Keefe & Pax Ellevate: Investing in Women is Good Business

Keefe & Pax Ellevate: Investing in Women is Good Business


Joe Keefe, president and chief executive officer of Pax World Funds, is well known for his commitment to helping women succeed - in business and beyond - and has received numerous awards for his commitment to moving the needle on gender equality for women.
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Look for a Partner?

LOOK FOR A PARTNER?


In a recent piece for the Financial News, David Wighton posited that the asset management industry is ripe for consolidation. With pressure on to increase scale and cut costs, Wighton suggests the time is now.
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Preserving and Managing Family Wealth Increasingly a Woman’s Domain

Preserving and Managing Family Wealth Increasingly a Woman's Domain


A recent Wealth Management.com story notes that, according to RBC Wealth Management's Wealth Transfer Report 2017, the responsibility of managing and preserving family wealth is increasingly in the hands of women. Among the study's most striking findings:
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WE Interviews – Monica L. Walker

Monica L. Walker
President, CEO & Investment Officer
Holland Capital Management, LLC

Monica Walker is the President, CEO and Investment Officer of the institutional asset management firm Holland Capital Management, LLC, with responsibilities for oversight of the firm and its 24 employees as well as the company’s investment strategies. While the firm’s client base rests primarily in the public pension space, its clients also include corporations, endowments, foundations, unions or Taft-Hartley plans, and sub-advised assets.

I recently had the pleasure of interviewing Walker about her journey to the CEO’s office and the skills she has honed along the way. Continue reading

ESG: No Longer “Green Window Dressing”

Corporations have often taken the position that when it comes to sustainability or other socially responsible issues, the costs outweigh the benefits for the bottom line. In his book Capitalism and Freedom, published in 1962, economist Milton Friedman wrote: Continue reading