestone. Featuring Sir Bob Geldof along with hundreds of CEOs worldwide, conference director Jenny Adams went out on a limb and … Continue reading

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LatAm keynote and client meetings: 2013 trends for Brazil and Latin America

Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

China & the world: new leadership, partnerships, investments, SWFs

I am writing this post on board Cathay Pacific 830 from HK to NY en route to Sao Paulo, following two weeks of off the record discussions with CEOs, institutions, and government officials in Asia. (Quick side note, Marester, the … Continue reading

Posted in alternatives, asia, books, cash flows, China, E&A, enskat associates, institutional investor, Latin America, multi-convergence, professional fund buyers, SWFs, wealth management | Tagged , , , , , , , , , , , , , , , , | Leave a comment

After #Sandy: Speeches and meetings in Asia and Latin America

After a week without power or water, thanks to Sandy, I am about to fly over to Asia for two weeks, followed by a week in Latin America later in November. The week here showed NY and the world how … Continue reading

Posted in alternatives, asia, beauty, black swans, books, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, Enskat Associates, information delivery, LatAm, Latin America, management, money, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Where is the industry going to grow? US/Europe vs Asia/Latam

Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading

Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Learning from Chile: Principal buys AFP, the growth of Latin America retirement investing and Chile educating the US

Latin America is high on the list of priorities for asset managers. Mostly, that includes expanding investment management in and for the region to build out product ranges and investment capabilities, but we also see a much stronger business push … Continue reading

Posted in alternatives, asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, Enskat Associates, information delivery, Latin America, lifestyle, management, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , | 2 Comments

Enskat/Katie Koch Interview Fund Forum 2012: Jim O’Neill’s Growth Markets Beyond BRICs

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Interviewing Dr. Mark Mobius in Monaco 2012: The Changing Perception of Emerging Markets

Posted in asia, Brand, Brazil, consulting, Enskat, LatAm, Middle East, money, pension funds, private banking, professional fund buyers, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Asia Asset Management Trends 2012

After speeches in Milan (Il Salone del Risparmio) and Stockholm (Nordic Fund Selector Forum), I spent last week in Asia to see clients and present at the Asia Fund Forum in Hong Kong. As usual, I stayed at the Upper … Continue reading

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The Importance of Brand in Asset Management – Discussion with BNY Mellon Investment Management Asia CEO Alan Harden at Fund Forum Asia 2012

FUND FORUM ASIA INTERVIEW 2012 – BRAND VERSUS BOUTIQUE Is There Space For Niche Players In A Brand-Conscious Market?  During the main conference of the Fund Forum Asia 2012 in Hong Kong, I had the pleasure of discussing brand in … Continue reading

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