C-Suite Insights: Jeffrey Kleintop

Jeffrey Kleintop, CFA
Senior Vice President
Chief Global Investment Strategist
Charles Schwab & Co., Inc.

As Senior Vice President and Chief Global Investment Strategist for Charles Schwab & Co., Inc., Jeffrey Kleintop’s interests are vast and wide-ranging, from geopolitics to earnings to central bank actions. His responsibilities include deciphering and interpreting events as they take place around the world and ascertaining what they mean for investors.

“Schwab created this role about three years ago because we noticed that money was increasingly flowing to international investments,” explains Kleintop. “Our customers were looking for insights on what developments around the world mean for markets here and abroad, so I stepped in to fill that role.”

I recently sat down with Kleintop to talk about trends he’s watching, opportunities he’s tracking, and the advice he would share with investors. Continue reading

C-Suite Insights: Lynn Blake

Lynn Blake, CFA
Executive Vice President & CIO
Global Equity Beta Solutions
State Street Global Advisors

As Executive Vice President and Chief Investment Officer of Global Equity Beta Solutions for State Street Global Advisors, Lynn Blake’s list of responsibilities is long and far-reaching. A longtime State Street employee, Blake oversees approximately $1.5 trillion in assets under management, with a team of approximately 75 portfolio managers based in five offices around the world: Boston, London, Hong Kong, Tokyo and Sydney. Her group is responsible for strategies in the equity space, which includes everything that SSgA does in indexing for institutional clients, i.e., commingled funds, collective vehicles, mutual funds, SPDR ETFs, and separate accounts.

Smart-beta assets are a great source of activity and growth for Blake’s group, whose smart-beta strategies include assets that it manages against third-party indexes as well as its own proprietary strategies developed by Jennifer Bender, research head on Lynn’s leadership team.  Blake also oversees SSgA’s Corporate Governance team, led by Rakhi Kumar, which is responsible for all of SSgA’s asset stewardship and proxy voting. She reports to SSgA’s Global Chief Investment Officer, Richard Lacaille, who is head quartered in London.

We recently sat down to chat about the evolution of her career, including nearly 30 years with SSgA, and her strategies for success. Continue reading

WE Interviews – Nathalie Molina Niño

Nathalie Molina Niño
Founder & CEO
BRAVA Investments

As the founder and CEO of BRAVA Investments, Nathalie Molina Niño has big dreams; she aspires to build her new company into the Berkshire Hathaway of gender parity by targeting high-growth, scalable businesses that can make a catalytic economic impact on women. I recently sat down with Nathalie to talk about the inspiration behind BRAVA Investments and what it takes to get a new firm up and running.  Continue reading

C-Suite Insights: David Hunt

David Hunt
President & CEO
PGIM

David Hunt serves as the president and chief executive officer of PGIM, the trillion-dollar asset manager of Prudential Financial. A global business with about 3,500 employees in 31 offices located in 16 countries, PGIM offers a very wide range of asset classes, from public equities and public fixed income to private fixed income. The business is also the second largest global real estate manager, offering its global client base a broad range of real estate investment strategies that span the risk-return spectrum across debt and equity.

I recently sat down to talk with Hunt about trends in asset management and the role of gender diversity in the business. We were fortunate to have Catherine Verhoff, PGIM’s Chief Diversity Officer, join us for this conversation. Continue reading

C-Suite Insights: Churchill G. Franklin

Churchill G. Franklin
Chief Executive Officer
Acadian Asset Management

As co-founder and Chief Executive Officer of Acadian Asset Management, Churchill G. Franklin has oversight for approximately $86 billion in assets and 320 professionals located in offices around the globe including Boston, London, Tokyo, Sidney and Singapore.

Acadian specializes in active global and international equity strategies, employing sophisticated analytical models for active stock selection.  Acadian deals primarily in equities, but is currently in the process of building out a multi-asset capability.

I recently sat down with Franklin in his Boston office to discuss Acadian’s quantitative approach, the importance of diversity, and the value of listening carefully to the marketplace. Continue reading