Jeffrey S. Coons, PhD, CFA
Manning & Napier
Jeffrey S. Coons is the president of Rochester, NY-based Manning & Napier, an investment management firm with $27 billion in AUM. The firm manages multi-asset class and single-asset class portfolios via a staff of over 400 employees, a commitment of resources that speaks to the importance of client service in its model. The firm also has its own captive trust company, mutual fund complex and significant depth of expertise within its team of over 65 investment professionals.
As president, Coons is responsible for the firm’s IT and administrative operations, together with its client analytics team, a group that provides additional information and services to help clients understand their situation, establish their objectives, and meet their overall needs. He also oversees the firm’s trust company, and supports its product development, research and sales efforts.
I recently sat down with Coons to get his read on current and future industry trends, including technology’s impact on the field of asset management, and his thoughts on regulation and the ongoing struggle for gender equity in the sector. Continue reading
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
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
Nathalie Molina Niño
Founder & CEO
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
President & CEO
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