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

The Fourth Industrial Revolution is Coming

I’ve referred to topics surrounding the fourth industrial revolution in past blog posts about automation, and disruption in financial services. The fourth industrial revolution is worthy of its own discussion, in particular because the World Economic Forum focused on it at its 2016 meeting in Davos, Switzerland. Executive Chairman of the World Economic Forum Klaus Schwab elegantly defines the fourth industrial revolution in the context of the previous three: Continue reading

WE Interviews – Kathy Sandstrom

Kathy Sandstrom
Senior Managing Director
Global Real Estate Equity Group
Heitman, LLC

Kathy Sandstrom is Senior Managing Director of the Global Real Estate Equity group at Heitman, LLC, a Chicago-based global real estate investment firm with some $36 billion in assets under management. Responsible for the execution of all of Heitman’s securities business initiatives, Sandstrom works closely with three portfolio managers, one in each of the regions in which Heitman invests, and supervises a group of 27 employees dispersed throughout offices in Chicago, London, Munich, Hong Kong and Melbourne.

We recently sat down to discuss her professional journey, the skillset that has carried her along the way, and the insights she has to offer to other senior-level women. Continue reading