Tag Archives: strategic insight

Whitepaper on Asia Fund Distribution with Nomura Research Institute (NRI)

For many years I have had the great pleasure of working closely with Nomura Research Institute’s head of research, Sadayuki Horie.  Taking turns between Tokyo and New York, Horie’s insights into the Japan asset management industry have helped us shape our … Continue reading

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Keynote speech at Nordic Fund Selection Forum 2012 – Stockholm, Sweden

After the huge investor education event at Bocconi University in Milan – 10,000 people in three days, I left for Stockholm at night for the Nordic Fund Selection Forum.  As I wrote in a recent blog, the Nordics have been … Continue reading

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Keynote speech and CEO panel on “Trends in Global Asset Management” – Il Salone del Risparmio 2012

After a short overnight flight from New York to Milan, I met up with Strategic Insight’s Europe MD Andreas Pfunder for lunch near Bocconi to go over two days of meetings in Milan and Stockholm.  The Salone del Risparmio, hosted … Continue reading

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Global Custodian Video Interview: Rethinking the Mutual Fund

A recent interview with Global Custodian on key trends in the asset management industry:

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Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region

As I wrote in a recent M&A update on Brazil/LatAm, Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities, Latin America as a region is gaining momentum for the global asset management industry. Specifically, we … Continue reading

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Fund Forum Asia Interview with Alan Harden, Hong Kong 2012: The Importance of Brand in Asset Mgmt

After the speeches in Milan (Salone del Risparmio, Bocconi University) and Stockholm (Nordic Fund Selection Forum) next week, I am finally back in Hong Kong, to meet with clients and to conduct the “Fund Forum Asia Interview – Brand vs. … Continue reading

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Opening speech on Global Trends in Fund Selection – 5th Nordic Fund Selection Forum, Stockholm 2012

After Wednesday’s speech and panel at Milan’s Bocconi University for the “Salone del Risparmio”,  it is off to Stockholm for the 5th Nordic Fund Selection Forum 2012 on April 19th, for the opening speech on global trends in fund selection … Continue reading

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Keynote speech on “Global Trends in Asset Management” at Bocconi University Milan – Salone del Risparmio 2012

April rings in another whirlwind speaking tour across Europe, Asia and the US in two weeks, with a series of exciting events, panels and keynote speeches. It starts off with the “Salone del Risparmio” at Milan’s Bocconi University, a three … Continue reading

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Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities

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. More specifically Brazil as a leader … Continue reading

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Case study: The end of one Deutsche Guggenheim deal, the beginning of another

It all started in 1997… that’s when Deutsche Bank and the Solomon R. Guggenheim Foundation opened “Deutsche Guggenheim” in Berlin, to feature modern and contemporary art. Solomon Robert, of course, one of Meyer Guggenheim’s ten children, founded the foundation in 1937 … Continue reading

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